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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 36 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SPOT SPOTIFY TECHNOLOGY S A Communication Services 528.0 $242K 0.01% NEW $459.13 +19.8%
702 PHO INVESCO EXCHANGE TRADED FD T 3,500.0 $242K 0.01% $69.08 +4.4%
703 MDB MONGODB INC Technology 717.0 $241K 0.01% NEW $335.90 +20.9%
704 CRWV COREWEAVE INC Technology 2,412.0 $240K 0.01% NEW $99.54 -11.6%
705 CGCV CAPITAL GROUP CONSERVATIVE E 7,305.0 $240K 0.01% +60.0 +0.8% $32.82 +1.7%
706 PKG PACKAGING CORP AMER Consumer Cyclical 999.0 $238K 0.01% +54.0 +5.7% $238.28 +3.5%
707 OEF ISHARES TR 643.0 $235K 0.01% $365.93 +3.1%
708 ZM ZOOM COMMUNICATIONS INC Technology 2,713.0 $234K 0.01% +147.0 +5.7% $86.31 +8.7%
709 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 16,930.0 $234K 0.01% $13.83 +7.2%
710 TXT TEXTRON INC Industrials 2,552.0 $234K 0.01% -156.0 -5.8% $91.73 -9.2%
711 CME CME GROUP INC Financial Services 1,060.0 $234K 0.01% +14.0 +1.3% $220.83 +27.2%
712 FNK FIRST TR EXCHANGE-TRADED ALP 3,799.0 $233K 0.01% -333.0 -8.1% $61.31 +5.4%
713 VIRTUS EQUITY & CONV INCM FD 8,661.0 $233K 0.01% -1K -10.3% $26.86
714 MCO MOODYS CORP Financial Services 513.0 $233K 0.01% NEW $453.22 +13.5%
715 CBSH COMMERCE BANCSHARES INC Financial Services 4,020.0 $232K 0.01% NEW $57.75 +1.3%
716 AA ALCOA CORP Basic Materials 4,446.0 $232K 0.01% -418.0 -8.6% $52.14 -4.6%
717 AMH AMERICAN HOMES 4 RENT Real Estate 6,895.0 $231K 0.01% NEW $33.52 +1.9%
718 AZO AUTOZONE INC Consumer Cyclical 72.0 $230K 0.01% NEW $3195.94 -6.2%
719 ARMK ARAMARK Industrials 4,043.0 $230K 0.01% NEW $56.90 +4.6%
720 NGG NATIONAL GRID PLC Utilities 2,775.0 $230K 0.01% -519.0 -15.8% $82.89 -2.8%
Page 36 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%