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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.9B AUM 1,565 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 572 New 219 Added 156 Reduced
Page 8 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BXSL BLACKSTONE SECD LENDING FD Financial Services 98,449.0 $2.6M 0.02% NEW $26.33 -10.0%
142 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 401,498.0 $2.5M 0.02% NEW $6.30 -21.3%
143 AVGO CALL BROADCOM INC Technology 7,300.0 $2.5M 0.02% NEW $346.10 +3.8%
144 CSCO CALL CISCO SYS INC Technology 32,600.0 $2.5M 0.02% NEW $77.03 +45.7%
145 PGX INVESCO EXCH TRADED FD TR II 220,021.0 $2.5M 0.02% NEW $11.24 -3.2%
146 AES CALL AES CORP Utilities 172,000.0 $2.5M 0.02% NEW $14.34 +2.0%
147 QCOM CALL QUALCOMM INC Technology 14,100.0 $2.4M 0.01% NEW $171.05 +1.5%
148 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 8,000.0 $2.4M 0.01% NEW $296.21 -2.9%
149 NET CLOUDFLARE INC Technology 11,603.0 $2.3M 0.01% NEW $197.15 +21.8%
150 KHC KRAFT HEINZ CO Consumer Defensive 91,854.0 $2.2M 0.01% NEW $24.25 +3.9%
151 ORCL CALL ORACLE CORP Technology 11,400.0 $2.2M 0.01% NEW $194.91 -27.9%
152 NOW CALL SERVICENOW INC Technology 14,500.0 $2.2M 0.01% NEW $153.19 -30.7%
153 PYPL CALL PAYPAL HLDGS INC Financial Services 37,200.0 $2.2M 0.01% NEW $58.38 -22.8%
154 LMND LEMONADE INC Financial Services 29,575.0 $2.1M 0.01% NEW $71.18 -1.2%
155 VOLATILITY SHS TR 321,000.0 $2.0M 0.01% NEW $6.38
156 GLD CALL SPDR GOLD TR Financial Services 5,000.0 $2.0M 0.01% NEW $396.31 -4.8%
157 SKYT SKYWATER TECHNOLOGY INC Technology 106,736.0 $1.9M 0.01% NEW $18.16 +85.3%
158 MXF MEXICO FD INC Financial Services 95,638.0 $1.9M 0.01% NEW $20.14 +9.5%
159 OKTA OKTA INC Technology 21,889.0 $1.9M 0.01% NEW $86.47 +62.9%
160 COIN CALL COINBASE GLOBAL INC Financial Services 8,300.0 $1.9M 0.01% NEW $226.14 -27.2%
Page 8 of 29  ·  572 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 35.7%
Financial Services 28.0%
Consumer Cyclical 11.1%
Healthcare 10.1%
Communication Services 9.0%
Industrials 2.4%
Utilities 1.2%
Basic Materials 1.0%
Energy 0.6%
Real Estate 0.5%