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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 9 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEM NEWMONT CORP Basic Materials 746.0 $81K 0.02% +22.0 +3.0% $108.31 +1.4%
162 PSCH INVESCO EXCH TRADED FD TR II 1,950.0 $80K 0.02% $41.15 +8.0%
163 SNPS SYNOPSYS INC Technology 200.0 $79K 0.02% $396.48 +25.7%
164 BROOKFIELD ASSET MANAGMT LTD 1,765.0 $78K 0.02% $44.45
165 MLI MUELLER INDS INC Industrials 702.0 $78K 0.02% -18.0 -2.5% $110.87 +22.8%
166 AFG AMERICAN FINL GROUP INC OHIO Financial Services 608.0 $78K 0.02% -43.0 -6.6% $127.69 +6.8%
167 HBAN HUNTINGTON BANCSHARES INC Financial Services 4,950.0 $77K 0.02% $15.65 -0.5%
168 AEM AGNICO EAGLE MINES LTD Basic Materials 340.0 $69K 0.01% $202.99 -14.6%
169 MRSH MARSH MCLENNAN COS INC Financial Services 379.0 $66K 0.01% -19.0 -4.8% $173.57 -4.4%
170 FCX FREEPORT MCMORAN INC Basic Materials 1,100.0 $65K 0.01% +90.0 +8.9% $58.79 +2.9%
171 MET METLIFE INC Financial Services 875.0 $62K 0.01% +7.0 +0.8% $70.69 +15.2%
172 GRID FIRST TR EXCHANGE TRADED FD 375.0 $61K 0.01% $163.47 +13.2%
173 MCK MCKESSON CORP Healthcare 70.0 $61K 0.01% $865.36 -10.3%
174 PAYX PAYCHEX INC Industrials 646.0 $60K 0.01% +8.0 +1.2% $92.12 +2.6%
175 SDY SPDR SER TR 400.0 $58K 0.01% $145.94 +1.2%
176 MCD MCDONALDS CORP Consumer Cyclical 180.0 $56K 0.01% $310.79 -9.1%
177 ARES ARES MANAGEMENT CORPORATION Financial Services 500.0 $55K 0.01% $109.10 +11.0%
178 WMB WILLIAMS COS INC Energy 744.0 $54K 0.01% +5.0 +0.7% $72.75 +6.8%
179 USB US BANCORP DEL Financial Services 1,036.0 $54K 0.01% $52.01 +2.8%
180 BND VANGUARD BD INDEX FDS 725.0 $53K 0.01% +5.0 +0.7% $73.64 -1.6%
Page 9 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%