DOSSIER · 13F-HR · Q2 2026

MARSHALL INVESTMENT MANAGEMENT, LLC

$241M in tracked AUM across 497 positions as of Q2 2026.

MI
CIK 0002022427 · last filed Jun 30, 2026
Total AUM
$241M
as of Q2 2026
Holdings
497
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MARSHALL INVESTMENT MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD
$18M48K7.3%
02
MFUS
PIMCO RAFI
$12M184K5.1%
03
XMHQ
INVESCO S&P
$11M96K4.5%
04
BRK/B
BERKSHIRE HATHAWAY
$10M20K4.2%
05
MSFT
MICROSOFT CORP
$8M22K3.4%
06
AMZN
AMAZON COM
$8M34K3.4%
07
AAPL
APPLE INC
$7M24K2.8%
08
FFLG
FIDELITY FUNDAMENTAL
$7M198K2.8%
09
CRWD
CROWDSTRIKE HOLDINGS
$7M9K2.7%
10
FELV
FIDELITY ENHANCED
$6M160K2.7%

Filing history

2026Q2Jun 30
$241M 15.5%
497 positionsView →
2026Q1Mar 31
$208M 4.7%
274 positionsView →
2025Q4Dec 31
$199M 52.1%
76 positionsView →
2025Q3Sep 30
$131M 522.0%
52 positionsView →
2025Q2Jun 30
$21M 81.3%
59 positionsLocked
2025Q1Mar 31
$112M 33.8%
145 positionsLocked
2024Q4Dec 31
$170M
135 positionsLocked