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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 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MANH MANHATTAN ASSOCIATES INC Technology 2,089.0 $278K 0.01% NEW $133.12 +4.1%
82 VTR VENTAS INC Real Estate 3,383.0 $277K 0.01% NEW $81.78 +7.7%
83 CRS CARPENTER TECHNOLOGY CORP Industrials 682.0 $269K 0.01% NEW $394.19 +16.9%
84 SANDISK CORP 422.0 $268K 0.01% NEW $635.34
85 G GENPACT LIMITED Technology 7,156.0 $267K 0.01% NEW $37.25 -15.2%
86 CHWY CHEWY INC Consumer Cyclical 9,813.0 $265K 0.01% NEW $27.00 -21.5%
87 WWD WOODWARD INC Industrials 738.0 $264K 0.01% NEW $357.92 +0.9%
88 CRH PLC 2,497.0 $263K 0.01% NEW $105.13
89 MSI MOTOROLA SOLUTIONS INC Technology 600.0 $260K 0.01% NEW $434.16 -5.9%
90 VKTX VIKING THERAPEUTICS INC Healthcare 8,000.0 $260K 0.01% NEW $32.54 -2.7%
91 MOH MOLINA HEALTHCARE INC Healthcare 1,947.0 $260K 0.01% NEW $133.30 +33.4%
92 PCOR PROCORE TECHNOLOGIES INC Technology 4,529.0 $258K 0.01% NEW $57.00 -17.8%
93 EVR EVERCORE INC Financial Services 858.0 $256K 0.01% NEW $298.51 +14.7%
94 MLI MUELLER INDS INC Industrials 2,309.0 $256K 0.01% NEW $110.80 +22.6%
95 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 768.0 $254K 0.01% NEW $330.87 -10.7%
96 DAR DARLING INGREDIENTS INC Consumer Defensive 4,105.0 $254K 0.01% NEW $61.85 -5.0%
97 HPQ HP INC Technology 13,158.0 $253K 0.01% NEW $19.21 +32.7%
98 EFX EQUIFAX INC Industrials 1,403.0 $253K 0.01% NEW $180.07 -9.1%
99 MSCI MSCI INC Financial Services 468.0 $252K 0.01% NEW $539.15 +11.9%
100 WAT WATERS CORP Healthcare 845.0 $252K 0.01% NEW $297.80 +13.7%
Page 5 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%