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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 4 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCR VANGUARD WORLD FD 4,844.0 $1.9M 0.05% -38.0 -0.8% $396.63 -0.8%
62 ILCG ISHARES TR 15,744.0 $1.8M 0.04% -4K -18.2% $117.02 -2.4%
63 AGG ISHARES TR 18,516.0 $1.8M 0.04% -335.0 -1.8% $98.98 -1.2%
64 CTVA CORTEVA INC Basic Materials 21,387.0 $1.8M 0.04% -531.0 -2.4% $84.69 -1.7%
65 MPLX MPLX LP Energy 31,706.0 $1.8M 0.04% -10K -23.8% $56.33 +5.3%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 13,146.0 $1.5M 0.04% -2K -13.4% $116.67 +50.3%
67 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,729.0 $1.5M 0.04% -232.0 -4.7% $317.52 -8.3%
68 COHR COHERENT CORP Technology 3,717.0 $1.5M 0.04% -56.0 -1.5% $394.47 -25.8%
69 KMB KIMBERLY-CLARK CORP Consumer Defensive 13,336.0 $1.5M 0.04% -558.0 -4.0% $109.77 +0.6%
70 MDT MEDTRONIC PLC Healthcare 18,109.0 $1.4M 0.04% -35K -66.1% $78.23 +17.7%
71 WES WESTERN MIDSTREAM PARTNERS L Energy 31,947.0 $1.4M 0.03% -17K -34.9% $43.76 +10.8%
72 IUSB ISHARES TR 30,286.0 $1.4M 0.03% -816.0 -2.6% $46.15 -1.2%
73 AMLP ALPS ETF TR 26,018.0 $1.3M 0.03% -10K -27.8% $51.85 +6.8%
74 ADBE ADOBE SYSTEMS INCORPORATED Technology 6,088.0 $1.2M 0.03% -4K -38.4% $205.02 +32.2%
75 SNOW SNOWFLAKE INC Technology 4,816.0 $1.2M 0.03% -951.0 -16.5% $254.50 +23.7%
76 TRV TRAVELERS COMPANIES INC Financial Services 3,702.0 $1.2M 0.03% -100.0 -2.6% $330.16 +12.6%
77 EXPD EXPEDITORS INTL WASH INC Industrials 7,251.0 $1.2M 0.03% -297.0 -3.9% $162.98 +16.8%
78 ECL ECOLAB INC Basic Materials 4,179.0 $1.2M 0.03% -59.0 -1.4% $278.61 +4.3%
79 UBER UBER TECHNOLOGIES INC Technology 16,045.0 $1.2M 0.03% -2K -9.1% $72.16 +10.1%
80 KNG FIRST TR EXCHANGE-TRADED FD 22,866.0 $1.2M 0.03% -147.0 -0.6% $50.50 +2.7%
Page 4 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%