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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 1 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTS SPDR SER TR 1,513,995.0 $44.3M 10.24% NEW $29.28 -1.0%
2 DGRO ISHARES TR 507,307.0 $35.2M 8.13% NEW $69.42 +6.3%
3 VUG VANGUARD INDEX FDS 64,763.0 $31.6M 7.30% NEW $487.86 -82.2%
4 VYM VANGUARD WHITEHALL FDS 211,441.0 $30.3M 7.01% NEW $143.52 +9.1%
5 IVV ISHARES TR 38,735.0 $26.5M 6.13% NEW $684.94 +8.3%
6 SCHG SCHWAB STRATEGIC TR 705,499.0 $23.0M 5.32% NEW $32.62 +4.8%
7 SCHD SCHWAB STRATEGIC TR 697,212.0 $19.1M 4.42% NEW $27.43 +16.8%
8 SDVY FIRST TR EXCHANGE TRADED FD 370,184.0 $14.2M 3.28% NEW $38.32 +7.2%
9 AAPL APPLE INC Technology 46,171.0 $12.6M 2.90% NEW $271.86 +9.6%
10 VIG VANGUARD SPECIALIZED FUNDS 52,810.0 $11.6M 2.68% NEW $219.78 +4.9%
11 VIGI VANGUARD WHITEHALL FDS 124,103.0 $11.3M 2.62% NEW $91.45 +1.6%
12 VCSH VANGUARD SCOTTSDALE FDS 125,409.0 $10.0M 2.31% NEW $79.73 -1.2%
13 VGT VANGUARD WORLD FD 11,623.0 $8.8M 2.02% NEW $753.76 -85.1%
14 GJUL FIRST TR EXCHNG TRADED FD VI 178,887.0 $7.4M 1.71% NEW $41.33 +4.0%
15 GOOGL ALPHABET INC Communication Services 23,047.0 $7.2M 1.67% NEW $313.00 +26.8%
16 FTCS FIRST TR EXCHANGE TRADED FD 76,047.0 $7.0M 1.62% NEW $92.51 +1.5%
17 SPYG SPDR SER TR 65,761.0 $7.0M 1.62% NEW $106.70 +10.2%
18 BERKSHIRE HATHAWAY INC DEL 12,592.0 $6.3M 1.46% NEW $502.65
19 MSFT MICROSOFT CORP Technology 12,958.0 $6.3M 1.45% NEW $483.63 -12.8%
20 CATH GLOBAL X FDS 71,295.0 $5.9M 1.35% NEW $82.23 +7.6%
Page 1 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%