Marks Group Wealth Management, Inc
Filing Date
Global Rank
#2,077
/ 8,605
▼ 134
· as of Mar 2026
Top Industry
Specialty Industrial Machinery
7.9%
3Y Alpha vs SPY
-10.3%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+34.8%
SPY
+76.5%
Annualised alpha
-10.4%
Max drawdown
−16.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
274 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
3.7%
+0.1 pts
Top 5
10.6%
−0.8 pts
Top 10
17.8%
−2.0 pts
HHI
89
Diversified−5
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 26.0% | $198,044,845 |
| Technology | 22.2% | $168,744,752 |
| Financial Services | 14.8% | $112,663,671 |
| Healthcare | 13.4% | $102,110,155 |
| Consumer Cyclical | 8.7% | $66,060,899 |
| Communication Services | 3.2% | $24,043,486 |
| Unclassified | 3.1% | $23,788,245 |
| Utilities | 2.3% | $17,528,368 |
| Consumer Defensive | 2.0% | $15,267,634 |
| Basic Materials | 1.7% | $12,875,970 |
| Energy | 1.6% | $12,499,293 |
| Real Estate | 0.9% | $7,104,517 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FISV | Fiserv Inc | +55,318 | 100,047 | $5,582,621 | |
| KDP | Keurig Dr Pepper Inc. | +45,447 | 69,699 | $1,835,174 | |
| ALC | Alcon Inc | +26,204 | 82,187 | $6,192,790 | |
| FIS | Fidelity National Information Services, Inc. | +17,235 | 41,585 | $1,950,752 | |
| FCN | Fti Consulting, Inc | +13,856 | 37,144 | $6,565,944 | |
| AUR | Aurora Innovation, Inc. | +11,641 | 80,695 | $332,463 | |
| RIO | Rio Tinto PLC | +10,904 | 14,558 | $1,358,115 | |
| CI | Cigna Group | +9,873 | 23,535 | $6,277,961 | |
| BDX | Becton Dickinson & Co | +9,363 | 55,446 | $8,717,773 | |
| ROP | Roper Technologies Inc | +9,205 | 17,496 | $6,191,134 | |
| BSY | Bentley Systems Inc | +9,046 | 18,044 | $633,705 | |
| ORCL | Oracle Corp | +8,343 | 50,036 | $7,360,795 | |
| GSK | GSK plc | +8,133 | 53,330 | $2,943,282 | |
| CNP | Centerpoint Energy Inc | +8,131 | 59,527 | $2,569,185 | |
| FDS | Factset Research Systems Inc | +7,626 | 23,924 | $5,191,268 | |
| NI | Nisource Inc. | +6,382 | 49,988 | $2,332,440 | |
| BRO | Brown & Brown, Inc. | +6,371 | 86,972 | $5,671,443 | |
| DECK | Deckers Outdoor Corp | +5,706 | 63,922 | $6,397,952 | |
| SNBRQ | Sleep Number Corp | +5,000 | 15,000 | $27,000 | |
| SAIA | Saia Inc | +4,717 | 19,040 | $6,688,370 | |
| ICLR | Icon PLC | +4,647 | 50,201 | $5,555,241 | |
| WAT | Waters Corp /De/ | +3,428 | 4,481 | $1,334,441 | |
| MDT | Medtronic plc | +3,019 | 32,598 | $2,824,616 | |
| PTC | Ptc Inc. | +2,640 | 11,808 | $1,682,521 | |
| DIS | Walt Disney Co | +2,500 | 8,186 | $788,966 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | −44,398 | 109,179 | $3,624,742 | |
| BAM | Brookfield Asset Management Ltd. | −35,486 | 83,825 | $3,726,020 | |
| NVT | nVent Electric plc | −31,914 | 69,004 | $8,161,792 | |
| NWG | NatWest Group plc | −25,994 | 69,442 | $1,034,685 | |
| MNST | Monster Beverage Corp | −23,865 | 43,989 | $3,187,442 | |
| ICE | Intercontinental Exchange, Inc. | −22,877 | 74,093 | $11,653,346 | |
| NVDA | Nvidia Corp | −20,044 | 74,065 | $12,916,936 | |
| PHK | Pimco High Income Fund | −19,229 | 261,440 | $1,210,467 | |
| RSG | Republic Services, Inc. | −17,532 | 61,498 | $13,469,291 | |
| SAN | Banco Santander, S.A. | −17,171 | 113,486 | $1,280,121 | |
| GAB | Gabelli Equity Trust Inc | −17,128 | 227,710 | $1,275,176 | |
| PLTR | Palantir Technologies Inc. | −14,390 | 30,067 | $4,398,200 | |
| EAD | Allspring Income Opportunities Fund | −13,495 | 162,945 | $1,055,883 | |
| TSCO | Tractor Supply Co /De/ | −12,915 | 122,944 | $5,569,363 | |
