§ 13F · FUND PROFILE
MARSHALL INVESTMENT MANAGEMENT, LLC.
AUM · $241M (13F)Positions · 497Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD | 48K | $18M | 7.3% | +1% |
| 2 | MFUS | PIMCO RAFI | 184K | $12M | 5.1% | −5% |
| 3 | XMHQ | INVESCO S&P | 96K | $11M | 4.5% | NEW |
| 4 | BRK/B | BERKSHIRE HATHAWAY | 20K | $10M | 4.2% | +1% |
| 5 | MSFT | MICROSOFT CORP | 22K | $8M | 3.4% | +9% |
| 6 | AMZN | AMAZON COM | 34K | $8M | 3.4% | +6% |
| 7 | AAPL | APPLE INC | 24K | $7M | 2.8% | +22% |
| 8 | FFLG | FIDELITY FUNDAMENTAL | 198K | $7M | 2.8% | −5% |
| 9 | CRWD | CROWDSTRIKE HOLDINGS | 9K | $7M | 2.7% | +4% |
| 10 | FELV | FIDELITY ENHANCED | 160K | $6M | 2.7% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARSHALL SIGNAL
AC read
MARSHALL INVESTMENT MANAGEMENT, LLC is a Other fund managing $241 million in assets. The fund runs a broad portfolio of 497 positions.
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