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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 32 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RY ROYAL BK CDA Financial Services 1,500.0 $310K 0.01% $206.97 +0.1%
622 QRVO QORVO INC Technology 3,324.0 $310K 0.01% -185.0 -5.3% $93.27 +2.0%
623 HYLB DBX ETF TR 8,453.0 $309K 0.01% NEW $36.52 -0.2%
624 AEIS ADVANCED ENERGY INDS Industrials 827.0 $308K 0.01% +78.0 +10.4% $372.87 -24.1%
625 TEL TE CONNECTIVITY PLC Technology 1,528.0 $308K 0.01% +227.0 +17.4% $201.63 +1.7%
626 DON WISDOMTREE TR 5,430.0 $307K 0.01% $56.52 +2.9%
627 AIT APPLIED INDL TECHNOLOGIES IN Industrials 905.0 $306K 0.01% +74.0 +8.9% $338.15 +1.3%
628 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 563.0 $305K 0.01% -6.0 -1.1% $541.83 -4.6%
629 MTN VAIL RESORTS INC Consumer Cyclical 2,240.0 $305K 0.01% +25.0 +1.1% $136.17 +9.2%
630 EVR EVERCORE INC Financial Services 892.0 $305K 0.01% +34.0 +4.0% $341.44 -14.6%
631 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 5,975.0 $303K 0.01% $50.71 -2.1%
632 IWP ISHARES TR 2,065.0 $302K 0.01% +132.0 +6.8% $146.42 -2.7%
633 TFX TELEFLEX INCORPORATED Healthcare 2,374.0 $301K 0.01% NEW $126.76 +9.5%
634 WAL WESTERN ALLIANCE BANCORP Financial Services 3,656.0 $301K 0.01% NEW $82.20 -3.2%
635 XLV SELECT SECTOR SPDR TR 1,889.0 $300K 0.01% NEW $158.66 +9.4%
636 NOW SERVICENOW INC Technology 3,006.0 $298K 0.01% -3K -46.4% $99.30 +26.7%
637 DTE DTE ENERGY CO Utilities 1,953.0 $298K 0.01% NEW $152.39 -9.6%
638 EWX SPDR INDEX SHS FDS 4,000.0 $297K 0.01% $74.31 -1.6%
639 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,258.0 $297K 0.01% NEW $91.21 -18.8%
640 MEDP MEDPACE HLDGS INC Healthcare 557.0 $295K 0.01% -164.0 -22.8% $529.59 +16.9%
Page 32 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%