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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 5 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFLX NETFLIX INC Communication Services 34,448.0 $3.3M 0.10% +8K +30.3% $96.15 -9.2%
82 ISRG INTUITIVE SURGICAL INC Healthcare 6,932.0 $3.2M 0.10% +732.0 +11.8% $460.99 -9.2%
83 JEPQ J P MORGAN EXCHANGE TRADED F 56,837.0 $3.2M 0.10% +15K +37.5% $55.52 +9.4%
84 GD GENERAL DYNAMICS CORP Industrials 9,131.0 $3.1M 0.10% +917.0 +11.2% $343.24 -0.2%
85 VWO VANGUARD INTL EQUITY INDEX F 56,550.0 $3.1M 0.10% +6K +11.7% $54.05 +11.5%
86 JVAL J P MORGAN EXCHANGE TRADED F 59,163.0 $2.9M 0.09% +12K +26.7% $48.86 +16.3%
87 CRWD CROWDSTRIKE HLDGS INC Technology 7,305.0 $2.9M 0.09% +460.0 +6.7% $390.42 +65.3%
88 BAC BANK AMERICA CORP Financial Services 58,418.0 $2.8M 0.09% +5K +9.6% $48.75 +4.8%
89 EQT EQT CORP Energy 44,554.0 $2.8M 0.09% +9K +24.3% $63.64 -13.3%
90 VTEB VANGUARD MUN BD FDS 55,705.0 $2.8M 0.09% +10K +22.9% $49.89 +0.6%
91 UITB VICTORY PORTFOLIOS II 58,002.0 $2.7M 0.09% +17K +40.8% $47.02 -0.6%
92 CTRA COTERRA ENERGY INC Energy 77,603.0 $2.7M 0.09% +2K +3.3% $35.14 -7.3%
93 WCMI FIRST TR EXCHANGE-TRADED FD 161,110.0 $2.7M 0.09% +15K +10.5% $16.77 +13.5%
94 DHR DANAHER CORPORATION Healthcare 13,044.0 $2.5M 0.08% +1K +12.7% $189.60 -8.7%
95 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,285.0 $2.5M 0.08% +543.0 +8.1% $337.97 +25.1%
96 ADBE ADOBE SYSTEMS INCORPORATED Technology 9,883.0 $2.4M 0.08% +1K +11.3% $243.08 -2.0%
97 VLO VALERO ENERGY CORP Energy 9,690.0 $2.4M 0.07% +330.0 +3.5% $247.07 -2.7%
98 IJH ISHARES TR 35,340.0 $2.4M 0.07% +5K +15.7% $67.53 +10.1%
99 MPLX MPLX LP Energy 41,585.0 $2.4M 0.07% +3K +7.0% $57.07 -2.4%
100 NSC NORFOLK SOUTHN CORP Industrials 8,177.0 $2.3M 0.07% +41.0 +0.5% $286.98 +13.5%
Page 5 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%