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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 2 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 130,459.0 $32.8M 0.80% +46K +54.0% $251.64 +5.6%
22 COST COSTCO WHSL CORP NEW Consumer Defensive 34,966.0 $32.7M 0.80% +7K +24.8% $935.46 +2.6%
23 GS GOLDMAN SACHS GROUP INC Financial Services 31,236.0 $31.6M 0.77% +317.0 +1.0% $1011.37 +4.7%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 109,035.0 $30.7M 0.75% +822.0 +0.8% $281.21 -16.7%
25 LLY LILLY ELI & CO Healthcare 25,552.0 $30.6M 0.75% +11K +76.5% $1199.41 +2.8%
26 WMT WALMART INC Consumer Defensive 223,260.0 $25.3M 0.62% +66K +42.3% $113.26 -7.0%
27 PH PARKER-HANNIFIN CORP Industrials 25,385.0 $24.8M 0.61% +690.0 +2.8% $978.12 +3.9%
28 VB VANGUARD INDEX FDS 78,096.0 $23.7M 0.58% +723.0 +0.9% $303.12 -0.0%
29 TSLA TESLA INC Consumer Cyclical 52,554.0 $22.1M 0.54% +27K +103.6% $420.60 -16.7%
30 BSV VANGUARD BD INDEX FDS 278,085.0 $21.7M 0.53% +272K +4264.2% $77.91 -0.2%
31 ORCL ORACLE CORP Technology 137,328.0 $20.1M 0.49% +18K +15.3% $146.55 -1.3%
32 META META PLATFORMS INC Communication Services 35,435.0 $20.0M 0.49% +19K +114.7% $563.29 +1.2%
33 SLAB SILICON LABORATORIES INC Technology 90,520.0 $19.8M 0.48% +5K +5.4% $218.56 -0.1%
34 CVX CHEVRON CORP NEW Energy 115,277.0 $19.1M 0.47% +23K +25.6% $165.76 +20.6%
35 KO COCA COLA CO Consumer Defensive 218,199.0 $17.7M 0.43% +89K +68.5% $81.27 +12.8%
36 ETN EATON CORP PLC Industrials 39,834.0 $17.0M 0.41% +4K +9.8% $426.12 -4.0%
37 CGXU CAPITAL GROUP INTL FOCUS EQT 478,281.0 $16.6M 0.40% +29K +6.6% $34.62 +1.8%
38 JEMA J P MORGAN EXCHANGE TRADED F 253,314.0 $16.2M 0.40% +31K +14.0% $63.88 -2.3%
39 NFLX NETFLIX INC Communication Services 223,540.0 $16.0M 0.39% +189K +548.9% $71.40 +15.2%
40 SPEM SPDR INDEX SHS FDS 308,106.0 $16.0M 0.39% +35K +12.7% $51.78 +1.6%
Page 2 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%