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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 34 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MIR MIRION TECHNOLOGIES INC Industrials 15,250.0 $273K 0.01% -2K -13.6% $17.93 -16.9%
662 ESLT ELBIT SYS LTD Industrials 360.0 $273K 0.01% -24.0 -6.2% $758.72 -4.8%
663 NVR NVR INC Consumer Cyclical 40.0 $273K 0.01% NEW $6813.40 -6.5%
664 TDG TRANSDIGM GROUP INC Industrials 204.0 $271K 0.01% +4.0 +2.0% $1330.47 -9.3%
665 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 34,405.0 $271K 0.01% -850.0 -2.4% $7.88 -4.9%
666 MSCI MSCI INC Financial Services 482.0 $270K 0.01% +14.0 +3.0% $560.20 +0.7%
667 CGUS CAPITAL GROUP CORE EQUITY ET 6,039.0 $269K 0.01% -500.0 -7.7% $44.48 +1.5%
668 BURL BURLINGTON STORES INC Consumer Cyclical 839.0 $266K 0.01% -375.0 -30.9% $316.80 -0.9%
669 IBB ISHARES TR 1,376.0 $262K 0.01% +150.0 +12.2% $190.19 +13.2%
670 WS WORTHINGTON STL INC Basic Materials 7,793.0 $262K 0.01% +276.0 +3.7% $33.58 +1.0%
671 FHN FIRST HORIZON CORPORATION Financial Services 10,206.0 $262K 0.01% -561.0 -5.2% $25.64 -4.2%
672 CW CURTISS WRIGHT CORP Industrials 345.0 $261K 0.01% +13.0 +3.9% $757.76 -18.3%
673 PROSHARES TR 5,565.0 $261K 0.01% NEW $46.96
674 DOV DOVER CORP Industrials 1,165.0 $261K 0.01% NEW $224.28 -8.7%
675 XEL XCEL ENERGY INC Utilities 3,251.0 $261K 0.01% -332.0 -9.3% $80.29 -3.3%
676 BHP BHP BILLITON LIMITED Basic Materials 3,133.0 $261K 0.01% NEW $83.31 +15.6%
677 FERG FERGUSON ENTERPRISES INC Industrials 1,098.0 $261K 0.01% $237.43 -0.7%
678 CPRT COPART INC Industrials 9,227.0 $260K 0.01% -187.0 -2.0% $28.19 +15.9%
679 IGSB ISHARES TR 4,946.0 $259K 0.01% $52.41 -0.4%
680 RPRX ROYALTY PHARMA PLC Healthcare 4,568.0 $256K 0.01% NEW $56.07 +10.2%
Page 34 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%