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Portfolio (Quarterly) Guide ↗

DAGCO, INC.

· CIK 0001767343
13F Portfolio $541M AUM 117 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 56 Added 24 Reduced 247 Exited
Page 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO Cisco Systems Inc Technology 9,054.0 $1.1M 0.20% -349.0 -3.7% $117.47 -5.6%
62 VEU Vanguard FTSE All World Ex-US ETF 10,825.0 $907K 0.17% NEW $83.75 +1.7%
63 XLK SPDR Technology Select Sector ETF 4,757.0 $906K 0.17% $190.53 -5.2%
64 AVGO Broadcom Ltd Technology 2,229.0 $842K 0.16% +209.0 +10.3% $377.75 -4.3%
65 IJH iShares Core S&P Midcap ETF 10,313.0 $795K 0.15% $77.11 -1.4%
66 CEFA Global X S&P Cthlc Vls Dvlpd ex-US ETF 19,900.0 $790K 0.15% $39.69 +4.8%
67 Space Exploration Technologies Corp CL A 4,290.0 $733K 0.14% NEW $170.86
68 PEP PepsiCo Inc Consumer Defensive 5,320.0 $720K 0.13% $135.40 +7.0%
69 PSLV Sprott Physical Silver Trust Financial Services 36,668.0 $692K 0.13% -916.0 -2.4% $18.87 +20.1%
70 SLV iShares Silver Index ETF Financial Services 12,657.0 $677K 0.12% +827.0 +7.0% $53.47 +16.3%
71 SCHX Schwab US Large-Cap ETF 22,236.0 $654K 0.12% $29.43 +2.4%
72 IWF iShares Russell 1000 Growth Index ETF 5,195.0 $645K 0.12% +4K +244.7% $124.17 -2.2%
73 CB Chubb Ltd Financial Services 1,813.0 $618K 0.11% +118.0 +7.0% $340.74 +1.4%
74 UNP Union Pacific Corp Industrials 2,267.0 $616K 0.11% +103.0 +4.8% $271.94 +13.1%
75 META Meta Platforms Inc Class A Communication Services 1,093.0 $616K 0.11% -233.0 -17.6% $563.34 -1.4%
76 TSLA Tesla Motors Inc Consumer Cyclical 1,442.0 $606K 0.11% +63.0 +4.6% $420.53 -15.6%
77 AMD Advanced Micro Devices Inc Technology 1,042.0 $606K 0.11% +256.0 +32.6% $581.13 -20.9%
78 VFH Vanguard Financial Sector Index ETF 4,253.0 $560K 0.10% -429.0 -9.2% $131.60 +7.8%
79 IUSG iShares Core S&P US Growth ETF 2,974.0 $559K 0.10% +159.0 +5.7% $188.09 +0.5%
80 KO Coca Cola Co Consumer Defensive 6,849.0 $557K 0.10% -2K -19.1% $81.27 +12.9%
Page 4 of 6  ·  117 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 26.6%
Healthcare 23.9%
Financial Services 15.2%
Industrials 12.2%
Communication Services 7.9%
Consumer Cyclical 6.2%
Consumer Defensive 4.2%
Utilities 1.9%
Basic Materials 1.6%
Energy 0.2%