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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 13 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BROWN FORMAN CORP 24,959.0 $665K 0.02% +2K +9.3% $26.65
242 JBHT HUNT J B TRANS SVCS INC Industrials 2,291.0 $663K 0.02% +66.0 +3.0% $289.43 -9.1%
243 IRM IRON MTN INC DEL Real Estate 5,201.0 $657K 0.02% +395.0 +8.2% $126.31 -2.5%
244 CRS CARPENTER TECHNOLOGY CORP Industrials 1,061.0 $655K 0.02% +379.0 +55.6% $616.89 -21.0%
245 YUM YUM BRANDS INC Consumer Cyclical 4,035.0 $645K 0.02% +124.0 +3.2% $159.87 -4.9%
246 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,820.0 $637K 0.02% +28.0 +1.6% $350.07 -7.4%
247 SNX TD SYNNEX CORPORATION Technology 2,378.0 $636K 0.02% +23.0 +1.0% $267.38 -3.0%
248 FSMB FIRST TR EXCH TRADED FD III 31,717.0 $634K 0.01% +219.0 +0.7% $19.99 -0.5%
249 VIKING HOLDINGS LTD 6,050.0 $633K 0.01% +260.0 +4.5% $104.67
250 VOE VANGUARD INDEX FDS 3,159.0 $624K 0.01% +2K +103.2% $197.59 +5.4%
251 EOG EOG RES INC Energy 4,810.0 $624K 0.01% +861.0 +21.8% $129.74 +10.5%
252 HOOD ROBINHOOD MKTS INC Financial Services 6,197.0 $621K 0.01% +279.0 +4.7% $100.28 +10.3%
253 AFG AMERICAN FINL GROUP INC OHIO Financial Services 4,428.0 $620K 0.01% +342.0 +8.4% $139.94 +2.7%
254 IYH ISHARES TR 9,231.0 $619K 0.01% +479.0 +5.5% $67.01 +8.5%
255 KBFR INNOVATOR ETFS TRUST 22,382.0 $614K 0.01% +6K +35.6% $27.45 +1.0%
256 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,193.0 $593K 0.01% +416.0 +53.5% $496.73 +9.3%
257 VIS VANGUARD WORLD FD 1,637.0 $590K 0.01% +221.0 +15.6% $360.37 -4.6%
258 AMT AMERICAN TOWER CORP NEW Real Estate 3,561.0 $582K 0.01% +202.0 +6.0% $163.55 +7.1%
259 MEGI MAINSTAY CBRE GBL INFRSTR ME Financial Services 38,142.0 $580K 0.01% +302.0 +0.8% $15.20 -1.5%
260 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 6,630.0 $578K 0.01% +2K +49.3% $87.22 +5.1%
Page 13 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%