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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 37 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NTES NETEASE INC Technology 1,794.0 $230K 0.01% NEW $128.14 -3.7%
722 SOXX ISHARES TR 358.0 $229K 0.01% NEW $640.58 -19.5%
723 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,646.0 $228K 0.01% +189.0 +5.5% $62.63 +43.5%
724 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,179.0 $228K 0.01% -1K -48.2% $193.23 +5.5%
725 EXEL EXELIXIS INC Healthcare 4,186.0 $228K 0.01% NEW $54.41 +3.1%
726 MLN VANECK ETF TRUST 12,776.0 $227K 0.01% NEW $17.78 -2.5%
727 BBHY J P MORGAN EXCHANGE TRADED F 4,912.0 $226K 0.01% NEW $46.09 -0.4%
728 VPL VANGUARD INTL EQUITY INDEX F 1,957.0 $226K 0.01% NEW $115.66 -0.4%
729 VIRT VIRTU FINL INC Financial Services 3,773.0 $225K 0.01% NEW $59.57 +10.4%
730 MINO PIMCO ETF TR 4,907.0 $225K 0.01% +46.0 +0.9% $45.76 -2.2%
731 WTRG ESSENTIAL UTILS INC Utilities 5,840.0 $224K 0.01% NEW $38.31 +6.4%
732 CDNS CADENCE DESIGN SYSTEM INC Technology 596.0 $224K 0.01% NEW $375.32 -10.8%
733 DDOG DATADOG INC Technology 857.0 $223K 0.01% NEW $260.36 -12.6%
734 PPL PPL CORP Utilities 6,115.0 $222K 0.01% NEW $36.35 -3.7%
735 FSLR FIRST SOLAR INC Energy 932.0 $220K 0.01% -143.0 -13.3% $235.96 -12.7%
736 CCJ CAMECO CORP Energy 2,157.0 $220K 0.01% +11.0 +0.5% $101.86 +5.4%
737 AIG AMERICAN INTL GROUP INC Financial Services 2,928.0 $218K 0.01% NEW $74.52 +3.3%
738 LNG CHENIERE ENERGY INC Energy 911.0 $218K 0.01% -718.0 -44.1% $239.05 +18.8%
739 BALL BALL CORP Consumer Cyclical 3,474.0 $217K 0.01% -2K -33.2% $62.40 +2.6%
740 DPZ DOMINOS PIZZA INC Consumer Cyclical 730.0 $216K 0.01% NEW $296.11 +16.4%
Page 37 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%