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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 5 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDN FIRST TR EXCHANGE-TRADED FD 37,578.0 $9.9M 0.24% $264.72 +8.9%
82 J P MORGAN EXCHANGE TRADED F 194,329.0 $9.8M 0.24% -12K -5.9% $50.57
83 CAT CATERPILLAR INC Industrials 9,190.0 $9.8M 0.24% +160.0 +1.8% $1064.90 -22.8%
84 MUNI PIMCO ETF TR 185,947.0 $9.8M 0.24% +175K +1574.9% $52.60 -1.6%
85 MCD MCDONALDS CORP Consumer Cyclical 35,864.0 $9.7M 0.24% +1K +3.8% $270.31 -1.2%
86 EMR EMERSON ELEC CO Industrials 66,414.0 $9.5M 0.23% +998.0 +1.5% $143.15 +10.6%
87 JFLX J P MORGAN EXCHANGE TRADED F 188,632.0 $9.5M 0.23% +9K +4.9% $50.40 -0.8%
88 APH AMPHENOL CORP NEW Technology 52,728.0 $9.3M 0.23% +40K +323.9% $176.32 -8.5%
89 CB CHUBB LIMITED Financial Services 27,074.0 $9.2M 0.23% +4K +16.1% $340.74 +0.9%
90 VV VANGUARD INDEX FDS 26,574.0 $9.1M 0.22% +8K +45.7% $343.91 +2.6%
91 BLK BLACKROCK INC Financial Services 9,477.0 $9.1M 0.22% +181.0 +1.9% $961.58 +22.0%
92 JPIE J P MORGAN EXCHANGE TRADED F 195,698.0 $9.0M 0.22% +30K +18.1% $46.05 -0.3%
93 FITB FIFTH THIRD BANCORP Financial Services 240,167.0 $8.5M 0.21% $35.44 +55.5%
94 SJM SMUCKER J M CO Consumer Defensive 74,711.0 $8.4M 0.20% +2K +3.5% $112.50 +16.4%
95 MGV VANGUARD WORLD FD 51,314.0 $8.4M 0.20% NEW $163.45 +3.0%
96 SDVY FIRST TR EXCHANGE-TRADED FD 192,840.0 $8.3M 0.20% -7K -3.5% $43.14 +2.1%
97 LHX L3HARRIS TECHNOLOGIES INC Industrials 28,281.0 $8.2M 0.20% +577.0 +2.1% $290.59 -9.5%
98 KR KROGER CO Consumer Defensive 142,323.0 $7.9M 0.19% +53K +58.5% $55.53 +5.4%
99 FBT FIRST TR EXCHANGE-TRADED FD 31,616.0 $7.8M 0.19% -2K -6.6% $247.89 +9.8%
100 IVE ISHARES TR 33,894.0 $7.7M 0.19% +444.0 +1.3% $227.06 +4.8%
Page 5 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%