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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $561M AUM 880 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 126 New 178 Added 139 Reduced 47 Exited
Page 22 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 8,011.0 $209K 0.04% NEW $26.08 +34.0%
422 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,205.0 $209K 0.04% NEW $173.06 -11.2%
423 PFE PFIZER INC Healthcare 8,612.0 $207K 0.04% NEW $24.08 +14.0%
424 ZION ZIONS BANCORPORATION NATL AS Financial Services 2,995.0 $207K 0.04% -1K -25.4% $69.18 -5.4%
425 CRS CARPENTER TECHNOLOGY CORP Industrials 335.0 $207K 0.04% NEW $616.87 -33.2%
426 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 12,648.0 $206K 0.04% NEW $16.30 +14.3%
427 MDYG SPDR SERIES TRUST 1,839.0 $206K 0.04% NEW $112.12 -7.0%
428 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 3,943.0 $206K 0.04% NEW $52.16 -4.1%
429 PSI INVESCO EXCHANGE TRADED FD T 1,094.0 $205K 0.04% NEW $187.78 -30.9%
430 AGX ARGAN INC Industrials 256.0 $204K 0.04% NEW $797.68 -50.6%
431 ROKU ROKU INC Communication Services 1,457.0 $201K 0.04% NEW $138.14 +12.3%
432 KINIKSA PHARMACEUTICALS INTL 3,147.0 $201K 0.04% NEW $63.95
433 IHS IHS HOLDING LIMITED Communication Services 22,871.0 $188K 0.03% $8.24 +2.2%
434 RDY DR REDDYS LABS LTD Healthcare 12,416.0 $180K 0.03% -3K -20.9% $14.49 -19.4%
435 DHT DHT HOLDINGS INC Energy 10,594.0 $175K 0.03% +157.0 +1.5% $16.53 +39.4%
436 CAG CONAGRA BRANDS INC Consumer Defensive 12,683.0 $171K 0.03% NEW $13.46 +12.7%
437 NU NU HLDGS LTD Financial Services 12,743.0 $170K 0.03% -1K -9.2% $13.36 +3.4%
438 NMR NOMURA HLDGS INC Financial Services 19,318.0 $170K 0.03% +3K +15.1% $8.78 +19.0%
439 BUR BURFORD CAPITAL LIMITED Financial Services 40,872.0 $168K 0.03% NEW $4.10 -5.6%
440 F FORD MTR CO Consumer Cyclical 11,376.0 $158K 0.03% NEW $13.90 -3.8%
Page 22 of 23  ·  459 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 38.3%
Financial Services 14.1%
Consumer Cyclical 9.2%
Industrials 9.2%
Healthcare 7.8%
Communication Services 6.6%
Consumer Defensive 6.0%
Energy 4.3%
Utilities 2.4%
Basic Materials 1.8%