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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 3 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 127,918.0 $23.6M 0.58% $184.79 -12.1%
42 PNC PNC FINL SVCS GROUP INC Financial Services 90,183.0 $22.2M 0.54% -2K -1.8% $246.22 -0.3%
43 TSLA TESLA INC Consumer Cyclical 52,554.0 $22.1M 0.54% +27K +103.6% $420.60 -18.1%
44 BSV VANGUARD BD INDEX FDS 278,085.0 $21.7M 0.53% +272K +4264.2% $77.91 -0.3%
45 ORCL ORACLE CORP Technology 137,328.0 $20.1M 0.49% +18K +15.3% $146.55 +0.8%
46 META META PLATFORMS INC Communication Services 35,435.0 $20.0M 0.49% +19K +114.7% $563.29 +2.4%
47 SLAB SILICON LABORATORIES INC Technology 90,520.0 $19.8M 0.48% +5K +5.4% $218.56 +0.1%
48 RDVY FIRST TR EXCHANGE-TRADED FD 241,606.0 $19.6M 0.48% -7K -2.6% $81.06 +1.7%
49 CVX CHEVRON CORP NEW Energy 115,277.0 $19.1M 0.47% +23K +25.6% $165.76 +21.0%
50 MMM 3M CO Industrials 116,443.0 $18.9M 0.46% $161.91 +10.8%
51 KO COCA COLA CO Consumer Defensive 218,199.0 $17.7M 0.43% +89K +68.5% $81.27 +11.2%
52 ETN EATON CORP PLC Industrials 39,834.0 $17.0M 0.41% +4K +9.8% $426.12 -2.1%
53 CGXU CAPITAL GROUP INTL FOCUS EQT 478,281.0 $16.6M 0.40% +29K +6.6% $34.62 +1.6%
54 JEMA J P MORGAN EXCHANGE TRADED F 253,314.0 $16.2M 0.40% +31K +14.0% $63.88 -2.3%
55 NFLX NETFLIX INC Communication Services 223,540.0 $16.0M 0.39% +189K +548.9% $71.40 +14.5%
56 SPEM SPDR INDEX SHS FDS 308,106.0 $16.0M 0.39% +35K +12.7% $51.78 +1.7%
57 CGGR CAPITAL GROUP GROWTH ETF 328,902.0 $15.5M 0.38% +20K +6.6% $47.20 -0.8%
58 ASML ASML HOLDING N V Technology 7,773.0 $15.5M 0.38% -49.0 -0.6% $1989.35 -12.4%
59 AMAT APPLIED MATLS INC Technology 21,156.0 $15.3M 0.37% -559.0 -2.6% $722.99 -33.8%
60 NCPB NUSHARES ETF TR 609,295.0 $15.2M 0.37% +78K +14.6% $25.00 -1.5%
Page 3 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%