StockDriftsStockDriftsTop 50 Marshall Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD | 7.31% | 47.7K | $17.6M | +1.49%(+700) | $326.59(+22.16%) | 2026-06-30 | |
| MFUS | PIMCO RAFI | 5.14% | 184.3K | $12.4M | -5.26%(-10.23K) | $55.31(+22.01%) | 2026-06-30 | |
| XMHQ | INVESCO S&P | 4.49% | 95.8K | $10.8M | new | $106.72(+11.29%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY | 4.2% | 20.2K | $10.1M | +0.99%(+199) | $461.71(+9.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.4% | 21.9K | $8.2M | +8.57%(+1.73K) | $473.75(+4.88%) | 2026-06-30 | |
| AMZN | AMAZON COM | 3.38% | 34.1K | $8.1M | +5.95%(+1.92K) | $218.72(+21.22%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.85% | 23.7K | $6.9M | +21.78%(+4.24K) | $241.88(+26.20%) | 2026-06-30 | |
| FFLG | FIDELITY FUNDAMENTAL | 2.85% | 197.6K | $6.9M | -5.27%(-10.99K) | $27.83(+21.35%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HOLDINGS | 2.73% | 8.6K | $6.6M | +4.13%(+342) | $328.73(-31.39%) | 2026-06-30 | |
| FELV | FIDELITY ENHANCED | 2.66% | 159.8K | $6.4M | -5.18%(-8.73K) | $32.61(+32.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.40% |
Marshall Investment Management LLC reports $240.75M in US-listed equity holdings across 497 positions in its most recent 13F filing. Its largest disclosed positions are GLD (7.3%), MFUS (5.1%) and XMHQ (4.5%). The top 20 holdings account for 61.29% of reported assets. Its disclosed equity book has returned +19.26% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marshall Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022427). View Marshall Investment Management LLC’s 13F filings on SEC