Marks Group Wealth Management, Inc
Position in FTRE — Fortrea Holdings Inc.
CIK 1802473
MINNETONKA, MN
Position in FTRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$261,000
+$119,700 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#167
of 331 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTRE Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $6,508,451 across 8 Biotechnology names. FTRE ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CYTK |
Cytokinetics Inc
|
18,024 | $1,535,464 | |
| 2 | APGE |
Apogee Therapeutics, Inc.
|
9,088 | $1,206,250 | |
| 3 | ASND |
Ascendis Pharma A/S
|
4,345 | $1,158,898 | |
| 4 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
2,717 | $817,898 | |
| 5 | ERAS |
Erasca, Inc.
|
32,857 | $601,940 | |
| 6 | KYMR |
Kymera Therapeutics, Inc.
|
4,422 | $507,070 | |
| 7 | PCVX |
Vaxcyte, Inc.
|
7,224 | $419,931 | |
| 8 | FTRE |
Fortrea Holdings Inc.
This page
|
15,000 | $261,000 |
All Filings in FTRE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,000 | 15,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $141,300 | 15,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $258,750 | 15,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $210,500 | 25,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $123,500 | 25,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $105,700 | 14,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $261,100 | 14,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $240,000 | 12,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $280,080 | 12,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $401,400 | 10,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $349,000 | 10,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $228,720 | 8,000 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||