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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 6 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FIIG FIRST TR EXCHANGE-TRADED FD 36,703.0 $760K 0.02% -7K -15.1% $20.71 -1.2%
102 KMT KENNAMETAL INC Industrials 21,494.0 $753K 0.02% -318.0 -1.5% $35.05 -14.4%
103 TLT ISHARES TR 8,549.0 $739K 0.02% -217.0 -2.5% $86.42 -3.6%
104 WMB WILLIAMS COS INC Energy 9,878.0 $734K 0.02% -578.0 -5.5% $74.34 +0.1%
105 GIS GENERAL MLS INC Consumer Defensive 20,247.0 $705K 0.02% -7K -25.9% $34.80 +15.2%
106 AEP AMERICAN ELEC PWR CO INC Utilities 5,041.0 $690K 0.02% -913.0 -15.3% $136.81 -9.8%
107 FEX FIRST TR LRGE CP CORE ALPHA 4,840.0 $677K 0.02% -30.0 -0.6% $139.87 +0.1%
108 CG CARLYLE GROUP INC Financial Services 15,831.0 $667K 0.02% -5K -23.5% $42.11 +16.3%
109 Q QNITY ELECTRONICS INC Technology 4,044.0 $660K 0.02% -168.0 -4.0% $163.30 -22.7%
110 ACN ACCENTURE PLC IRELAND Technology 5,253.0 $654K 0.02% -578.0 -9.9% $124.44 +45.8%
111 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 12,497.0 $638K 0.02% -397.0 -3.1% $51.05 +33.8%
112 SPG SIMON PPTY GROUP INC NEW Real Estate 2,835.0 $634K 0.01% -133.0 -4.5% $223.62 -2.9%
113 HSY HERSHEY CO Consumer Defensive 3,611.0 $633K 0.01% -238.0 -6.2% $175.43 +5.7%
114 GJUL FIRST TR EXCHNG TRADED FD VI 14,199.0 $618K 0.01% -4K -22.0% $43.49 +2.2%
115 ANET ARISTA NETWORKS INC Technology 3,613.0 $614K 0.01% -274.0 -7.0% $169.88 +19.1%
116 DAL DELTA AIR LINES INC Industrials 6,419.0 $601K 0.01% -303.0 -4.5% $93.66 -11.3%
117 WEC WEC ENERGY GROUP INC Utilities 5,021.0 $586K 0.01% -91.0 -1.8% $116.77 -7.9%
118 TLH ISHARES TR 5,804.0 $582K 0.01% -2K -29.3% $100.34 -2.6%
119 EME EMCOR GROUP INC Industrials 701.0 $582K 0.01% -61.0 -8.0% $829.92 -8.0%
120 JNK SPDR SER TR 6,036.0 $582K 0.01% -70.0 -1.1% $96.37 -0.2%
Page 6 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%