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Marshall Investment Management

Latest statistics and disclosures from Marshall Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, MFUS, RPV, BRK.B, MSFT, and represent 28.30% of Marshall Investment Management's stock portfolio.
Added to shares of these 10 stocks: RPV (+$10M), FELV (+$5.9M), FTHF, FLXR, TSM, MFUS, MISL, FDL, BRK.B, MSFT.
Started 201 new stock positions in RPV, ESML, NFLX, BWA, FMB, NOBL, GSST, NET, DVY, KMB.
Reduced shares in these 10 stocks: CGGR (-$8.7M), FMDE (-$8.6M), SPY, META, FFLG, CIBR, XLU, ROBT, ARKW, GLD.
Sold out of its positions in CGGR, FUTY, ROBT.
Marshall Investment Management was a net buyer of stock by $12M.
Marshall Investment Management has $209M in assets under management (AUM), dropping by 4.72%.
Central Index Key (CIK): 0002022427

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Portfolio Holdings for Marshall Investment Management

Marshall Investment Management holds 274 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	9.7	$20M	-2%	47k	430.29	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	5.4	$11M	+26%	195k	58.40	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	5.0	$10M	NEW	96k	107.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.6	$9.6M	+8%	20k	479.20	View chart
Microsoft Corporation (MSFT)	3.6	$7.5M	+8%	20k	370.18	View chart
Amazon (AMZN)	3.2	$6.7M	+8%	32k	208.27	View chart
Fidelity Covington Trust Enhanced Large (FELV)	2.8	$5.9M	NEW	169k	34.91	View chart
Fidelity Covington Trust Fidelity Fund Lr (FFLG)	2.8	$5.8M	-27%	209k	27.81	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.4	$5.0M	+9%	73k	68.28	View chart
Apple (AAPL)	2.4	$4.9M	+2%	20k	253.79	View chart
JPMorgan Chase & Co. (JPM)	2.3	$4.8M	+6%	16k	294.17	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$4.7M		16k	286.85	View chart
NVIDIA Corporation (NVDA)	2.2	$4.7M	+3%	27k	174.40	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	2.2	$4.5M	+3%	181k	24.89	View chart
First Tr Exchange-traded Emerging Markets (FTHF)	1.9	$4.0M	NEW	108k	37.35	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.9	$4.0M	NEW	102k	39.27	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.9	$3.9M	-2%	35k	110.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.8	$3.8M	+333%	11k	337.96	View chart
Wal-Mart Stores (WMT)	1.8	$3.7M	+2%	30k	124.28	View chart
Eli Lilly & Co. (LLY)	1.7	$3.6M	+4%	3.9k	919.81	View chart
Verizon Communications (VZ)	1.7	$3.5M	+6%	70k	50.20	View chart
Duke Energy Corp Com New (DUK)	1.7	$3.5M	+7%	26k	130.94	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.6	$3.2M	+9%	8.3k	390.41	View chart
First Tr Exchange-traded SHS (FDL)	1.5	$3.2M	+35%	62k	50.80	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.4	$3.0M	+10%	158k	19.00	View chart
Amgen (AMGN)	1.3	$2.7M	+4%	7.8k	351.84	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	1.3	$2.7M		45k	60.44	View chart
First Tr Exchange-traded SHS (FVD)	1.3	$2.7M		57k	47.03	View chart
Spdr Series Trust State Street Spd (XAR)	1.2	$2.5M	-13%	10k	253.97	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	1.2	$2.5M	-9%	42k	59.70	View chart
Johnson & Johnson (JNJ)	1.2	$2.4M		9.9k	244.44	View chart
Global X Fds Lithium Btry Etf (LIT)	1.1	$2.3M	-11%	31k	74.35	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.1	$2.2M	+6%	44k	50.81	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$2.2M		24k	92.76	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.0	$2.1M	-8%	16k	133.19	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.0	$2.0M	-4%	26k	76.02	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.9	$2.0M	+10%	21k	93.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.8M	-64%	2.7k	650.21	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.8	$1.7M	+6%	43k	39.43	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.8	$1.6M	-2%	13k	126.98	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.8	$1.6M	+6%	51k	32.16	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.8	$1.6M	+9%	9.7k	163.58	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.8	$1.6M	-31%	13k	120.61	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$1.6M	-10%	9.7k	161.74	View chart
