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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 20 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TT TRANE TECHNOLOGIES PLC Industrials 479.0 $236K 0.04% NEW $492.12 -8.3%
382 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,395.0 $235K 0.04% NEW $168.54 -9.3%
383 ONTO ONTO INNOVATION INC Technology 617.0 $234K 0.04% NEW $378.45 -21.0%
384 RBC RBC BEARINGS INC Industrials 362.0 $233K 0.04% NEW $644.06 -21.7%
385 HLN HALEON PLC Healthcare 24,972.0 $233K 0.04% -74K -74.8% $9.33 +5.8%
386 DG DOLLAR GEN CORP Consumer Defensive 2,023.0 $233K 0.04% NEW $115.12 +4.7%
387 SF STIFEL FINL CORP Financial Services 3,299.0 $230K 0.04% +231.0 +7.5% $69.78 +14.5%
388 ABCB AMERIS BANCORP Financial Services 2,533.0 $229K 0.04% NEW $90.46 -4.8%
389 CBRE CBRE GROUP INC Real Estate 1,699.0 $229K 0.04% $134.69 +12.7%
390 FITB FIFTH THIRD BANCORP Financial Services 4,028.0 $229K 0.04% NEW $56.76 -4.0%
391 ATI ATI INC Industrials 1,159.0 $228K 0.04% NEW $197.10 +6.1%
392 MRSH MARSH & MCLENNAN COS INC Financial Services 1,364.0 $227K 0.04% -138.0 -9.2% $166.70 +14.1%
393 GRPN GROUPON INC Communication Services 9,401.0 $226K 0.04% NEW $24.06 -18.5%
394 IX ORIX CORP Financial Services 5,923.0 $225K 0.04% NEW $38.04 -1.3%
395 OKE ONEOK INC NEW Energy 2,590.0 $225K 0.04% NEW $86.93 +8.8%
396 SONY SONY GROUP CORP Technology 11,181.0 $224K 0.04% -2K -13.8% $20.06 +17.5%
397 CARNIVAL CORP LTD 7,847.0 $224K 0.04% NEW $28.57
398 IBOTTA INC 6,532.0 $223K 0.04% NEW $34.16
399 MPC MARATHON PETE CORP Energy 872.0 $223K 0.04% NEW $255.64 +40.1%
400 NOK NOKIA CORP Technology 16,687.0 $222K 0.04% +2K +16.2% $13.28 -23.6%
Page 20 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 37.5%
Financial Services 13.9%
Consumer Cyclical 9.0%
Industrials 9.0%
Communication Services 8.5%
Healthcare 7.6%
Consumer Defensive 5.8%
Energy 4.2%
Utilities 2.4%
Basic Materials 1.7%