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MARSHALL INVESTMENT MANAGEMENT, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-06-30
MARSHALL INVESTMENT MANAGEMENT, LLC runs MARSHALL INVESTMENT MANAGEMENT, LLC and currently holds 497 stock positions, which is more than the average of 230 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 #897 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%.
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497 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GLD SPDR GOLD | 7.31% | $351.01 | $423.45 | +20.64% | Added +1.49% |
 XMHQ INVESCO S&P | 4.49% | $112.88 | $119.20 | +5.60% | New Buy |
 BRK-B BERKSHIRE HATHAWAY | 4.20% | $500.83 | $495.77 | -1.01% | Added +0.99% |
 MSFT MICROSOFT CORP | 3.40% | $474.24 | $483.24 | +1.90% | Added +8.57% |
 AMZN AMAZON COM | 3.38% | $220.56 | $258.63 | +17.26% | Added +5.95% |
 AAPL APPLE INC | 2.85% | $261.11 | $309.35 | +18.47% | Added +21.78% |
 FFLG FIDELITY FUNDAMENTAL | 2.85% | $29.32 | $33.03 | +12.65% | Trimmed -5.27% |
 CRWD CROWDSTRIKE HOLDINGS | 2.73% | $122.95 | $191.95 | +56.12% | Added +4.13% |
FE FELV FIDELITY ENHANCED | 2.66% | $34.91 | $42.74 | +22.41% | Trimmed -5.18% |
 GOOG ALPHABET INC | 2.44% | $245.81 | $341.75 | +39.03% | Added +2.10% |
Showing 1-10 of 497