account_balance
Investment manager · 13F filer · SEC CIK 2022427
Marshall Investment Management, LLC
Reported value$241Mas of Jun 30, 2026
Positions497 254 new, 31 sold out
Top 10 weight39.0%GLD alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GLDSPDR Gold Trust
7.3%
MFUSPimco Rafi
5.1%Trimmed −5%
XMHQInvesco S&P
4.5%New
BRK-BBerkshire Hathaway Inc
4.2%
MSFTMicrosoft Corp
3.4%Added +9%
AMZNAmazon.com Inc
3.4%Added +6%
AAPLApple Inc.
2.8%Added +22%
FFLGFidelity Fundamental
2.8%Trimmed −5%
CRWDCrowdStrike Holdings, Inc.
2.7%Added +4%
FELVFidelity Enhanced
2.7%Trimmed −5%
GOOGAlphabet Inc.
2.4%Added +2%
JPMJPMorgan Chase & Co
2.4%Added +8%
GLDSPDR Gold Trust
7.3%
MFUSPimco Rafi
5.1%Trimmed −5%
XMHQInvesco S&P
4.5%New
BRK-BBerkshire Hathaway Inc
4.2%
MSFTMicrosoft Corp
3.4%+9%
AMZNAmazon.com Inc
3.4%
AAPLApple Inc.
2.8%
FFLGFidelity Fundamental
2.8%
CRWDCrowdStrike Holdings, Inc.
2.7%
FELV2.7%
GOOGJPM2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GLD SPDR Gold Trust 7.3% Held
MFUS Pimco Rafi 5.1% Trimmed −5%
XMHQ Invesco S&P 4.5% New
BRK-B Berkshire Hathaway Inc 4.2% HeldMSFT Microsoft Corp 3.4% Added +9%AMZN Amazon.com Inc 3.4% Added +6%AAPL Apple Inc. 2.8% Added +22%FFLG Fidelity Fundamental 2.8% Trimmed −5%
CRWD CrowdStrike Holdings, Inc. 2.7% Added +4%FELV Fidelity Enhanced 2.7% Trimmed −5%
GOOG Alphabet Inc. 2.4% Added +2%JPM JPMorgan Chase & Co 2.4% Added +8%What changed
Biggest moves since Mar 31, 2026
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