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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 3 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 21,715.0 $7.4M 0.23% +136.0 +0.6% $341.79 +31.1%
42 HELO J P MORGAN EXCHANGE TRADED F 114,226.0 $7.3M 0.23% +3K +2.9% $63.91 +6.3%
43 STE STERIS PLC Healthcare 31,864.0 $7.0M 0.22% +321.0 +1.0% $221.13 -3.7%
44 TGT TARGET CORP Consumer Defensive 57,790.0 $7.0M 0.22% +3K +4.9% $121.20 +5.9%
45 ABT ABBOTT LABS Healthcare 67,614.0 $6.9M 0.22% +3K +4.7% $102.67 -16.5%
46 FBT FIRST TR EXCHANGE-TRADED FD 33,836.0 $6.8M 0.21% +28K +476.2% $200.82 +7.2%
47 CRM SALESFORCE INC Technology 36,000.0 $6.7M 0.21% +1K +4.1% $186.67 -4.9%
48 CAT CATERPILLAR INC Industrials 9,030.0 $6.4M 0.20% +399.0 +4.6% $708.49 +28.4%
49 BBIN J P MORGAN EXCHANGE TRADED F 81,289.0 $5.9M 0.19% +8K +10.8% $73.12 +7.7%
50 BND VANGUARD BD INDEX FDS 76,996.0 $5.7M 0.18% +18K +31.6% $73.64 -0.5%
51 BMY BRISTOL-MYERS SQUIBB CO Healthcare 91,163.0 $5.5M 0.17% +11K +13.2% $60.65 -5.2%
52 CSPF COHEN & STEERS ETF TRUST 213,603.0 $5.5M 0.17% +22K +11.6% $25.64 +2.0%
53 VV VANGUARD INDEX FDS 18,235.0 $5.4M 0.17% +11K +164.4% $298.85 +15.5%
54 MTB M & T BK CORP Financial Services 25,799.0 $5.3M 0.17% +262.0 +1.0% $206.72 +4.1%
55 XLK SELECT SECTOR SPDR TR 37,779.0 $5.0M 0.16% +33K +616.7% $132.90 +38.8%
56 IVW ISHARES TR 42,754.0 $4.8M 0.15% +4K +9.8% $113.11 +22.3%
57 LMT LOCKHEED MARTIN CORP Industrials 7,985.0 $4.8M 0.15% +714.0 +9.8% $604.42 -12.1%
58 WFC WELLS FARGO CO NEW Financial Services 60,414.0 $4.8M 0.15% +3K +4.9% $79.61 -4.4%
59 TMO THERMO FISHER SCIENTIFIC INC Healthcare 9,704.0 $4.8M 0.15% +2K +25.8% $491.54 -7.2%
60 SCHW SCHWAB CHARLES CORP Financial Services 50,494.0 $4.7M 0.15% +1K +2.3% $93.98 -8.9%
Page 3 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%