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Portfolio (Quarterly) Guide ↗

DAGCO, INC.

· CIK 0001767343
13F Portfolio $461.3B AUM 353 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 72 Added 52 Reduced 38 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 63.0 $15K 0.00% -62.0 -49.6% $242.40 -8.2%
42 UBER UBER TECHNOLOGIES INC Technology 130.0 $9K 0.00% -224.0 -63.3% $71.93 +3.0%
43 ACN ACCENTURE PLC IRELAND Technology 38.0 $8K 0.00% -2K -98.1% $198.29 -10.2%
44 BIL SPDR SER TR 75.0 $7K 0.00% -61.0 -44.9% $91.64 -0.1%
45 TXN TEXAS INSTRS INC Technology 32.0 $6K 0.00% -164.0 -83.7% $194.12 +55.7%
46 HON HONEYWELL INTL INC Industrials 26.0 $6K 0.00% -12.0 -31.6% $226.04 -3.6%
47 ADSK AUTODESK INC Technology 23.0 $6K 0.00% -10.0 -30.3% $239.39 +2.3%
48 EQIX EQUINIX INC Real Estate 5.0 $5K 0.00% -2.0 -28.6% $980.20 +7.6%
49 SONY SONY GROUP CORP Technology 196.0 $4K 0.00% -50.0 -20.3% $20.70 +10.9%
50 UTES ETFIS SER TR I 25.0 $2K -1K -98.0% $80.28 -4.5%
51 IT GARTNER INC Technology 12.0 $2K -11.0 -47.8% $158.33 -0.9%
52 CRM SALESFORCE INC Technology 9.0 $2K -42.0 -82.3% $186.67 -3.6%
Page 3 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 17.0%
Healthcare 14.1%
Industrials 13.8%
Communication Services 10.5%
Consumer Cyclical 5.8%
Consumer Defensive 5.6%
Basic Materials 2.7%
Utilities 2.7%
Energy 1.2%