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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 21 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,394.0 $220K 0.04% -1K -18.4% $40.87 +19.6%
402 TFC TRUIST FINL CORP Financial Services 4,410.0 $220K 0.04% +97.0 +2.2% $49.83 +0.8%
403 EVEREST GROUP LTD 615.0 $220K 0.04% NEW $357.26
404 CVE CENOVUS ENERGY INC Energy 8,770.0 $218K 0.04% NEW $24.81 +30.9%
405 STNG SCORPIO TANKERS INC Energy 3,140.0 $218K 0.04% NEW $69.27 +13.2%
406 GNW GENWORTH FINL INC Financial Services 22,940.0 $217K 0.04% -5K -19.3% $9.47 +4.1%
407 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,233.0 $216K 0.04% NEW $96.86 +0.6%
408 EOG EOG RES INC Energy 1,666.0 $216K 0.04% NEW $129.74 +17.3%
409 MDB MONGODB INC Technology 641.0 $215K 0.04% NEW $335.90 +25.1%
410 MLI MUELLER INDS INC Industrials 1,751.0 $215K 0.04% NEW $122.94 -49.6%
411 VIKING HOLDINGS LTD 2,041.0 $214K 0.04% NEW $104.67
412 BHP BHP BILLITON LIMITED Basic Materials 2,564.0 $214K 0.04% NEW $83.32 +12.4%
413 UMC UNITED MICROELECTRONICS CORP Technology 7,826.0 $213K 0.04% NEW $27.21 -33.9%
414 HAFN HAFNIA LTD Industrials 31,968.0 $212K 0.04% -437.0 -1.4% $6.64 +18.8%
415 TMO THERMO FISHER SCIENTIFIC INC Healthcare 422.0 $212K 0.04% -11.0 -2.5% $501.60 +25.1%
416 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,346.0 $211K 0.04% +548.0 +30.5% $90.01 +16.7%
417 OXY OCCIDENTAL PETE CORP Energy 4,298.0 $210K 0.04% NEW $48.80 +26.1%
418 SENEA SENECA FOODS CORP NEW Consumer Defensive 1,204.0 $209K 0.04% NEW $173.87 +10.8%
419 EXC EXELON CORP Utilities 4,488.0 $209K 0.04% -456.0 -9.2% $46.62 -3.3%
420 LECO LINCOLN ELEC HLDGS INC Industrials 785.0 $209K 0.04% NEW $266.35 +4.0%
Page 21 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%