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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 15 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,595.0 $1.5M 0.04% +314.0 +24.5% $965.00 -14.4%
282 PLTR PALANTIR TECHNOLOGIES INC Technology 13,146.0 $1.5M 0.04% -2K -13.4% $116.67 +59.0%
283 FTEC FIDELITY COVINGTON TRUST 5,327.0 $1.5M 0.04% +896.0 +20.2% $285.56 +1.7%
284 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,880.0 $1.5M 0.04% +25.0 +0.9% $522.31 +2.6%
285 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,729.0 $1.5M 0.04% -232.0 -4.7% $317.52 -9.6%
286 VFH VANGUARD WORLD FD 11,394.0 $1.5M 0.04% +8K +233.7% $131.60 +7.8%
287 COP CONOCOPHILLIPS Energy 14,355.0 $1.5M 0.04% +720.0 +5.3% $103.96 +24.1%
288 FTA FIRST TR EXCHANGE-TRADED ALP 15,377.0 $1.5M 0.04% +12K +326.0% $96.80 +6.9%
289 COHR COHERENT CORP Technology 3,717.0 $1.5M 0.04% -56.0 -1.5% $394.47 -25.7%
290 KMB KIMBERLY-CLARK CORP Consumer Defensive 13,336.0 $1.5M 0.04% -558.0 -4.0% $109.77 +0.0%
291 AMP AMERIPRISE FINL INC Financial Services 3,150.0 $1.4M 0.04% +119.0 +3.9% $458.77 +20.9%
292 NET CLOUDFLARE INC Technology 5,885.0 $1.4M 0.04% +1K +22.1% $245.28 +23.7%
293 GEW EA SERIES TRUST 26,199.0 $1.4M 0.04% $54.70 +4.2%
294 MDT MEDTRONIC PLC Healthcare 18,109.0 $1.4M 0.04% -35K -66.1% $78.23 +16.7%
295 ITOT ISHARES TR 8,568.0 $1.4M 0.03% +3K +42.2% $164.26 +3.0%
296 WES WESTERN MIDSTREAM PARTNERS L Energy 31,947.0 $1.4M 0.03% -17K -34.9% $43.76 +9.7%
297 IUSB ISHARES TR 30,286.0 $1.4M 0.03% -816.0 -2.6% $46.15 -1.1%
298 IJK ISHARES TR 11,800.0 $1.4M 0.03% $117.50 -1.6%
299 PFF ISHARES TR 44,612.0 $1.4M 0.03% NEW $30.49 +0.6%
300 HWM HOWMET AEROSPACE INC Industrials 5,053.0 $1.4M 0.03% +166.0 +3.4% $268.86 -1.1%
Page 15 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%