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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 2 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LHX L3HARRIS TECHNOLOGIES INC Industrials 27,704.0 $9.6M 0.30% -167.0 -0.6% $345.15 -10.5%
22 IWM ISHARES TR 37,638.0 $9.3M 0.29% -4K -9.5% $248.00 +17.1%
23 QQQ INVESCO QQQ TR Financial Services 15,902.0 $9.2M 0.29% -4K -18.1% $577.17 +26.4%
24 FDN FIRST TR EXCHANGE-TRADED FD 37,695.0 $8.8M 0.28% -24K -39.2% $234.03 +17.3%
25 EMR EMERSON ELEC CO Industrials 65,416.0 $8.6M 0.27% -1K -1.9% $131.02 +6.6%
26 SDVY FIRST TR EXCHANGE-TRADED FD 199,870.0 $7.9M 0.25% -4K -1.8% $39.43 +5.8%
27 JPIE J P MORGAN EXCHANGE TRADED F 165,677.0 $7.6M 0.24% -34K -17.2% $46.07 -0.1%
28 CB CHUBB LIMITED Financial Services 23,330.0 $7.6M 0.24% -522.0 -2.2% $325.93 -1.6%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 143,526.0 $7.2M 0.23% -14K -8.7% $50.20 -3.9%
30 IVE ISHARES TR 33,450.0 $7.1M 0.22% -3K -8.7% $211.15 +8.0%
31 SJM SMUCKER J M CO Consumer Defensive 72,218.0 $7.0M 0.22% -968.0 -1.3% $96.44 +6.8%
32 JHHY JOHN HANCOCK EXCHANGE TRADED 259,714.0 $6.6M 0.21% -74K -22.1% $25.35 +1.0%
33 KR KROGER CO Consumer Defensive 89,771.0 $6.5M 0.20% -1K -1.2% $72.36 -10.6%
34 IVV ISHARES TR 9,655.0 $6.3M 0.20% -307.0 -3.1% $653.22 +15.4%
35 DUK DUKE ENERGY CORP NEW Utilities 44,704.0 $5.9M 0.18% -1K -2.6% $130.94 -4.3%
36 LOW LOWES COS INC Consumer Cyclical 24,244.0 $5.7M 0.18% -289.0 -1.2% $236.28 -8.2%
37 FTSM FIRST TR EXCHANGE-TRADED FD 92,538.0 $5.5M 0.17% -22K -19.4% $59.78 +0.3%
38 UNP UNION PAC CORP Industrials 22,699.0 $5.5M 0.17% -126.0 -0.6% $242.62 +15.2%
39 DIS DISNEY WALT CO Communication Services 55,243.0 $5.3M 0.17% -831.0 -1.5% $96.38 +8.1%
40 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 8,540.0 $5.3M 0.17% -2K -16.4% $616.77 +10.0%
Page 2 of 10  ·  190 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%