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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 23 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TSN TYSON FOODS INC Consumer Defensive 7,304.0 $468K 0.01% NEW $64.07 -8.6%
442 KEY KEYCORP Financial Services 23,316.0 $467K 0.01% +3K +17.4% $20.05 +16.0%
443 LNG CHENIERE ENERGY INC Energy 1,629.0 $462K 0.01% -320.0 -16.4% $283.73 -14.8%
444 INTU INTUIT Technology 1,066.0 $461K 0.01% +424.0 +66.0% $432.44 -38.1%
445 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 23,266.0 $460K 0.01% +13K +116.9% $19.78 -31.4%
446 XYL XYLEM INC Industrials 3,832.0 $458K 0.01% +920.0 +31.6% $119.50 -2.6%
447 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,477.0 $457K 0.01% NEW $53.88 -12.5%
448 CM CANADIAN IMPERIAL BK COMM Financial Services 4,816.0 $456K 0.01% -2K -30.4% $94.75 +20.1%
449 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,962.0 $454K 0.01% NEW $76.17 +8.6%
450 NEM NEWMONT CORP Basic Materials 4,162.0 $451K 0.01% +2K +74.7% $108.24 -11.2%
451 BGIG ETF SER SOLUTIONS 13,495.0 $449K 0.01% NEW $33.26 +7.5%
452 CMCSA COMCAST CORP NEW Communication Services 15,610.0 $448K 0.01% +862.0 +5.8% $28.71 -19.3%
453 AVA AVISTA CORP Utilities 11,153.0 $448K 0.01% +278.0 +2.6% $40.14 +4.1%
454 DAL DELTA AIR LINES INC Industrials 6,722.0 $447K 0.01% NEW $66.48 +39.2%
455 IEMG ISHARES INC 6,376.0 $445K 0.01% -1K -16.3% $69.75 +16.5%
456 VCSH VANGUARD SCOTTSDALE FDS 5,576.0 $442K 0.01% $79.27 -0.2%
457 VIS VANGUARD WORLD FD 1,416.0 $442K 0.01% -453.0 -24.2% $312.13 +12.9%
458 GM GENERAL MTRS CO Consumer Cyclical 5,916.0 $441K 0.01% NEW $74.50 +4.8%
459 IWV ISHARES TR 1,183.0 $439K 0.01% $370.68 +12.6%
460 AON AON PLC Financial Services 1,358.0 $438K 0.01% NEW $322.78 +1.8%
Page 23 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%