Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MARSHALL INVESTMENT MANAGEMENT, LLC (CIK 2022427) reported $208.5M across 272 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($20.2M, 9.71%), MFUS ($11.4M, 5.45%), RPV ($10.3M, 4.96%), BRK/B ($9.6M, 4.60%), MSFT ($7.5M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $20.2M | 9.71% | 47,049 | Trimmed |
| 2 | MFUS | PIMCO EQUITY SER | $11.4M | 5.45% | 194,540 | Added |
| 3 | RPV | INVESCO EXCHANGE TRADED FD T | $10.3M | 4.96% | 96,219 | New |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.6M | 4.60% | 20,019 | Added |
| 5 | MSFT | MICROSOFT CORP | $7.5M | 3.59% | 20,199 | Added |
| 6 | AMZN | AMAZON COM INC | $6.7M | 3.22% | 32,203 | Added |
| 7 | FELV | FIDELITY COVINGTON TRUST | $5.9M | 2.82% | 168,479 | New |
| 8 | FGRO | FIDELITY COVINGTON TRUST | $5.8M | 2.78% | 208,552 | Trimmed |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.0M | 2.39% | 73,100 | Added |
| 10 | AAPL | APPLE INC | $4.9M | 2.37% | 19,465 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $4.8M | 2.31% | 16,393 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.7M | 2.24% | 26,746 | Added |
| 13 | GOOG | ALPHABET INC | $4.7M | 2.24% | 16,287 | Trimmed |
| 14 | MFSB | MFS ACTIVE EXCHANGE TRADED F | $4.5M | 2.16% | 181,099 | Added |
| 15 | FTHF | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.94% | 108,130 | New |
| 16 | FLXR | TCW ETF TRUST | $4.0M | 1.91% | 101,528 | New |
| 17 | AIRR | FIRST TR EXCHANGE TRADED FD | $3.9M | 1.87% | 35,103 | Trimmed |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.8M | 1.81% | 11,147 | Added |
| 19 | WMT | WALMART INC | $3.7M | 1.80% | 30,147 | Added |
| 20 | LLY | ELI LILLY & CO | $3.6M | 1.74% | 3,944 | Added |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $3.5M | 1.69% | 70,355 | Added |
| 22 | DUK | DUKE ENERGY CORP NEW | $3.5M | 1.66% | 26,428 | Added |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $3.2M | 1.55% | 8,279 | Added |
| 24 | FDL | FIRST TR EXCHANGE-TRADED FD | $3.2M | 1.51% | 62,170 | Added |
| 25 | FPEI | FIRST TR EXCH TRADED FD III | $3.0M | 1.44% | 158,410 | Added |
Source: SEC Form 13F filings · as of 2026-03-31