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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 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PAYX PAYCHEX INC Industrials 2,542.0 $250K 0.04% NEW $98.33 +26.6%
62 TD TORONTO DOMINION BK ONT Financial Services 2,053.0 $249K 0.04% NEW $121.44 -3.6%
63 DUOL DUOLINGO INC Technology 2,166.0 $249K 0.04% NEW $114.99 +27.1%
64 FORM FORMFACTOR INC Technology 1,536.0 $246K 0.04% NEW $159.88 -28.5%
65 CVS CVS HEALTH CORP Healthcare 2,344.0 $242K 0.04% NEW $103.45 -10.1%
66 HONEYWELL INTL INC 1,082.0 $242K 0.04% NEW $223.90
67 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,413.0 $242K 0.04% NEW $70.88 +2.9%
68 ILMN ILLUMINA INC Healthcare 1,370.0 $241K 0.04% NEW $175.83 +24.8%
69 SSRM SSR MINING IN Basic Materials 8,488.0 $240K 0.04% NEW $28.28 +33.6%
70 HONEYWELL AEROSPACE INC 1,082.0 $239K 0.04% NEW $221.08
71 EFG ISHARES TR 1,919.0 $239K 0.04% NEW $124.42 +0.9%
72 ENTERGY CORP NEW 2,059.0 $236K 0.04% NEW $114.86
73 KHC KRAFT HEINZ CO Consumer Defensive 9,992.0 $236K 0.04% NEW $23.62 +8.3%
74 EXEL EXELIXIS INC Healthcare 4,338.0 $236K 0.04% NEW $54.40 -0.6%
75 ARMK ARAMARK Industrials 4,147.0 $236K 0.04% NEW $56.89 +5.1%
76 TT TRANE TECHNOLOGIES PLC Industrials 479.0 $236K 0.04% NEW $492.12 -7.9%
77 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,395.0 $235K 0.04% NEW $168.54 -9.5%
78 ONTO ONTO INNOVATION INC Technology 617.0 $234K 0.04% NEW $378.45 -22.5%
79 RBC RBC BEARINGS INC Industrials 362.0 $233K 0.04% NEW $644.06 -21.5%
80 DG DOLLAR GEN CORP Consumer Defensive 2,023.0 $233K 0.04% NEW $115.12 +7.2%
Page 4 of 7  ·  126 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%