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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 8 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WM WASTE MGMT INC DEL Industrials 438.0 $101K 0.02% $229.59 -3.0%
142 NULV NUSHARES ETF TR 2,183.0 $99K 0.02% $45.50 +9.4%
143 PERIMETER SOLUTIONS INC 4,045.0 $99K 0.02% NEW $24.42
144 PSCD INVESCO EXCH TRADED FD TR II 957.0 $98K 0.02% $102.75 -2.6%
145 DE DEERE CO Industrials 173.0 $98K 0.02% -6.0 -3.4% $564.25 +0.0%
146 QCOM QUALCOMM INC Technology 751.0 $97K 0.02% $128.78 +58.1%
147 SO SOUTHERN CO Utilities 1,000.0 $97K 0.02% $96.52 -2.9%
148 FTEC FIDELITY COVINGTON TRUST 463.0 $96K 0.02% $208.05 +27.9%
149 VDC VANGUARD WORLD FD 423.0 $95K 0.02% $224.59 +4.5%
150 FBCG FIDELITY COVINGTON TRUST 1,879.0 $94K 0.02% $50.12 +19.4%
151 MGC VANGUARD WORLD FD 390.0 $92K 0.02% $236.35 +14.3%
152 CAH CARDINAL HEALTH INC Healthcare 427.0 $90K 0.02% $211.31 -5.2%
153 CL COLGATE PALMOLIVE CO Consumer Defensive 1,056.0 $90K 0.02% $85.23 +5.6%
154 GEV GE VERNOVA INC Utilities 102.0 $89K 0.02% NEW $872.90 +16.0%
155 AEE AMEREN CORP Utilities 800.0 $88K 0.02% $109.92 -0.8%
156 BX BLACKSTONE INC Financial Services 750.0 $86K 0.02% $114.99 -0.6%
157 XLE SELECT SECTOR SPDR TR 1,398.0 $86K 0.02% +1K +251.3% $61.26 +0.0%
158 XLC SELECT SECTOR SPDR TR 770.0 $85K 0.02% NEW $110.86 +4.5%
159 CVX CHEVRON CORP NEW Energy 412.0 $85K 0.02% +3.0 +0.7% $206.83 -5.2%
160 NFG NATIONAL FUEL GAS CO Energy 879.0 $83K 0.02% +41.0 +4.9% $93.93 -11.7%
Page 8 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%