DAYMARK WEALTH PARTNERS, LLC
Filing Date
Global Rank
#1,102
/ 8,622
▲ 15
· as of Mar 2026
Top Industry
Semiconductors
12.3%
3Y Alpha vs SPY
-1.9%
Period ended 4 months ago
Filed May 11, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+69.2%
SPY
+67.9%
Annualised alpha
+0.3%
Max drawdown
−17.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
496 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.8%
−1.3 pts
Top 5
28.5%
−3.9 pts
Top 10
42.5%
−3.9 pts
HHI
263
Diversified−54
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.4% | $753,242,302 |
| Financial Services | 14.6% | $338,988,456 |
| Industrials | 10.5% | $244,286,035 |
| Healthcare | 10.1% | $235,099,269 |
| Consumer Defensive | 7.5% | $173,241,827 |
| Consumer Cyclical | 7.1% | $165,746,406 |
| Communication Services | 5.2% | $120,808,278 |
| Energy | 5.0% | $116,899,708 |
| Basic Materials | 4.0% | $91,921,521 |
| Unclassified | 1.9% | $44,999,500 |
| Utilities | 1.3% | $29,213,068 |
| Real Estate | 0.3% | $7,016,163 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | +80,069 | 119,579 | $19,170,905 | |
| ET | Energy Transfer LP | +13,632 | 200,106 | $3,862,045 | |
| KMI | Kinder Morgan, Inc. | +12,918 | 29,150 | $977,399 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +12,541 | 23,266 | $460,201 | |
| GIS | General Mills Inc | +12,236 | 27,316 | $1,016,701 | |
| JPM | Jpmorgan Chase & Co | +12,181 | 271,829 | $79,961,218 | |
| BMY | Bristol Myers Squibb Co | +10,616 | 91,163 | $5,529,035 | |
| V | Visa Inc. | +9,959 | 100,961 | $30,514,452 | |
| MSFT | Microsoft Corp | +9,448 | 303,806 | $112,459,867 | |
| EQT | EQT Corp | +8,699 | 44,554 | $2,835,416 | |
| AMZN | Amazon Com Inc | +8,620 | 384,607 | $80,102,099 | |
| NFLX | Netflix Inc | +8,003 | 34,448 | $3,312,175 | |
| ORCL | Oracle Corp | +7,807 | 119,074 | $17,516,976 | |
| APH | Amphenol Corp /De/ | +7,280 | 12,438 | $1,571,541 | |
| ETN | Eaton Corp plc | +7,269 | 36,261 | $12,969,471 | |
| INFY | Infosys Ltd | +6,746 | 19,546 | $264,066 | |
| TGTX | Tg Therapeutics, Inc. | +6,183 | 55,711 | $1,850,719 | |
| BAC | Bank Of America Corp /De/ | +5,095 | 58,418 | $2,847,877 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +4,619 | 6,135 | $1,064,115 | |
| ABNB | Airbnb, Inc. | +4,514 | 6,146 | $776,116 | |
| BNY | Bank of New York Mellon Corp | +4,353 | 8,587 | $1,018,675 | |
| FTHY | First Trust High Yield Opportunities 2027 Term Fund | +3,984 | 14,866 | $201,136 | |
| C | Citigroup Inc | +3,815 | 17,174 | $1,947,703 | |
| BSX | Boston Scientific Corp | +3,810 | 9,498 | $595,999 | |
| FCX | Freeport-Mcmoran Inc | +3,675 | 16,763 | $985,329 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LNC | Lincoln National Corp | −368,408 | 82,570 | $2,931,235 | |
| RNW | ReNew Energy Global plc | −105,000 | 431,035 | $1,974,140 | |
| AAPL | Apple Inc. | −57,581 | 808,141 | $205,098,104 | |
| FTNT | Fortinet, Inc. | −47,900 | 15,081 | $1,232,419 | |
| VZ | Verizon Communications Inc | −13,602 | 143,526 | $7,205,005 | |
| GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | −13,473 | 82,307 | $1,193,451 | |
| T | At&T Inc. | −12,783 | 43,472 | $1,260,253 | |
| NVDA | Nvidia Corp | −10,759 | 999,360 | $174,288,384 | |
| CSX | Csx Corp | −10,140 | 16,059 | $659,221 | |
| NTAP | NetApp, Inc. | −9,157 | 11,182 | $1,144,924 | |
| STWD | Starwood Property Trust, Inc. | −7,927 | 45,035 | $775,502 | |
| PG | PROCTER & GAMBLE Co | −6,793 | 474,394 | $68,521,469 | |
| XOM | ExxonMobil Holdings Corp | −6,677 | 250,711 | $42,535,628 | |
| CVX | Chevron Corp | −4,853 | 91,788 | $18,990,937 | |
| USB | US Bancorp De | −4,722 | 408,811 | $21,262,260 | |
| D | Dominion Energy, Inc | −4,203 | 13,262 | $819,856 | |
| QQQ | Invesco Qqq Trust, Series 1 | −3,511 | 15,902 | $9,178,316 | |
| SPY | Spdr S&P 500 ETF Trust | −3,153 | 35,197 | $22,890,016 | |
| BP | Bp PLC | −3,008 | 11,676 | $548,772 | |
| IP | International Paper Co /New/ | −2,833 | 30,278 | $1,080,924 | |
| UBER | Uber Technologies, Inc | −2,702 | 17,644 | $1,269,132 | |
| NWBI | Northwest Bancshares, Inc. | −2,131 | 21,035 | $266,934 | |
| UPS | United Parcel Service Inc | −2,119 | 15,854 | $1,559,716 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | −2,101 | 4,816 | $456,316 | |
| HBAN | Huntington Bancshares Inc /Md/ | −2,076 | 39,508 | $618,300 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SLAB | Silicon Laboratories Inc. | 85,889 | $17,877,795 | |
| TTE | TotalEnergies SE | 11,570 | $1,052,638 | |
| FIX | Comfort Systems USA Inc | 605 | $834,288 | |
| PCG | PG&E Corp | 47,233 | $829,883 | |
| DOW | Dow Inc. | 18,913 | $787,726 | |
| OXY | Occidental Petroleum Corp /De/ | 10,393 | $675,545 | |
| TER | Teradyne, Inc | 2,206 | $653,990 | |
| FTI | TechnipFMC plc | 9,007 | $622,653 | |
| WDC | Western Digital Corp | 2,216 | $599,405 | |
| EIX | Edison International | 7,895 | $577,756 | |
| ITT | Itt Inc. | 2,957 | $563,397 | |
| EME | EMCOR Group, Inc. | 762 | $562,592 | |
| NVT | nVent Electric plc | 4,292 | $507,657 | |
| Q | Qnity Electronics, Inc. | 4,212 | $485,980 | |
| JBHT | Hunt J B Transport Services Inc | 2,225 | $471,477 | |
| TSN | Tyson Foods, Inc. | 7,304 | $467,967 | |
| LVS | Las Vegas Sands Corp | 8,477 | $456,740 | |
