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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 16 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,262.0 $366K 0.01% +677.0 +26.2% $112.32 +38.9%
302 PB PROSPERITY BANCSHARES INC Financial Services 4,805.0 $351K 0.01% +357.0 +8.0% $73.03 +0.1%
303 CENCORA INC 1,238.0 $350K 0.01% +140.0 +12.8% $282.87
304 VTR VENTAS INC Real Estate 3,902.0 $346K 0.01% +519.0 +15.3% $88.80 +5.3%
305 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,231.0 $343K 0.01% +2K +55.4% $81.17 -8.8%
306 LEN LENNAR CORP Consumer Cyclical 3,774.0 $341K 0.01% +439.0 +13.2% $90.48 -3.7%
307 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,527.0 $341K 0.01% +598.0 +12.1% $61.76 -7.0%
308 IDXX IDEXX LABS INC Healthcare 647.0 $341K 0.01% +26.0 +4.2% $526.44 +5.1%
309 WRB BERKLEY W R CORP Financial Services 4,826.0 $340K 0.01% +454.0 +10.4% $70.52 -2.6%
310 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 6,416.0 $338K 0.01% +2K +57.6% $52.65 +18.9%
311 UNM UNUM GROUP Financial Services 3,754.0 $336K 0.01% +891.0 +31.1% $89.40 +2.4%
312 AR ANTERO RESOURCES CORP Energy 9,498.0 $334K 0.01% +1K +17.8% $35.14 +9.6%
313 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,202.0 $333K 0.01% +160.0 +3.2% $64.01 +14.5%
314 USMV ISHARES TR 3,436.0 $331K 0.01% +724.0 +26.7% $96.45 +5.3%
315 CANADIAN PACIFIC KANSAS CITY 3,794.0 $329K 0.01% +432.0 +12.8% $86.65
316 HAL HALLIBURTON CO Energy 9,558.0 $324K 0.01% +606.0 +6.8% $33.95 +1.4%
317 NWBI NORTHWEST BANCSHARES INC MD Financial Services 21,247.0 $322K 0.01% +212.0 +1.0% $15.16 +1.1%
318 EQIX EQUINIX INC Real Estate 300.0 $313K 0.01% +55.0 +22.4% $1042.39 +3.6%
319 AEIS ADVANCED ENERGY INDS Industrials 827.0 $308K 0.01% +78.0 +10.4% $372.87 -24.1%
320 TEL TE CONNECTIVITY PLC Technology 1,528.0 $308K 0.01% +227.0 +17.4% $201.63 +1.7%
Page 16 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%