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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NDSN NORDSON CORP Industrials 765.0 $204K 0.01% NEW $266.12 +8.5%
142 PKG PACKAGING CORP AMER Consumer Cyclical 945.0 $201K 0.01% NEW $212.22 +2.7%
143 OMAH TIDAL TRUST III 11,000.0 $198K 0.01% NEW $18.02 +4.3%
144 VFC V F CORP Consumer Cyclical 10,509.0 $179K 0.01% NEW $16.99 +2.5%
145 PUTNAM ETF TRUST 18,597.0 $155K 0.01% NEW $8.32
146 HUDSON PACIFIC PROPERTIES IN 25,000.0 $148K 0.01% NEW $5.91
147 WU WESTERN UN CO Financial Services 16,414.0 $143K 0.01% NEW $8.73 -5.5%
148 RKT ROCKET COS INC Financial Services 10,008.0 $143K 0.00% NEW $14.25 +0.1%
149 S SENTINELONE INC Technology 11,005.0 $142K 0.00% NEW $12.88 +39.4%
150 RIG TRANSOCEAN LTD Energy 14,388.0 $95K 0.00% NEW $6.63 -6.8%
151 AHRT AH RLTY TR INC Financial Services 16,344.0 $90K 0.00% NEW $5.50 +24.2%
152 KREF KKR REAL ESTATE FIN TR INC Real Estate 14,545.0 $89K 0.00% NEW $6.12 +8.8%
153 TIC TIC SOLUTIONS INC Industrials 12,399.0 $82K 0.00% NEW $6.58 +26.9%
154 GTM ZOOMINFO TECHNOLOGIES INC Technology 12,110.0 $72K 0.00% NEW $5.98 -45.7%
155 OSG OCTAVE SPECIALTY GROUP INC Financial Services 14,596.0 $68K 0.00% NEW $4.65 +15.7%
156 APARTMENT INVT & MGMT CO 15,804.0 $64K 0.00% NEW $4.07
157 PAYO PAYONEER GLOBAL INC Technology 12,823.0 $62K 0.00% NEW $4.83 +3.3%
158 DEFI TECHNOLOGIES INC 11,767.0 $7K NEW $0.55
Page 8 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%