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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 9 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NKE NIKE INC Consumer Cyclical 9,220.0 $378K 0.01% -4K -27.7% $41.05 -6.0%
162 CFG CITIZENS FINL GROUP INC Financial Services 5,317.0 $373K 0.01% -132.0 -2.4% $70.07 +0.6%
163 BP BP PLC Energy 10,004.0 $370K 0.01% -2K -14.3% $36.95 +15.0%
164 HSIC HENRY SCHEIN INC Healthcare 4,359.0 $364K 0.01% -108.0 -2.4% $83.52 +8.2%
165 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,746.0 $363K 0.01% -622.0 -11.6% $76.41 +4.8%
166 BDX BECTON DICKINSON & CO Healthcare 2,368.0 $358K 0.01% -325.0 -12.1% $151.33 +25.7%
167 SIX FLAGS ENTERTAINMENT CORP 16,651.0 $355K 0.01% -674.0 -3.9% $21.30
168 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,679.0 $352K 0.01% -6K -70.8% $131.43 -1.8%
169 CMCSA COMCAST CORP NEW Communication Services 14,293.0 $351K 0.01% -1K -8.4% $24.55 +10.8%
170 VDC VANGUARD WORLD FD 1,555.0 $351K 0.01% -345.0 -18.2% $225.53 +3.2%
171 GLDM WORLD GOLD TR Financial Services 4,404.0 $350K 0.01% -5K -54.0% $79.42 +14.5%
172 J JACOBS SOLUTIONS INC Industrials 2,758.0 $347K 0.01% -308.0 -10.1% $125.99 +20.3%
173 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,869.0 $342K 0.01% -131.0 -6.5% $183.11 -0.3%
174 USTB VICTORY PORTFOLIOS II 6,466.0 $327K 0.01% -3K -32.7% $50.62 -0.2%
175 OHI OMEGA HEALTHCARE INVS INC Real Estate 6,806.0 $325K 0.01% -148.0 -2.1% $47.68 -1.5%
176 SLV ISHARES SILVER TR Financial Services 5,962.0 $319K 0.01% -160.0 -2.6% $53.47 +15.2%
177 WPC WP CAREY INC Real Estate 4,421.0 $316K 0.01% -343.0 -7.2% $71.50 -0.5%
178 BSX BOSTON SCIENTIFIC CORP Healthcare 7,396.0 $316K 0.01% -2K -22.1% $42.68 +12.9%
179 J P MORGAN EXCHANGE TRADED F 4,345.0 $314K 0.01% -244.0 -5.3% $72.28
180 QRVO QORVO INC Technology 3,324.0 $310K 0.01% -185.0 -5.3% $93.27 +2.0%
Page 9 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%