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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 8 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EFX EQUIFAX INC Industrials 11,776.0 $1.9M 0.16% +9K +378.1% $158.72 +21.4%
142 RMD RESMED INC Healthcare 9,548.0 $1.9M 0.16% -18K -65.0% $194.88 +18.8%
143 WAT WATERS CORP Healthcare 4,920.0 $1.8M 0.16% +439.0 +9.8% $375.04 +9.5%
144 THFF FIRST FINANCIAL CORPORATION Financial Services 23,684.0 $1.8M 0.16% $77.44 +2.1%
145 VO VANGUARD INDEX FDS 22,041.0 $1.8M 0.15% +17K +300.0% $80.57 +3.0%
146 CMCSA COMCAST CORP NEW Communication Services 71,964.0 $1.8M 0.15% +2K +3.1% $24.55 +9.4%
147 PLTR PALANTIR TECHNOLOGIES INC Technology 14,885.0 $1.7M 0.15% -15K -50.5% $116.67 +54.2%
148 DUK DUKE ENERGY CORP NEW Utilities 13,694.0 $1.7M 0.15% -2K -15.1% $126.58 -5.3%
149 LLY ELI LILLY & CO Healthcare 1,445.0 $1.7M 0.15% -678.0 -31.9% $1199.08 +4.6%
150 DE DEERE & CO Industrials 2,675.0 $1.7M 0.15% $634.36 +2.1%
151 TDG TRANSDIGM GROUP INC Industrials 1,257.0 $1.7M 0.15% -680.0 -35.1% $1332.04 -9.9%
152 FIS FIDELITY NATL INFORMATION SV Technology 42,789.0 $1.7M 0.14% +1K +2.9% $38.88 +6.3%
153 SPMB SPDR SERIES TRUST 74,258.0 $1.7M 0.14% -2K -3.2% $22.31 -1.6%
154 CPRT COPART INC Industrials 58,499.0 $1.6M 0.14% -51K -46.4% $28.19 +19.9%
155 FREL FIDELITY COVINGTON TRUST 55,559.0 $1.6M 0.14% $29.30 +2.0%
156 ISRG INTUITIVE SURGICAL INC Healthcare 4,091.0 $1.6M 0.14% -2K -29.6% $397.68 -4.7%
157 HII HUNTINGTON INGALLS INDS INC Industrials 5,795.0 $1.6M 0.14% $279.89 +6.5%
158 VWO VANGUARD INTL EQUITY INDEX F 27,160.0 $1.6M 0.14% $59.69 +1.3%
159 EMR EMERSON ELEC CO Industrials 11,296.0 $1.6M 0.14% $143.15 +9.8%
160 TCAF T ROWE PRICE EXCHANGE-TRADED 39,212.0 $1.6M 0.14% -14K -26.0% $41.10 +3.3%
Page 8 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%