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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 6 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COP CONOCOPHILLIPS Energy 9,430.0 $980K 0.15% NEW $103.96 +29.7%
102 VEU VANGUARD INTL EQUITY INDEX F 11,567.0 $969K 0.15% NEW $83.75 +2.3%
103 SHY ISHARES TR 11,791.0 $968K 0.15% NEW $82.11 -0.1%
104 EOG EOG RES INC Energy 7,358.0 $955K 0.15% NEW $129.74 +18.0%
105 AKRE PROFESIONALLY MANAGED PORTFO 16,912.0 $900K 0.14% NEW $53.19 +13.8%
106 NSC NORFOLK SOUTHN CORP Industrials 2,849.0 $896K 0.14% NEW $314.62 +11.5%
107 ABT ABBOTT LABORATORIES Healthcare 9,757.0 $885K 0.14% NEW $90.74 +28.5%
108 SHOP SHOPIFY INC Technology 7,707.0 $880K 0.14% NEW $114.19 +30.7%
109 MDLZ MONDELEZ INTL INC Consumer Defensive 15,209.0 $880K 0.14% NEW $57.84 +11.4%
110 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,981.0 $866K 0.13% NEW $290.62 -8.2%
111 LAMR LAMAR ADVERTISING CO Real Estate 5,395.0 $841K 0.13% NEW $155.98 -3.3%
112 XLY SELECT SECTOR SPDR TR 7,109.0 $834K 0.13% NEW $117.27 +0.6%
113 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,657.0 $830K 0.13% NEW $178.24 +17.6%
114 FCX FREEPORT MCMORAN INC Basic Materials 13,119.0 $825K 0.13% NEW $62.89 +21.9%
115 MUB ISHARES TR 7,367.0 $793K 0.12% NEW $107.61 -2.1%
116 PANW PALO ALTO NETWORKS INC Technology 2,250.0 $767K 0.12% NEW $341.06 +4.9%
117 SNDK SANDISK CORP Technology 319.0 $726K 0.11% NEW $2274.96 -29.8%
118 AMP AMERIPRISE FINL INC Financial Services 1,561.0 $716K 0.11% NEW $458.79 +21.1%
119 ITOT ISHARES TR 4,343.0 $713K 0.11% NEW $164.26 +2.3%
120 WM WASTE MGMT INC DEL Industrials 3,192.0 $711K 0.11% NEW $222.86 +0.5%
Page 6 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%