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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $512M AUM 703 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 76 New 185 Added 98 Reduced 54 Exited
Page 13 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,371.0 $328K 0.06% +58.0 +2.5% $138.41 -7.3%
242 MRVL MARVELL TECHNOLOGY INC Technology 3,851.0 $327K 0.06% +1K +56.7% $84.97 +265.5%
243 UNILEVER PLC 4,982.0 $326K 0.06% NEW $65.40
244 CDNS CADENCE DESIGN SYSTEM INC Technology 1,030.0 $322K 0.06% $312.58 +23.9%
245 IREN IREN LIMITED Financial Services 8,500.0 $321K 0.06% $37.77 +58.8%
246 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 11,178.0 $319K 0.06% NEW $28.54 -4.4%
247 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,613.0 $316K 0.06% NEW $47.74 -10.1%
248 CHT CHUNGHWA TELECOM CO LTD Communication Services 7,465.0 $311K 0.06% -1K -14.0% $41.71 +8.7%
249 GOVT ISHARES TR 13,356.0 $308K 0.06% -349K -96.3% $23.03 -1.2%
250 TEAM ATLASSIAN CORPORATION Technology 1,895.0 $307K 0.06% NEW $162.14 -49.0%
251 KKR KKR & CO INC Financial Services 2,386.0 $304K 0.06% -53.0 -2.2% $127.47 -23.9%
252 MLM MARTIN MARIETTA MATLS INC Basic Materials 488.0 $304K 0.06% +59.0 +13.8% $622.63 -2.2%
253 KB KB FINL GROUP INC Financial Services 3,515.0 $302K 0.06% +120.0 +3.5% $86.03 +24.1%
254 MSI MOTOROLA SOLUTIONS INC Technology 786.0 $302K 0.06% -47.0 -5.6% $384.67 +2.7%
255 ROST ROSS STORES INC Consumer Cyclical 1,653.0 $298K 0.06% +181.0 +12.3% $180.15 +29.2%
256 SHOP SHOPIFY INC Technology 1,849.0 $298K 0.06% -36.0 -1.9% $160.97 -32.4%
257 SBUX STARBUCKS CORP Consumer Cyclical 3,449.0 $290K 0.06% +131.0 +4.0% $84.21 +19.5%
258 WF WOORI FINL GROUP INC Financial Services 4,917.0 $289K 0.06% +29.0 +0.6% $58.78 +6.4%
259 PCAR PACCAR INC Industrials 2,602.0 $289K 0.06% +29.0 +1.1% $110.93 +7.2%
260 REGN REGENERON PHARMACEUTICALS Healthcare 373.0 $288K 0.06% NEW $772.11 -21.0%
Page 13 of 19  ·  380 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 13.4%
Consumer Cyclical 9.8%
Communication Services 9.6%
Healthcare 8.7%
Industrials 7.9%
Consumer Defensive 4.8%
Energy 3.6%
Utilities 1.9%
Basic Materials 1.7%