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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 2 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 141,385.0 $6.0M 0.15% -2K -1.5% $42.34 +18.7%
22 DUK DUKE ENERGY CORP NEW Utilities 44,305.0 $5.6M 0.14% -399.0 -0.9% $126.58 -3.9%
23 ABT ABBOTT LABS Healthcare 58,766.0 $5.3M 0.13% -9K -13.1% $90.74 +28.0%
24 FTSM FIRST TR EXCHANGE-TRADED FD 88,878.0 $5.3M 0.13% -4K -4.0% $59.73 +0.3%
25 LOW LOWES COS INC Consumer Cyclical 23,718.0 $5.2M 0.13% -526.0 -2.2% $220.49 -2.7%
26 CRWD CROWDSTRIKE HLDGS INC Technology 6,769.0 $5.2M 0.13% -536.0 -7.3% $190.78 -2.8%
27 FTXO FIRST TR EXCHANGE TRADED FD 122,082.0 $5.0M 0.12% -8K -5.8% $41.33 +1.4%
28 JEPI J P MORGAN EXCHANGE TRADED F 88,282.0 $5.0M 0.12% -4K -4.3% $56.48 +2.9%
29 BMY BRISTOL-MYERS SQUIBB CO Healthcare 85,038.0 $4.9M 0.12% -6K -6.7% $57.62 +17.9%
30 PM PHILIP MORRIS INTL INC Consumer Defensive 26,883.0 $4.9M 0.12% -1K -3.9% $180.91 +7.2%
31 CMI CUMMINS INC Industrials 6,819.0 $4.9M 0.12% -423.0 -5.8% $713.19 -19.7%
32 PFE PFIZER INC Healthcare 173,196.0 $4.2M 0.10% -1K -0.7% $24.08 +18.6%
33 XLC SELECT SECTOR SPDR TR 38,366.0 $4.1M 0.10% -1K -2.6% $107.13 +5.6%
34 BE BLOOM ENERGY CORP Industrials 13,533.0 $4.1M 0.10% -2K -12.6% $302.70 -28.2%
35 LMT LOCKHEED MARTIN CORP Industrials 7,650.0 $3.9M 0.10% -335.0 -4.2% $509.43 +9.2%
36 AFL AFLAC INC Financial Services 32,917.0 $3.9M 0.09% -445.0 -1.3% $117.25 -0.9%
37 GILD GILEAD SCIENCES INC Healthcare 30,546.0 $3.9M 0.09% -539.0 -1.7% $126.34 +17.8%
38 SO SOUTHERN CO Utilities 39,337.0 $3.8M 0.09% -2K -3.7% $95.71 -6.0%
39 EPD ENTERPRISE PRODS PARTNERS L 100,352.0 $3.7M 0.09% -11K -9.8% $36.76
40 JCI JOHNSON CTLS INTL PLC Industrials 23,216.0 $3.4M 0.08% -6K -19.4% $146.11 -2.9%
Page 2 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%