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Marshall Investment Management - Q4 2025 13F Filings

MA

Marshall Investment Management, LLC

CIK: 0002022427
Address: Colorado Littleton 10822 West Toller Drive Suite 195
$199.09 M
Portfolio Value
76
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MFSB Mfs Active Core Plus Bond Etf
+$4.42 M
2. FTXH First Trust Nasdaq Pharmaceuticals Etf
+$1.38 M
3. GRID First Trst Nasd Cl Edg Sgiif
+$1.35 M
4. ROBT First Trust Nasdaq Artificia
+$977,994
5. CIBR First Trust Nasdaq Cybersecurity Etf
+$967,569.86

Top Sells

Q4 2025
1. XLF Financial Select Sector Spdr Fund
−$2.09 M
2. SPY Spdr S&P 500 Etf Trust
−$1.96 M
3. LIT Global X Lithium & Battery Tech Etf
−$613,966.08
4. SOXQ Invesco Phlx Semiconductor Etf
−$568,746.52
5. FFLG Fidelity Fundamental Large Cap Growth Etf
−$555,147.6

Asset Allocation

Stocks/ETFs
+7.53%
$199.09 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Marshall Investment Management Q4 2025 Filing Summary

Marshall Investment Management, LLC filed its 13F report for Q4 2025 on February 09, 2026. The portfolio totaled 199.09 M reflecting a +5.38% change from the prior quarter, spanning 76 assets. The top 10 holdings comprised 44.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Marshall Investment Management’s Q4 2025 Filing

Marshall Investment Management submitted their Form 13F-HR for the Q4 2025 period on 02/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Marshall Investment Management reported a managed portfolio value of 199.09 M, consisting of 76 individual positions.

This page displays the raw filing documents. To see which stocks Marshall Investment Management bought or sold during Q4 2025, please visit Marshall Investment Management's Portfolio Analysis page.