MARSHALL INVESTMENT MANAGEMENT, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC reported 497 positions worth $240.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GLD (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GLD | SH | $17.6M | 7.31% | 47,749 | — | — | |
| ▸ 2 | MFUS | SH | $12.4M | 5.14% | 184,309 | — | — | |
| ▸ 3 | XMHQ | SH | $10.8M | 4.49% | 95,805 | — | — | |
| ▸ 4 | BRK-B | SH | $10.1M | 4.20% | 20,218 | — | — | |
| ▸ 5 | MSFT | SH | $8.2M | 3.40% | 21,931 | — | — | |
| ▸ 6 | AMZN | SH | $8.1M | 3.38% | 34,118 | — | — | |
| ▸ 7 | AAPL | SH | $6.9M | 2.85% | 23,705 | — | — | |
| ▸ 8 | FFLG | SH | $6.9M | 2.85% | 197,558 | — | — | |
| ▸ 9 | CRWD | SH | $6.6M | 2.73% | 8,621 | — | — | |
| ▸ 10 | FELV | SH | $6.4M | 2.66% | 159,753 | — | — |
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Frequently Asked Questions
What stocks does MARSHALL INVESTMENT MANAGEMENT, LLC hold as of Q2 2026?
MARSHALL INVESTMENT MANAGEMENT, LLC reported 497 positions worth $240.8M in its Q2 2026 13F filing. Largest positions: GLD (7.3%), MFUS (5.1%), XMHQ (4.5%), BRK-B (4.2%) and MSFT (3.4%).
What did MARSHALL INVESTMENT MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MARSHALL INVESTMENT MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.