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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 3 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPQ J P MORGAN EXCHANGE TRADED F 54,086.0 $3.3M 0.08% -3K -4.8% $61.46 -2.8%
42 FLEX FLEX LTD Technology 20,290.0 $3.3M 0.08% -16K -43.6% $162.07 -32.6%
43 JVAL J P MORGAN EXCHANGE TRADED F 55,472.0 $3.3M 0.08% -4K -6.2% $58.64 +1.4%
44 ET ENERGY TRANSFER L P Energy 166,770.0 $3.2M 0.08% -33K -16.7% $19.12 +9.9%
45 FTXR FIRST TR EXCHANGE TRADED FD 69,505.0 $3.2M 0.08% -7K -9.4% $45.57 -2.7%
46 WCMI FIRST TR EXCHANGE-TRADED FD 153,932.0 $3.0M 0.07% -7K -4.5% $19.57 +2.0%
47 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,864.0 $3.0M 0.07% -219.0 -3.1% $437.64 -14.8%
48 IEF ISHARES TR 30,487.0 $2.9M 0.07% -4K -12.1% $94.57 -1.1%
49 SYK STRYKER CORPORATION Healthcare 8,942.0 $2.8M 0.07% -38K -80.8% $314.84 +5.0%
50 ISRG INTUITIVE SURGICAL INC Healthcare 6,573.0 $2.6M 0.06% -359.0 -5.2% $397.68 -6.5%
51 GLOF ISHARES TR 41,261.0 $2.4M 0.06% -734.0 -1.8% $58.81 +4.1%
52 FTCS FIRST TR EXCHANGE-TRADED FD 25,450.0 $2.4M 0.06% -3K -9.9% $93.92 +8.6%
53 LH LABCORP HOLDINGS INC Healthcare 8,244.0 $2.3M 0.06% -64.0 -0.8% $280.00 +20.6%
54 VCTR VICTORY CAP HLDGS INC Financial Services 27,137.0 $2.3M 0.06% -5K -15.6% $84.06 +37.2%
55 BX BLACKSTONE INC Financial Services 19,120.0 $2.2M 0.06% -906.0 -4.5% $117.67 +21.8%
56 DHR DANAHER CORPORATION Healthcare 11,739.0 $2.2M 0.06% -1K -10.0% $190.48 +13.4%
57 MO ALTRIA GROUP INC Consumer Defensive 29,755.0 $2.1M 0.05% -772.0 -2.5% $71.95 -5.4%
58 GLD SPDR GOLD TR Financial Services 5,804.0 $2.1M 0.05% -2K -27.5% $368.38 +16.2%
59 SPTM SPDR SER TR 22,891.0 $2.1M 0.05% -210.0 -0.9% $90.79 +2.4%
60 ADP AUTOMATIC DATA PROCESSING INC Industrials 8,981.0 $2.0M 0.05% -320.0 -3.4% $223.94 +26.3%
Page 3 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%