MARSHALL INVESTMENT MANAGEMENT, LLC Portfolio Holdings
Q3 2025•75 long positions•$188.9M portfolio value
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Holding78 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $17.2M 9.12% | +$16.0M Bought | — 48.5K shares | 3.3K → 48.5K +$16.0M | +1,350.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.0M 4.78% | +$8.5M Bought | — 306.1K shares | 16.6K → 306.1K +$8.5M | +1,747.55% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $9.0M 4.76% | +$6.7M Bought | 0.0% 17.4K shares | 4.3K → 17.4K +$6.7M | +300.58% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.9M 4.72% | +$8.9M New | — 203.2K shares | 0 → 203.2K +$8.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.9M 4.72% | +$8.7M Bought | — 158.6K shares | 4.4K → 158.6K +$8.7M | +3,528.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 4.66% | +$8.6M Bought | — 243.3K shares | 6.2K → 243.3K +$8.6M | +3,801.2% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $8.7M 4.62% | +$8.7M Bought | 0.001% 17.4K shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 3.73% | +$5.1M Bought | — 10.6K shares | 3.0K → 10.6K +$5.1M | +253.36% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $5.9M 3.13% | +$5.4M Bought | 0.0% 27.0K shares | 2.5K → 27.0K +$5.4M | +967.66% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.8M 2.57% | +$4.8M Bought | 0.0% 26.0K shares | — | — | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 2.48% | +$4.3M Bought | — 69.6K shares | 5.3K → 69.6K +$4.3M | +1,224.68% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $4.6M 2.44% | +$4.1M Bought | 0.0% 18.1K shares | 1.8K → 18.1K +$4.1M | +894.83% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $4.5M 2.4% | +$4.1M Bought | 0.001% 14.4K shares | 1.4K → 14.4K +$4.1M | +896.95% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $4.0M 2.13% | +$4.0M Bought | 0.0% 16.5K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 1.92% | +$3.6M Bought | — 37.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 1.86% | +$1.2M Bought | — 20.1K shares | 13.4K → 20.1K +$1.2M | +49.85% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.5M 1.85% | +$3.5M Bought | 0.003% 7.1K shares | — | — | $123.06B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 1.73% | +$960.2K Bought | — 52.8K shares | 37.3K → 52.8K +$960.2K | +41.6% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $3.2M 1.7% | +$3.2M Bought | 0.0% 4.4K shares | — | — | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.51% | +$2.3M Bought | — 57.0K shares | 10.2K → 57.0K +$2.3M | +460.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.51% | +$887.1K Bought | — 61.7K shares | 42.5K → 61.7K +$887.1K | +45.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.49% | +$2.8M New | — 12.0K shares | 0 → 12.0K +$2.8M | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $2.7M 1.45% | +$2.7M Bought | 0.0% 26.5K shares | — | — | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.43% | +$2.5M Bought | — 140.0K shares | 12.6K → 140.0K +$2.5M | +1,013.37% | — — | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $2.7M 1.42% | +$2.7M Bought | 0.003% 21.7K shares | — | — | $96.2B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $2.6M 1.36% | +$2.6M Bought | 0.0% 3.4K shares | — | — | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.35% | +$2.5M New | — 44.8K shares | 0 → 44.8K +$2.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.5M 1.33% | +$2.5M Bought | — 18.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Telecommunications Services Communication Services | $2.5M 1.32% | +$2.5M Bought | 0.001% 56.7K shares | — | — | $185.31B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.27% | +$678.2K Bought | — 25.5K shares | 18.3K → 25.5K +$678.2K | +39.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.21% | +$1.2M Bought | — 16.2K shares | 7.9K → 16.2K +$1.2M | +105.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.11% | +$2.1M Bought | — 28.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.11% | +$2.1M New | — 38.8K shares | 0 → 38.8K +$2.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 1.06% | +$2.0M Bought | — 46.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.02% | +$1.9M Bought | — 40.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.997% | +$1.9M New | — 19.1K shares | 0 → 19.1K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.8M 0.965% | +$1.8M Bought | 0.001% 6.5K shares | — | — | $151.93B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.7M 0.898% | +$1.7M Bought | 0.0% 9.2K shares | — | — | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.877% | +$1.7M New | — 10.7K shares | 0 → 10.7K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.6M 0.847% | +$1.6M Bought | — 42.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.759% | +$387.1K Bought | — 2.3K shares | 1.7K → 2.3K +$387.1K | +36.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.648% | +$1.2M Bought | — 46.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.622% | +$1.2M Bought | — 13.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $963.0K 0.51% | +$963.0K New | — 33.7K shares | 0 → 33.7K +$963.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $897.8K 0.475% | +$897.8K Bought | — 11.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $894.8K 0.474% | +$178.5K Bought | — 13.8K shares | 11.1K → 13.8K +$178.5K | +24.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $847.3K 0.448% | +$847.3K Bought | — 7.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $649.3K 0.344% | +$649.3K Bought | — 2.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $525.9K 0.278% | — | 0.001% 10.5K shares | — | — | $50.9B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $519.3K 0.275% | +$519.3K Bought | — 20.1K shares | — | — | — — | Q4 2024 Held for 11 months |
