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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 7 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRM SALESFORCE INC Technology 37,033.0 $5.8M 0.14% +1K +2.9% $156.66 +31.3%
122 BND VANGUARD BD INDEX FDS 77,239.0 $5.7M 0.14% $73.41 -1.1%
123 DUK DUKE ENERGY CORP NEW Utilities 44,305.0 $5.6M 0.14% -399.0 -0.9% $126.58 -3.7%
124 ADI ANALOG DEVICES INC Technology 14,016.0 $5.6M 0.14% +87.0 +0.6% $397.18 -6.4%
125 HYD VANECK ETF TRUST 105,577.0 $5.4M 0.13% NEW $51.51 -2.4%
126 DIS DISNEY WALT CO Communication Services 55,769.0 $5.4M 0.13% +526.0 +0.9% $96.25 +13.9%
127 ABT ABBOTT LABS Healthcare 58,766.0 $5.3M 0.13% -9K -13.1% $90.74 +25.7%
128 FTSM FIRST TR EXCHANGE-TRADED FD 88,878.0 $5.3M 0.13% -4K -4.0% $59.73 +0.3%
129 WFC WELLS FARGO CO NEW Financial Services 63,814.0 $5.3M 0.13% +3K +5.6% $82.64 +3.1%
130 LOW LOWES COS INC Consumer Cyclical 23,718.0 $5.2M 0.13% -526.0 -2.2% $220.49 -4.6%
131 CRWD CROWDSTRIKE HLDGS INC Technology 6,769.0 $5.2M 0.13% -536.0 -7.3% $190.78 -0.8%
132 MUST COLUMBIA ETF TR I 247,898.0 $5.2M 0.13% +172K +225.0% $20.80 -3.0%
133 PPG PPG INDS INC Basic Materials 42,324.0 $5.1M 0.12% $121.29 -5.7%
134 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,096.0 $5.1M 0.12% +392.0 +4.0% $501.37 +26.4%
135 FTXO FIRST TR EXCHANGE TRADED FD 122,082.0 $5.0M 0.12% -8K -5.8% $41.33 +1.7%
136 SBUX STARBUCKS CORP Consumer Cyclical 48,943.0 $5.0M 0.12% $102.19 +6.2%
137 JEPI J P MORGAN EXCHANGE TRADED F 88,282.0 $5.0M 0.12% -4K -4.3% $56.48 +3.0%
138 BMY BRISTOL-MYERS SQUIBB CO Healthcare 85,038.0 $4.9M 0.12% -6K -6.7% $57.62 +17.3%
139 PM PHILIP MORRIS INTL INC Consumer Defensive 26,883.0 $4.9M 0.12% -1K -3.9% $180.91 +7.3%
140 CMI CUMMINS INC Industrials 6,819.0 $4.9M 0.12% -423.0 -5.8% $713.19 -18.9%
Page 7 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%