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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 39 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,772.0 $413K 0.00% NEW $233.10 +5.3%
762 GPN GLOBAL PMTS INC Industrials 5,658.0 $411K 0.00% -3K -37.0% $72.56 +25.9%
763 BHC BAUSCH HEALTH COS INC Healthcare 83,181.0 $410K 0.00% +8K +11.2% $4.93 +38.4%
764 FTAI AVIATION LTD 1,501.0 $406K 0.00% NEW $270.53
765 SHAZ SHARONAI HOLDINGS INC Technology 4,794.0 $406K 0.00% NEW $84.66 -21.6%
766 IVES WEDBUSH SER TR 10,559.0 $402K 0.00% NEW $38.10 +1.4%
767 BTDR BITDEER TECHNOLOGIES GROUP Technology 25,341.0 $402K 0.00% NEW $15.87 -41.1%
768 VNET VNET GROUP INC Technology 50,003.0 $402K 0.00% NEW $8.04 -16.4%
769 HLIO HELIOS TECHNOLOGIES INC Industrials 4,500.0 $402K 0.00% NEW $89.25 -13.0%
770 BHK BLACKROCK CORE BD TR Financial Services 43,685.0 $401K 0.00% NEW $9.17 -0.7%
771 CAMT CAMTEK LTD Technology 2,450.0 $400K 0.00% NEW $163.12 -6.4%
772 BORR DRILLING LTD 96,661.0 $399K 0.00% +7K +7.4% $4.13
773 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,239.0 $399K 0.00% +4K +53.7% $38.96 +7.3%
774 NOK CALL NOKIA CORP Technology 30,000.0 $398K 0.00% NEW $13.28 -22.2%
775 CAVA CAVA GROUP INC Consumer Cyclical 5,027.0 $395K 0.00% NEW $78.48 -6.7%
776 LMT LOCKHEED MARTIN CORP Industrials 769.0 $392K 0.00% -75.0 -8.9% $509.46 +17.3%
777 VXX BARCLAYS BANK PLC Financial Services 17,726.0 $392K 0.00% -6K -25.9% $22.09 -12.9%
778 AFL AFLAC INC Financial Services 3,326.0 $390K 0.00% NEW $117.25 +0.5%
779 LEN LENNAR CORP Consumer Cyclical 4,280.0 $387K 0.00% +136.0 +3.3% $90.49 -1.7%
780 UEC PUT URANIUM ENERGY CORP Energy 36,000.0 $384K 0.00% $10.66 +7.0%
Page 39 of 56  ·  1,117 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%