First Tr Exchange Traded Nasdq Phrmtcls (FTXH)	0.7	$1.6M	+8%	45k	34.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.4M	+4%	2.4k	597.57	View chart
Ark Etf Tr Space & Defense (ARKX)	0.5	$1.1M	+9%	38k	29.35	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.5	$1.0M	NEW	23k	44.71	View chart
Spdr Series Trust State Street Spd (XME)	0.5	$964k	+33%	8.9k	108.01	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$928k		14k	67.12	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.3	$686k	+6%	6.7k	103.12	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.3	$613k		11k	57.07	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$585k		23k	25.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$541k	+33%	1.2k	436.79	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.3	$527k	+20%	27k	19.92	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$520k	+25%	2.6k	203.79	View chart
Wec Energy Group (WEC)	0.2	$519k		4.5k	115.76	View chart
Lockheed Martin Corporation (LMT)	0.2	$509k		842.00	604.16	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$470k		5.6k	84.52	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$424k		19k	22.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$393k		14k	29.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$330k	+8%	4.3k	77.18	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$297k		6.8k	43.66	View chart
Broadcom (AVGO)	0.1	$285k	+10%	922.00	309.56	View chart
Visa Com Cl A (V)	0.1	$283k	+7%	936.00	302.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$274k	+28%	4.3k	64.08	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$267k		1.6k	165.70	View chart
CVS Caremark Corporation (CVS)	0.1	$266k		3.7k	71.82	View chart
Raytheon Technologies Corp (RTX)	0.1	$263k		1.4k	192.85	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$259k		5.6k	46.31	View chart
Meta Platforms Cl A (META)	0.1	$235k	-91%	411.00	572.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$230k	NEW	1.4k	169.61	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$225k		6.2k	36.11	View chart
Goldman Sachs (GS)	0.1	$214k		253.00	847.19	View chart
Micron Technology (MU)	0.1	$212k	NEW	627.00	337.77	View chart
Vulcan Materials Company (VMC)	0.1	$192k		704.00	272.23	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$186k		2.8k	67.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$180k	NEW	828.00	217.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$167k	NEW	256.00	653.21	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$163k	NEW	886.00	184.28	View chart
Philip Morris International (PM)	0.1	$161k	NEW	975.00	165.26	View chart
Coca-Cola Company (KO)	0.1	$153k	NEW	2.0k	76.05	View chart
Occidental Petroleum Corporation (OXY)	0.1	$150k	NEW	2.3k	65.00	View chart
Cisco Systems (CSCO)	0.1	$143k	NEW	1.8k	77.60	View chart
Palantir Technologies Cl A (PLTR)	0.1	$141k	NEW	963.00	146.28	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$138k	NEW	2.9k	47.03	View chart
Us Bancorp Com New (USB)	0.1	$131k	NEW	2.5k	52.01	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$130k	NEW	1.2k	105.97	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$125k	NEW	1.8k	70.18	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$122k	NEW	2.7k	44.85	View chart
Spdr Series Trust State Street Spd (KIE)	0.1	$120k	NEW	2.2k	55.00	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$110k	NEW	2.2k	49.80	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$109k	NEW	971.00	112.50	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$101k	NEW	2.6k	38.77	View chart
Costco Wholesale Corporation (COST)	0.0	$100k	NEW	100.00	996.43	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$99k	NEW	1.8k	54.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$99k	NEW	385.00	257.35	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$92k	NEW	1.2k	77.38	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$86k	NEW	1.4k	59.79	View chart
Nasdaq Omx (NDAQ)	0.0	$84k	NEW	984.00	84.92	View chart
SYSCO Corporation (SYY)	0.0	$83k	NEW	1.2k	71.32	View chart
