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MARSHALL INVESTMENT MANAGEMENT, LLC 13F portfolio summary

MARSHALL INVESTMENT MANAGEMENT, LLC of MARSHALL INVESTMENT MANAGEMENT, LLC has 272 current stock holdings with a reported portfolio value of $208.5M. The portfolio 1 year return is +14.46%. Top holdings include GSST (0.00%), BHF (0.00%), FPEI (0.00%), BSV (0.00%), QQQ (0.00%).

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MARSHALL INVESTMENT MANAGEMENT, LLC

MARSHALL INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-03-31

MARSHALL INVESTMENT MANAGEMENT, LLC runs MARSHALL INVESTMENT MANAGEMENT, LLC and currently holds 272 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $208.49M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MARSHALL INVESTMENT MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MARSHALL INVESTMENT MANAGEMENT, LLC's portfolio at MARSHALL INVESTMENT MANAGEMENT, LLC has delivered returns of +14.46%. Their 3-year annualized return is +11.12%. Looking at the 5-year horizon, MARSHALL INVESTMENT MANAGEMENT, LLC has achieved +11.12% annualized returns at MARSHALL INVESTMENT MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.46%
#0/1000
3 Year
+11.12%
#0/1000
5 Year
+11.12%
#0/1000

Portfolio Value

$208.49M

Alpha Score

10.6

#0 of 1000

Holdings

272

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change