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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 6 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRGP TARGA RES CORP Energy 827.0 $207K 0.04% $250.77 +9.5%
102 EPD ENTERPRISE PRODS PARTNERS L Energy 5,445.0 $206K 0.04% +80.0 +1.5% $37.84 +4.3%
103 RTX RTX CORPORATION Industrials 1,051.0 $203K 0.04% $192.91 -8.8%
104 NFLX NETFLIX INC Communication Services 2,069.0 $199K 0.04% +939.0 +83.1% $96.15 -6.8%
105 LLY ELI LILLY CO Healthcare 204.0 $187K 0.04% $918.46 +7.6%
106 APD AIR PRODS CHEMS INC Basic Materials 644.0 $187K 0.04% $290.68 +0.4%
107 XOM EXXON MOBIL CORP Energy 1,094.0 $186K 0.04% -455.0 -29.4% $169.69 -5.4%
108 PLTR PALANTIR TECHNOLOGIES INC Technology 1,261.0 $185K 0.04% $146.32 -7.6%
109 ISTB ISHARES TR 3,700.0 $179K 0.04% +2K +85.9% $48.46 -0.8%
110 RSP INVESCO EXCHANGE TRADED FD T 925.0 $178K 0.04% +205.0 +28.5% $191.92 +5.1%
111 VLO VALERO ENERGY CORP Energy 697.0 $172K 0.04% +4.0 +0.6% $246.91 +4.7%
112 VO VANGUARD INDEX FDS 589.0 $169K 0.04% $287.18 -73.5%
113 VBR VANGUARD INDEX FDS 770.0 $167K 0.04% $217.25 +4.1%
114 URA GLOBAL X FDS 3,330.0 $161K 0.04% +34.0 +1.0% $48.43 -2.5%
115 AMD ADVANCED MICRO DEVICES INC Technology 786.0 $160K 0.04% +448.0 +132.5% $203.53 +103.4%
116 CDEI MORGAN STANLEY ETF TRUST 1,976.0 $153K 0.03% -10.0 -0.5% $77.58 +13.8%
117 QTEC FIRST TR NASDAQ 100 TECH IND 702.0 $152K 0.03% $215.98 +33.5%
118 XLV SELECT SECTOR SPDR TR 975.0 $143K 0.03% $146.61 +0.5%
119 MDY SPDR S P MIDCAP 400 ETF TR Financial Services 227.0 $140K 0.03% $616.76 +5.7%
120 XLY SELECT SECTOR SPDR TR 1,280.0 $139K 0.03% $108.98 +5.6%
Page 6 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%