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Portfolio (Quarterly) Guide ↗

DAYMARK WEALTH PARTNERS, LLC

· CIK 0001956824
13F Portfolio $4.1B AUM 810 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 135 New 350 Added 228 Reduced 64 Exited
Page 11 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLF SELECT SECTOR SPDR TR 17,683.0 $948K 0.02% +470.0 +2.7% $53.61 +8.7%
202 OXY OCCIDENTAL PETE CORP Energy 19,353.0 $940K 0.02% +9K +86.2% $48.57 +20.7%
203 MDLZ MONDELEZ INTL INC Consumer Defensive 16,072.0 $930K 0.02% +2K +11.3% $57.84 +8.9%
204 IWN ISHARES TR 4,197.0 $928K 0.02% +380.0 +10.0% $221.20 +1.4%
205 URI UNITED RENTALS INC Industrials 814.0 $922K 0.02% +291.0 +55.6% $1132.32 -6.6%
206 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,375.0 $918K 0.02% +2K +215.0% $386.73 +4.1%
207 HBAN HUNTINGTON BANCSHARES INC Financial Services 51,102.0 $906K 0.02% +12K +29.4% $17.73 -3.9%
208 NBFR INNOVATOR ETFS TRUST 32,958.0 $898K 0.02% +10K +45.0% $27.25 -3.6%
209 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5,245.0 $884K 0.02% +28.0 +0.5% $168.53 -7.1%
210 TMUS T-MOBILE US INC Communication Services 5,243.0 $879K 0.02% +1K +29.3% $167.73 +7.1%
211 CGMS CAPITAL GRP FIXED INCM ETF T 32,039.0 $876K 0.02% +410.0 +1.3% $27.33 -0.4%
212 EVEREST GROUP LTD 2,432.0 $869K 0.02% +95.0 +4.1% $357.23
213 DELL DELL TECHNOLOGIES INC Technology 1,964.0 $848K 0.02% +202.0 +11.5% $431.53 +7.5%
214 KLAC KLA CORP Technology 2,799.0 $845K 0.02% +3K +984.9% $301.74 -39.1%
215 VOOG VANGUARD ADMIRAL FDS INC 10,222.0 $845K 0.02% +8K +478.2% $82.62 +0.9%
216 TIP ISHARES TR 7,602.0 $832K 0.02% +116.0 +1.6% $109.44 -1.8%
217 PAYX PAYCHEX INC Industrials 8,287.0 $815K 0.02% +1K +13.9% $98.33 +27.0%
218 VOX VANGUARD WORLD FD 4,405.0 $810K 0.02% +2K +66.7% $183.93 +2.2%
219 SBND COLUMBIA ETF TR I 43,063.0 $809K 0.02% +4K +9.9% $18.80 -0.3%
220 CSX CSX CORP Industrials 17,022.0 $809K 0.02% +963.0 +6.0% $47.53 +8.9%
Page 11 of 18  ·  350 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 35.7%
Financial Services 16.1%
Healthcare 9.9%
Industrials 9.5%
Consumer Cyclical 7.5%
Consumer Defensive 7.4%
Communication Services 6.1%
Basic Materials 3.5%
Energy 2.2%
Utilities 1.6%