Position in S
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$251,071
+$109,327 QoQ
Shares Held
14,795
+34.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 485 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $198,256,816 across 18 Software - Infrastructure names. S ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
332,878 | $124,170,151 | |
| 2 | PANW |
Palo Alto Networks Inc
|
113,333 | $38,648,819 | |
| 3 | ORCL |
Oracle Corp
|
137,328 | $20,125,418 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,076 | $5,165,694 | |
| 5 | FTNT |
Fortinet, Inc.
|
15,073 | $2,315,514 | |
| 6 | NTAP |
NetApp, Inc.
|
11,289 | $1,747,085 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
13,146 | $1,533,743 | |
| 8 | NET |
Cloudflare, Inc.
|
5,885 | $1,443,472 |
All Filings in S
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,071 | 14,795 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $141,744 | 11,005 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||