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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 4 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APH AMPHENOL CORP NEW Technology 52,728.0 $9.3M 0.23% +40K +323.9% $176.32 -9.9%
62 CB CHUBB LIMITED Financial Services 27,074.0 $9.2M 0.23% +4K +16.1% $340.74 +0.7%
63 VV VANGUARD INDEX FDS 26,574.0 $9.1M 0.22% +8K +45.7% $343.91 +2.6%
64 BLK BLACKROCK INC Financial Services 9,477.0 $9.1M 0.22% +181.0 +1.9% $961.58 +22.4%
65 JPIE J P MORGAN EXCHANGE TRADED F 195,698.0 $9.0M 0.22% +30K +18.1% $46.05 -0.2%
66 SJM SMUCKER J M CO Consumer Defensive 74,711.0 $8.4M 0.20% +2K +3.5% $112.50 +11.5%
67 LHX L3HARRIS TECHNOLOGIES INC Industrials 28,281.0 $8.2M 0.20% +577.0 +2.1% $290.59 -9.8%
68 KR KROGER CO Consumer Defensive 142,323.0 $7.9M 0.19% +53K +58.5% $55.53 +5.3%
69 IVE ISHARES TR 33,894.0 $7.7M 0.19% +444.0 +1.3% $227.06 +4.6%
70 TGT TARGET CORP Consumer Defensive 58,622.0 $7.7M 0.19% +832.0 +1.4% $130.61 +25.1%
71 XT ISHARES TR 92,019.0 $7.6M 0.19% +487.0 +0.5% $82.63 -0.1%
72 XLK SELECT SECTOR SPDR TR 38,758.0 $7.4M 0.18% +979.0 +2.6% $190.52 -4.6%
73 JHHY JOHN HANCOCK EXCHANGE TRADED 288,616.0 $7.4M 0.18% +29K +11.1% $25.56 +0.3%
74 STE STERIS PLC Healthcare 33,940.0 $7.1M 0.17% +2K +6.5% $210.57 +12.3%
75 VTI VANGUARD INDEX FDS 18,828.0 $7.0M 0.17% +8K +67.1% $370.03 +2.2%
76 NVS NOVARTIS AG Healthcare 43,852.0 $6.9M 0.17% +11K +33.7% $156.72 +2.1%
77 BBIN J P MORGAN EXCHANGE TRADED F 82,629.0 $6.5M 0.16% +1K +1.6% $78.08 +4.6%
78 WELL WELLTOWER INC Real Estate 28,224.0 $6.4M 0.16% +26K +1368.5% $226.97 +6.3%
79 UNP UNION PAC CORP Industrials 23,106.0 $6.3M 0.15% +407.0 +1.8% $272.01 +13.8%
80 IVW ISHARES TR 44,349.0 $6.1M 0.15% +2K +3.7% $137.53 +0.9%
Page 4 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%