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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 1 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 XOM EXXON MOBIL CORP Energy 250,711 $42.5M 1.34% SOLD
2 HON HONEYWELL INTL INC Industrials 33,359 $7.5M 0.24% SOLD
3 CTRA COTERRA ENERGY INC Energy 77,603 $2.7M 0.09% SOLD
4 SCIO FIRST TR EXCHANGE-TRADED FD 126,258 $2.6M 0.08% SOLD
5 FMHI FIRST TR EXCH TRADED FD III 46,464 $2.2M 0.07% SOLD
6 FTCB FIRST TR EXCHANGE-TRADED FD 41,569 $871K 0.03% SOLD
7 REGN REGENERON PHARMACEUTICALS Healthcare 943 $729K 0.02% SOLD
8 CCL CARNIVAL CORP Consumer Cyclical 23,145 $599K 0.02% SOLD
9 TSN TYSON FOODS INC Consumer Defensive 7,304 $468K 0.01% SOLD
10 INTU INTUIT Technology 1,066 $461K 0.01% SOLD
11 VCSH VANGUARD SCOTTSDALE FDS 5,576 $442K 0.01% SOLD
12 BBY BEST BUY INC Consumer Cyclical 6,726 $432K 0.01% SOLD
13 EXPAND ENERGY CORPORATION 3,680 $404K 0.01% SOLD
14 RSG REPUBLIC SVCS INC Industrials 1,817 $398K 0.01% SOLD
15 HII HUNTINGTON INGALLS INDS INC Industrials 1,037 $394K 0.01% SOLD
16 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,483 $380K 0.01% SOLD
17 FIVE FIVE BELOW INC Consumer Cyclical 1,600 $366K 0.01% SOLD
18 SF STIFEL FINL CORP Financial Services 4,840 $358K 0.01% SOLD
19 NYT NEW YORK TIMES CO MTN BE Communication Services 4,226 $354K 0.01% SOLD
20 ROP ROPER TECHNOLOGIES INC Industrials 985 $349K 0.01% SOLD
Page 1 of 4  ·  64 positions
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%