Marshall Investment Management, LLC Portfolio Holdings

Marshall Investment Management, LLC

  • $189 Billion
  • Q3 2025

Marshall Investment Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $17.2B, Fidelity Covington Tr with a value of $9.02B, Microsoft Corp with a value of $8.99B, Capital Group Growth ETF Shs C with a value of $8.93B, and Pimco Rafi Dynamic Multi Facto with a value of $8.92B.

Examining the 13F form we can see an increase of $168B in the current position value, from $21B to 189B.

Marshall Investment Management, LLC is based out at Littleton, CO

Below you can find more details about Marshall Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $112 Billion
Technology: $23.1 Billion
Financial Services: $13.7 Billion
Communication Services: $9.72 Billion
Healthcare: $6.37 Billion
Consumer Cyclical: $5.92 Billion
Utilities: $3.19 Billion
Consumer Defensive: $2.73 Billion
Other: $1.38 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $189 Billion
  • Prior Value $21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 51 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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