| BRW | Saba Capital Income & Opportunities Fund | −12,846 | 172,790 | $1,164,604 | |
| ABT | Abbott Laboratories | −11,969 | 11,795 | $1,210,991 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | −11,166 | 219,290 | $1,899,051 | |
| GE | General Electric Co | −10,963 | 35,106 | $9,962,028 | |
| RBA | Rb Global Inc. | −10,712 | 66,966 | $6,418,690 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | −10,619 | 19,609 | $955,546 | |
| FELE | Franklin Electric Co Inc | −10,480 | 67,689 | $6,238,894 | |
| ETR | Entergy Corp /De/ | −10,431 | 21,785 | $2,447,761 | |
| TJX | Tjx Companies Inc /De/ | −10,365 | 51,443 | $8,215,446 | |
| SSNC | SS&C Technologies Holdings Inc | −10,024 | 81,114 | $5,480,872 | |
| CTAS | Cintas Corp | −9,955 | 19,395 | $3,280,469 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 18,442 | $3,637,130 | |
| ASND | Ascendis Pharma A/S | 3,938 | $900,738 | |
| APGE | Apogee Therapeutics, Inc. | 8,243 | $693,813 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 1,650 | $545,934 | |
| COP | Conocophillips | 4,095 | $540,540 | |
| SPOT | Spotify Technology S.A. | 1,051 | $509,640 | |
| IX | Orix Corp | 16,124 | $483,558 | |
| ERAS | Erasca, Inc. | 29,879 | $483,442 | |
| USFD | US Foods Holding Corp. | 4,813 | $443,806 | |
| EFX | Equifax Inc | 2,463 | $443,512 | |
| PCVX | Vaxcyte, Inc. | 6,558 | $381,085 | |
| SPXC | SPX Technologies, Inc. | 1,883 | $376,487 | |
| KYMR | Kymera Therapeutics, Inc. | 4,003 | $333,409 | |
| WDS | Woodside Energy Group Ltd | 10,294 | $245,819 | |
| GLDM | World Gold Trust | 2,649 | $245,535 | |
| HWM | Howmet Aerospace Inc. | 941 | $216,862 | |
| LITE | Lumentum Holdings Inc. | 300 | $210,828 | |
| H | Hyatt Hotels Corp | 1,430 | $205,619 | |
| PHYS | Sprott Physical Gold Trust | 5,710 | $202,362 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MCO | Moodys Corp /De/ | 10,989 | $5,613,730 | |
| RELX | Relx PLC | 25,971 | $1,049,747 | |
| ARGX | Argenx SE | 1,219 | $1,025,117 | |
| CHKP | Check Point Software Technologies Ltd | 4,981 | $924,273 | |
| CLS | Celestica Inc | 2,731 | $807,310 | |
| RACE | Ferrari N.V. | 2,047 | $756,489 | |
| LIN | Linde PLC | 1,571 | $669,858 | |
| SHOP | Shopify Inc. | 4,104 | $660,620 | |
| APH | Amphenol Corp /De/ | 4,819 | $651,239 | |
| MCK | Mckesson Corp | 742 | $608,655 | |
| FTV | Fortive Corp | 7,416 | $409,437 | |
| LMT | Lockheed Martin Corp | 828 | $400,478 | |
| EXPD | Expeditors International Of Washington Inc | 1,985 | $295,784 | |
| ZLAB | Zai Lab Ltd | 16,278 | $287,143 | |
| NTES | NetEase, Inc. | 1,798 | $247,440 | |
| ARES | Ares Management Corp | 1,522 | $246,000 | |
| CVLT | Commvault Systems Inc | 1,931 | $242,070 | |
| DPZ | Dominos Pizza Inc | 579 | $241,338 | |
| T | At&T Inc. | 8,141 | $202,221 | |
| MFG | Mizuho Financial Group Inc | 10,494 | $76,815 | |
| No positions match the current search. | ||||
274 positions ·
$760,731,835 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 274 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 110,979 | $28,165,360 | 3.70% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 38,065 | $14,090,520 | 1.85% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 61,498 | $13,469,291 | 1.77% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 74,065 | $12,916,936 | 1.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 21,595 | $12,355,146 | 1.62% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 74,093 | $11,653,346 | 1.53% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 34,733 | $11,412,916 | 1.50% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 39,870 | $10,788,423 | 1.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 50,641 | $10,547,000 | 1.39% | |
