DAGCO, Inc.

SEC CIK
0001767343

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 10, 2026.SEC

Positions
117
−236 vs. Q1 2026
Total value
$541.06M
+$79.73M (+17.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

DAGCO, Inc. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SPDR SERIES TRUST78468R101ST SHO TREAS ETF1,838,753$53.34M9.86%+104,178+6.0%Added–
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF541,427$41.03M7.58%+21,746+4.2%Added–
ISHARES CORE S&P 500 ETF464287200ETF47,303$35.43M6.55%+5,336+12.7%Added–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF224,086$35.41M6.54%+6,294+2.9%Added–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF397,557$34.25M6.33%+334,892+534.4%Added–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF780,001$26.4M4.88%+45,261+6.2%Added–
SCHWAB US DIVIDEND EQUITY ETF808524797ETF822,011$26.07M4.82%+39,927+5.1%Added–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD308,979$24.42M4.51%+33,006+12.0%Added–
FIRST TR EXCHANGE TRADED FD33741X102SMID RISNG ETF428,281$18.48M3.41%+15,098+3.7%Added–
SLSSELLAS LIFE SCIENCES GROUP ICOM NEW1,232,433$18.19M3.36%+203,653+19.8%AddedView
AAPLAPPLE INC COMStock51,238$14.83M2.74%+4,646+10.0%AddedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF58,138$13.76M2.54%+2,496+4.5%Added–
VANGUARD WHITEHALL FDS921946810INTL DVD ETF125,877$11.75M2.17%−13,851−9.9%Reduced–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF94,349$11.28M2.08%+82,630+705.1%Added–
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF84,081$10M1.85%+4,858+6.1%Added–
GOOGLALPHABET INC CAP STK CL AStock23,169$8.28M1.53%−152−0.7%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock15,992$8M1.48%+2,902+22.2%AddedView
COLUMBIA ETF TR I19761L706RESH ENHNC COR180,123$7.8M1.44%+52,017+40.6%Added–
PHPARKER-HANNIFIN CORP COMStock6,030$5.9M1.09%+128+2.2%AddedView
GLOBAL X FDS37954Y889S&P 500 CATHOLIC65,000$5.75M1.06%00.0%Unchanged–
MSFTMICROSOFT CORP COMStock15,361$5.73M1.06%+1,973+14.7%AddedView
JPMJPMORGAN CHASE & CO COMStock16,496$5.4M1.00%+2,492+17.8%AddedView
SPDR SERIES TRUST78464A805ST STR PR SP150051,634$4.69M0.87%+2,085+4.2%Added–
FIRST TR EXCHNG TRADED FD VI33740U661FT VEST US EQT106,109$4.61M0.85%−51,297−32.6%Reduced–
GOOGALPHABET INC CAP STK CL CStock12,885$4.55M0.84%+5,708+79.5%AddedView
ETNEATON CORP PLC SHSStock9,140$3.89M0.72%+93+1.0%AddedView
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF41,102$3.86M0.71%−40,858−49.9%Reduced–
ADIANALOG DEVICES INC COMStock9,505$3.78M0.70%+5+0.1%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF9,994$3.7M0.68%00.0%Unchanged–
NVDANVIDIA CORPORATION COMStock18,258$3.65M0.68%+1,658+10.0%AddedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF47,034$3.35M0.62%+40,524+622.5%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF4,402$3.24M0.60%+290+7.1%Added–
