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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 5 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IXUS ISHARES TR 4,885.0 $423K 0.09% $86.64 +7.4%
82 SPY SPDR S P 500 ETF TR Financial Services 647.0 $421K 0.09% +185.0 +40.0% $650.34 +12.8%
83 IWS ISHARES TR 2,866.0 $418K 0.09% $145.74 +6.1%
84 VEA VANGUARD TAX MANAGED FDS 6,510.0 $417K 0.09% +6K +10000.0% $64.08 +7.7%
85 GLD SPDR GOLD TR Financial Services 937.0 $403K 0.09% -35.0 -3.6% $430.29 -2.8%
86 IJR ISHARES TR 3,241.0 $403K 0.09% -149.0 -4.4% $124.31 +7.1%
87 DHR DANAHER CORPORATION Healthcare 2,047.0 $388K 0.08% -95.0 -4.4% $189.59 -13.6%
88 IYF ISHARES TR 3,200.0 $377K 0.08% $117.66 +3.3%
89 VCTR VICTORY CAP HLDGS INC Financial Services 5,126.0 $336K 0.07% +35.0 +0.7% $65.49 +33.0%
90 SYK STRYKER CORPORATION Healthcare 914.0 $300K 0.07% $328.46 -4.6%
91 WMT WALMART INC Consumer Defensive 2,347.0 $292K 0.06% +958.0 +69.0% $124.28 +7.3%
92 DIS DISNEY WALT CO Communication Services 2,886.0 $278K 0.06% -105.0 -3.5% $96.39 +7.8%
93 CHD CHURCH DWIGHT CO INC Consumer Defensive 2,950.0 $275K 0.06% $93.32 +2.6%
94 SPYM SPDR SER TR 3,589.0 $275K 0.06% -692.0 -16.2% $76.53 +12.8%
95 TJX TJX COS INC NEW Consumer Cyclical 1,650.0 $264K 0.06% -18.0 -1.1% $159.70 -5.9%
96 RPM RPM INTL INC Basic Materials 2,370.0 $236K 0.05% $99.39 -2.3%
97 AMGN AMGEN INC Healthcare 662.0 $233K 0.05% $352.04 -6.0%
98 NOBL PROSHARES TR 2,175.0 $231K 0.05% -225.0 -9.4% $106.01 +0.4%
99 XLI SELECT SECTOR SPDR TR 1,327.0 $215K 0.05% $161.73 +4.3%
100 LNT ALLIANT ENERGY CORP Utilities 2,976.0 $214K 0.05% +21.0 +0.7% $71.75 +0.5%
Page 5 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%