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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AEP American Electric Power Inc Utilities 4,051.0 $554K 0.10% $136.82 -11.4%
82 ABT Abbott Laboratories Healthcare 6,073.0 $551K 0.10% -974.0 -13.8% $90.74 +28.8%
83 SPY SPDR S&P 500 ETF Financial Services 727.0 $543K 0.10% +80.0 +12.4% $746.77 +2.4%
84 BAC Bank of America Corp Financial Services 9,330.0 $532K 0.10% +7K +337.2% $56.98 +8.9%
85 LECO Lincoln Electric Holdings Inc Industrials 2,000.0 $531K 0.10% NEW $265.51 +5.9%
86 VHT Vanguard Health Care Index 1,747.0 $522K 0.10% -331.0 -15.9% $299.03 +9.3%
87 WMT WalMart Inc Consumer Defensive 4,497.0 $509K 0.09% +2K +91.6% $113.26 -7.0%
88 SCHW Charles Schwab Corp Financial Services 5,378.0 $496K 0.09% $92.27 +22.5%
89 IJR iShares Core S&P Smallcap ETF 3,241.0 $481K 0.09% $148.31 -1.1%
90 COST Costco Wholesale Corp Consumer Defensive 505.0 $472K 0.09% -30.0 -5.6% $935.23 +3.7%
91 IXUS iShares Core MSCI Total Intl Stk ETF 4,947.0 $472K 0.09% +62.0 +1.3% $95.44 +2.0%
92 IWS iShares Russell Midcap Value Index ETF 2,866.0 $472K 0.09% $164.60 +4.2%
93 VCTR Victory Capital Holdings Inc Financial Services 5,157.0 $433K 0.08% +31.0 +0.6% $84.06 +39.2%
94 VIOO Vanguard S&P Small-Cap 600 ETF 3,142.0 $432K 0.08% NEW $137.53 -1.1%
95 IYF iShares US Financials ETF 3,340.0 $426K 0.08% +140.0 +4.4% $127.51 +7.5%
96 IAU iShares Gold Trust ETF Financial Services 4,925.0 $372K 0.07% $75.51 +16.0%
97 SYK Stryker Corp Healthcare 1,133.0 $357K 0.07% +219.0 +24.0% $314.75 +4.7%
98 MCD McDonalds Corp Consumer Cyclical 1,256.0 $340K 0.06% +1K +597.8% $270.36 +0.9%
99 SPYM SPDR Portfolio S&P 500 ETF 3,863.0 $339K 0.06% +274.0 +7.6% $87.88 +2.4%
100 IWX iShares Russell Top 200 Value ETF 3,192.0 $336K 0.06% NEW $105.15 +7.3%
Page 5 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%