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Portfolio (Quarterly) Guide ↗

Marks Group Wealth Management, Inc

· CIK 0001802473
13F Portfolio $1.0B AUM 536 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 98 Added 152 Reduced 26 Exited
Page 3 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 48,108.0 $7.1M 0.68% +42K +729.6% $146.61 -1.5%
42 GGG GRACO INC Industrials 83,041.0 $7.0M 0.68% -2K -2.4% $84.65 -10.6%
43 GD GENERAL DYNAMICS CORP Industrials 20,397.0 $7.0M 0.68% -5K -19.4% $343.22 -2.1%
44 DRI DARDEN RESTAURANTS INC Consumer Cyclical 35,036.0 $6.9M 0.66% -4K -11.2% $196.04 -1.5%
45 FDMO FIDELITY COVINGTON TRUST 85,120.0 $6.8M 0.66% +80K +1548.7% $80.10 +15.9%
46 UNP UNION PAC CORP Industrials 27,860.0 $6.8M 0.65% -4K -12.2% $242.62 +11.4%
47 SAIA SAIA INC Industrials 19,040.0 $6.7M 0.65% +5K +32.9% $351.28 +30.2%
48 FCN FTI CONSULTING INC Industrials 37,144.0 $6.6M 0.63% +14K +59.5% $176.77 -17.3%
49 CACI CACI INTL INC Technology 12,005.0 $6.5M 0.63% -5K -28.5% $543.85 -10.5%
50 AJG GALLAGHER ARTHUR J & CO Financial Services 29,959.0 $6.5M 0.63% -1K -3.4% $216.58 -7.3%
51 PRI PRIMERICA INC Financial Services 25,903.0 $6.5M 0.63% -3K -10.4% $250.48 +9.5%
52 RB GLOBAL INC 66,966.0 $6.4M 0.62% -11K -13.8% $95.85
53 DECK DECKERS OUTDOOR CORP Consumer Cyclical 63,922.0 $6.4M 0.62% +6K +9.8% $100.09 -6.5%
54 BAI BLACKROCK ETF TRUST 193,806.0 $6.4M 0.62% +25K +14.7% $32.95 +41.4%
55 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 38,446.0 $6.3M 0.61% -5K -12.1% $165.14 +6.8%
56 LEIDOS HOLDINGS INC 40,649.0 $6.3M 0.61% -8K -16.5% $155.52
57 CSL CARLISLE COS INC Industrials 18,836.0 $6.3M 0.61% -2K -9.9% $333.61 +4.3%
58 CI THE CIGNA GROUP Healthcare 23,535.0 $6.3M 0.60% +10K +72.3% $266.75 +6.9%
59 FELE FRANKLIN ELEC INC Industrials 67,689.0 $6.2M 0.60% -10K -13.4% $92.17 +4.3%
60 ALC ALCON AG Healthcare 82,187.0 $6.2M 0.60% +26K +46.8% $75.35 -13.4%
Page 3 of 17  ·  337 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
Industrials 26.1%
Technology 21.2%
Financial Services 16.6%
Healthcare 12.6%
Consumer Cyclical 8.8%
Communication Services 6.3%
Utilities 2.2%
Consumer Defensive 1.9%
Basic Materials 1.7%
Energy 1.7%