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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 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CUBE CUBESMART Real Estate 8,923.0 $355K 0.01% NEW $39.77 +2.1%
42 MOAT VANECK ETF TRUST 3,406.0 $354K 0.01% NEW $103.97 +9.7%
43 IRIDIUM COMMUNICATIONS INC 6,373.0 $350K 0.01% NEW $54.85
44 MPWR MONOLITHIC PWR SYS INC Technology 244.0 $338K 0.01% NEW $1383.73 -5.8%
45 POOL POOL CORP Industrials 1,545.0 $332K 0.01% NEW $214.90 -13.3%
46 MKSI MKS INC. Technology 746.0 $332K 0.01% NEW $444.80 -39.2%
47 BAX BAXTER INTL INC Healthcare 15,543.0 $331K 0.01% NEW $21.32 +23.3%
48 BLACKROCK ETF TRUST II 6,604.0 $329K 0.01% NEW $49.80
49 NUVB NUVATION BIO INC Healthcare 56,734.0 $322K 0.01% NEW $5.68 +25.0%
50 NNN NNN REIT INC Real Estate 6,883.0 $320K 0.01% NEW $46.53 -0.9%
51 TEAM ATLASSIAN CORPORATION Technology 4,006.0 $312K 0.01% NEW $77.79 +114.0%
52 HYLB DBX ETF TR 8,453.0 $309K 0.01% NEW $36.52 -0.2%
53 TFX TELEFLEX INCORPORATED Healthcare 2,374.0 $301K 0.01% NEW $126.76 +10.6%
54 WAL WESTERN ALLIANCE BANCORP Financial Services 3,656.0 $301K 0.01% NEW $82.20 -3.1%
55 XLV SELECT SECTOR SPDR TR 1,889.0 $300K 0.01% NEW $158.66 +10.5%
56 DTE DTE ENERGY CO Utilities 1,953.0 $298K 0.01% NEW $152.39 -10.7%
57 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,258.0 $297K 0.01% NEW $91.21 -19.4%
58 DUPONT DE NEMOURS INC 2,126.0 $288K 0.01% NEW $135.64
59 MRNA MODERNA INC Healthcare 4,103.0 $287K 0.01% NEW $70.03 +126.8%
60 HST HOST HOTELS & RESORTS INC Real Estate 12,108.0 $287K 0.01% NEW $23.71 -3.0%
Page 3 of 7  ·  135 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%