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Portfolio (Quarterly) Guide ↗

DAYMARK WEALTH PARTNERS, LLC

· CIK 0001956824
13F Portfolio $3.2B AUM 739 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New 288 Added 190 Reduced 22 Exited
Page 10 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,285.0 $2.5M 0.08% +543.0 +8.1% $337.97 +25.1%
182 ADBE ADOBE SYSTEMS INCORPORATED Technology 9,883.0 $2.4M 0.08% +1K +11.3% $243.08 -2.0%
183 VLO VALERO ENERGY CORP Energy 9,690.0 $2.4M 0.07% +330.0 +3.5% $247.07 -2.7%
184 IJH ISHARES TR 35,340.0 $2.4M 0.07% +5K +15.7% $67.53 +10.1%
185 VT VANGUARD INTL EQUITY INDEX F 17,208.0 $2.4M 0.07% $138.32 +13.6%
186 MPLX MPLX LP Energy 41,585.0 $2.4M 0.07% +3K +7.0% $57.07 -2.4%
187 FXO FIRST TR EXCHANGE-TRADED FD 41,992.0 $2.4M 0.07% -92K -68.7% $56.19 +4.8%
188 FLEX FLEX LTD Technology 35,999.0 $2.4M 0.07% $65.46 +122.7%
189 NSC NORFOLK SOUTHN CORP Industrials 8,177.0 $2.3M 0.07% +41.0 +0.5% $286.98 +13.5%
190 CSRE COHEN & STEERS ETF TRUST 88,553.0 $2.3M 0.07% +19K +28.1% $26.28 +9.4%
191 MPC MARATHON PETE CORP Energy 9,476.0 $2.3M 0.07% +863.0 +10.0% $244.18 +1.2%
192 BX BLACKSTONE INC Financial Services 20,026.0 $2.3M 0.07% -325.0 -1.6% $114.99 +2.6%
193 XBI SPDR SER TR 17,750.0 $2.3M 0.07% $127.73 +5.3%
194 VTES VANGUARD WELLINGTON FD 22,268.0 $2.3M 0.07% +3K +15.6% $101.14 -0.1%
195 PLTR PALANTIR TECHNOLOGIES INC Technology 15,184.0 $2.2M 0.07% +2K +18.8% $146.28 -9.4%
196 LH LABCORP HOLDINGS INC Healthcare 8,308.0 $2.2M 0.07% +92.0 +1.1% $266.81 -3.2%
197 FMHI FIRST TR EXCH TRADED FD III 46,464.0 $2.2M 0.07% -4K -8.0% $47.54 +1.0%
198 GLOF ISHARES TR 41,995.0 $2.2M 0.07% -4K -8.6% $52.12 +13.5%
199 CVS CVS HEALTH CORP Healthcare 30,204.0 $2.2M 0.07% +2K +5.9% $71.82 +28.2%
200 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 13,431.0 $2.1M 0.07% +452.0 +3.5% $157.28 -4.8%
Page 10 of 37  ·  739 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 32.3%
Financial Services 15.3%
Industrials 10.2%
Healthcare 10.1%
Consumer Defensive 7.5%
Consumer Cyclical 7.1%
Communication Services 6.6%
Energy 5.0%
Basic Materials 4.0%
Utilities 1.7%