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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 28 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 RBC RBC BEARINGS INC Industrials 630.0 $406K 0.01% +9.0 +1.4% $644.06 -20.2%
542 RVT ROYCE VALUE TR INC Financial Services 21,965.0 $406K 0.01% $18.47 +1.6%
543 NTRS NORTHERN TR CORP Financial Services 2,327.0 $405K 0.01% +185.0 +8.6% $173.84 +7.9%
544 DEW WISDOMTREE TR 5,828.0 $400K 0.01% NEW $68.69 +6.7%
545 CGGO CAPITAL GROUP GBL GROWTH EQT 9,448.0 $400K 0.01% $42.33 -4.1%
546 HUDSON PACIFIC PROPERTIES IN 26,077.0 $396K 0.01% +1K +4.3% $15.19
547 ULTA ULTA BEAUTY INC Consumer Cyclical 872.0 $393K 0.01% -79.0 -8.3% $450.98 +20.4%
548 RBRK RUBRIK INC. Technology 4,894.0 $393K 0.01% NEW $80.28 +19.7%
549 DLR DIGITAL RLTY TR INC Real Estate 2,176.0 $391K 0.01% +11.0 +0.5% $179.58 +7.7%
550 VRSN VERISIGN INC Technology 1,547.0 $389K 0.01% +246.0 +18.9% $251.56 +16.5%
551 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,503.0 $388K 0.01% -1K -21.5% $86.09 +17.8%
552 JPIN J P MORGAN EXCHANGE TRADED F 5,306.0 $384K 0.01% -110.0 -2.0% $72.31 +7.0%
553 ARKG ARK ETF TR 9,101.0 $383K 0.01% +300.0 +3.4% $42.06 +17.6%
554 IJS ISHARES TR 2,788.0 $381K 0.01% $136.68 +0.9%
555 CDW CDW CORP Technology 2,705.0 $380K 0.01% -175.0 -6.1% $140.65 +0.6%
556 MTCH MATCH GROUP INC NEW Communication Services 9,998.0 $380K 0.01% +190.0 +1.9% $38.05 +10.6%
557 LSTR LANDSTAR SYS INC Industrials 1,837.0 $380K 0.01% -34.0 -1.8% $206.81 -12.2%
558 NKE NIKE INC Consumer Cyclical 9,220.0 $378K 0.01% -4K -27.7% $41.05 -6.0%
559 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 29,848.0 $378K 0.01% $12.68 -3.5%
560 ACGL ARCH CAP GROUP LTD Financial Services 3,892.0 $378K 0.01% +31.0 +0.8% $97.05 +3.8%
Page 28 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%