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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMH AMERICAN HOMES 4 RENT Real Estate 6,895.0 $231K 0.01% NEW $33.52 +3.1%
82 AZO AUTOZONE INC Consumer Cyclical 72.0 $230K 0.01% NEW $3195.94 -5.3%
83 ARMK ARAMARK Industrials 4,043.0 $230K 0.01% NEW $56.90 +3.8%
84 NTES NETEASE INC Technology 1,794.0 $230K 0.01% NEW $128.14 +0.5%
85 SOXX ISHARES TR 358.0 $229K 0.01% NEW $640.58 -19.8%
86 EXEL EXELIXIS INC Healthcare 4,186.0 $228K 0.01% NEW $54.41 +4.2%
87 MLN VANECK ETF TRUST 12,776.0 $227K 0.01% NEW $17.78 -2.3%
88 BBHY J P MORGAN EXCHANGE TRADED F 4,912.0 $226K 0.01% NEW $46.09 -0.3%
89 VPL VANGUARD INTL EQUITY INDEX F 1,957.0 $226K 0.01% NEW $115.66 +0.1%
90 VIRT VIRTU FINL INC Financial Services 3,773.0 $225K 0.01% NEW $59.57 +9.5%
91 WTRG ESSENTIAL UTILS INC Utilities 5,840.0 $224K 0.01% NEW $38.31 +6.4%
92 CDNS CADENCE DESIGN SYSTEM INC Technology 596.0 $224K 0.01% NEW $375.32 -11.6%
93 DDOG DATADOG INC Technology 857.0 $223K 0.01% NEW $260.36 -14.4%
94 PPL PPL CORP Utilities 6,115.0 $222K 0.01% NEW $36.35 -3.7%
95 AIG AMERICAN INTL GROUP INC Financial Services 2,928.0 $218K 0.01% NEW $74.52 +2.5%
96 DPZ DOMINOS PIZZA INC Consumer Cyclical 730.0 $216K 0.01% NEW $296.11 +18.2%
97 HSBC HSBC HLDGS PLC Financial Services 2,267.0 $216K 0.01% NEW $95.07 +9.8%
98 CORPAY INC 646.0 $215K 0.01% NEW $333.27
99 J P MORGAN EXCHANGE TRADED F 3,530.0 $212K 0.01% NEW $60.16
100 ROIV ROIVANT SCIENCES LTD Healthcare 5,994.0 $212K 0.01% NEW $35.39 +3.1%
Page 5 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%