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Portfolio (Quarterly) Guide ↗

DAYMARK WEALTH PARTNERS, LLC

· CIK 0001956824
13F Portfolio $3.1B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 603 New
Page 6 of 31  ·  603 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KR KROGER CO Consumer Defensive 90,847.0 $5.7M 0.18% NEW $62.48 +7.7%
102 AMAT APPLIED MATLS INC Technology 21,579.0 $5.5M 0.18% NEW $256.99 +61.0%
103 TGT TARGET CORP Consumer Defensive 55,083.0 $5.4M 0.17% NEW $97.75 +24.6%
104 DUK DUKE ENERGY CORP NEW Utilities 45,899.0 $5.4M 0.17% NEW $117.21 +4.0%
105 WFC WELLS FARGO CO NEW Financial Services 57,592.0 $5.4M 0.17% NEW $93.20 -20.3%
106 BBIN J P MORGAN EXCHANGE TRADED F 73,332.0 $5.3M 0.17% NEW $72.32 +6.5%
107 UNP UNION PAC CORP Industrials 22,825.0 $5.3M 0.17% NEW $231.32 +19.2%
108 NOC NORTHROP GRUMMAN CORP Industrials 9,215.0 $5.3M 0.17% NEW $570.23 -4.3%
109 MA MASTERCARD INCORPORATED Financial Services 9,036.0 $5.2M 0.16% NEW $570.89 -12.4%
110 MTB M & T BK CORP Financial Services 25,537.0 $5.1M 0.16% NEW $201.48 +2.3%
111 MDT MEDTRONIC PLC Healthcare 52,304.0 $5.0M 0.16% NEW $96.06 -20.1%
112 FORTINET INC 62,981.0 $5.0M 0.16% NEW $79.41
113 CSPF COHEN & STEERS ETF TRUST 191,465.0 $5.0M 0.16% NEW $25.92 +0.1%
114 CAT CATERPILLAR INC Industrials 8,631.0 $4.9M 0.16% NEW $572.85 +50.9%
115 SCHW SCHWAB CHARLES CORP Financial Services 49,353.0 $4.9M 0.16% NEW $99.91 -7.5%
116 VUG VANGUARD INDEX FDS 10,048.0 $4.9M 0.16% NEW $487.88 -82.2%
117 IVW ISHARES TR 38,926.0 $4.8M 0.15% NEW $123.26 +10.0%
118 BERKSHIRE HATHAWAY INC DEL 6.0 $4.5M 0.14% NEW $754800.00
119 NVS NOVARTIS AG Healthcare 32,723.0 $4.5M 0.14% NEW $137.87 +8.4%
120 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,714.0 $4.5M 0.14% NEW $579.46 -24.2%
Page 6 of 31  ·  603 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 34.7%
Financial Services 16.9%
Healthcare 9.6%
Industrials 8.9%
Communication Services 7.1%
Consumer Defensive 7.0%
Consumer Cyclical 6.9%
Basic Materials 3.7%
Energy 3.6%
Utilities 1.4%