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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 2 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EME EMCOR GROUP INC Industrials 762.0 $563K 0.02% NEW $738.33 +15.8%
22 NBFR INNOVATOR ETFS TRUST 22,724.0 $552K 0.02% NEW $24.27 +10.5%
23 NVT NVENT ELEC PLC Industrials 4,292.0 $508K 0.02% NEW $118.28 +41.9%
24 Q QNITY ELECTRONICS INC Technology 4,212.0 $486K 0.01% NEW $115.37 +37.9%
25 JBHT HUNT J B TRANS SVCS INC Industrials 2,225.0 $471K 0.01% NEW $211.90 +27.8%
26 TSN TYSON FOODS INC Consumer Defensive 7,304.0 $468K 0.01% NEW $64.07 +3.0%
27 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,477.0 $457K 0.01% NEW $53.88 -5.2%
28 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,962.0 $454K 0.01% NEW $76.17 +13.0%
29 BGIG ETF SER SOLUTIONS 13,495.0 $449K 0.01% NEW $33.26 +6.1%
30 DAL DELTA AIR LINES INC Industrials 6,722.0 $447K 0.01% NEW $66.48 +23.0%
31 GM GENERAL MTRS CO Consumer Cyclical 5,916.0 $441K 0.01% NEW $74.50 +12.9%
32 AON AON PLC Financial Services 1,358.0 $438K 0.01% NEW $322.78 -1.3%
33 BBY BEST BUY INC Consumer Cyclical 6,726.0 $432K 0.01% NEW $64.20 +0.5%
34 IT GARTNER INC Technology 2,717.0 $430K 0.01% NEW $158.34 +1.0%
35 ROST ROSS STORES INC Consumer Cyclical 1,972.0 $427K 0.01% NEW $216.67 +7.8%
36 VIKING HOLDINGS LTD 5,790.0 $425K 0.01% NEW $73.48
37 CNC CENTENE CORP DEL Healthcare 12,989.0 $425K 0.01% NEW $32.74 +79.7%
38 KBFR INNOVATOR ETFS TRUST 16,505.0 $406K 0.01% NEW $24.59 +5.6%
39 EXPAND ENERGY CORPORATION 3,680.0 $404K 0.01% NEW $109.77
40 RSG REPUBLIC SVCS INC Industrials 1,817.0 $398K 0.01% NEW $219.02 -6.1%
Page 2 of 8  ·  158 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%