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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 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UI UBIQUITI INC Technology 2,099.0 $1.1M 0.03% -152.0 -6.8% $534.00 +9.7%
82 FVD FIRST TR VALUE LINE DIVID IN 22,520.0 $1.1M 0.03% -4K -16.5% $48.18 +5.9%
83 RPM RPM INTL INC Basic Materials 9,713.0 $1.1M 0.03% -346.0 -3.4% $111.15 -3.3%
84 O REALTY INCOME CORP Real Estate 17,371.0 $1.1M 0.03% -1K -6.6% $61.96 +0.8%
85 FSIG FIRST TR EXCHANGE-TRADED FD 55,930.0 $1.1M 0.03% -24K -30.0% $18.85 -0.3%
86 TER TERADYNE INC Technology 2,092.0 $1.0M 0.03% -114.0 -5.2% $483.94 -24.7%
87 FYX FIRST TR SML CP CORE ALPHA F 6,935.0 $1.0M 0.02% -167.0 -2.4% $144.29 -0.8%
88 JGLO J P MORGAN EXCHANGE TRADED F 13,724.0 $977K 0.02% -2K -11.9% $71.22 +3.3%
89 ENB ENBRIDGE INC Energy 17,568.0 $952K 0.02% -1K -7.4% $54.21 -7.2%
90 TDIV FIRST TR EXCHANGE-TRADED FD 8,225.0 $945K 0.02% -2K -16.2% $114.88 -0.6%
91 SHY ISHARES TR 10,893.0 $894K 0.02% -56.0 -0.5% $82.11 -0.1%
92 KKR KKR & CO INC 9,731.0 $893K 0.02% -1K -10.8% $91.78
93 APD AIR PRODS & CHEMS INC Basic Materials 3,044.0 $892K 0.02% -3K -45.8% $293.14 +4.7%
94 TOTALENERGIES SE 11,136.0 $866K 0.02% -434.0 -3.8% $77.76
95 WM WASTE MGMT INC DEL Industrials 3,695.0 $823K 0.02% -3K -42.5% $222.85 -0.5%
96 MRVL MARVELL TECHNOLOGY INC Technology 2,671.0 $796K 0.02% -672.0 -20.1% $297.87 -18.8%
97 DVY ISHARES TR 4,997.0 $781K 0.02% -107.0 -2.1% $156.29 +5.5%
98 KMI KINDER MORGAN INC DEL Energy 24,369.0 $779K 0.02% -5K -16.4% $31.97 +0.4%
99 ONEQ FIDELITY COMWLTH TR 7,512.0 $775K 0.02% -293.0 -3.8% $103.21 -0.4%
100 CNC CENTENE CORP DEL Healthcare 11,980.0 $769K 0.02% -1K -7.8% $64.19 +3.7%
Page 5 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%