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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 12 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NEM NEWMONT CORP Basic Materials 4,162.0 $451K 0.01% +2K +74.7% $108.24 -0.9%
222 CMCSA COMCAST CORP NEW Communication Services 15,610.0 $448K 0.01% +862.0 +5.8% $28.71 -12.2%
223 AVA AVISTA CORP Utilities 11,153.0 $448K 0.01% +278.0 +2.6% $40.14 +3.9%
224 A AGILENT TECHNOLOGIES INC Healthcare 3,823.0 $436K 0.01% +2K +134.0% $113.98 +1.6%
225 STLD STEEL DYNAMICS INC Basic Materials 2,405.0 $433K 0.01% +16.0 +0.7% $179.99 +43.5%
226 IWF ISHARES TR 1,003.0 $428K 0.01% +47.0 +4.9% $426.50 -70.5%
227 ARCC ARES CAPITAL CORP Financial Services 23,569.0 $425K 0.01% +284.0 +1.2% $18.02 +4.7%
228 BDX BECTON DICKINSON & CO Healthcare 2,693.0 $423K 0.01% +176.0 +7.0% $157.23 -6.4%
229 SAIC SCIENCE APPLICATIONS INTL CORP Technology 4,445.0 $422K 0.01% +2K +55.4% $94.92 +7.1%
230 JEF JEFFERIES FINL GROUP INC Financial Services 10,054.0 $415K 0.01% +4K +57.5% $41.27 +26.4%
231 HOOD ROBINHOOD MKTS INC Financial Services 5,918.0 $410K 0.01% +270.0 +4.8% $69.30 +10.0%
232 ARHS ARHAUS INC Consumer Cyclical 60,423.0 $410K 0.01% +423.0 +0.7% $6.78 -1.9%
233 VXUS VANGUARD STAR FDS 5,243.0 $404K 0.01% +157.0 +3.1% $77.12 +11.3%
234 DVN DEVON ENERGY CORP NEW Energy 7,991.0 $402K 0.01% +693.0 +9.5% $50.32 -12.0%
235 BN BROOKFIELD CORP Financial Services 9,884.0 $400K 0.01% +2K +19.4% $40.47 +13.7%
236 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,368.0 $390K 0.01% +1K +30.5% $72.69 +9.4%
237 ALL ALLSTATE CORP Financial Services 1,855.0 $385K 0.01% +71.0 +4.0% $207.29 +0.8%
238 AIQ GLOBAL X FDS 8,230.0 $384K 0.01% +100.0 +1.2% $46.67 +39.5%
239 SRE SEMPRA Utilities 3,922.0 $381K 0.01% +400.0 +11.4% $97.18 -6.1%
240 VLUE ISHARES TR 2,674.0 $380K 0.01% +941.0 +54.3% $142.21 +37.5%
Page 12 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%