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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 10 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FCX FREEPORT MCMORAN INC Basic Materials 133,635.0 $7.9M 0.05% +123K +1127.7% $58.78 +12.5%
182 ENPH ENPHASE ENERGY INC Energy 207,518.0 $7.8M 0.05% +103K +98.6% $37.81 +27.0%
183 MKL MARKEL GROUP INC Financial Services 4,012.0 $7.7M 0.05% $1914.07 -3.6%
184 WEBULL CORP 1,553,810.0 $7.5M 0.05% -554K -26.3% $4.80
185 AMZN PUT AMAZON COM INC Consumer Cyclical 35,000.0 $7.3M 0.05% -390K -91.8% $208.27 +26.8%
186 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 48,500.0 $7.1M 0.04% +32K +190.4% $146.28 -8.6%
187 MAREX GROUP PLC 159,100.0 $7.1M 0.04% +56K +53.7% $44.58
188 RCAT RED CAT HLDGS INC Technology 541,039.0 $7.1M 0.04% NEW $13.09 -25.6%
189 XOM EXXON MOBIL CORP Energy 41,676.0 $7.1M 0.04% +32K +351.9% $169.66 -9.9%
190 BSOL BITWISE SOLANA STAKING ETF Financial Services 637,738.0 $7.0M 0.04% +528K +479.8% $11.05 +9.0%
191 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 35,780.0 $7.0M 0.04% +4K +11.8% $195.41 -8.3%
192 INTU CALL INTUIT Technology 16,000.0 $6.9M 0.04% -28K -63.4% $432.38 -12.5%
193 PFE PFIZER INC Healthcare 245,068.0 $6.9M 0.04% +29K +13.7% $28.08 -8.3%
194 DVN DEVON ENERGY CORP NEW Energy 135,665.0 $6.8M 0.04% +128K +1684.6% $50.32 -6.1%
195 LUNR INTUITIVE MACHINES INC Industrials 357,285.0 $6.6M 0.04% NEW $18.56 +96.8%
196 TME TENCENT MUSIC ENTMT GROUP Communication Services 712,618.0 $6.6M 0.04% -26K -3.5% $9.28 -7.3%
197 KGC KINROSS GOLD CORP Basic Materials 214,589.0 $6.5M 0.04% -80K -27.1% $30.52 +1.2%
198 DHR DANAHER CORP DEL Healthcare 34,270.0 $6.5M 0.04% +31K +898.2% $189.60 -13.2%
199 RSP INVESCO EXCHANGE TRADED FD T 33,551.0 $6.4M 0.04% +30K +958.7% $191.92 +5.0%
200 FALN ISHARES TR 239,710.0 $6.4M 0.04% +57K +31.2% $26.72 +0.3%
Page 10 of 51  ·  1,007 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%