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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 17 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AIT APPLIED INDL TECHNOLOGIES IN Industrials 905.0 $306K 0.01% +74.0 +8.9% $338.15 +1.3%
322 MTN VAIL RESORTS INC Consumer Cyclical 2,240.0 $305K 0.01% +25.0 +1.1% $136.17 +9.2%
323 EVR EVERCORE INC Financial Services 892.0 $305K 0.01% +34.0 +4.0% $341.44 -14.6%
324 IWP ISHARES TR 2,065.0 $302K 0.01% +132.0 +6.8% $146.42 -2.7%
325 RYZ RYERSON HLDG CORP Consumer Defensive 11,808.0 $291K 0.01% +829.0 +7.5% $24.61 +2.2%
326 CMS CMS ENERGY CORP Utilities 3,658.0 $280K 0.01% +208.0 +6.0% $76.51 -9.5%
327 ENTERGY CORP NEW 2,430.0 $279K 0.01% +254.0 +11.7% $114.85
328 TDG TRANSDIGM GROUP INC Industrials 204.0 $271K 0.01% +4.0 +2.0% $1330.47 -9.3%
329 MSCI MSCI INC Financial Services 482.0 $270K 0.01% +14.0 +3.0% $560.20 +0.7%
330 IBB ISHARES TR 1,376.0 $262K 0.01% +150.0 +12.2% $190.19 +13.2%
331 WS WORTHINGTON STL INC Basic Materials 7,793.0 $262K 0.01% +276.0 +3.7% $33.58 +1.0%
332 CW CURTISS WRIGHT CORP Industrials 345.0 $261K 0.01% +13.0 +3.9% $757.76 -18.3%
333 EBAY EBAY INC. Consumer Cyclical 2,278.0 $255K 0.01% +21.0 +0.9% $111.75 -6.8%
334 S SENTINELONE INC Technology 14,795.0 $251K 0.01% +4K +34.4% $16.97 +20.9%
335 NDSN NORDSON CORP Industrials 823.0 $248K 0.01% +58.0 +7.6% $301.81 +10.9%
336 DFEB FIRST TR EXCHNG TRADED FD VI 4,919.0 $248K 0.01% +296.0 +6.4% $50.49 +1.8%
337 WBD WARNER BROS DISCOVERY INC Communication Services 9,267.0 $247K 0.01% +794.0 +9.4% $26.66 +7.8%
338 CGCV CAPITAL GROUP CONSERVATIVE E 7,305.0 $240K 0.01% +60.0 +0.8% $32.82 +1.7%
339 PKG PACKAGING CORP AMER Consumer Cyclical 999.0 $238K 0.01% +54.0 +5.7% $238.28 +3.5%
340 ZM ZOOM COMMUNICATIONS INC Technology 2,713.0 $234K 0.01% +147.0 +5.7% $86.31 +8.7%
Page 17 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%