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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 11 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CPRT COPART INC Industrials 9,227.0 $260K 0.01% -187.0 -2.0% $28.19 +16.6%
202 LVS LAS VEGAS SANDS CORP Consumer Cyclical 5,336.0 $246K 0.01% -3K -37.0% $46.19 +0.5%
203 BOND PIMCO ETF TR 2,646.0 $244K 0.01% -737.0 -21.8% $92.21 -1.4%
204 HCA HCA HEALTHCARE INC Healthcare 624.0 $243K 0.01% -2K -76.8% $389.89 +10.0%
205 CF CF INDUSTRIES HOLD Basic Materials 2,244.0 $243K 0.01% -75.0 -3.2% $108.26 +16.6%
206 TXT TEXTRON INC Industrials 2,552.0 $234K 0.01% -156.0 -5.8% $91.73 -9.5%
207 FNK FIRST TR EXCHANGE-TRADED ALP 3,799.0 $233K 0.01% -333.0 -8.1% $61.31 +5.4%
208 VIRTUS EQUITY & CONV INCM FD 8,661.0 $233K 0.01% -1K -10.3% $26.86
209 AA ALCOA CORP Basic Materials 4,446.0 $232K 0.01% -418.0 -8.6% $52.14 -5.0%
210 NGG NATIONAL GRID PLC Utilities 2,775.0 $230K 0.01% -519.0 -15.8% $82.89 -2.8%
211 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,179.0 $228K 0.01% -1K -48.2% $193.23 +5.8%
212 FSLR FIRST SOLAR INC Energy 932.0 $220K 0.01% -143.0 -13.3% $235.96 -13.3%
213 LNG CHENIERE ENERGY INC Energy 911.0 $218K 0.01% -718.0 -44.1% $239.05 +18.0%
214 BALL BALL CORP Consumer Cyclical 3,474.0 $217K 0.01% -2K -33.2% $62.40 +3.1%
215 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,360.0 $212K 0.01% -67.0 -2.8% $89.64 -2.2%
216 NEM NEWMONT CORP Basic Materials 2,265.0 $212K 0.01% -2K -45.6% $93.39 +41.8%
217 FXU FIRST TR EXCHANGE TRADED FD 4,256.0 $210K 0.01% -99.0 -2.3% $49.34 -2.4%
218 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,135.0 $209K 0.01% -328.0 -5.1% $34.00 +10.1%
219 ARM ARM HOLDINGS PLC Technology 585.0 $207K 0.01% -969.0 -62.4% $354.57 -30.2%
220 VCIT VANGUARD SCOTTSDALE FDS 2,503.0 $207K 0.01% -901.0 -26.5% $82.65 -1.5%
Page 11 of 12  ·  228 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%