BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LIN LINDE PLC Basic Materials 8,118.0 $4.2M 0.10% +112.0 +1.4% $518.93 -6.1%
102 CINF CINCINNATI FINL CORP Financial Services 21,382.0 $4.0M 0.10% +2K +8.5% $185.14 -7.4%
103 VWO VANGUARD INTL EQUITY INDEX F 66,032.0 $3.9M 0.10% +9K +16.8% $59.69 +1.6%
104 TJX TJX COS INC NEW Consumer Cyclical 25,882.0 $3.9M 0.10% +932.0 +3.7% $151.50 -7.9%
105 DE DEERE & CO Industrials 6,179.0 $3.9M 0.10% +60.0 +1.0% $634.37 -0.6%
106 VYM VANGUARD WHITEHALL FDS 23,123.0 $3.7M 0.09% +2K +12.1% $158.03 +4.3%
107 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,575.0 $3.6M 0.09% +290.0 +4.0% $477.58 -12.6%
108 GRID FIRST TR EXCHANGE TRADED FD 18,262.0 $3.5M 0.09% +6K +54.5% $191.75 -6.4%
109 FE FIRSTENERGY CORP Utilities 72,829.0 $3.5M 0.08% +935.0 +1.3% $47.54 -2.0%
110 XBFR INNOVATOR ETFS TRUST 122,965.0 $3.3M 0.08% +17K +15.9% $26.62 +0.7%
111 LNC LINCOLN NATL CORP IND Financial Services 92,095.0 $3.3M 0.08% +10K +11.5% $35.35 +20.5%
112 GD GENERAL DYNAMICS CORP Industrials 9,183.0 $3.3M 0.08% +52.0 +0.6% $354.24 +6.3%
113 VUG VANGUARD INDEX FDS 37,728.0 $3.2M 0.08% +28K +276.6% $86.14 +1.5%
114 CVS CVS HEALTH CORP Healthcare 31,083.0 $3.2M 0.08% +879.0 +2.9% $103.45 -10.2%
115 EFA ISHARES TR 30,528.0 $3.2M 0.08% +874.0 +3.0% $103.88 +4.7%
116 TXN TEXAS INSTRS INC Technology 10,314.0 $3.1M 0.07% +836.0 +8.8% $298.08 -12.8%
117 UITB VICTORY PORTFOLIOS II 65,125.0 $3.1M 0.07% +7K +12.3% $46.84 -1.1%
118 LECO LINCOLN ELEC HLDGS INC Industrials 11,241.0 $3.0M 0.07% +6K +119.1% $265.51 +5.5%
119 CIBR FIRST TR EXCHANGE TRADED FD 33,214.0 $3.0M 0.07% +2K +4.7% $89.85 +2.9%
120 LRCX LAM RESEARCH CORP Technology 6,691.0 $2.9M 0.07% +363.0 +5.7% $433.30 -27.4%
Page 6 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%