AMZNAMAZON COM INC COMStock12,863$3.07M0.57%+4,850+60.5%AddedView
VANGUARD CONSUMER DISCRETIONARY ETF92204A108ETF6,687$2.65M0.49%−165−2.4%Reduced–
ISHARES RUSSELL MIDCAP ETF464287499ETF23,862$2.63M0.49%−171−0.7%Reduced–
MRKMERCK & CO INC COMStock20,095$2.58M0.48%+11+0.1%AddedView
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506ETF30,680$2.49M0.46%+2,071+7.2%Added–
ISHARES RUSSELL 2000 ETF464287655ETF8,061$2.42M0.45%+200+2.5%Added–
ABBVABBVIE INC COMStock9,479$2.39M0.44%+1,107+13.2%AddedView
PGPROCTER & GAMBLE CO COMStock16,106$2.36M0.44%−2,006−11.1%ReducedView
VVISA INC COM CL AStock6,491$2.23M0.41%+351+5.7%AddedView
COLUMBIA ETF TR I19761L748CORE BOND ETF74,241$2.23M0.41%+74,241New–
TRVTRAVELERS COMPANIES INC COMStock6,229$2.06M0.38%−302−4.6%ReducedView
SHWSHERWIN WILLIAMS COCOM5,468$1.88M0.35%−79−1.4%ReducedView
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889ETF35,368$1.78M0.33%+3,614+11.4%Added–
JNJJOHNSON & JOHNSON COMStock6,980$1.77M0.33%+1,243+21.7%AddedView
CSXCSX CORP COMStock35,599$1.69M0.31%+60.0%AddedView
HDHOME DEPOT INC COMStock4,457$1.57M0.29%−70−1.5%ReducedView
ISHARES TR464287721U.S. TECH ETF6,107$1.54M0.28%−5−0.1%Reduced–
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW25,759$1.54M0.28%+5,181+25.2%Added–
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508ETF24,780$1.51M0.28%−2,960−10.7%Reduced–
VANECK SEMICONDUCTOR ETF92189F676ETF2,296$1.51M0.28%+2,296New–
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF29,311$1.43M0.26%+766+2.7%Added–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF4,699$1.42M0.26%+38+0.8%Added–
VANGUARD S&P 500 ETF922908363ETF2,068$1.42M0.26%+60+3.0%Added–
ISHARES RUSSELL TOP 200 GROWTH ETF464289438ETF4,828$1.4M0.26%+4,828New–
NEENEXTERA ENERGY INC COMStock15,794$1.39M0.26%00.0%UnchangedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock2,636$1.32M0.24%−315−10.7%ReducedView
ORLYOREILLY AUTOMOTIVE INC COMStock12,663$1.17M0.22%00.0%UnchangedView
NSCNORFOLK SOUTHN CORP COMStock3,582$1.13M0.21%−698−16.3%ReducedView
CSCOCISCO SYS INC COMStock9,054$1.06M0.20%−349−3.7%ReducedView
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF10,825$906.62K0.17%+10,825New–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF4,757$906.36K0.17%+6+0.1%Added–
AVGOBROADCOM INC COMStock2,229$842.01K0.16%+209+10.3%AddedView
ISHARES CORE S&P MID-CAP ETF464287507ETF10,313$795.25K0.15%00.0%Unchanged–
GLOBAL X FDS37954Y368S&P EX US ETF19,900$789.78K0.15%00.0%Unchanged–
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK4,290$732.99K0.14%+4,290NewView
PEPPEPSICO INC COMStock5,320$720.33K0.13%+15+0.3%AddedView
PSLVSPROTT ASSET MANAGEMENT LPPHYSICAL SILVER36,668$691.93K0.13%−916−2.4%ReducedView
SLVISHARES SILVER TRUSTETF12,657$676.77K0.13%+827+7.0%AddedView
