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Portfolio (Quarterly) Guide ↗

DAGCO, INC.

· CIK 0001767343
13F Portfolio $433M AUM 380 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 380 New
Page 8 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NULV NUSHARES ETF TR 2,183.0 $98K 0.02% NEW $45.05 +10.4%
142 MGC VANGUARD WORLD FD 390.0 $98K 0.02% NEW $251.17 +7.5%
143 ISTB ISHARES TR 1,990.0 $97K 0.02% NEW $48.75 -1.4%
144 WM WASTE MGMT INC DEL Industrials 436.0 $96K 0.02% NEW $219.63 +1.4%
145 SNPS SYNOPSYS INC Technology 200.0 $94K 0.02% NEW $469.72 +6.1%
146 BROOKFIELD ASSET MANAGMT LTD 1,765.0 $92K 0.02% NEW $52.39
147 VDC VANGUARD WORLD FD 423.0 $89K 0.02% NEW $211.24 +11.1%
148 AFG AMERICAN FINL GROUP INC OHIO Financial Services 651.0 $89K 0.02% NEW $136.58 -0.2%
149 GL GLOBE LIFE INC Financial Services 631.0 $88K 0.02% NEW $139.86 +12.5%
150 CAH CARDINAL HEALTH INC Healthcare 427.0 $88K 0.02% NEW $205.50 -2.5%
151 SO SOUTHERN CO Utilities 1,000.0 $87K 0.02% NEW $87.20 +7.5%
152 PSCH INVESCO EXCH TRADED FD TR II 1,950.0 $86K 0.02% NEW $44.06 +0.9%
153 HBAN HUNTINGTON BANCSHARES INC Financial Services 4,950.0 $86K 0.02% NEW $17.35 -10.3%
154 CL COLGATE PALMOLIVE CO Consumer Defensive 1,056.0 $83K 0.02% NEW $79.02 +13.9%
155 DE DEERE CO Industrials 179.0 $83K 0.02% NEW $465.12 +21.4%
156 MLI MUELLER INDS INC Industrials 720.0 $83K 0.02% NEW $114.83 +18.6%
157 ARES ARES MANAGEMENT CORPORATION Financial Services 500.0 $81K 0.02% NEW $161.63 -25.1%
158 AEE AMEREN CORP Utilities 800.0 $80K 0.02% NEW $99.86 +9.2%
159 CASY CASEYS GEN STORES INC Consumer Cyclical 141.0 $78K 0.02% NEW $552.71 +54.2%
160 ACHR ARCHER AVIATION INC Industrials 10,000.0 $75K 0.02% NEW $7.52 -21.4%
Page 8 of 19  ·  380 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 28.4%
Financial Services 17.5%
Industrials 12.9%
Healthcare 12.5%
Communication Services 11.3%
Consumer Cyclical 6.1%
Consumer Defensive 5.3%
Basic Materials 2.6%
Utilities 2.3%
Energy 0.9%