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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHG SCHWAB STRATEGIC TR 8,270.0 $280K 0.01% NEW $33.84 +4.4%
62 VNO VORNADO RLTY TR Real Estate 7,086.0 $278K 0.01% NEW $39.30 +1.6%
63 OMF ONEMAIN HLDGS INC Financial Services 4,555.0 $278K 0.01% NEW $60.97 +3.7%
64 NVR NVR INC Consumer Cyclical 40.0 $273K 0.01% NEW $6813.40 -5.6%
65 PROSHARES TR 5,565.0 $261K 0.01% NEW $46.96
66 DOV DOVER CORP Industrials 1,165.0 $261K 0.01% NEW $224.28 -9.9%
67 BHP BHP BILLITON LIMITED Basic Materials 3,133.0 $261K 0.01% NEW $83.31 +18.5%
68 RPRX ROYALTY PHARMA PLC Healthcare 4,568.0 $256K 0.01% NEW $56.07 +10.7%
69 XLP SELECT SECTOR SPDR TR 3,034.0 $252K 0.01% NEW $83.08 +4.1%
70 IWB ISHARES TR 613.0 $251K 0.01% NEW $409.50 +2.5%
71 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,156.0 $250K 0.01% NEW $216.60 -8.4%
72 NWSA NEWS CORP NEW Communication Services 10,062.0 $250K 0.01% NEW $24.83 +24.5%
73 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,004.0 $247K 0.01% NEW $123.44 -4.6%
74 FDT FIRST TR EXCH TRD ALPHDX FD 2,597.0 $246K 0.01% NEW $94.68 +1.7%
75 DFNL DAVIS FUNDAMENTAL ETF TR 4,942.0 $244K 0.01% NEW $49.37 +5.1%
76 SPOT SPOTIFY TECHNOLOGY S A Communication Services 528.0 $242K 0.01% NEW $459.13 +20.4%
77 MDB MONGODB INC Technology 717.0 $241K 0.01% NEW $335.90 +20.5%
78 CRWV COREWEAVE INC Technology 2,412.0 $240K 0.01% NEW $99.54 -11.6%
79 MCO MOODYS CORP Financial Services 513.0 $233K 0.01% NEW $453.22 +13.2%
80 CBSH COMMERCE BANCSHARES INC Financial Services 4,020.0 $232K 0.01% NEW $57.75 +0.8%
Page 4 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%