SCHWAB U.S. LARGE-CAP ETF808524201ETF22,236$654.41K0.12%00.0%Unchanged–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF5,195$645.06K0.12%+3,688+244.7%Added–
CBCHUBB LIMITED COMStock1,813$617.76K0.11%+118+7.0%AddedView
UNPUNION PAC CORP COMStock2,267$616.49K0.11%+103+4.8%AddedView
METAMETA PLATFORMS INC CL AStock1,093$615.74K0.11%−233−17.6%ReducedView
TSLATESLA INC COMStock1,442$606.4K0.11%+63+4.6%AddedView
AMDADVANCED MICRO DEVICES INC COMStock1,042$605.53K0.11%+256+32.6%AddedView
VANGUARD FINANCIALS ETF92204A405ETF4,253$559.69K0.10%−429−9.2%Reduced–
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF2,974$559.38K0.10%+159+5.6%Added–
KOCOCA COLA CO COMStock6,849$556.62K0.10%−1,615−19.1%ReducedView
AEPAMERICAN ELEC PWR CO INC COMStock4,051$554.27K0.10%+4+0.1%AddedView
ABTABBOTT LABORATORIES COMStock6,073$551.04K0.10%−974−13.8%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF727$542.9K0.10%+80+12.4%AddedView
BACBANK OF AMER CORP COMStock9,330$531.65K0.10%+7,196+337.2%AddedView
LECOLINCOLN ELEC HLDGS INCCOM2,000$531.02K0.10%+2,000NewView
VANGUARD HEALTH CARE ETF92204A504ETF1,747$522.4K0.10%−331−15.9%Reduced–
WMTWALMART INC COMStock4,497$509.33K0.09%+2,150+91.6%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock5,378$496.23K0.09%+3+0.1%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF3,241$480.67K0.09%00.0%Unchanged–
COSTCOSTCO WHOLESALE CORPORATION COMStock505$472.29K0.09%−30−5.6%ReducedView
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834ETF4,947$472.15K0.09%+62+1.3%Added–
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF2,866$471.74K0.09%00.0%Unchanged–
VCTRVICTORY CAP HLDGS INC DELCOM CL A5,157$433.49K0.08%+31+0.6%AddedView
VANGUARD ADMIRAL FDS INC921932828SMLLCP 600 IDX3,142$432.13K0.08%+3,142New–
ISHARES TR464287788U.S. FINLS ETF3,340$425.88K0.08%+140+4.4%Added–
IAUISHARES GOLD TRUSTETF4,925$371.89K0.07%00.0%UnchangedView
SYKSTRYKER CORPORATION COMStock1,133$356.61K0.07%+219+24.0%AddedView
MCDMCDONALDS CORP COMStock1,256$339.58K0.06%+1,076+597.8%AddedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF3,863$339.49K0.06%+274+7.6%Added–
ISHARES TR464289420RUS TP200 VL ETF3,192$335.64K0.06%+3,192New–

Sold out since Q1 2026 (247)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 247 by value.

DAGCO, Inc. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
RPMRPM INTL INCCOM2,370$235.56K0.05%
LNTALLIANT ENERGY CORP COMStock2,976$213.53K0.05%
EPDENTERPRISE PRODS PARTNERS L P COMStock5,445$206.05K0.04%
RTXRTX CORPORATION COMStock1,051$202.75K0.04%
NFLXNETFLIX INC. COMStock2,069$198.93K0.04%
LLYELI LILLY & CO COMStock204$187.37K0.04%
APDAIR PRODUCTS AND CHEMICALS INC COMStock644$187.2K0.04%
XOMEXXON MOBIL CORPCOM1,094$185.64K0.04%
PLTRPALANTIR TECHNOLOGIES INC CL AStock1,261$184.51K0.04%
ISHARES TR46432F859CORE 1 5 YR USD3,700$179.3K0.04%
VLOVALERO ENERGY CORP COMStock697$172.1K0.04%
