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Portfolio (Quarterly) Guide ↗

DAYMARK WEALTH PARTNERS, LLC

· CIK 0001956824
13F Portfolio $3.2B AUM 739 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New 288 Added 190 Reduced 22 Exited
Page 6 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBIN J P MORGAN EXCHANGE TRADED F 81,289.0 $5.9M 0.19% +8K +10.8% $73.12 +7.7%
102 DUK DUKE ENERGY CORP NEW Utilities 44,704.0 $5.9M 0.18% -1K -2.6% $130.94 -4.3%
103 LOW LOWES COS INC Consumer Cyclical 24,244.0 $5.7M 0.18% -289.0 -1.2% $236.28 -8.2%
104 BND VANGUARD BD INDEX FDS 76,996.0 $5.7M 0.18% +18K +31.6% $73.64 -0.5%
105 FTSM FIRST TR EXCHANGE-TRADED FD 92,538.0 $5.5M 0.17% -22K -19.4% $59.78 +0.3%
106 BMY BRISTOL-MYERS SQUIBB CO Healthcare 91,163.0 $5.5M 0.17% +11K +13.2% $60.65 -5.2%
107 UNP UNION PAC CORP Industrials 22,699.0 $5.5M 0.17% -126.0 -0.6% $242.62 +15.2%
108 CSPF COHEN & STEERS ETF TRUST 213,603.0 $5.5M 0.17% +22K +11.6% $25.64 +2.0%
109 VV VANGUARD INDEX FDS 18,235.0 $5.4M 0.17% +11K +164.4% $298.85 +15.5%
110 MTB M & T BK CORP Financial Services 25,799.0 $5.3M 0.17% +262.0 +1.0% $206.72 +4.1%
111 DIS DISNEY WALT CO Communication Services 55,243.0 $5.3M 0.17% -831.0 -1.5% $96.38 +8.1%
112 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 8,540.0 $5.3M 0.17% -2K -16.4% $616.77 +10.0%
113 JEPI J P MORGAN EXCHANGE TRADED F 92,242.0 $5.2M 0.16% -23K -19.9% $56.68 -0.7%
114 XLK SELECT SECTOR SPDR TR 37,779.0 $5.0M 0.16% +33K +616.7% $132.90 +38.8%
115 NVS NOVARTIS AG Healthcare 32,801.0 $5.0M 0.16% $152.75 -1.1%
116 NEE NEXTERA ENERGY INC Utilities 53,633.0 $5.0M 0.16% $92.88 -5.6%
117 PFE PFIZER INC Healthcare 174,458.0 $4.9M 0.15% -983.0 -0.6% $28.08 -6.7%
118 IVW ISHARES TR 42,754.0 $4.8M 0.15% +4K +9.8% $113.11 +22.3%
119 LMT LOCKHEED MARTIN CORP Industrials 7,985.0 $4.8M 0.15% +714.0 +9.8% $604.42 -12.1%
120 WFC WELLS FARGO CO NEW Financial Services 60,414.0 $4.8M 0.15% +3K +4.9% $79.61 -4.4%
Page 6 of 37  ·  739 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 32.3%
Financial Services 15.3%
Industrials 10.2%
Healthcare 10.1%
Consumer Defensive 7.5%
Consumer Cyclical 7.1%
Communication Services 6.6%
Energy 5.0%
Basic Materials 4.0%
Utilities 1.7%