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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.8B AUM 1,464 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 338 New 341 Added 269 Reduced 294 Exited
Page 16 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ORN ORION GROUP HLDGS INC Industrials 14,000.0 $153K 0.00% NEW $10.90 +34.1%
302 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 13,000.0 $142K 0.00% NEW $10.89 +9.4%
303 BKD BROOKDALE SR LIVING INC Healthcare 10,001.0 $137K 0.00% NEW $13.68 -2.7%
304 SDGR SCHRODINGER INC Healthcare 11,574.0 $131K 0.00% NEW $11.36 +7.8%
305 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 10,510.0 $125K 0.00% NEW $11.90 +3.9%
306 SCO PROSHARES TR II Financial Services 15,000.0 $125K 0.00% NEW $8.32 -29.2%
307 IIM INVESCO VALUE MUN INCOME TR Financial Services 10,200.0 $124K 0.00% NEW $12.16 -1.0%
308 CPIX CUMBERLAND PHARMACEUTICALS I Healthcare 36,423.0 $118K 0.00% NEW $3.25 +58.8%
309 LTRX LANTRONIX INC Technology 20,000.0 $105K 0.00% NEW $5.24 +20.6%
310 DPRO DRAGANFLY INC. Industrials 20,809.0 $102K 0.00% NEW $4.91 +5.0%
311 RXRX RECURSION PHARMACEUTICALS IN Healthcare 32,788.0 $101K 0.00% NEW $3.07 -5.5%
312 VIR VIR BIOTECHNOLOGY INC Healthcare 11,000.0 $99K 0.00% NEW $8.96 -3.0%
313 PCQ PIMCO CALIF MUN INCOME FD Financial Services 11,000.0 $94K 0.00% NEW $8.58 +0.6%
314 AEYE AUDIOEYE INC Technology 13,984.0 $89K 0.00% NEW $6.37 +13.5%
315 PROP CALL PRAIRIE OPER CO Financial Services 40,000.0 $81K 0.00% NEW $2.03 -59.2%
316 LGCL LUCAS GC LTD Technology 46,401.0 $71K NEW $1.53 +13.1%
317 INFLEQTION INC 14,220.0 $63K NEW $4.43
318 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 25,075.0 $61K NEW $2.43 +7.8%
319 EVTL VERTICAL AEROSPACE LTD Industrials 27,091.0 $60K NEW $2.21 +10.2%
320 RR RICHTECH ROBOTICS INC Industrials 22,744.0 $48K NEW $2.09 +18.2%
Page 16 of 17  ·  338 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 41.9%
Financial Services 27.5%
Consumer Cyclical 8.5%
Healthcare 7.9%
Communication Services 3.5%
Utilities 2.7%
Consumer Defensive 2.4%
Industrials 2.3%
Basic Materials 1.6%
Energy 1.4%