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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 7 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITW ILLINOIS TOOL WKS INC Industrials 527.0 $137K 0.03% $260.30 -4.2%
122 COIN COINBASE GLOBAL INC Financial Services 780.0 $136K 0.03% $174.61 +8.5%
123 AMAT APPLIED MATLS INC Technology 396.0 $135K 0.03% -24.0 -5.7% $341.73 +19.1%
124 VTV VANGUARD INDEX FDS 672.0 $132K 0.03% +38.0 +6.0% $196.12 +5.6%
125 SPLV INVESCO EXCH TRADED FD TR II 1,800.0 $132K 0.03% $73.14 +0.4%
126 XSD SPDR SER TR 400.0 $130K 0.03% NEW $326.12 +64.4%
127 ORCL ORACLE CORP Technology 862.0 $127K 0.03% $147.18 +26.8%
128 ADP AUTOMATIC DATA PROCESSING IN Industrials 622.0 $126K 0.03% $203.18 +8.5%
129 PSA PUBLIC STORAGE OPER CO Real Estate 451.0 $122K 0.03% $270.81 +9.4%
130 GD GENERAL DYNAMICS CORP Industrials 351.0 $120K 0.03% +277.0 +374.3% $343.22 -0.0%
131 LMT LOCKHEED MARTIN CORP Industrials 189.0 $114K 0.03% +76.0 +67.3% $604.15 -12.6%
132 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,969.0 $114K 0.03% +139.0 +4.9% $38.42 +13.2%
133 MS MORGAN STANLEY Financial Services 685.0 $113K 0.02% +4.0 +0.6% $164.49 +17.1%
134 GS GOLDMAN SACHS GROUP INC Financial Services 133.0 $113K 0.02% +105.0 +375.0% $845.99 +11.9%
135 BAC BANK AMERICA CORP Financial Services 2,134.0 $104K 0.02% $48.74 +4.0%
136 YUM YUM BRANDS INC Consumer Cyclical 667.0 $104K 0.02% $155.59 -2.1%
137 CASY CASEYS GEN STORES INC Consumer Cyclical 141.0 $103K 0.02% $727.86 +17.1%
138 VTEB VANGUARD MUN BD FDS 2,040.0 $102K 0.02% +12.0 +0.6% $49.88 -0.4%
139 KRG KITE RLTY GROUP TR Real Estate 4,111.0 $101K 0.02% $24.55 +6.0%
140 NULG NUSHARES ETF TR 1,108.0 $101K 0.02% $90.96 +19.1%
Page 7 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%