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF589$169.15K0.04%
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF770$167.28K0.04%
GLOBAL X URANIUM ETF37954Y871ETF3,330$161.28K0.03%
MORGAN STANLEY ETF TRUST61774R304CALVERT US LRGCP1,976$153.3K0.03%
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF975$142.95K0.03%
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF227$140.01K0.03%
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407ETF1,280$139.49K0.03%
ITWILLINOIS TOOL WKS INC COMStock527$137.18K0.03%
COINCOINBASE GLOBAL INCCOM CL A780$136.2K0.03%
AMATAPPLIED MATLS INC COMStock396$135.33K0.03%
VANGUARD MORNINGSTAR VALUE ETF922908744ETF672$131.79K0.03%
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL1,800$131.65K0.03%
ORCLORACLE CORP COMStock862$126.87K0.03%
ADPAUTOMATIC DATA PROCESSING INC COMStock622$126.38K0.03%
PSAPUBLIC STORAGECOM451$122.14K0.03%
GDGENERAL DYNAMICS CORP COMStock351$120.47K0.03%
LMTLOCKHEED MARTIN CORP COMStock189$114.19K0.02%
IBITISHARES BITCOIN TRUST ETFETF2,969$114.08K0.02%
MSMORGAN STANLEY COM NEWStock685$112.67K0.02%
GSGOLDMAN SACHS GROUP INC COMStock133$112.52K0.02%
YUMYUM BRANDS INC COMStock667$103.78K0.02%
CASYCASEYS GEN STORES INCCOM141$102.63K0.02%
VANGUARD MUN BD FDS922907746TAX EXEMPT BD2,040$101.76K0.02%
KRGKITE REALTY GROUP TRUSTCOM NEW4,111$100.93K0.02%
NUSHARES ETF TR67092P201NUVEEN ESG LRGCP1,108$100.78K0.02%
WMWASTE MGMT INC DEL COMStock438$100.56K0.02%
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL2,183$99.33K0.02%
PRMPERIMETER SOLUTIONS INCCOMMON STOCK4,045$98.78K0.02%
INVESCO EXCH TRADED FD TR II46138E180S&P SMLCP DISC957$98.33K0.02%
DEDEERE & CO COMStock173$97.62K0.02%
QCOMQUALCOMM INC COMStock751$96.71K0.02%
SOSOUTHERN CO COMStock1,000$96.52K0.02%
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808ETF463$96.33K0.02%
VANGUARD CONSUMER STAPLES ETF92204A207ETF423$95K0.02%
FIDELITY COVINGTON TRUST316092352BLUE CHIP GRWTH1,879$94.18K0.02%
VANGUARD WORLD FD921910873MEGA CAP INDEX390$92.18K0.02%
CAHCARDINAL HEALTH INC COMStock427$90.23K0.02%
CLCOLGATE PALMOLIVE CO COMStock1,056$90K0.02%
AEEAMEREN CORPCOM800$87.94K0.02%
BXBLACKSTONE INCCOM750$86.24K0.02%
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF1,398$85.64K0.02%
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF770$85.36K0.02%
CVXCHEVRON CORPORATION COMStock412$85.21K0.02%
NFGNATIONAL FUEL GAS CO COMStock879$82.57K0.02%
NEMNEWMONT CORP COMStock746$80.8K0.02%
INVESCO EXCH TRADED FD TR II46138E149S&P SMLCP HELT1,950$80.24K0.02%
SNPSSYNOPSYS INCCOM200$79.3K0.02%
BAMBROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS1,765$78.45K0.02%
MLIMUELLER INDS INCCOM702$77.83K0.02%
AFGAMERICAN FINL GROUP INC OHIOCOM608$77.64K0.02%
HBANHUNTINGTON BANCSHARES INCCOM4,950$77.47K0.02%
AEMAGNICO EAGLE MINES LTD COMStock340$69.02K0.01%
