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Portfolio (Quarterly) Guide ↗

Marks Group Wealth Management, Inc

· CIK 0001802473
13F Portfolio $1.1B AUM 584 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 97 Added 146 Reduced 24 Exited
Page 14 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VTI VANGUARD INDEX FDS 1,444.0 $534K 0.05% -424.0 -22.7% $370.04 +2.2%
262 XLV SELECT SECTOR SPDR TR 3,308.0 $525K 0.05% -45K -93.1% $158.66 +10.1%
263 MLM MARTIN MARIETTA MATLS INC Basic Materials 882.0 $509K 0.04% +87.0 +10.9% $576.70 -7.2%
264 KYMR KYMERA THERAPEUTICS INC Healthcare 4,422.0 $507K 0.04% +419.0 +10.5% $114.67 +4.5%
265 SHEL SHELL PLC Energy 6,437.0 $499K 0.04% -1K -14.4% $77.54 +20.4%
266 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,415.0 $499K 0.04% -1K -21.6% $92.09 -3.2%
267 RYANAIR HOLDINGS PLC 7,604.0 $492K 0.04% -4K -33.6% $64.75
268 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,875.0 $490K 0.04% +175.0 +10.3% $261.37 +30.8%
269 FITB FIFTH THIRD BANCORP Financial Services 8,665.0 $488K 0.04% $56.37 -2.7%
270 NOK NOKIA CORP Technology 36,739.0 $488K 0.04% NEW $13.28 -23.2%
271 NXPI NXP SEMICONDUCTORS N V Technology 1,700.0 $478K 0.04% $281.03 -19.7%
272 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 3,694.0 $472K 0.04% -343.0 -8.5% $127.90 -5.6%
273 COP CONOCOPHILLIPS Energy 4,503.0 $468K 0.04% +408.0 +10.0% $103.96 +29.7%
274 SE SEA LTD Consumer Cyclical 4,885.0 $468K 0.04% -3K -41.1% $95.83 +22.6%
275 IX ORIX CORP Financial Services 12,257.0 $466K 0.04% -4K -24.0% $38.04 +1.2%
276 UPS UNITED PARCEL SVCS INC Industrials 4,301.0 $462K 0.04% $107.51 -5.1%
277 ENTG ENTEGRIS INC Technology 2,544.0 $458K 0.04% +273.0 +12.0% $179.86 -20.1%
278 APOG APOGEE ENTERPRISES INC Industrials 10,000.0 $457K 0.04% $45.74 -9.1%
279 HD HOME DEPOT INC Consumer Cyclical 1,291.0 $455K 0.04% +21.0 +1.6% $352.77 -4.9%
280 UFPI UFP INDUSTRIES INC Basic Materials 5,000.0 $454K 0.04% $90.74 -2.1%
Page 14 of 18  ·  350 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 24.5%
Industrials 24.3%
Financial Services 17.5%
Healthcare 11.2%
Consumer Cyclical 8.7%
Communication Services 4.2%
Utilities 2.8%
Consumer Defensive 2.5%
Energy 1.9%
Basic Materials 1.3%