Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DAGCO, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

DAGCO, INC. (CIK 1767343) reported $461.3M across 353 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTS ($50.6M, 10.97%), DGRO ($36.5M, 7.91%), VYM ($32.3M, 6.99%), IVV ($27.4M, 5.94%), VUG ($27.4M, 5.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPTSSPDR SER TR$50.6M10.97%1.7MAdded
2DGROISHARES TR$36.5M7.91%519,681Added
3VYMVANGUARD WHITEHALL FDS$32.3M6.99%217,792Added
4IVVISHARES TR$27.4M5.94%41,967Added
5VUGVANGUARD INDEX FDS$27.4M5.93%62,665Trimmed
6SCHDSCHWAB STRATEGIC TR$24.0M5.20%782,084Added
7VCSHVANGUARD SCOTTSDALE FDS$21.9M4.74%275,973Added
8SCHGSCHWAB STRATEGIC TR$21.4M4.64%734,740Added
9SDVYFIRST TR EXCHANGE TRADED FD$16.3M3.53%413,183Added
10VIGIVANGUARD WHITEHALL FDS$12.4M2.68%139,728Added
11VIGVANGUARD SPECIALIZED FUNDS$12.0M2.59%55,642Added
12AAPLAPPLE INC$11.8M2.56%46,592Added
13VGTVANGUARD WORLD FD$8.2M1.77%11,719Added
14SPYGSPDR SER TR$7.8M1.68%79,223Added
15FTCSFIRST TR EXCHANGE TRADED FD$7.6M1.65%81,960Added
16GOOGLALPHABET INC$6.7M1.45%23,321Added
17GJULFIRST TR EXCHNG TRADED FD VI$6.4M1.39%157,406Trimmed
18BRK/BBERKSHIRE HATHAWAY INC DEL$6.3M1.36%13,090Added
19PHPARKER HANNIFIN CORP$5.3M1.15%5,902Trimmed
20CATHGLOBAL X FDS$5.1M1.10%65,000Trimmed
21RECSCOLUMBIA ETF TR I$5.0M1.08%128,106Added
22MSFTMICROSOFT CORP$5.0M1.07%13,388Added
23SLSSELLAS LIFE SCIENCES GROUP I$4.4M0.94%1.0MAdded
24JPMJPMORGAN CHASE CO$4.1M0.89%14,004Added
25SPTMSPDR SER TR$3.9M0.85%49,549Trimmed

Source: SEC Form 13F filings · as of 2026-03-31