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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 3 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 119,074.0 $17.5M 0.55% +8K +7.0% $147.11 +29.8%
42 RDVY FIRST TR EXCHANGE-TRADED FD 248,181.0 $16.9M 0.53% +12K +5.2% $68.28 +11.0%
43 MMM 3M CO Industrials 116,615.0 $16.9M 0.53% -607.0 -0.5% $145.23 +7.2%
44 QCOM QUALCOMM INC Technology 127,958.0 $16.5M 0.52% $128.78 +78.1%
45 PSX PHILLIPS 66 Energy 86,836.0 $15.8M 0.50% $182.18 -3.4%
46 SYK STRYKER CORPORATION Healthcare 46,595.0 $15.3M 0.48% +732.0 +1.6% $328.59 -7.0%
47 PYLD PIMCO ETF TR 547,115.0 $14.3M 0.45% +34K +6.7% $26.20 +0.8%
48 LLY LILLY ELI & CO Healthcare 14,476.0 $13.3M 0.42% +1K +8.3% $919.80 +17.8%
49 NCPB NUSHARES ETF TR 531,700.0 $13.3M 0.42% +30K +6.0% $25.01 -0.3%
50 CGXU CAPITAL GROUP INTL FOCUS EQT 448,816.0 $13.2M 0.42% +30K +7.3% $29.49 +16.7%
51 ETN EATON CORP PLC Industrials 36,261.0 $13.0M 0.41% +7K +25.1% $357.67 +13.3%
52 SPEM SPDR INDEX SHS FDS 273,432.0 $12.8M 0.40% +18K +7.2% $46.91 +12.2%
53 PULS PGIM ETF TR 251,761.0 $12.5M 0.39% -28K -10.0% $49.50 +0.4%
54 CGGR CAPITAL GROUP GROWTH ETF 308,594.0 $12.4M 0.39% -46K -12.9% $40.19 +17.2%
55 AMD ADVANCED MICRO DEVICES INC Technology 59,590.0 $12.1M 0.38% +2K +3.4% $203.43 +145.2%
56 JEMA J P MORGAN EXCHANGE TRADED F 222,237.0 $11.6M 0.36% +30K +15.8% $52.03 +21.2%
57 MCD MCDONALDS CORP Consumer Cyclical 34,557.0 $10.7M 0.34% +402.0 +1.2% $310.79 -9.6%
58 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,527.0 $10.6M 0.34% +2K +1530.3% $4210.32 -96.0%
59 PEP PEPSICO INC Consumer Defensive 67,544.0 $10.5M 0.33% +696.0 +1.0% $155.29 -4.6%
60 J P MORGAN EXCHANGE TRADED F 206,566.0 $10.5M 0.33% +18K +9.5% $50.61
Page 3 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%