United Parcel Svcs CL B (UPS)	0.0	$83k	NEW	840.00	98.38	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$83k	NEW	1.5k	56.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$81k	NEW	309.00	261.92	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$80k	NEW	1.9k	41.08	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.0	$79k	NEW	1.2k	64.33	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$77k	-99%	2.1k	35.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$71k	NEW	246.00	287.82	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.0	$69k	NEW	541.00	128.31	View chart
Merck & Co (MRK)	0.0	$65k	NEW	543.00	120.34	View chart
Black Hills Corporation (BKH)	0.0	$65k	NEW	939.00	69.39	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.0	$64k	NEW	2.0k	31.11	View chart
Oracle Corporation (ORCL)	0.0	$63k	NEW	428.00	147.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$61k	NEW	280.00	218.72	View chart
Spdr Series Trust State Street Spd (SHE)	0.0	$61k	NEW	474.00	127.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$59k	NEW	275.00	213.67	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$57k	NEW	4.7k	12.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$56k	NEW	368.00	151.61	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$54k	NEW	879.00	61.25	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$53k	-95%	1.2k	45.90	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$51k	NEW	756.00	66.86	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$47k	NEW	927.00	50.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$45k	NEW	464.00	97.24	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$45k	NEW	447.00	100.17	View chart
Guardant Health (GH)	0.0	$44k	NEW	480.00	92.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$43k	NEW	553.00	78.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$42k	NEW	73.00	577.85	View chart
Altria (MO)	0.0	$41k	NEW	624.00	65.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$41k	NEW	163.00	248.44	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$38k	NEW	436.00	88.06	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$38k	NEW	61.00	616.75	View chart
Boeing Company (BA)	0.0	$37k	NEW	185.00	199.03	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$37k	NEW	1.4k	26.42	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$37k	NEW	79.00	463.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$35k	NEW	357.00	99.27	View chart
Commerce Bancshares (CBSH)	0.0	$33k	NEW	671.00	49.20	View chart
Home Depot (HD)	0.0	$33k	NEW	100.00	328.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$33k	NEW	843.00	38.86	View chart
McDonald's Corporation (MCD)	0.0	$33k	NEW	105.00	310.79	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$32k	NEW	569.00	56.59	View chart
Spdr Series Trust State Street Spd (XNTK)	0.0	$31k	NEW	122.00	254.55	View chart
Tesla Motors (TSLA)	0.0	$29k	NEW	77.00	371.78	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$28k	NEW	930.00	29.81	View chart
Royal Caribbean Cruises (RCL)	0.0	$28k	NEW	100.00	275.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$27k	NEW	751.00	36.22	View chart
Lowe's Companies (LOW)	0.0	$27k	NEW	113.00	236.28	View chart
MercadoLibre (MELI)	0.0	$26k	NEW	15.00	1729.00	View chart
Advanced Micro Devices (AMD)	0.0	$26k	NEW	126.00	203.43	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$25k	NEW	431.00	57.64	View chart
Lumentum Hldgs (LITE)	0.0	$25k	NEW	35.00	702.80	View chart
Vaneck Etf Trust Oil Refiners Etf (CRAK)	0.0	$24k	NEW	489.00	49.43	View chart
Roblox Corp Cl A (RBLX)	0.0	$23k	NEW	414.00	56.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$23k	NEW	478.00	48.46	View chart
Palo Alto Networks (PANW)	0.0	$23k	NEW	143.00	160.32	View chart
Mastercard Incorporated Cl A (MA)	0.0	$23k	NEW	46.00	497.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$23k	NEW	888.00	25.64	View chart
International Business Machines (IBM)	0.0	$22k	NEW	89.00	242.39	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$22k	NEW	900.00	23.96	View chart
Carnival Corp Common Stock (CCL)	0.0	$22k	NEW	832.00	25.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$21k	NEW	89.00	239.99	View chart
Toll Brothers (TOL)	0.0	$21k	NEW	155.00	136.72	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$21k	NEW	574.00	36.76	View chart
