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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $561M AUM 880 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 126 New 178 Added 139 Reduced 47 Exited
Page 7 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CTVA CORTEVA INC Basic Materials 4,837.0 $410K 0.07% +578.0 +13.6% $84.69 -3.4%
122 CHT CHUNGHWA TELECOM CO LTD Communication Services 9,143.0 $405K 0.07% +2K +22.5% $44.26 -2.0%
123 GM GENERAL MTRS CO Consumer Cyclical 5,231.0 $403K 0.07% +757.0 +16.9% $77.08 +14.1%
124 SNPS SYNOPSYS INC Technology 902.0 $402K 0.07% +361.0 +66.7% $445.82 -10.8%
125 VLO VALERO ENERGY CORP Energy 1,507.0 $392K 0.07% +51.0 +3.5% $260.43 +34.0%
126 UBER UBER TECHNOLOGIES INC Technology 5,416.0 $391K 0.07% +251.0 +4.9% $72.16 +9.2%
127 JCI JOHNSON CONTROLS INTERNATION Industrials 2,641.0 $387K 0.07% +282.0 +11.9% $146.53 -2.4%
128 MS MORGAN STANLEY Financial Services 1,817.0 $380K 0.07% +477.0 +35.6% $209.04 +2.5%
129 SBUX STARBUCKS CORP Consumer Cyclical 3,681.0 $376K 0.07% +232.0 +6.7% $102.19 +4.8%
130 MPWR MONOLITHIC PWR SYS INC Technology 271.0 $375K 0.07% +46.0 +20.4% $1385.04 -5.0%
131 KB KB FINL GROUP INC Financial Services 3,563.0 $374K 0.07% +48.0 +1.4% $104.95 +12.4%
132 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 953.0 $369K 0.07% +294.0 +44.6% $386.76 +3.6%
133 NTRS NORTHERN TR CORP Financial Services 2,104.0 $367K 0.07% +475.0 +29.2% $174.65 +5.3%
134 KKR KKR & CO INC 3,951.0 $363K 0.07% +2K +65.6% $91.79
135 RACE FERRARI N V Consumer Cyclical 966.0 $360K 0.06% +204.0 +26.8% $372.39 +17.2%
136 IWF ISHARES TR 2,890.0 $359K 0.06% +2K +218.3% $124.18 -1.4%
137 PIZ INVESCO EXCH TRADED FD TR II 6,378.0 $357K 0.06% +805.0 +14.4% $55.90 -4.1%
138 URI UNITED RENTALS INC Industrials 314.0 $356K 0.06% +6.0 +1.9% $1134.23 -3.1%
139 MSI MOTOROLA SOLUTIONS INC Technology 853.0 $355K 0.06% +67.0 +8.5% $416.47 +15.4%
140 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,203.0 $346K 0.06% +443.0 +11.8% $82.41 -4.2%
Page 7 of 9  ·  178 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 38.3%
Financial Services 14.1%
Consumer Cyclical 9.2%
Industrials 9.2%
Healthcare 7.8%
Communication Services 6.6%
Consumer Defensive 6.0%
Energy 4.3%
Utilities 2.4%
Basic Materials 1.8%