MARSHALL INVESTMENT MANAGEMENT, LLC 13F Portfolio
MARSHALL INVESTMENT MANAGEMENT, LLC runs MARSHALL INVESTMENT MANAGEMENT, LLC and currently holds 497 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $240.75M. Their top holdings are GLD, XMHQ, BRK-B, MSFT, AMZN. The top five represent 22.8% of reported portfolio weight. MARSHALL INVESTMENT MANAGEMENT, LLC ranks #899 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MARSHALL INVESTMENT MANAGEMENT, LLC initiated 2 new positions. They added to 58 existing positions. They trimmed 28 positions. Their current best-performing preview position is MU with returns of +241.72%.
Portfolio Value
$240.75M
Alpha Score
21.4
#899 of 1000
Holdings
497
MARSHALL INVESTMENT MANAGEMENT, LLC Current 13F Holdings
Reported holdings from MARSHALL INVESTMENT MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
497 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GLD SPDR GOLD | 7.31% | $351.01 | $384.62 | +9.58% | Added +1.49% |
 XMHQ INVESCO S&P | 4.49% | $112.88 | $114.23 | +1.20% | New Buy |
 BRK-B BERKSHIRE HATHAWAY | 4.20% | $500.83 | $515.44 | +2.92% | Added +0.99% |
 MSFT MICROSOFT CORP | 3.40% | $474.24 | $535.07 | +12.83% | Added +8.57% |
 AMZN AMAZON COM | 3.38% | $220.56 | $262.43 | +18.98% | Added +5.95% |
 AAPL APPLE INC | 2.85% | $261.11 | $336.68 | +28.94% | Added +21.78% |
 FFLG FIDELITY FUNDAMENTAL | 2.85% | $29.32 | $34.57 | +17.89% | Trimmed -5.27% |
 CRWD CROWDSTRIKE HOLDINGS | 2.73% | $122.95 | $275.04 | +123.70% | Added +4.13% |
FE FELV FIDELITY ENHANCED | 2.66% | $34.91 | $42.30 | +21.17% | Trimmed -5.18% |
 GOOG ALPHABET INC | 2.44% | $245.81 | $347.86 | +41.52% | Added +2.10% |
Showing 1-10 of 497