DOSSIER · 13F-HR · Q1 2026

MARSHALL INVESTMENT MANAGEMENT, LLC

$208M in tracked AUM across 274 positions as of Q1 2026.

MI
CIK 0002022427 · last filed Mar 31, 2026
Total AUM
$208M
as of Q1 2026
Holdings
274
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

MARSHALL INVESTMENT MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$20M47K9.7%
02
MFUS
PIMCO EQUITY SER
$11M195K5.4%
03
RPV
INVESCO EXCHANGE TRADED FD T
$10M96K5.0%
04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M20K4.6%
05
MSFT
MICROSOFT CORP
$7M20K3.6%
06
AMZN
AMAZON COM INC
$7M32K3.2%
07
FELV
FIDELITY COVINGTON TRUST
$6M168K2.8%
08
FFLG
FIDELITY COVINGTON TRUST
$6M209K2.8%
09
RDVY
FIRST TR EXCHANGE TRADED FD
$5M73K2.4%
10
AAPL
APPLE INC
$5M19K2.4%

Filing history

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