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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 26 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 JPIN J P MORGAN EXCHANGE TRADED F 5,416.0 $386K 0.01% -840.0 -13.4% $71.24 +1.3%
502 ALL ALLSTATE CORP Financial Services 1,855.0 $385K 0.01% +71.0 +4.0% $207.29 +15.6%
503 AIQ GLOBAL X FDS 8,230.0 $384K 0.01% +100.0 +1.2% $46.67 +35.3%
504 GSC GOLDMAN SACHS ETF TR 7,000.0 $382K 0.01% $54.64 +24.5%
505 SRE SEMPRA Utilities 3,922.0 $381K 0.01% +400.0 +11.4% $97.18 -3.0%
506 URI UNITED RENTALS INC Industrials 523.0 $381K 0.01% -42.0 -7.4% $728.25 +54.0%
507 VLUE ISHARES TR 2,674.0 $380K 0.01% +941.0 +54.3% $142.21 +40.7%
508 KLAC KLA CORP Technology 258.0 $380K 0.01% -20.0 -7.2% $1473.81 -83.1%
509 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,483.0 $380K 0.01% NEW $153.10 -23.2%
510 WELL WELLTOWER INC Real Estate 1,922.0 $380K 0.01% +87.0 +4.7% $197.72 +14.9%
511 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,275.0 $376K 0.01% NEW $165.14 +19.0%
512 ACGL ARCH CAP GROUP LTD Financial Services 3,861.0 $371K 0.01% +650.0 +20.2% $95.98 +1.6%
513 WOR WORTHINGTON ENTERPRISES INC Industrials 7,082.0 $369K 0.01% +3K +56.0% $52.14 +8.1%
514 FIVE FIVE BELOW INC Consumer Cyclical 1,600.0 $366K 0.01% NEW $228.48 -17.6%
515 MET METLIFE INC Financial Services 5,152.0 $364K 0.01% +1K +26.2% $70.73 +21.5%
516 RVT ROYCE VALUE TR INC Financial Services 21,930.0 $364K 0.01% $16.60 +10.1%
517 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 29,794.0 $363K 0.01% $12.18 +4.4%
518 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,042.0 $359K 0.01% -85.0 -1.7% $71.18 -7.6%
519 DKNG DRAFTKINGS INC NEW Consumer Cyclical 16,553.0 $358K 0.01% NEW $21.62 +18.9%
520 SF STIFEL FINL CORP Financial Services 4,840.0 $358K 0.01% NEW $73.92 -6.3%
Page 26 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%