Marshall Investment Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationlittleton, CO
- CIK0002022427
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
76 | $199.09M | GQ9, BRK.B, MSFT, FMDE | 13F-HR | Feb 9, 2026 | 000142050626000223 | ||
75 | $188.92M | GQ9, FFLG, MSFT, CGGR | 13F-HR | Nov 13, 2025 | 000142050625003216 | ||
27 | $21.05M | FIRST TR EXCHANGE-TRADED FD, MSFT, ARKW, FVD | 13F-HR | Aug 13, 2025 | 000142050625001991 | ||
252 | $160.99M | GQ9, BRK.B, RDVY, FVD | 13F-HR | May 7, 2025 | 000142050625000926 | ||
135 | $169.72M | SPYV, BRK.B, MSFT, RDVY | 13F-HR | Feb 3, 2025 | 000198615225000015 |