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Portfolio (Quarterly) Guide ↗

Marex Group Ltd

· CIK 0001997464
13F Portfolio $23.6B AUM 1,609 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 391 New 320 Added 320 Reduced 281 Exited
Page 9 of 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KKR KKR & CO INC Financial Services 6,556.0 $602K 0.00% NEW $91.78 +18.6%
162 EVRG EVERGY INC Utilities 6,911.0 $597K 0.00% NEW $86.43 -2.9%
163 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 91,443.0 $594K 0.00% NEW $6.50 -1.7%
164 OIH VANECK ETF TRUST 1,587.0 $590K 0.00% NEW $372.03 +14.7%
165 NOG NORTHERN OIL & GAS INC Energy 32,032.0 $581K 0.00% NEW $18.15 +40.7%
166 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,521.0 $579K 0.00% NEW $380.37 -13.9%
167 NVT NVENT ELEC PLC Industrials 3,400.0 $577K 0.00% NEW $169.61 +4.5%
168 PI IMPINJ INC Technology 4,000.0 $573K 0.00% NEW $143.23 +19.9%
169 EVV EATON VANCE LIMITED DURATION Financial Services 59,440.0 $557K 0.00% NEW $9.37 -2.6%
170 WLDN CALL WILLDAN GROUP INC Industrials 7,000.0 $554K 0.00% NEW $79.10 +5.5%
171 TDY TELEDYNE TECHNOLOGIES INC Technology 829.0 $553K 0.00% NEW $666.90 +1.6%
172 FSLY FASTLY INC Technology 30,000.0 $551K 0.00% NEW $18.36 +58.2%
173 RRX REGAL REXNORD CORPORATION Industrials 2,283.0 $544K 0.00% NEW $238.19 -26.7%
174 AVEX AEVEX CORP Industrials 26,000.0 $543K 0.00% NEW $20.89 -3.2%
175 NOC NORTHROP GRUMMAN CORP Industrials 1,056.0 $538K 0.00% NEW $509.31 +12.0%
176 HPQ HP INC Technology 24,447.0 $536K 0.00% NEW $21.94 +34.0%
177 UMAC UNUSUAL MACHS INC Financial Services 23,986.0 $535K 0.00% NEW $22.30 +35.2%
178 CARNIVAL CORP LTD 18,635.0 $532K 0.00% NEW $28.57
179 IDXX IDEXX LABS INC Healthcare 1,007.0 $530K 0.00% NEW $526.44 +3.7%
180 XLRE SELECT SECTOR SPDR TR 11,940.0 $526K 0.00% NEW $44.03 +1.8%
Page 9 of 20  ·  391 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 57.3%
Financial Services 14.6%
Healthcare 7.6%
Communication Services 5.6%
Consumer Cyclical 4.8%
Industrials 4.8%
Utilities 3.0%
Basic Materials 1.1%
Energy 0.8%
Real Estate 0.3%