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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Marshall Financial Group LLC

Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0002085853-26-000028

Total Value
$515.3M
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1SSGA ACTIVE TR78470P8041,056,629$27.5M5.34%
2MFS ACTIVE EXCHANGE TRADED F55286W108913,321$23.0M4.47%
3JANUS DETROIT STR TR47103U746411,739$21.4M4.16%
4AMPLIFY ETF TR032108409381,480$17.0M3.29%
5INVESCO QQQ TRIVZ27,001$16.6M3.22%
6SCHWAB STRATEGIC TR808524854634,381$15.9M3.09%
7FIRST TR EXCHANGE-TRADED FD33738D606716,276$15.6M3.03%
8NVIDIA CORPORATIONNVDA79,066$14.7M2.86%
9APPLE INCAAPL49,427$13.4M2.61%
10GLOBAL X FDS37954Y673248,382$11.9M2.30%
11ISHARES TR46434V456254,870$11.6M2.25%
12VANGUARD INDEX FDS92290836316,251$10.2M1.98%
13VANGUARD WORLD FD92191070993,961$6.1M1.19%
14PROSHARES TR74347R107104,822$6.1M1.18%
15ALPHABET INCGOOG18,256$5.7M1.11%
16BROADCOM INCAVGO15,731$5.4M1.06%
17JANUS DETROIT STR TR47103U845105,216$5.3M1.03%
18PROSHARES TR74347R20672,265$5.1M0.99%
19MICROSOFT CORPMSFT10,407$5.0M0.98%
20LATTICE STRATEGIES TR51841640985,589$4.9M0.96%
21T ROWE PRICE ETF INC87283Q503114,010$4.9M0.95%
22WALMART INCWMT40,803$4.5M0.88%
23LAM RESEARCH CORPLRCX25,935$4.4M0.86%
24VISA INCV10,406$3.6M0.71%
25MERCK & CO INCMRK33,985$3.6M0.69%
26LOCKHEED MARTIN CORPLMT6,764$3.3M0.63%
27MCDONALDS CORPMCD10,297$3.1M0.61%
28FIRST TR EXCHANGE-TRADED FD33741X10281,245$3.1M0.60%
29VERIZON COMMUNICATIONS INCVZ75,287$3.1M0.60%
30PGIM ETF TR69344A10760,099$3.0M0.58%
31CONSOLIDATED EDISON INCED29,075$2.9M0.56%
32HARTFORD FDS EXCHANGE TRADED41653L30584,286$2.9M0.56%
33META PLATFORMS INCMETA4,354$2.9M0.56%
34KROGER COKR45,400$2.8M0.55%
35DIGITAL RLTY TR INC25386810318,273$2.8M0.55%
36PROCTER AND GAMBLE CO74271810919,632$2.8M0.55%
37SOUTHERN COPPER CORPSCCO19,300$2.8M0.54%
38SOUTHERN COSOMN31,160$2.7M0.53%
39MONSTER BEVERAGE CORP NEWMNST34,876$2.7M0.52%
40CISCO SYS INCCSCO33,347$2.6M0.50%
41INVESCO EXCH TRADED FD TR IIIVZ10,096$2.6M0.50%
42QUALCOMM INCQCOM14,838$2.5M0.49%
43INVESCO EXCHANGE TRADED FD TIVZ24,013$2.5M0.48%
44SPDR S&P 500 ETF TRSPY3,495$2.4M0.46%
45NETFLIX INCNFLX25,196$2.4M0.46%
46LUMENTUM HLDGS INCLITE6,379$2.4M0.46%
47NOVARTIS AGNVSEF16,859$2.3M0.45%
48RESMED INCRSMDF9,222$2.2M0.43%
49J P MORGAN EXCHANGE TRADED F46654Q20337,982$2.2M0.43%
50JOHNSON & JOHNSONJNJ10,663$2.2M0.43%
51EAST WEST BANCORP INCEWBC19,112$2.1M0.42%
52AMAZON COM INCAMZN9,251$2.1M0.41%
53ARISTA NETWORKS INCANET16,137$2.1M0.41%
54APPLIED MATLS INC0382221058,064$2.1M0.40%
55UBER TECHNOLOGIES INCUBER24,757$2.0M0.39%
56MASTERCARD INCORPORATEDMA3,528$2.0M0.39%
57ELI LILLY & COLLY1,847$2.0M0.39%
58AMGEN INCAMGN5,879$1.9M0.37%
59ALPHABET INCGOOG6,128$1.9M0.37%
60ADVANCED MICRO DEVICES INCAMD8,870$1.9M0.37%
61KLA CORPKLAC1,538$1.9M0.36%
62JPMORGAN CHASE & CO.VYLD5,666$1.8M0.35%
