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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 6 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COOPER COS INC 3,513.0 $251K 0.01% NEW $71.50
102 HEFA ISHARES TR 5,897.0 $251K 0.01% NEW $42.49 +7.2%
103 OMC OMNICOM GROUP INC Communication Services 3,288.0 $248K 0.01% NEW $75.31 -2.2%
104 RYZ RYERSON HLDG CORP Consumer Defensive 10,979.0 $247K 0.01% NEW $22.48 +26.2%
105 EXLS EXLSERVICE HLDGS INC Technology 8,092.0 $246K 0.01% NEW $30.45 -4.6%
106 TW TRADEWEB MKTS INC Financial Services 2,087.0 $246K 0.01% NEW $117.66 -14.7%
107 FHN FIRST HORIZON CORPORATION Financial Services 10,767.0 $245K 0.01% NEW $22.76 +5.6%
108 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,841.0 $245K 0.01% NEW $133.11 -15.6%
109 AEIS ADVANCED ENERGY INDS Industrials 749.0 $242K 0.01% NEW $322.71 -0.2%
110 TTC TORO CO Industrials 2,583.0 $241K 0.01% NEW $93.45 -4.1%
111 EQIX EQUINIX INC Real Estate 245.0 $240K 0.01% NEW $980.24 +10.0%
112 TXT TEXTRON INC Industrials 2,708.0 $237K 0.01% NEW $87.56 +6.3%
113 ARM ARM HOLDINGS PLC Technology 1,554.0 $235K 0.01% NEW $151.28 +129.0%
114 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,000.0 $235K 0.01% NEW $117.40 -39.8%
115 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 4,143.0 $234K 0.01% NEW $56.49 -6.9%
116 CCJ CAMECO CORP Energy 2,146.0 $233K 0.01% NEW $108.61 +1.7%
117 MAA MID-AMER APT CMNTYS INC Real Estate 1,900.0 $232K 0.01% NEW $122.09 +7.4%
118 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 2,778.0 $228K 0.01% NEW $82.13 -23.3%
119 WS WORTHINGTON STL INC Basic Materials 7,517.0 $228K 0.01% NEW $30.35 +38.5%
120 VEEV VEEVA SYS INC Healthcare 1,295.0 $227K 0.01% NEW $175.66 -6.1%
Page 6 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%