§ 13F · FUND PROFILE
MARSHALL INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $188.9T (13F)Positions · 75Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 48K | $19.2T | 9.6% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 18K | $9.3T | 4.6% | +6% |
| 3 | MSFT | MICROSOFT CORP | 19K | $9.0T | 4.5% | +7% |
| 4 | FMDE | FIDELITY COVINGTON TRUST | 240K | $8.7T | 4.4% | −1% |
| 5 | MFUS | PIMCO EQUITY SER | 154K | $8.7T | 4.4% | −3% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 195K | $8.7T | 4.4% | −4% |
| 7 | FFLG | FIDELITY COVINGTON TRUST | 288K | $8.6T | 4.3% | −6% |
| 8 | AMZN | AMAZON COM INC | 30K | $6.9T | 3.4% | +10% |
| 9 | SPY | SPDR S&P 500 ETF TR | 8K | $5.3T | 2.6% | −27% |
| 10 | AAPL | APPLE INC | 19K | $5.1T | 2.6% | +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 $188922.9 trillion in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed