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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 2 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PYLD PIMCO ETF TR 547,115.0 $14.3M 0.45% +34K +6.7% $26.20 +0.8%
22 LLY LILLY ELI & CO Healthcare 14,476.0 $13.3M 0.42% +1K +8.3% $919.80 +17.8%
23 NCPB NUSHARES ETF TR 531,700.0 $13.3M 0.42% +30K +6.0% $25.01 -0.3%
24 CGXU CAPITAL GROUP INTL FOCUS EQT 448,816.0 $13.2M 0.42% +30K +7.3% $29.49 +16.7%
25 ETN EATON CORP PLC Industrials 36,261.0 $13.0M 0.41% +7K +25.1% $357.67 +13.6%
26 SPEM SPDR INDEX SHS FDS 273,432.0 $12.8M 0.40% +18K +7.2% $46.91 +12.3%
27 AMD ADVANCED MICRO DEVICES INC Technology 59,590.0 $12.1M 0.38% +2K +3.4% $203.43 +143.6%
28 JEMA J P MORGAN EXCHANGE TRADED F 222,237.0 $11.6M 0.36% +30K +15.8% $52.03 +21.3%
29 MCD MCDONALDS CORP Consumer Cyclical 34,557.0 $10.7M 0.34% +402.0 +1.2% $310.79 -9.6%
30 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,527.0 $10.6M 0.34% +2K +1530.3% $4210.32 -96.0%
31 PEP PEPSICO INC Consumer Defensive 67,544.0 $10.5M 0.33% +696.0 +1.0% $155.29 -4.9%
32 J P MORGAN EXCHANGE TRADED F 206,566.0 $10.5M 0.33% +18K +9.5% $50.61
33 ASML ASML HOLDING N V Technology 7,822.0 $10.3M 0.33% +222.0 +2.9% $1320.76 +21.0%
34 AVUV AMERICAN CENTY ETF TR 86,688.0 $9.6M 0.30% +5K +6.2% $110.47 +9.6%
35 META META PLATFORMS INC Communication Services 16,504.0 $9.4M 0.30% +648.0 +4.1% $572.14 +11.0%
36 GEV GE VERNOVA INC Utilities 10,388.0 $9.1M 0.28% +1K +11.1% $872.90 +18.2%
37 JFLX J P MORGAN EXCHANGE TRADED F 179,875.0 $8.9M 0.28% +15K +8.9% $49.67 +1.1%
38 AIRR FIRST TR EXCHANGE-TRADED FD 79,227.0 $8.8M 0.28% +5K +6.5% $110.78 +16.8%
39 GE GENERAL ELECTRIC CO Industrials 30,069.0 $8.5M 0.27% +3K +12.8% $283.77 +11.8%
40 HON HONEYWELL INTL INC Industrials 33,359.0 $7.5M 0.24% +2K +7.5% $226.03 +2.4%
Page 2 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%