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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ARI APOLLO COML REAL ESTATE FIN Real Estate 12,754.0 $136K 0.00% NEW $10.68 -35.8%
122 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 12,254.0 $130K 0.00% NEW $10.57 +8.0%
123 AGNC AGNC INVT CORP Real Estate 10,368.0 $113K 0.00% NEW $10.90 +0.1%
124 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 11,999.0 $113K 0.00% NEW $9.39 +22.7%
125 OWL BLUE OWL CAPITAL INC Financial Services 11,431.0 $100K 0.00% NEW $8.75 +34.7%
126 LILAK LIBERTY LATIN AMERICA LTD Communication Services 11,316.0 $88K 0.00% NEW $7.79 +9.8%
127 FBRT FRANKLIN BSP RLTY TR INC Real Estate 10,676.0 $87K 0.00% NEW $8.14 +4.2%
128 NWL NEWELL BRANDS INC Consumer Defensive 12,197.0 $75K 0.00% NEW $6.14 -3.4%
129 TBLA TABOOLA.COM LTD Communication Services 12,324.0 $62K 0.00% NEW $5.00 -26.0%
130 EXPI AGNT INC Real Estate 11,300.0 $61K 0.00% NEW $5.41 -12.6%
131 NAT NORDIC AMERICAN TANKERS LIMI Industrials 10,992.0 $61K 0.00% NEW $5.54 +24.5%
132 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 10,577.0 $58K 0.00% NEW $5.45 -10.6%
133 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10,423.0 $48K 0.00% NEW $4.62 -22.1%
134 ALIGHT INC 21,770.0 $12K NEW $0.56
135 BTCS BTCS INC Financial Services 10,000.0 $11K NEW $1.11 +35.1%
Page 7 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%