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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 14 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,000.0 $305K 0.01% +360.0 +21.9% $152.51 +9.2%
262 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,838.0 $299K 0.01% +863.0 +88.5% $162.45 -9.5%
263 DD DUPONT DE NEMOURS INC Basic Materials 6,431.0 $295K 0.01% +273.0 +4.4% $45.80 +4.1%
264 LEN LENNAR CORP Consumer Cyclical 3,335.0 $290K 0.01% +1K +63.3% $86.83 +4.8%
265 DELL DELL TECHNOLOGIES INC Technology 1,762.0 $289K 0.01% +61.0 +3.6% $164.08 +85.9%
266 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,929.0 $288K 0.01% +471.0 +10.6% $58.47 +9.5%
267 MTN VAIL RESORTS INC Consumer Cyclical 2,215.0 $284K 0.01% +36.0 +1.6% $128.33 +2.2%
268 IWS ISHARES TR 1,913.0 $279K 0.01% +57.0 +3.1% $145.71 +9.7%
269 IWD ISHARES TR 1,294.0 $276K 0.01% +60.0 +4.9% $213.61 +11.4%
270 TEL TE CONNECTIVITY PLC Technology 1,301.0 $272K 0.01% +224.0 +20.8% $208.99 -0.1%
271 QRVO QORVO INC Technology 3,509.0 $272K 0.01% +798.0 +29.4% $77.40 +34.3%
272 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,030.0 $270K 0.01% +2K +28.4% $38.42 +10.5%
273 TOL TOLL BROTHERS INC Consumer Cyclical 1,972.0 $269K 0.01% +304.0 +18.2% $136.50 +2.5%
274 CMS CMS ENERGY CORP Utilities 3,450.0 $268K 0.01% +495.0 +16.8% $77.57 -4.3%
275 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 35,255.0 $266K 0.01% +850.0 +2.5% $7.54 +5.2%
276 INFY INFOSYS LTD Technology 19,546.0 $264K 0.01% +7K +52.7% $13.51 -8.3%
277 FERG FERGUSON ENTERPRISES INC Industrials 1,102.0 $257K 0.01% +105.0 +10.5% $233.25 -1.5%
278 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,846.0 $250K 0.01% +28.0 +1.5% $135.23 -2.6%
279 IWP ISHARES TR 1,933.0 $248K 0.01% +54.0 +2.9% $128.12 +9.8%
280 WBD WARNER BROS DISCOVERY INC Communication Services 8,473.0 $233K 0.01% +1K +19.8% $27.46 -1.7%
Page 14 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%