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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 27 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 XLI SELECT SECTOR SPDR TR 2,347.0 $435K 0.01% -1K -36.3% $185.23 -3.4%
522 FTAI AVIATION LTD 1,600.0 $433K 0.01% NEW $270.54
523 ARCC ARES CAPITAL CORP Financial Services 23,292.0 $432K 0.01% -277.0 -1.2% $18.53 +7.8%
524 GM GENERAL MTRS CO Consumer Cyclical 5,532.0 $426K 0.01% -384.0 -6.5% $77.08 +12.4%
525 WHR WHIRLPOOL CORP Consumer Cyclical 10,674.0 $421K 0.01% +622.0 +6.2% $39.42 -0.3%
526 IWO ISHARES TR 1,065.0 $420K 0.01% +36.0 +3.5% $393.96 -1.7%
527 JPEM J P MORGAN EXCHANGE TRADED F 6,664.0 $418K 0.01% -950.0 -12.5% $62.78 +5.9%
528 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,879.0 $418K 0.01% +53.0 +1.4% $107.78 +3.8%
529 XLY SELECT SECTOR SPDR TR 3,537.0 $415K 0.01% NEW $117.28 -0.8%
530 DEO DIAGEO PLC Consumer Defensive 5,157.0 $415K 0.01% -185.0 -3.5% $80.38 +15.1%
531 BN BROOKFIELD CORP Financial Services 9,731.0 $414K 0.01% -153.0 -1.6% $42.59 -2.1%
532 MAA MID-AMER APT CMNTYS INC Real Estate 2,983.0 $414K 0.01% +1K +57.0% $138.94 -6.9%
533 LITE LUMENTUM HLDGS INC Technology 482.0 $414K 0.01% +77.0 +19.0% $858.06 +8.0%
534 IMTB ISHARES TR 9,463.0 $413K 0.01% NEW $43.61 -1.0%
535 MRSH MARSH & MCLENNAN COS INC Financial Services 2,476.0 $413K 0.01% -4K -59.6% $166.64 +14.3%
536 WOR WORTHINGTON ENTERPRISES INC Industrials 7,651.0 $411K 0.01% +569.0 +8.0% $53.76 +7.3%
537 VHT VANGUARD WORLD FD 1,375.0 $411K 0.01% -227.0 -14.2% $299.09 +8.5%
538 UAL UNITED AIRLS HLDGS INC Industrials 3,024.0 $411K 0.01% -100.0 -3.2% $135.99 -16.2%
539 F FORD MTR CO DEL Consumer Cyclical 29,576.0 $411K 0.01% +2K +7.8% $13.90 +0.9%
540 ACMR ACM RESH INC Technology 3,237.0 $411K 0.01% NEW $126.89 -37.0%
Page 27 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%