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Portfolio (Quarterly) Guide ↗

DAGCO, INC.

· CIK 0001767343
13F Portfolio $461M AUM 353 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 72 Added 52 Reduced 38 Exited
Page 11 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LOW LOWES COS INC Consumer Cyclical 168.0 $40K 0.01% -65.0 -27.9% $236.33 -7.7%
202 MRVL MARVELL TECHNOLOGY INC Technology 398.0 $39K 0.01% -10.0 -2.5% $98.94 +70.7%
203 SPOT SPOTIFY TECHNOLOGY S A Communication Services 80.0 $39K 0.01% -10.0 -11.1% $484.91 -8.2%
204 PAAS PAN AMERN SILVER CORP Basic Materials 695.0 $38K 0.01% $54.62 +1.1%
205 SHOP SHOPIFY INC Technology 317.0 $38K 0.01% $118.62 -13.7%
206 FRT FEDERAL RLTY INVT TR NEW Real Estate 350.0 $37K 0.01% $106.21 +8.2%
207 NKE NIKE INC Consumer Cyclical 675.0 $36K 0.01% $52.82 -19.4%
208 HAL HALLIBURTON CO Energy 910.0 $35K 0.01% $38.98 +9.7%
209 GDXJ VANECK ETF TRUST 282.0 $34K 0.01% $120.14 -8.2%
210 ENTERGY CORP NEW 300.0 $34K 0.01% +2.0 +0.7% $112.36
211 CNI CANADIAN NATL RY CO Industrials 325.0 $33K 0.01% $102.77 +8.8%
212 MA MASTERCARD INCORPORATED Financial Services 66.0 $33K 0.01% $499.79 +1.2%
213 FDIS FIDELITY COVINGTON TRUST 350.0 $33K 0.01% $93.26 +5.7%
214 EVN EATON VANCE MUNI INCOME TRUS Financial Services 3,065.0 $32K 0.01% +43.0 +1.4% $10.41 +0.7%
215 SCHV SCHWAB STRATEGIC TR 1,041.0 $32K 0.01% $30.50 +6.7%
216 VSGX VANGUARD WORLD FD 439.0 $31K 0.01% +3.0 +0.7% $71.67 +9.3%
217 PANW PALO ALTO NETWORKS INC Technology 196.0 $31K 0.01% $160.32 +54.4%
218 D DOMINION ENERGY INC Utilities 507.0 $31K 0.01% -78.0 -13.3% $61.81 +9.3%
219 ENB ENBRIDGE INC Energy 573.0 $31K 0.01% $54.14 +4.1%
220 APLD APPLIED DIGITAL CORP Technology 1,300.0 $31K 0.01% -56.0 -4.1% $23.74 +54.3%
Page 11 of 18  ·  353 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%