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Marshall Investment Management - Q1 2026 13F Filings

MA

Marshall Investment Management, LLC

CIK: 0002022427
Address: Colorado Littleton 10822 West Toller Drive Suite 195
$208.49 M
Portfolio Value
274
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. RPV Invesco S&P 500 Pure Value Etf
+$10.33 M
2. FELV Fidelity Enhanced Large Cap Value Etf
+$5.88 M
3. FTHF First Trust Emerging Markets Human Flourishing Etf
+$4.04 M
4. FLXR Tcw Flexible Income Etf
+$3.99 M
5. TSM Taiwan Semiconductor Manufacturing Company Limited
+$2.9 M

Top Sells

Q1 2026
1. CGGR Capital Group Growth Etf
−$8.66 M
2. FMDE Fidelity Enhanced Mid Cap Etf
−$8.55 M
3. SPY Spdr S&P 500 Etf Trust
−$3.25 M
4. META Meta Platforms
−$2.61 M
5. FFLG Fidelity Fundamental Large Cap Growth Etf
−$2.2 M

Asset Allocation

Stocks/ETFs
+4.72%
$208.49 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Marshall Investment Management Q1 2026 Filing Summary

Marshall Investment Management, LLC filed its 13F report for Q1 2026 on May 08, 2026. The portfolio totaled 208.49 M reflecting a +4.72% change from the prior quarter, spanning 274 assets. The top 10 holdings comprised 41.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 201 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Marshall Investment Management’s Q1 2026 Filing

Marshall Investment Management submitted their Form 13F-HR for the Q1 2026 period on 05/08/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Marshall Investment Management reported a managed portfolio value of 208.49 M, consisting of 274 individual positions.

This page displays the raw filing documents. To see which stocks Marshall Investment Management bought or sold during Q1 2026, please visit Marshall Investment Management's Portfolio Analysis page.