Global X Fds Global X Silver (SIL)	0.0	$21k	NEW	234.00	89.91	View chart
Franco-Nevada Corporation (FNV)	0.0	$20k	NEW	82.00	247.43	View chart
American Electric Power Company (AEP)	0.0	$20k	NEW	150.00	131.08	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$19k	NEW	535.00	35.41	View chart
Starbucks Corporation (SBUX)	0.0	$19k	NEW	206.00	89.59	View chart
ConocoPhillips (COP)	0.0	$18k	NEW	134.00	131.94	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$17k	NEW	399.00	43.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$17k	NEW	357.00	48.05	View chart
Kimberly-Clark Corporation (KMB)	0.0	$17k	NEW	174.00	96.47	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$17k	NEW	352.00	47.51	View chart
DNP Select Income Fund (DNP)	0.0	$17k	NEW	1.6k	10.30	View chart
Cheniere Energy Partners Com Unit (CQP)	0.0	$16k	NEW	254.00	64.69	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$15k	NEW	96.00	157.76	View chart
Iridium Communications (IRDM)	0.0	$15k	NEW	532.00	27.74	View chart
Tidal Trust I Rpar Risk Pari (RPAR)	0.0	$14k	NEW	620.00	22.26	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$14k	NEW	388.00	35.53	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$13k	NEW	313.00	42.31	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.0	$13k	NEW	349.00	37.74	View chart
Bank of America Corporation (BAC)	0.0	$13k	NEW	270.00	48.72	View chart
Edison International (EIX)	0.0	$12k	NEW	165.00	73.18	View chart
Shell Spon Ads (SHEL)	0.0	$12k	NEW	126.00	93.14	View chart
Target Corporation (TGT)	0.0	$12k	NEW	96.00	121.15	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$12k	-99%	184.00	62.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$11k	NEW	102.00	111.19	View chart
Chubb (CB)	0.0	$11k	NEW	34.00	325.94	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.0	$11k	NEW	614.00	17.85	View chart
Caterpillar (CAT)	0.0	$11k	NEW	15.00	709.40	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.0	$10k	NEW	85.00	119.53	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$10k	NEW	174.00	57.90	View chart
Darden Restaurants (DRI)	0.0	$9.8k	NEW	50.00	196.04	View chart
Delta Air Lines Com New (DAL)	0.0	$9.6k	NEW	145.00	66.48	View chart
Electromed (ELMD)	0.0	$9.4k	NEW	400.00	23.41	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$9.3k	NEW	177.00	52.78	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$9.1k	NEW	283.00	32.22	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$9.0k	NEW	188.00	48.02	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$9.0k	NEW	203.00	44.13	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$8.7k	NEW	140.00	62.30	View chart
Sterling Construction Company (STRL)	0.0	$8.6k	NEW	21.00	407.29	View chart
Kraft Heinz (KHC)	0.0	$8.3k	NEW	370.00	22.47	View chart
Public Service Enterprise (PEG)	0.0	$8.1k	NEW	100.00	80.95	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$8.0k	NEW	94.00	85.23	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$8.0k	NEW	85.00	93.87	View chart
Nuveen Real Estate Income Fund (JRS)	0.0	$8.0k	NEW	1.1k	7.46	View chart
Fiserv (FISV)	0.0	$7.8k	NEW	140.00	55.80	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$7.8k	NEW	105.00	73.90	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.0	$7.3k	NEW	490.00	14.92	View chart
UnitedHealth (UNH)	0.0	$7.2k	NEW	27.00	266.00	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$6.4k	NEW	143.00	44.88	View chart
BP Sponsored Adr (BP)	0.0	$6.4k	NEW	136.00	46.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$6.3k	NEW	78.00	80.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$6.3k	NEW	116.00	54.05	View chart
Cloudflare Cl A Com (NET)	0.0	$6.2k	NEW	30.00	206.33	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$6.0k	NEW	24.00	250.58	View chart
Air Products & Chemicals (APD)	0.0	$5.8k	NEW	20.00	290.50	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.0	$5.2k	NEW	100.00	51.68	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.0	$5.1k	NEW	45.00	112.47	View chart
Walt Disney Company (DIS)	0.0	$4.8k	NEW	50.00	96.38	View chart
Global X Fds Global X Uranium (URA)	0.0	$4.8k	NEW	99.00	48.45	View chart
