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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 18 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WTFC WINTRUST FINL CORP Financial Services 1,619.0 $260K 0.05% -20.0 -1.2% $160.76 -5.0%
342 XEL XCEL ENERGY INC Utilities 3,204.0 $259K 0.05% +88.0 +2.8% $80.89 -5.0%
343 TDY TELEDYNE TECHNOLOGIES INC Technology 385.0 $257K 0.05% NEW $666.90 -5.1%
344 NTAP NETAPP INC Technology 1,651.0 $256K 0.05% NEW $154.79 +24.8%
345 MOAT VANECK ETF TRUST 2,458.0 $255K 0.05% -281.0 -10.3% $103.95 +9.8%
346 SKYWARD SPECIALTY INS GROUP 4,375.0 $255K 0.05% NEW $58.35
347 CYTK CYTOKINETICS INC Healthcare 2,990.0 $255K 0.04% NEW $85.18 -9.5%
348 DHR DANAHER CORP DEL Healthcare 1,332.0 $254K 0.04% -402.0 -23.2% $190.88 +14.4%
349 SNX TD SYNNEX CORPORATION Technology 943.0 $252K 0.04% NEW $267.36 -6.4%
350 AON AON PLC Financial Services 759.0 $252K 0.04% NEW $331.51 +6.4%
351 DRD DRDGOLD LIMITED Basic Materials 11,791.0 $251K 0.04% $21.30 +43.2%
352 ROIV ROIVANT SCIENCES LTD Healthcare 7,085.0 $251K 0.04% NEW $35.39 +3.0%
353 ZTO ZTO EXPRESS CAYMAN INC Industrials 11,181.0 $250K 0.04% NEW $22.38 -4.0%
354 PAYX PAYCHEX INC Industrials 2,542.0 $250K 0.04% NEW $98.33 +25.5%
355 TD TORONTO DOMINION BK ONT Financial Services 2,053.0 $249K 0.04% NEW $121.44 -3.2%
356 DUOL DUOLINGO INC Technology 2,166.0 $249K 0.04% NEW $114.99 +26.6%
357 PSTG EVERPURE INC 3,158.0 $249K 0.04% -597.0 -15.9% $78.78
358 MLM MARTIN MARIETTA MATLS INC Basic Materials 431.0 $249K 0.04% -57.0 -11.7% $577.14 -7.2%
359 VMC VULCAN MATLS CO Basic Materials 835.0 $246K 0.04% +5.0 +0.6% $294.99 -6.3%
360 FORM FORMFACTOR INC Technology 1,536.0 $246K 0.04% NEW $159.88 -28.6%
Page 18 of 23  ·  459 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%