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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 8 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CL COLGATE PALMOLIVE CO Consumer Defensive 5,674.0 $520K 0.08% NEW $91.68 -0.7%
142 BE BLOOM ENERGY CORP Industrials 1,711.0 $518K 0.08% NEW $302.76 -33.5%
143 IAU ISHARES GOLD TR Financial Services 6,726.0 $508K 0.08% NEW $75.51 +14.9%
144 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,157.0 $496K 0.08% NEW $96.13 -50.3%
145 DE DEERE & CO Industrials 777.0 $493K 0.07% NEW $634.31 +2.1%
146 IWF ISHARES TR 3,895.0 $484K 0.07% NEW $124.19 -1.4%
147 SFBS SERVISFIRST BANCSHARES INC Financial Services 5,510.0 $478K 0.07% NEW $86.75 -50.0%
148 MA MASTERCARD INCORPORATED Financial Services 913.0 $469K 0.07% NEW $513.42 +13.1%
149 JCI JOHNSON CONTROLS INTERNATION Industrials 3,186.0 $465K 0.07% NEW $146.10 -2.1%
150 BOXX EA SERIES TRUST 3,975.0 $465K 0.07% NEW $117.09 +0.7%
151 VONE VANGUARD SCOTTSDALE FDS 1,367.0 $463K 0.07% NEW $338.72 +2.5%
152 HCA HCA HEALTHCARE INC Healthcare 1,181.0 $460K 0.07% NEW $389.89 +10.1%
153 ADI ANALOG DEVICES INC Technology 1,128.0 $448K 0.07% NEW $397.33 -6.1%
154 UNP UNION PAC CORP Industrials 1,639.0 $446K 0.07% NEW $272.05 +13.2%
155 PH PARKER-HANNIFIN CORP Industrials 453.0 $443K 0.07% NEW $977.80 +2.4%
156 ISRG INTUITIVE SURGICAL INC Healthcare 1,107.0 $440K 0.07% NEW $397.63 -4.7%
157 SHW SHERWIN WILLIAMS CO Basic Materials 1,274.0 $439K 0.07% NEW $344.30 +0.7%
158 PEP PEPSICO INC Consumer Defensive 3,163.0 $428K 0.07% NEW $135.41 +6.0%
159 MAA MID-AMER APT CMNTYS INC Real Estate 2,935.0 $408K 0.06% NEW $138.93 -5.5%
160 AEP AMERICAN ELEC PWR CO INC Utilities 2,974.0 $407K 0.06% NEW $136.79 -11.6%
Page 8 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%