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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 7 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COP CONOCOPHILLIPS Energy 13,635.0 $1.8M 0.06% +2K +14.7% $132.00 -13.2%
122 VRT VERTIV HOLDINGS CO Industrials 7,090.0 $1.8M 0.06% +325.0 +4.8% $250.57 +26.3%
123 CSNR COHEN & STEERS ETF TRUST 45,383.0 $1.7M 0.05% +4K +10.3% $37.58 -1.6%
124 GRMN GARMIN LTD Technology 7,161.0 $1.7M 0.05% +348.0 +5.1% $232.01 +1.7%
125 SDY SPDR SER TR 11,364.0 $1.7M 0.05% +375.0 +3.4% $145.94 +2.9%
126 APD AIR PRODS & CHEMS INC Basic Materials 5,619.0 $1.6M 0.05% +718.0 +14.7% $290.49 -2.0%
127 APH AMPHENOL CORP NEW Technology 12,438.0 $1.6M 0.05% +7K +141.1% $126.35 +16.0%
128 MUST COLUMBIA ETF TR I 76,283.0 $1.6M 0.05% +44K +135.8% $20.51 +0.1%
129 MTZ MASTEC INC Industrials 4,791.0 $1.5M 0.05% +45.0 +0.9% $321.74 +19.4%
130 BA BOEING CO Industrials 7,683.0 $1.5M 0.05% +968.0 +14.4% $199.03 +14.9%
131 TT TRANE TECHNOLOGIES PLC Industrials 3,614.0 $1.5M 0.05% +467.0 +14.8% $416.77 +9.0%
132 MS MORGAN STANLEY Financial Services 8,947.0 $1.5M 0.05% +2K +24.6% $164.57 +23.6%
133 XLE SELECT SECTOR SPDR TR 23,738.0 $1.5M 0.05% +3K +14.4% $61.26 -7.0%
134 MU MICRON TECHNOLOGY INC Technology 4,212.0 $1.4M 0.04% +3K +146.9% $337.84 +176.8%
135 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,961.0 $1.4M 0.04% +302.0 +6.5% $275.19 +2.2%
136 LRCX LAM RESEARCH CORP Technology 6,328.0 $1.4M 0.04% +906.0 +16.7% $213.67 +48.7%
137 AMP AMERIPRISE FINL INC Financial Services 3,031.0 $1.3M 0.04% +793.0 +35.4% $444.40 -1.3%
138 UNH UNITEDHEALTH GROUP INC Healthcare 4,960.0 $1.3M 0.04% +247.0 +5.2% $270.60 +41.2%
139 KMB KIMBERLY-CLARK CORP Consumer Defensive 13,894.0 $1.3M 0.04% +359.0 +2.6% $96.47 +3.9%
140 SPGI S&P GLOBAL INC Financial Services 3,114.0 $1.3M 0.04% +600.0 +23.9% $425.35 -1.5%
Page 7 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%