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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 4 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DELL DELL TECHNOLOGIES INC Technology 10,597.0 $4.6M 0.40% -3K -24.3% $431.46 +2.4%
62 PH PARKER-HANNIFIN CORP Industrials 4,599.0 $4.5M 0.39% -4K -44.5% $978.12 +2.4%
63 FELE FRANKLIN ELEC INC Industrials 40,481.0 $4.3M 0.38% -27K -40.2% $107.19 -2.9%
64 IQVIA HLDGS INC 22,096.0 $4.3M 0.37% -10K -31.2% $193.22
65 BRO BROWN & BROWN INC Financial Services 66,209.0 $4.2M 0.37% -21K -23.9% $64.15 +13.7%
66 WSO WATSCO INC Industrials 9,803.0 $4.1M 0.36% -6K -39.5% $416.73 -25.1%
67 GGG GRACO INC Industrials 53,845.0 $4.1M 0.35% -29K -35.2% $75.61 +6.7%
68 DECK DECKERS OUTDOOR CORP Consumer Cyclical 40,708.0 $4.0M 0.35% -23K -36.3% $99.29 -7.7%
69 CI THE CIGNA GROUP Healthcare 14,566.0 $4.0M 0.35% -9K -38.1% $275.68 +0.7%
70 FAST FASTENAL CO Industrials 83,336.0 $4.0M 0.35% -807.0 -1.0% $48.03 +6.7%
71 MRSH MARSH & MCLENNAN COS INC Financial Services 23,922.0 $4.0M 0.35% -10K -30.1% $166.67 +15.2%
72 J JACOBS SOLUTIONS INC Industrials 31,128.0 $3.9M 0.34% -17K -35.1% $126.00 +19.1%
73 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 14,837.0 $3.9M 0.34% NEW $263.26 +40.0%
74 CRM SALESFORCE INC Technology 24,904.0 $3.9M 0.34% -24K -49.5% $156.66 +33.5%
75 ROP ROPER TECHNOLOGIES INC Industrials 11,467.0 $3.9M 0.34% -6K -34.5% $338.39 +21.7%
76 XOM EXXON MOBIL CORP Energy 28,007.0 $3.8M 0.33% -142.0 -0.5% $136.72 +20.8%
77 AVGO BROADCOM INC Technology 9,772.0 $3.7M 0.32% +706.0 +7.8% $377.75 -2.5%
78 ACM AECOM Industrials 52,142.0 $3.6M 0.32% NEW $69.80 -7.2%
79 ALC ALCON AG Healthcare 54,017.0 $3.6M 0.32% -28K -34.3% $67.10 +9.7%
80 FDS FACTSET RESH SYS INC Financial Services 15,590.0 $3.6M 0.31% -8K -34.8% $230.08 +30.4%
Page 4 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%