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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 10 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XBFR INNOVATOR ETFS TRUST 122,965.0 $3.3M 0.08% +17K +15.9% $26.62 +0.6%
182 LNC LINCOLN NATL CORP IND Financial Services 92,095.0 $3.3M 0.08% +10K +11.5% $35.35 +22.7%
183 GD GENERAL DYNAMICS CORP Industrials 9,183.0 $3.3M 0.08% +52.0 +0.6% $354.24 +7.0%
184 JVAL J P MORGAN EXCHANGE TRADED F 55,472.0 $3.3M 0.08% -4K -6.2% $58.64 +1.9%
185 VUG VANGUARD INDEX FDS 37,728.0 $3.2M 0.08% +28K +276.6% $86.14 +2.8%
186 CVS CVS HEALTH CORP Healthcare 31,083.0 $3.2M 0.08% +879.0 +2.9% $103.45 -10.0%
187 ET ENERGY TRANSFER L P Energy 166,770.0 $3.2M 0.08% -33K -16.7% $19.12 +11.1%
188 EFA ISHARES TR 30,528.0 $3.2M 0.08% +874.0 +3.0% $103.88 +3.6%
189 FTXR FIRST TR EXCHANGE TRADED FD 69,505.0 $3.2M 0.08% -7K -9.4% $45.57 -3.5%
190 TXN TEXAS INSTRS INC Technology 10,314.0 $3.1M 0.07% +836.0 +8.8% $298.08 -11.6%
191 TGTX TG THERAPEUTICS INC Healthcare 55,834.0 $3.1M 0.07% $54.94 -0.9%
192 UITB VICTORY PORTFOLIOS II 65,125.0 $3.1M 0.07% +7K +12.3% $46.84 -1.2%
193 WCMI FIRST TR EXCHANGE-TRADED FD 153,932.0 $3.0M 0.07% -7K -4.5% $19.57 +1.4%
194 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,864.0 $3.0M 0.07% -219.0 -3.1% $437.64 -16.2%
195 LECO LINCOLN ELEC HLDGS INC Industrials 11,241.0 $3.0M 0.07% +6K +119.1% $265.51 +8.0%
196 CIBR FIRST TR EXCHANGE TRADED FD 33,214.0 $3.0M 0.07% +2K +4.7% $89.85 +11.1%
197 LRCX LAM RESEARCH CORP Technology 6,691.0 $2.9M 0.07% +363.0 +5.7% $433.30 -27.3%
198 IEF ISHARES TR 30,487.0 $2.9M 0.07% -4K -12.1% $94.57 -1.4%
199 C CITIGROUP INC Financial Services 20,587.0 $2.9M 0.07% +3K +19.9% $139.96 -5.4%
200 UPS UNITED PARCEL SERVICE INC Industrials 26,337.0 $2.8M 0.07% +10K +66.1% $107.50 -2.6%
Page 10 of 41  ·  810 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%