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Showing Q2 2025 data
Scott Marsh Financial, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Scott Marsh Financial, LLC
•CIK: 2081102•Filing: Q2 2025
**Scott Marsh Financial, LLC** manages $270M across a diversified portfolio of 248 positions. The fund exhibits significant conviction in mega-cap technology names, with top holdings including AAPL at $12.6M and MSFT at $10.8M. Further allocations are notable in AMZN ($8.8M), NVDA ($7.5M), and ORCL ($5.9M). This concentration suggests a core strategy focused on established, market-leading technology and enterprise software providers.
Total AUM
$269.7M
QoQ Performance
N/A
Positions
230
Top 10 Concentration
26.2%
Latest Filing
Q2 2025
Top Holdings Allocation
AAPL4.7%
MSFT4.0%
AMZN3.3%
NVDA2.8%
ORCL2.2%
V2.0%
NFLX1.7%
META1.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other47.6%
Technology22.8%
Consumer8.5%
Financial7.4%
Healthcare4.8%
Industrial2.7%
Communication2.4%
ETF1.7%