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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 9 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DE DEERE & CO Industrials 6,179.0 $3.9M 0.10% +60.0 +1.0% $634.37 +0.0%
162 LMT LOCKHEED MARTIN CORP Industrials 7,650.0 $3.9M 0.10% -335.0 -4.2% $509.43 +11.0%
163 AXP AMERICAN EXPRESS CO Financial Services 11,493.0 $3.9M 0.10% $338.25 -0.6%
164 FDX FEDEX CORP Industrials 12,357.0 $3.9M 0.09% $313.12 +7.3%
165 AFL AFLAC INC Financial Services 32,917.0 $3.9M 0.09% -445.0 -1.3% $117.25 +0.2%
166 GILD GILEAD SCIENCES INC Healthcare 30,546.0 $3.9M 0.09% -539.0 -1.7% $126.34 +17.2%
167 VBIL VANGUARD INSTL INDEX FD 50,912.0 $3.9M 0.09% NEW $75.68 +0.0%
168 SO SOUTHERN CO Utilities 39,337.0 $3.8M 0.09% -2K -3.7% $95.71 -6.2%
169 HONEYWELL INTL INC 16,714.0 $3.7M 0.09% NEW $223.90
170 HONEYWELL AEROSPACE INC 16,828.0 $3.7M 0.09% NEW $221.08
171 EPD ENTERPRISE PRODS PARTNERS L 100,352.0 $3.7M 0.09% -11K -9.8% $36.76
172 VYM VANGUARD WHITEHALL FDS 23,123.0 $3.7M 0.09% +2K +12.1% $158.03 +4.4%
173 SPACE EXPLORATION TECHN CORP 21,319.0 $3.6M 0.09% NEW $170.86
174 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,575.0 $3.6M 0.09% +290.0 +4.0% $477.58 -12.5%
175 GRID FIRST TR EXCHANGE TRADED FD 18,262.0 $3.5M 0.09% +6K +54.5% $191.75 -5.7%
176 FE FIRSTENERGY CORP Utilities 72,829.0 $3.5M 0.08% +935.0 +1.3% $47.54 -1.7%
177 MUB ISHARES TR 31,614.0 $3.4M 0.08% NEW $107.62 -2.0%
178 JCI JOHNSON CTLS INTL PLC Industrials 23,216.0 $3.4M 0.08% -6K -19.4% $146.11 -1.2%
179 JEPQ J P MORGAN EXCHANGE TRADED F 54,086.0 $3.3M 0.08% -3K -4.8% $61.46 -2.7%
180 FLEX FLEX LTD Technology 20,290.0 $3.3M 0.08% -16K -43.6% $162.07 -31.0%
Page 9 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%