MARSHALL INVESTMENT MANAGEMENT, LLC
•CIK: 2022427•Filing: Q4 2025
MARSHALL INVESTMENT MANAGEMENT, LLC oversees $199M in assets, with a diversified portfolio of 76 positions. The firm's top holdings include GQ9, comprising $19.2M or approximately 9.6% of AUM, alongside significant stakes in BRK/B ($9.3M), MSFT ($9.0M), and FMDE, MFUS, and CGGR, each valued at $8.7M. Notably, the manager's allocation to tech giants AMZN ($6.9M) and AAPL ($5.1M) accounts for roughly 7% of total AUM. The fund's investment strategy is further bolstered by a $5.3M position in the SPY index, representing approximately 2.7% of the portfolio.
Total AUM
$199.1M
QoQ Performance
+5.4%
Positions
50
Top 10 Concentration
44.9%
Latest Filing
Q4 2025
Top Holdings Allocation
GQ9
GQ99.6%
BRK/B4.6%
MSFT4.5%
FMDE4.4%
MFUS4.4%
CGGR4.4%
FFLG4.3%
AMZN3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
Technology13.9%
Financial8.8%
Consumer5.1%
Healthcare4.4%
ETF3.4%
Utilities1.4%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑34 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024