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Portfolio (Quarterly) Guide ↗

Marble Wealth, LLC

· CIK 0002110081
13F Portfolio $653M AUM 234 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 234 New
Page 5 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GL GLOBE LIFE INC Financial Services 7,292.0 $1.3M 0.20% NEW $178.69 -4.3%
82 AXP AMERICAN EXPRESS CO Financial Services 3,840.0 $1.3M 0.20% NEW $338.26 -0.7%
83 LMT LOCKHEED MARTIN CORP Industrials 2,423.0 $1.2M 0.19% NEW $509.56 +10.6%
84 AMD ADVANCED MICRO DEVICES INC Technology 2,108.0 $1.2M 0.19% NEW $580.81 -18.5%
85 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,107.0 $1.2M 0.18% NEW $92.09 -3.2%
86 LQD ISHARES TR 10,711.0 $1.2M 0.18% NEW $109.07 -2.9%
87 TSLA TESLA INC Consumer Cyclical 2,747.0 $1.2M 0.18% NEW $420.63 -13.7%
88 RF REGIONS FINANCIAL CORP NEW Financial Services 38,017.0 $1.1M 0.18% NEW $30.20 +0.7%
89 BGIG ETF SER SOLUTIONS 31,573.0 $1.1M 0.17% NEW $35.89 +2.9%
90 XLU SELECT SECTOR SPDR TR 24,849.0 $1.1M 0.17% NEW $45.34 -5.7%
91 ROK ROCKWELL AUTOMATION INC Industrials 2,245.0 $1.1M 0.17% NEW $495.13 -11.7%
92 EMR EMERSON ELEC CO Industrials 7,725.0 $1.1M 0.17% NEW $143.15 +9.8%
93 VMC VULCAN MATLS CO Basic Materials 3,713.0 $1.1M 0.17% NEW $295.02 -6.4%
94 MS MORGAN STANLEY Financial Services 5,094.0 $1.1M 0.16% NEW $209.03 +2.5%
95 TRV TRAVELERS COMPANIES INC Financial Services 3,150.0 $1.0M 0.16% NEW $330.09 +10.1%
96 CHD CHURCH & DWIGHT CO INC Consumer Defensive 10,521.0 $1.0M 0.16% NEW $96.88 +2.0%
97 BXSL BLACKSTONE SECD LENDING FD Financial Services 42,815.0 $1.0M 0.15% NEW $23.71 +4.4%
98 DUK DUKE ENERGY CORP NEW Utilities 7,987.0 $1.0M 0.15% NEW $126.58 -5.3%
99 FNDB SCHWAB STRATEGIC TR 32,605.0 $993K 0.15% NEW $30.46 +4.1%
100 XLE SELECT SECTOR SPDR TR 18,658.0 $991K 0.15% NEW $53.11 +19.8%
Page 5 of 12  ·  234 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 36.6%
Financial Services 17.1%
Consumer Cyclical 9.1%
Consumer Defensive 8.6%
Industrials 8.0%
Communication Services 6.6%
Healthcare 5.3%
Energy 3.3%
Utilities 3.2%
Basic Materials 1.8%