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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 4 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CEFA GLOBAL X FDS 19,900.0 $734K 0.16% +13K +207.8% $36.89 +5.0%
62 CSCO CISCO SYS INC Technology 9,403.0 $730K 0.16% $77.59 +53.2%
63 ABT ABBOTT LABS Healthcare 7,047.0 $723K 0.16% -447.0 -6.0% $102.66 -13.5%
64 IJH ISHARES TR 10,313.0 $696K 0.15% -175.0 -1.7% $67.53 +5.8%
65 KO COCA COLA CO Consumer Defensive 8,464.0 $644K 0.14% $76.05 +6.8%
66 IWF ISHARES TR 1,507.0 $643K 0.14% $426.40 -71.1%
67 XLK SELECT SECTOR SPDR TR 4,751.0 $631K 0.14% $132.91 +30.3%
68 AVGO BROADCOM INC Technology 2,020.0 $625K 0.14% +596.0 +41.9% $309.54 +32.8%
69 GOVT ISHARES TR 24,947.0 $572K 0.12% NEW $22.91 -1.8%
70 SCHX SCHWAB STRATEGIC TR 22,236.0 $570K 0.12% +18K +394.1% $25.64 +12.4%
71 VHT VANGUARD WORLD FD 2,078.0 $566K 0.12% $272.31 +0.6%
72 VFH VANGUARD WORLD FD 4,682.0 $566K 0.12% -538.0 -10.3% $120.81 +3.7%
73 CB CHUBB LIMITED Financial Services 1,695.0 $552K 0.12% $325.93 +1.3%
74 COST COSTCO WHSL CORP NEW Consumer Defensive 535.0 $533K 0.12% $996.35 +5.3%
75 AEP AMERICAN ELEC PWR CO INC Utilities 4,047.0 $531K 0.12% $131.09 -1.7%
76 UNP UNION PAC CORP Industrials 2,164.0 $525K 0.11% $242.64 +13.4%
77 TSLA TESLA INC Consumer Cyclical 1,379.0 $513K 0.11% +240.0 +21.1% $371.68 +10.3%
78 SCHW SCHWAB CHARLES CORP Financial Services 5,375.0 $505K 0.11% $93.98 -1.7%
79 IUSG ISHARES TR 2,815.0 $437K 0.10% NEW $155.11 +18.4%
80 IAU ISHARES GOLD TR Financial Services 4,925.0 $434K 0.09% $88.16 -4.4%
Page 4 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%