Marks Wealth, LLC
CIK
1838660
Location
ELLICOTT CITY, MD
Portfolio Value
Micro
$1,228,606
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,520
/ 8,603
▼ 536
· as of Mar 2026
Top Industry
Medical Instruments & Supplies
22.1%
3Y Alpha vs SPY
+7.9%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
22 quarters · since Dec 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
+119.3%
SPY
+76.0%
Annualised alpha
+9.2%
Max drawdown
−23.0%
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
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.1%
−68.5 pts
Top 5
100.0%
+2.8 pts
Top 10
100.0%
0.0 pts
HHI
2,019
Moderately concentrated−6,201
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 38.4% | $471,647 |
| Healthcare | 22.1% | $271,536 |
| Industrials | 19.8% | $243,015 |
| Energy | 19.7% | $242,408 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BDX | Becton Dickinson & Co | +2 | 1,727 | $271,536 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
5 positions ·
$1,228,606 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 1,727 | $271,536 | 22.10% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 818 | $267,543 | 21.78% | |
| BA |
Boeing Co
Industrials
|
Held | 1,221 | $243,015 | 19.78% | |
| ET |
Energy Transfer LP
Energy
|
Held | 12,560 | $242,408 | 19.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 980 | $204,104 | 16.61% |