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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 8 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCK MCKESSON CORP Healthcare 635.0 $480K 0.01% -141.0 -18.2% $755.86 +18.6%
142 CEG CONSTELLATION ENERGY CORP Utilities 1,907.0 $474K 0.01% -79.0 -4.0% $248.41 +12.5%
143 ITT ITT INC Industrials 2,372.0 $469K 0.01% -585.0 -19.8% $197.74 +6.4%
144 NTNX NUTANIX INC Technology 9,059.0 $462K 0.01% -347.0 -3.7% $50.96 +28.3%
145 TFC TRUIST FINL CORP Financial Services 9,249.0 $461K 0.01% -2K -20.7% $49.82 +1.7%
146 GSK GSK PLC Healthcare 8,783.0 $460K 0.01% -268.0 -3.0% $52.42 -1.9%
147 XLI SELECT SECTOR SPDR TR 2,347.0 $435K 0.01% -1K -36.3% $185.23 -2.6%
148 ARCC ARES CAPITAL CORP Financial Services 23,292.0 $432K 0.01% -277.0 -1.2% $18.53 +7.4%
149 GM GENERAL MTRS CO Consumer Cyclical 5,532.0 $426K 0.01% -384.0 -6.5% $77.08 +12.0%
150 JPEM J P MORGAN EXCHANGE TRADED F 6,664.0 $418K 0.01% -950.0 -12.5% $62.78 +6.1%
151 DEO DIAGEO PLC Consumer Defensive 5,157.0 $415K 0.01% -185.0 -3.5% $80.38 +16.5%
152 BN BROOKFIELD CORP Financial Services 9,731.0 $414K 0.01% -153.0 -1.6% $42.59 -2.2%
153 MRSH MARSH & MCLENNAN COS INC Financial Services 2,476.0 $413K 0.01% -4K -59.6% $166.64 +16.0%
154 VHT VANGUARD WORLD FD 1,375.0 $411K 0.01% -227.0 -14.2% $299.09 +9.1%
155 UAL UNITED AIRLS HLDGS INC Industrials 3,024.0 $411K 0.01% -100.0 -3.2% $135.99 -15.6%
156 ULTA ULTA BEAUTY INC Consumer Cyclical 872.0 $393K 0.01% -79.0 -8.3% $450.98 +20.4%
157 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,503.0 $388K 0.01% -1K -21.5% $86.09 +17.8%
158 JPIN J P MORGAN EXCHANGE TRADED F 5,306.0 $384K 0.01% -110.0 -2.0% $72.31 +7.0%
159 CDW CDW CORP Technology 2,705.0 $380K 0.01% -175.0 -6.1% $140.65 +0.6%
160 LSTR LANDSTAR SYS INC Industrials 1,837.0 $380K 0.01% -34.0 -1.8% $206.81 -12.2%
Page 8 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%