§ 13F · FUND PROFILE
MARSHALL INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $189M (13F)Positions · 75Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 47K | $20M | 9.7% | −3% |
| 2 | MFUS | PIMCO EQUITY SER | 195K | $11M | 5.4% | +27% |
| 3 | RPV | INVESCO EXCHANGE TRADED FD T | 96K | $10M | 5.0% | NEW |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 20K | $10M | 4.6% | +9% |
| 5 | MSFT | MICROSOFT CORP | 20K | $7M | 3.6% | +9% |
| 6 | AMZN | AMAZON COM INC | 32K | $7M | 3.2% | +9% |
| 7 | FELV | FIDELITY COVINGTON TRUST | 168K | $6M | 2.8% | NEW |
| 8 | FFLG | FIDELITY COVINGTON TRUST | 209K | $6M | 2.8% | −27% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 73K | $5M | 2.4% | +9% |
| 10 | AAPL | APPLE INC | 19K | $5M | 2.4% | +3% |
§ 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 $189 million in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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