MRSHMARSH & MCLENNAN COS INC COMStock379$65.78K0.01%
FCXFREEPORT MCMORAN INC CL BStock1,100$64.67K0.01%
METMETLIFE INC COMStock875$61.85K0.01%
FIRST TR EXCHANGE-TRADED FD33737A108NASDQ CLN EDGE375$61.3K0.01%
MCKMCKESSON CORP COMStock70$60.58K0.01%
PAYXPAYCHEX INC COMStock646$59.51K0.01%
SPDR SERIES TRUST78464A763ST STR SP DIV400$58.38K0.01%
ARESARES MANAGEMENT CORPORATIONCL A COM STK500$54.55K0.01%
WMBWILLIAMS COS INCCOM744$54.12K0.01%
USBUS BANCORPCOM NEW1,036$53.88K0.01%
VANGUARD TOTAL BOND MARKET ETF921937835ETF725$53.39K0.01%
CEGCONSTELLATION ENERGY CORP COMStock191$53.34K0.01%
BLKBLACKROCK INC COMStock55$52.94K0.01%
FLSFLOWSERVE CORPCOM715$52.56K0.01%
INVESCO EXCHANGE TRADED FD T46137V233S&P 500 TOP 50960$52.37K0.01%
TELTE CONNECTIVITY PLC ORD SHSStock250$52.26K0.01%
ACHRARCHER AVIATION INC COM CL AStock10,000$51.7K0.01%
PWRQUANTA SVCS INCCOM92$50.51K0.01%
EMEEMCOR GROUP INC COMStock68$50.3K0.01%
NUVNUVEEN MUN VALUE FD INCCOM5,555$49.94K0.01%
AONAON PLCCL A150$48.42K0.01%
ISHARES TR46436E7180-3 MTH TREASURY480$48.36K0.01%
ISHARES TR46436E502US TECH BRKTHR846$46.95K0.01%
MKLMARKEL GROUP INCCOM24$45.94K0.01%
TTTRANE TECHNOLOGIES PLCSHS110$45.84K0.01%
SPGIS&P GLOBAL INC COMStock107$45.51K0.01%
PPGPPG INDS INC COMStock403$43.07K0.01%
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771ETF1,532$42.67K0.01%
CCJCAMECO CORP COMStock391$42.41K0.01%
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF840$41.47K0.01%
VANECK ETF TRUST92189F106GOLD MINERS ETF446$40.89K0.01%
LOWLOWES COS INC COMStock168$39.7K0.01%
MRVLMARVELL TECHNOLOGY INCCOM398$39.38K0.01%
SPOTSPOTIFY TECHNOLOGY S A SHSStock80$38.79K0.01%
PAASPAN AMERN SILVER CORP COMStock695$37.96K0.01%
SHOPSHOPIFY INC CL A SUB VTG SHSStock317$37.6K0.01%
FRTFEDERAL RLTY INVT TR NEWSH BEN INT NEW350$37.17K0.01%

13F filings by quarter

DAGCO, Inc. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 10, 2026117$541.06Mvs. Q1 2026SEC
Q1 2026Apr 20, 2026353$461.32Mvs. Q4 2025SEC
Q4 2025Jan 8, 2026380$432.96Mvs. Q3 2025SEC
Q3 2025Oct 27, 2025362$397.68Mvs. Q2 2025SEC
Q2 2025Aug 14, 2025356$358.51Mvs. Q1 2025SEC
Q1 2025May 13, 2025354$309.15Mvs. Q4 2024SEC
Q4 2024Feb 13, 202586$301.9Mvs. Q3 2024SEC
Q3 2024Nov 14, 2024219$243.6Mvs. Q2 2024SEC
Q2 2024Aug 14, 2024219$225.35Mvs. Q1 2024SEC
Q1 2024May 15, 2024219$219.63Mvs. Q4 2023SEC
Q4 2023Feb 15, 2024245$108.6Mvs. Q3 2023SEC
Q3 2023Dec 7, 202378$194.04Mvs. Q2 2023SEC
Q2 2023Jul 31, 202381$201.07Mvs. Q1 2023SEC
Q1 2023May 5, 202381$186.24Mvs. Q4 2022SEC
Q4 2022Feb 10, 202381$171.1Mvs. Q3 2022SEC
Q3 2022Nov 1, 202287$159.05Mvs. Q2 2022SEC
Q2 2022Jul 28, 202296$193.92Mvs. Q1 2022SEC
Q1 2022Apr 21, 2022101$220.42Mvs. Q4 2021SEC
Q4 2021Jan 24, 2022105$254.47Mvs. Q3 2021SEC
Q3 2021Nov 1, 2021106$233.26Mvs. Q2 2021SEC
Q2 2021Jul 12, 2021106$225.18Mvs. Q1 2021SEC
Q1 2021Apr 28, 2021105$201.35M–SEC