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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 27 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NTNX NUTANIX INC Technology 9,406.0 $358K 0.01% NEW $38.01 +30.8%
522 NYT NEW YORK TIMES CO MTN BE Communication Services 4,226.0 $354K 0.01% NEW $83.73 -15.3%
523 VBR VANGUARD INDEX FDS 1,619.0 $352K 0.01% -13.0 -0.8% $217.23 +11.8%
524 HAL HALLIBURTON CO Energy 8,952.0 $349K 0.01% NEW $38.99 -12.3%
525 IDXX IDEXX LABS INC Healthcare 621.0 $349K 0.01% $561.89 -1.8%
526 TRGP TARGA RES CORP Energy 1,391.0 $349K 0.01% +35.0 +2.6% $250.71 +8.7%
527 ROP ROPER TECHNOLOGIES INC Industrials 985.0 $349K 0.01% NEW $353.89 -4.4%
528 CDW CDW CORP Technology 2,880.0 $349K 0.01% NEW $121.02 +10.1%
529 VRTX VERTEX PHARMACEUTICALS INC Healthcare 777.0 $347K 0.01% +80.0 +11.5% $446.54 +10.0%
530 MEDP MEDPACE HLDGS INC Healthcare 721.0 $346K 0.01% NEW $480.19 +9.8%
531 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,137.0 $346K 0.01% +43.0 +3.9% $304.08 +9.5%
532 CENCORA INC 1,098.0 $345K 0.01% -91.0 -7.7% $314.24
533 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,826.0 $345K 0.01% +242.0 +6.8% $90.10 +19.6%
534 PRU PRUDENTIAL FINL INC Financial Services 3,509.0 $343K 0.01% +403.0 +13.0% $97.70 +10.8%
535 AR ANTERO RESOURCES CORP Energy 8,061.0 $342K 0.01% NEW $42.44 -17.1%
536 IONQ IONQ INC Technology 11,762.0 $339K 0.01% +3K +36.6% $28.83 +71.0%
537 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,585.0 $339K 0.01% +635.0 +32.6% $131.01 -13.5%
538 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 569.0 $337K 0.01% NEW $592.98 -8.5%
539 RBC RBC BEARINGS INC Industrials 621.0 $337K 0.01% NEW $543.12 +16.1%
540 FTA FIRST TR EXCHANGE-TRADED ALP 3,610.0 $333K 0.01% -570.0 -13.6% $92.35 +6.0%
Page 27 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%