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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 48 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CX CEMEX SA EURO MTN BE 144A Basic Materials 10,020.0 $115K 0.00% -3K -22.8% $11.44 +9.8%
942 LTRX LANTRONIX INC Technology 20,000.0 $105K 0.00% NEW $5.24 +23.1%
943 DPRO DRAGANFLY INC. Industrials 20,809.0 $102K 0.00% NEW $4.91 +8.8%
944 RXRX RECURSION PHARMACEUTICALS IN Healthcare 32,788.0 $101K 0.00% NEW $3.07 -1.0%
945 UAA UNDER ARMOUR INC Consumer Cyclical 16,796.0 $99K 0.00% -89K -84.2% $5.91 -13.7%
946 POET POET TECHNOLOGIES INC Technology 16,657.0 $99K 0.00% -12K -42.6% $5.94 +246.3%
947 VIR VIR BIOTECHNOLOGY INC Healthcare 11,000.0 $99K 0.00% NEW $8.96 +1.5%
948 BCP INVESTMENT CORPORATION 12,722.0 $96K 0.00% -11K -45.6% $7.52
949 PCQ PIMCO CALIF MUN INCOME FD Financial Services 11,000.0 $94K 0.00% NEW $8.58 +1.3%
950 MOUNT LOGAN CAP INC 26,325.0 $94K 0.00% +6K +28.9% $3.58
951 VIVOPOWER PLC 39,754.0 $91K 0.00% $2.30
952 SVV SAVERS VALUE VLG INC Consumer Cyclical 12,000.0 $89K 0.00% -3K -20.0% $7.44 -2.0%
953 AEYE AUDIOEYE INC Technology 13,984.0 $89K 0.00% NEW $6.37 +8.8%
954 PROP CALL PRAIRIE OPER CO Financial Services 40,000.0 $81K 0.00% NEW $2.03 -57.9%
955 SBET SHARPLINK INC Financial Services 12,396.0 $80K 0.00% -41K -76.9% $6.45 +14.7%
956 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 86,700.0 $77K $0.89 -27.7%
957 BTTC BLACK TITAN CORP Financial Services 54,983.0 $77K +5K +8.9% $1.40 -12.1%
958 LGCL LUCAS GC LTD Technology 46,401.0 $71K NEW $1.53 +11.1%
959 A2Z CUST2MATE SOLUTIONS CORP 10,000.0 $67K -18K -64.3% $6.67
960 QUANTUM BIOPHARMA LTD 13,468.0 $65K $4.83
Page 48 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%