| GE |
General Electric Co
Industrials
|
Reduced | 35,106 | $9,962,028 | 1.31% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 49,280 | $9,199,097 | 1.21% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 29,025 | $8,772,515 | 1.15% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 55,446 | $8,717,773 | 1.15% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 36,629 | $8,683,013 | 1.14% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 51,443 | $8,215,446 | 1.08% | |
| NVT |
nVent Electric plc
Industrials
|
Reduced | 69,004 | $8,161,792 | 1.07% | |
| CW |
Curtiss Wright Corp
Industrials
|
Reduced | 11,897 | $8,103,284 | 1.07% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 10,913 | $8,057,176 | 1.06% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 27,652 | $8,032,628 | 1.06% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Reduced | 171,396 | $7,916,781 | 1.04% | |
| ITT |
Itt Inc.
Industrials
|
Reduced | 41,071 | $7,825,257 | 1.03% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Reduced | 7,000 | $7,635,670 | 1.00% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 21,256 | $7,602,632 | 1.00% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 8,291 | $7,422,434 | 0.98% | |
| ORCL |
Oracle Corp
Technology
|
Added | 50,036 | $7,360,795 | 0.97% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
Reduced | 91,663 | $7,344,039 | 0.97% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 34,086 | $7,306,674 | 0.96% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Reduced | 11,727 | $7,094,951 | 0.93% | |
| GGG |
Graco Inc
Industrials
|
Reduced | 83,041 | $7,029,419 | 0.92% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 20,397 | $7,000,657 | 0.92% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Reduced | 35,036 | $6,868,456 | 0.90% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 27,860 | $6,759,392 | 0.89% | |
| SAIA |
Saia Inc
Industrials
|
Added | 19,040 | $6,688,370 | 0.88% | |
| FCN |
Fti Consulting, Inc
Industrials
|
Added | 37,144 | $6,565,944 | 0.86% | |
| CACI |
Caci International Inc /De/
Technology
|
Reduced | 12,005 | $6,529,159 | 0.86% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Reduced | 29,959 | $6,488,519 | 0.85% | |
| PRI |
Primerica, Inc.
Financial Services
|
Reduced | 25,903 | $6,488,182 | 0.85% | |
| RBA |
Rb Global Inc.
Industrials
|
Reduced | 66,966 | $6,418,690 | 0.84% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
Added | 63,922 | $6,397,952 | 0.84% | |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
Reduced | 38,446 | $6,348,971 | 0.83% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Reduced | 40,649 | $6,321,732 | 0.83% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Reduced | 18,836 | $6,284,065 | 0.83% | |
| CI |
Cigna Group
Healthcare
|
Added | 23,535 | $6,277,961 | 0.83% | |
| FELE |
Franklin Electric Co Inc
Industrials
|
Reduced | 67,689 | $6,238,894 | 0.82% | |
| ALC |
Alcon Inc
Healthcare
|
Added | 82,187 | $6,192,790 | 0.81% | |
| ROP |
Roper Technologies Inc
Technology
|
Added | 17,496 | $6,191,134 | 0.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 20,794 | $6,116,762 | 0.80% | |
| RMD |
Resmed Inc
Healthcare
|
Reduced | 27,242 | $6,115,283 | 0.80% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Reduced | 47,945 | $6,102,438 | 0.80% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 8,359 | $6,084,180 | 0.80% |