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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 28 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EWY ISHARES INC 5,639.0 $548K 0.00% -2K -27.1% $97.22 +85.3%
542 HAL HALLIBURTON CO Energy 19,181.0 $542K 0.00% NEW $28.26 +16.6%
543 UBER PUT UBER TECHNOLOGIES INC Technology 6,600.0 $539K 0.00% NEW $81.71 -8.9%
544 VITL VITAL FARMS INC Consumer Defensive 16,832.0 $538K 0.00% NEW $31.94 -60.1%
545 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 8,995.0 $537K 0.00% NEW $59.67 -8.7%
546 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,946.0 $536K 0.00% -5K -71.3% $275.39 +197.8%
547 IBM INTERNATIONAL BUSINESS MACHS Technology 1,807.0 $535K 0.00% -758.0 -29.6% $296.21 -2.3%
548 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 4,211.0 $530K 0.00% NEW $125.87 -26.6%
549 CL COLGATE PALMOLIVE CO Consumer Defensive 6,700.0 $529K 0.00% +4K +179.9% $79.02 +20.4%
550 UAA UNDER ARMOUR INC Consumer Cyclical 106,133.0 $527K 0.00% -36K -25.1% $4.97 +33.4%
551 ZD ZIFF DAVIS INC Communication Services 15,001.0 $527K 0.00% NEW $35.15 +49.2%
552 MRK MERCK & CO INC Healthcare 5,008.0 $527K 0.00% -29K -85.3% $105.26 +23.0%
553 DLR DIGITAL RLTY TR INC Real Estate 3,405.0 $527K 0.00% NEW $154.71 +12.0%
554 KSS KOHLS CORP Consumer Cyclical 25,716.0 $525K 0.00% -14K -35.3% $20.41 -10.9%
555 ED CONSOLIDATED EDISON INC Utilities 5,277.0 $524K 0.00% NEW $99.32 +14.8%
556 PEN PENUMBRA INC Healthcare 1,674.0 $520K 0.00% NEW $310.91 +2.5%
557 WELL WELLTOWER INC Real Estate 2,802.0 $520K 0.00% +238.0 +9.3% $185.61 +27.1%
558 BDRY AMPLIFY COMMODITY TRUST Financial Services 58,422.0 $512K 0.00% +835.0 +1.4% $8.77 +39.9%
559 VLO VALERO ENERGY CORP Energy 3,142.0 $511K 0.00% +768.0 +32.4% $162.79 +64.5%
560 EOLS EVOLUS INC Healthcare 76,850.0 $511K 0.00% NEW $6.65 +3.8%
Page 28 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%