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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.9B AUM 1,565 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 572 New 219 Added 156 Reduced
Page 25 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 35,467.0 $685K 0.00% NEW $19.31 +0.1%
482 ARKK PUT ARK ETF TR 8,900.0 $685K 0.00% NEW $76.92 +5.6%
483 VICI VICI PPTYS INC Real Estate 24,306.0 $683K 0.00% -46K -65.6% $28.12 -3.3%
484 HPE HEWLETT PACKARD ENTERPRISE C Technology 28,430.0 $683K 0.00% +4K +16.2% $24.02 +71.6%
485 DOCU DOCUSIGN INC Technology 9,732.0 $666K 0.00% -83.0 -0.8% $68.40 -33.1%
486 UNH CALL UNITEDHEALTH GROUP INC Healthcare 2,000.0 $660K 0.00% NEW $330.11 +28.9%
487 SSRM SSR MINING IN Basic Materials 30,000.0 $658K 0.00% -5K -14.3% $21.92 +39.7%
488 SOXX ISHARES TR 2,180.0 $657K 0.00% -3K -59.9% $301.15 +88.1%
489 BIDU CALL BAIDU INC Communication Services 5,000.0 $653K 0.00% NEW $130.66 -13.3%
490 CMCSA COMCAST CORP NEW Communication Services 21,803.0 $652K 0.00% +16K +274.7% $29.89 -20.4%
491 ILMN ILLUMINA INC Healthcare 4,965.0 $651K 0.00% -12K -70.2% $131.16 +43.9%
492 MOS MOSAIC CO NEW Basic Materials 27,018.0 $651K 0.00% +4K +19.7% $24.09 -12.3%
493 BX BLACKSTONE INC Financial Services 4,217.0 $650K 0.00% NEW $154.14 -20.4%
494 UNG UNITED STS NAT GAS FD LP Financial Services 52,482.0 $643K 0.00% NEW $12.26 -5.5%
495 CHTR CHARTER COMMUNICATIONS INC N Communication Services 3,073.0 $641K 0.00% NEW $208.75 -34.3%
496 COP CONOCOPHILLIPS Energy 6,804.0 $637K 0.00% +3K +95.3% $93.61 +11.9%
497 LGIH LGI HOMES INC Consumer Cyclical 14,792.0 $635K 0.00% NEW $42.96 +44.4%
498 CEG CONSTELLATION ENERGY CORP Utilities 1,791.0 $633K 0.00% -98K -98.2% $353.27 -32.3%
499 QIAGEN NV 14,040.0 $631K 0.00% +8K +130.7% $44.97
500 COPX GLOBAL X FDS 8,774.0 $630K 0.00% -24K -73.0% $71.79 +6.8%
Page 25 of 49  ·  963 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 35.7%
Financial Services 28.0%
Consumer Cyclical 11.1%
Healthcare 10.1%
Communication Services 9.0%
Industrials 2.4%
Utilities 1.2%
Basic Materials 1.0%
Energy 0.6%
Real Estate 0.5%