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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 13 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VPU VANGUARD WORLD FD 100.0 $20K 0.00% $198.14 -2.5%
242 UNH UNITEDHEALTH GROUP INC Healthcare 71.0 $19K 0.00% -501.0 -87.6% $270.59 +43.8%
243 T AT T INC Communication Services 640.0 $19K 0.00% $28.99 -13.5%
244 HL HECLA MNG CO Basic Materials 972.0 $18K 0.00% $18.63 -11.6%
245 CINF CINCINNATI FINL CORP Financial Services 115.0 $18K 0.00% $157.35 +6.1%
246 ECL ECOLAB INC Basic Materials 67.0 $18K 0.00% $266.01 -8.6%
247 PRU PRUDENTIAL FINL INC Financial Services 180.0 $18K 0.00% $97.69 +2.9%
248 MFC MANULIFE FINL CORP Financial Services 497.0 $17K 0.00% $34.44 +9.9%
249 NVO NOVO NORDISK A S Healthcare 450.0 $17K 0.00% $36.75 +21.5%
250 FORTINET INC 200.0 $16K 0.00% $81.72
251 FETH FIDELITY ETHEREUM FD Financial Services 775.0 $16K 0.00% +20.0 +2.6% $20.88 +1.2%
252 DKNG DRAFTKINGS INC NEW Consumer Cyclical 747.0 $16K 0.00% $21.62 +14.9%
253 KR KROGER CO Consumer Defensive 221.0 $16K 0.00% $72.36 -3.6%
254 IBM INTERNATIONAL BUSINESS MACHS Technology 63.0 $15K 0.00% -62.0 -49.6% $242.40 -10.4%
255 KEY KEYCORP Financial Services 721.0 $14K 0.00% +8.0 +1.1% $20.05 +4.5%
256 MLM MARTIN MARIETTA MATLS INC Basic Materials 24.0 $14K 0.00% $588.67 -9.9%
257 SCHM SCHWAB STRATEGIC TR 456.0 $14K 0.00% $30.96 +8.8%
258 ISRG INTUITIVE SURGICAL INC Healthcare 30.0 $14K 0.00% $461.00 -5.5%
259 ARKK ARK ETF TR 200.0 $14K 0.00% $67.59 +9.7%
260 VZ VERIZON COMMUNICATIONS INC Communication Services 266.0 $13K 0.00% $50.28 -4.6%
Page 13 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%