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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 8 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO Utilities 40,851.0 $3.9M 0.12% -2K -3.6% $96.52 -2.9%
142 DGX QUEST DIAGNOSTICS INC Healthcare 20,024.0 $3.9M 0.12% $195.98 -1.0%
143 CMI CUMMINS INC Industrials 7,242.0 $3.9M 0.12% +67.0 +0.9% $538.00 +24.1%
144 ET ENERGY TRANSFER L P Energy 200,106.0 $3.9M 0.12% +14K +7.3% $19.30 +0.2%
145 VEU VANGUARD INTL EQUITY INDEX F 50,971.0 $3.8M 0.12% +556.0 +1.1% $75.10 +11.6%
146 JCI JOHNSON CTLS INTL PLC Industrials 28,793.0 $3.8M 0.12% +2K +5.7% $130.95 +5.5%
147 AFL AFLAC INC Financial Services 33,362.0 $3.7M 0.12% +194.0 +0.6% $109.71 +4.7%
148 FE FIRSTENERGY CORP Utilities 71,894.0 $3.6M 0.12% +467.0 +0.7% $50.66 -7.7%
149 VTI VANGUARD INDEX FDS 11,268.0 $3.6M 0.11% +2K +19.9% $320.80 +15.1%
150 JMUB J P MORGAN EXCHANGE TRADED F 71,259.0 $3.6M 0.11% +16K +27.8% $49.99 +0.6%
151 FV FIRST TR EXCHANGE-TRADED FD 58,496.0 $3.5M 0.11% -3K -4.1% $60.44 +18.8%
152 AXP AMERICAN EXPRESS CO Financial Services 11,526.0 $3.5M 0.11% +276.0 +2.5% $302.49 +3.3%
153 DE DEERE & CO Industrials 6,119.0 $3.4M 0.11% -91.0 -1.5% $563.28 -6.0%
154 GLD SPDR GOLD TR Financial Services 8,009.0 $3.4M 0.11% $430.31 -5.1%
155 CARR CARRIER GLOBAL CORPORATION Industrials 60,798.0 $3.4M 0.11% $56.31 +14.6%
156 VGT VANGUARD WORLD FDS 4,876.0 $3.4M 0.11% -405.0 -7.7% $697.77 -83.2%
157 TPL TEXAS PACIFIC LAND CORPORATI Energy 7,083.0 $3.4M 0.11% +627.0 +9.7% $474.56 -14.4%
158 NFLX NETFLIX INC Communication Services 34,448.0 $3.3M 0.10% +8K +30.3% $96.15 -9.2%
159 IEF ISHARES TR 34,672.0 $3.3M 0.10% -11K -23.4% $95.44 -1.2%
160 ISRG INTUITIVE SURGICAL INC Healthcare 6,932.0 $3.2M 0.10% +732.0 +11.8% $460.99 -9.2%
Page 8 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%