| SOLS | Solstice Advanced Materials Inc. | 5,962 | $454,065 | |
| DAL | Delta Air Lines, Inc. | 6,722 | $446,878 | |
| GM | General Motors Co | 5,916 | $440,742 | |
| AON | Aon plc | 1,358 | $438,335 | |
| BBY | Best Buy Co Inc | 6,726 | $431,809 | |
| IT | Gartner Inc | 2,717 | $430,209 | |
| ROST | Ross Stores, Inc. | 1,972 | $427,194 | |
| VIK | Viking Holdings Ltd | 5,790 | $425,449 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | 13,700 | $277,836 | |
| WYNN | Wynn Resorts Ltd | 1,928 | $231,996 | |
| SNY | Sanofi | 4,738 | $229,603 | |
| NTES | NetEase, Inc. | 1,660 | $228,449 | |
| APP | AppLovin Corp | 331 | $223,034 | |
| MSTR | Strategy Inc | 1,457 | $221,391 | |
| CLX | Clorox Co /De/ | 2,134 | $215,171 | |
| RDDT | Reddit, Inc. | 932 | $214,238 | |
| CDNS | Cadence Design Systems Inc | 649 | $202,864 | |
| PPL | PPL Corp | 5,789 | $202,730 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | 16,000 | $202,560 | |
| AGNC | AGNC Investment Corp. | 10,085 | $108,111 | |
| No positions match the current search. | ||||
496 positions ·
$2,321,462,533 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 496 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 808,141 | $205,098,104 | 8.83% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 999,360 | $174,288,384 | 7.51% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 303,806 | $112,459,867 | 4.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 314,989 | $90,578,236 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 384,607 | $80,102,099 | 3.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 271,829 | $79,961,218 | 3.44% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 223,393 | $71,608,626 | 3.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 474,394 | $68,521,469 | 2.95% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 150,506 | $52,955,536 | 2.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 211,780 | $51,767,503 | 2.23% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 143,123 | $44,297,999 | 1.91% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 250,711 | $42,535,628 | 1.83% | |
| RTX |
RTX Corp
Industrials
|
Added | 178,767 | $34,484,154 | 1.49% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 171,131 | $33,925,009 | 1.46% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 56,024 | $30,758,296 | 1.32% | |
| V |
Visa Inc.
Financial Services
|
Added | 100,961 | $30,514,452 | 1.31% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 28,010 | $27,910,004 | 1.20% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 108,213 | $26,229,749 | 1.13% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 30,919 | $26,157,164 | 1.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 52,973 | $25,384,661 | 1.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 321,632 | $24,955,426 | 1.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 74,487 | $24,498,029 | 1.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 35,197 | $22,890,016 | 0.99% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 24,695 | $22,107,951 | 0.95% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 408,811 | $21,262,260 | 0.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 156,937 | $19,504,130 | 0.84% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 119,579 | $19,170,905 | 0.83% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 91,818 | $19,106,407 | 0.82% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 91,788 | $18,990,937 | 0.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 84,689 | $18,419,010 | 0.79% | |
| SLAB |
Silicon Laboratories Inc.
Technology
|
NEW | 85,889 | $17,877,795 | 0.77% | |
| ORCL |
Oracle Corp
Technology
|
Added | 119,074 | $17,516,976 | 0.75% | |
| MMM |
3M Co
Industrials
|
Reduced | 116,615 | $16,935,996 | 0.73% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 127,958 | $16,478,431 | 0.71% | |
| PSX |
Phillips 66
Energy
|
Reduced | 86,836 | $15,819,782 | 0.68% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 46,595 | $15,310,651 | 0.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 14,476 | $13,314,590 | 0.57% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 36,261 | $12,969,471 | 0.56% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 59,590 | $12,122,393 | 0.52% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 240,088 | $11,154,488 | 0.48% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 34,557 | $10,739,970 | 0.46% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 2,527 | $10,639,478 | 0.46% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 67,544 | $10,488,907 | 0.45% | |
| ASML |
Asml Holding NV
Technology
|
Added | 7,822 | $10,331,532 | 0.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 129,509 | $9,849,159 | 0.42% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 81,618 | $9,817,829 | 0.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 25,818 | $9,597,841 | 0.41% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 27,704 | $9,562,035 | 0.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 16,504 | $9,442,433 | 0.41% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 15,902 | $9,178,316 | 0.40% |