Marshall Investment Management
$241M 13F equity value
528 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Marshall Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GLD | SPDR GOLD | 47,749 | $18M | 7.3% |
| MFUS | PIMCO RAFI | 184,309 | $12M | 5.1% |
| XMHQ | INVESCO S&P | 95,805 | $11M | 4.5% |
| BRKB | BERKSHIRE HATHAWAY | 20,218 | $10M | 4.2% |
| MSFT | MICROSOFT CORP | 21,931 | $8M | 3.4% |
| AMZN | AMAZON COM | 34,118 | $8M | 3.4% |
| AAPL | APPLE INC | 23,705 | $7M | 2.8% |
| FFLG | FIDELITY FUNDAMENTAL | 197,558 | $7M | 2.8% |
| CRWD | CROWDSTRIKE HOLDINGS | 8,621 | $7M | 2.7% |
| FELV | FIDELITY ENHANCED | 159,753 | $6M | 2.7% |
Track Marshall Investment Management's 13F portfolio: $241M in reported holdings, 528 positions. Top holdings and quarterly changes on SentiSense.
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