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Portfolio (Quarterly) Guide ↗

DAYMARK WEALTH PARTNERS, LLC

· CIK 0001956824
13F Portfolio $3.2B AUM 739 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New 288 Added 190 Reduced 22 Exited
Page 11 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NRG NRG ENERGY INC Utilities 3,612.0 $528K 0.02% +462.0 +14.7% $146.16 -5.3%
202 AFG AMERICAN FINL GROUP INC OHIO Financial Services 4,086.0 $522K 0.02% +546.0 +15.4% $127.71 +4.5%
203 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,792.0 $506K 0.02% +549.0 +44.2% $282.37 +20.7%
204 SYY SYSCO CORP Consumer Defensive 7,049.0 $503K 0.02% +815.0 +13.1% $71.33 +5.5%
205 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,535.0 $502K 0.02% +40.0 +2.7% $327.07 +18.0%
206 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,281.0 $502K 0.02% +261.0 +25.6% $391.76 +130.1%
207 CSW INDUSTRIALS INC 1,922.0 $501K 0.02% +113.0 +6.2% $260.54
208 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,530.0 $500K 0.02% +1K +75.7% $197.47 +10.1%
209 GSK GSK PLC Healthcare 9,051.0 $500K 0.02% +969.0 +12.0% $55.19 -6.8%
210 ULTA ULTA BEAUTY INC Consumer Cyclical 951.0 $497K 0.02% +60.0 +6.7% $522.71 -0.7%
211 IRM IRON MTN INC DEL Real Estate 4,806.0 $491K 0.01% +2K +77.9% $102.14 +25.4%
212 ANET ARISTA NETWORKS INC Technology 3,887.0 $477K 0.01% +2K +122.5% $122.78 +26.3%
213 IDHQ INVESCO EXCH TRADED FD TR II 13,431.0 $475K 0.01% +5K +55.4% $35.37 +17.9%
214 BANK AMERICA CORP 398.0 $474K 0.01% +37.0 +10.2% $1191.56
215 JPEM J P MORGAN EXCHANGE TRADED F 7,614.0 $473K 0.01% +1K +15.9% $62.13 +4.3%
216 SPYG SPDR SERIES TRUST 4,813.0 $471K 0.01% +305.0 +6.8% $97.90 +23.2%
217 KEY KEYCORP Financial Services 23,316.0 $467K 0.01% +3K +17.4% $20.05 +6.1%
218 INTU INTUIT Technology 1,066.0 $461K 0.01% +424.0 +66.0% $432.44 -27.5%
219 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 23,266.0 $460K 0.01% +13K +116.9% $19.78 -5.0%
220 XYL XYLEM INC Industrials 3,832.0 $458K 0.01% +920.0 +31.6% $119.50 -8.9%
Page 11 of 15  ·  288 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 32.3%
Financial Services 15.3%
Industrials 10.2%
Healthcare 10.1%
Consumer Defensive 7.5%
Consumer Cyclical 7.1%
Communication Services 6.6%
Energy 5.0%
Basic Materials 4.0%
Utilities 1.7%