MARSHALL INVESTMENT MANAGEMENT, LLC: 13F holdings
CIK 20224272026Q2
| Positions | 497 |
|---|
| Reported value | $240.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 497 (+223 vs prior quarter) |
|---|
| Reported value | $240.8m (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLD SPDR GOLD | 47,749 | $17.6m | 7.3% |
| MFUS PIMCO RAFI | 184,309 | $12.4m | 5.1% |
| XMHQ INVESCO S&P | 95,805 | $10.8m | 4.5% |
| BRK-B BERKSHIRE HATHAWAY | 20,218 | $10.1m | 4.2% |
| MSFT MICROSOFT CORP | 21,931 | $8.2m | 3.4% |
| AMZN AMAZON COM | 34,118 | $8.1m | 3.4% |
| AAPL APPLE INC | 23,705 | $6.9m | 2.8% |
| FFLG FIDELITY FUNDAMENTAL | 197,558 | $6.9m | 2.8% |
| CRWD CROWDSTRIKE HOLDINGS | 8,621 | $6.6m | 2.7% |
| FELV FIDELITY ENHANCED | 159,753 | $6.4m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022427")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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