Prudential Financial (PRU)	0.0	$4.8k	NEW	49.00	97.69	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$4.7k	NEW	93.00	50.55	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.0	$4.7k	NEW	94.00	49.70	View chart
Arista Networks Com Shs (ANET)	0.0	$4.4k	NEW	36.00	122.78	View chart
Compass Minerals International (CMP)	0.0	$4.1k	NEW	175.00	23.35	View chart
Dell Technologies CL C (DELL)	0.0	$3.6k	NEW	22.00	164.64	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$3.5k	NEW	38.00	93.32	View chart
Gitlab Class A Com (GTLB)	0.0	$3.5k	NEW	160.00	21.64	View chart
Axon Enterprise (AXON)	0.0	$3.4k	NEW	8.00	424.75	View chart
Franklin Templeton Etf Tr Ftse Brazil (FLBR)	0.0	$3.4k	NEW	142.00	23.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$3.2k	NEW	22.00	145.00	View chart
Vaneck Etf Trust Brazil Small Cap (BRF)	0.0	$3.1k	NEW	168.00	18.29	View chart
Aurora Innovation Class A Com (AUR)	0.0	$2.8k	NEW	679.00	4.12	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.8k	NEW	96.00	28.71	View chart
M&T Bank Corporation (MTB)	0.0	$2.7k	NEW	13.00	206.69	View chart
MetLife (MET)	0.0	$2.7k	NEW	38.00	70.71	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$2.7k	NEW	93.00	28.85	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.0	$2.6k	NEW	47.00	54.81	View chart
Cadence Design Systems (CDNS)	0.0	$2.5k	NEW	9.00	277.89	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.4k	NEW	10.00	243.10	View chart
Coherent Corp (COHR)	0.0	$2.4k	NEW	10.00	238.20	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.0	$2.4k	NEW	25.00	95.04	View chart
Serve Robotics (SERV)	0.0	$2.3k	NEW	272.00	8.44	View chart
Toyota Motor Corp Ads (TM)	0.0	$2.3k	NEW	11.00	206.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$2.3k	NEW	20.00	113.10	View chart
Ceribell (CBLL)	0.0	$2.2k	NEW	118.00	18.33	View chart
Duolingo Cl A Com (DUOL)	0.0	$2.1k	NEW	21.00	98.57	View chart
Tempus Ai Cl A (TEM)	0.0	$2.0k	NEW	44.00	45.23	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.0	$1.7k	NEW	15.00	114.27	View chart
Servicenow (NOW)	0.0	$1.6k	NEW	15.00	104.53	View chart
Lpl Financial Holdings (LPLA)	0.0	$1.5k	NEW	5.00	300.80	View chart
Tractor Supply Company (TSCO)	0.0	$1.4k	NEW	30.00	45.30	View chart
BorgWarner (BWA)	0.0	$1.4k	NEW	25.00	54.28	View chart
Sentinelone Cl A (S)	0.0	$1.3k	NEW	102.00	12.88	View chart
Uber Technologies (UBER)	0.0	$1.1k	NEW	15.00	71.93	View chart
Maximus (MMS)	0.0	$1.0k	NEW	16.00	64.12	View chart
Netflix (NFLX)	0.0	$962.000000	NEW	10.00	96.20	View chart
Joby Aviation Common Stock (JOBY)	0.0	$826.000000	NEW	100.00	8.26	View chart
First Tr Exchange-traded Indxx Global Agr (FTAG)	0.0	$760.000800	NEW	26.00	29.23	View chart
PG&E Corporation (PCG)	0.0	$527.001000	NEW	30.00	17.57	View chart
Elf Beauty (ELF)	0.0	$484.000000	NEW	8.00	60.50	View chart
Colgate-Palmolive Company (CL)	0.0	$341.000000	NEW	4.00	85.25	View chart
Brighthouse Finl (BHF)	0.0	$180.000000	NEW	3.00	60.00	View chart
Lululemon Athletica (LULU)	0.0	$153.000000	NEW	1.00	153.00	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$153.000000	NEW	2.00	76.50	View chart
Angel Studios Cl A Com (ANGX)	0.0	$152.000000	NEW	50.00	3.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$124.000000	NEW	1.00	124.00	View chart
Versant Media Group Com Cl A (VSNT)	0.0	$111.000000	NEW	3.00	37.00	View chart
Newsmax Com Shs Class B (NMAX)	0.0	$110.000100	NEW	21.00	5.24	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$99.000000	NEW	25.00	3.96	View chart
Encompass Health Corp (EHC)	0.0	$98.000000	NEW	1.00	98.00	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$45.000000	NEW	1.00	45.00	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$38.000000	NEW	4.00	9.50	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$33.000000	NEW	3.00	11.00	View chart

Past Filings by Marshall Investment Management

SEC 13F filings are viewable for Marshall Investment Management going back to 2025

Marshall Investment Management 2026 Q1 filed May 8, 2026
Marshall Investment Management 2025 Q4 filed Feb. 9, 2026
Marshall Investment Management 2025 Q3 filed Nov. 14, 2025
Marshall Investment Management 2025 Q2 filed Aug. 14, 2025
Marshall Investment Management 2025 Q1 filed May 8, 2025

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