63CONSTELLATION ENERGY CORPCEG5,114$1.8M0.35%
64EXACT SCIENCES CORP30063P10517,663$1.8M0.35%
65DIMENSIONAL ETF TRUST25434V10437,639$1.8M0.34%
66MOODYS CORPMCO3,331$1.7M0.33%
67VANGUARD INTL EQUITY INDEX F92204285830,646$1.6M0.32%
68INVESCO EXCHANGE TRADED FD TIVZ8,495$1.6M0.32%
69NOVO-NORDISK A SNONOF31,689$1.6M0.31%
70MCCORMICK & CO INCMKC-V23,486$1.6M0.31%
71BERKSHIRE HATHAWAY INC DELBRK-A3,164$1.6M0.31%
72ASML HOLDING N VASMLF1,486$1.6M0.31%
73J P MORGAN EXCHANGE TRADED F46641Q64730,095$1.5M0.29%
74ALLEGION PLCALLE9,412$1.5M0.29%
75FIRST TR EXCHNG TRADED FD VI33740U76058,943$1.5M0.28%
76MARRIOTT INTL INC NEW5719032024,675$1.5M0.28%
77SSGA ACTIVE ETF TR78467V84835,695$1.4M0.28%
78AMPHENOL CORP NEW03209510110,562$1.4M0.28%
79ISHARES TR46432F3396,998$1.4M0.27%
80CARPENTER TECHNOLOGY CORPCRS4,356$1.4M0.27%
81SCHWAB STRATEGIC TR80852475529,705$1.3M0.26%
82VANGUARD TAX-MANAGED FDS92194385821,436$1.3M0.26%
83MOTOROLA SOLUTIONS INCMSI3,483$1.3M0.26%
84GOLD FIELDS LTDGFIOF30,330$1.3M0.26%
85S&P GLOBAL INCSPGI2,497$1.3M0.25%
86VANECK ETF TRUST92189F64312,146$1.3M0.24%
87ONEMAIN HLDGS INCOMF18,524$1.3M0.24%
88VANGUARD INDEX FDS9229087514,841$1.2M0.24%
89CROCS INCCROX14,463$1.2M0.24%
90FIRST TR EXCHANGE-TRADED FD33738D87946,957$1.2M0.24%
91PARKER-HANNIFIN CORPPH1,400$1.2M0.24%
92EATON CORP PLCETN3,753$1.2M0.23%
93J P MORGAN EXCHANGE TRADED F46641Q13415,746$1.2M0.23%
94AMERICAN EXPRESS COAXP3,185$1.2M0.23%
95FIRST TR EXCHNG TRADED FD VI33740F76320,778$1.2M0.23%
96ISHARES TR4642872001,715$1.2M0.23%
97CHART INDS INC16115Q3085,543$1.1M0.22%
98CULLEN FROST BANKERS INCCFR-PB9,015$1.1M0.22%
99FEDERAL RLTY INVT TR NEW31374510111,312$1.1M0.22%
100AUTODESK INCADSK3,852$1.1M0.22%
101INFOSYS LTDINFY63,540$1.1M0.22%
102FEDERATED HERMES INCFHI21,654$1.1M0.22%
103MEDPACE HLDGS INCMEDP2,006$1.1M0.22%
104ITT INCITT6,377$1.1M0.21%
105GRACO INCGGG13,462$1.1M0.21%
106VANGUARD INDEX FDS9229086373,467$1.1M0.21%
107TESLA INCTSLA2,408$1.1M0.21%
108NXP SEMICONDUCTORS N VNXPI4,952$1.1M0.21%
109FIRST TR EXCHNG TRADED FD VI33740F62320,677$1.1M0.21%
110SIMON PPTY GROUP INC NEW8288061095,748$1.1M0.21%
111AUTONATION INCAN5,044$1.0M0.20%
112CLEVELAND-CLIFFS INC NEWCLF78,192$1.0M0.20%
113COMMERCE BANCSHARES INCCBSH19,374$1.0M0.20%
114INVESCO EXCHANGE TRADED FD TIVZ17,212$983,4690.19%
115INTERDIGITAL INCIDCC3,078$980,0620.19%
116SEI INVTS CO78411710311,921$977,7750.19%
117GRUPO AEROPUERTO DEL PACIFIC4005061013,696$974,3760.19%
118PHILIP MORRIS INTL INC7181721096,044$969,4580.19%
119DIREXION SHS ETF TR25459Y2079,420$963,8100.19%
120DIMENSIONAL ETF TRUST25434V20325,262$962,7350.19%
121DOVER CORPDOV4,921$960,6970.19%
122NETAPP INCNTAP8,948$958,1910.19%
123CYBERARK SOFTWARE LTDM2682V1082,128$949,2160.18%
124SYNCHRONY FINANCIALSYF-PB11,309$943,5390.18%
125VERISK ANALYTICS INCVRSK4,178$934,5880.18%
126RELX PLCRLXXF22,997$929,5560.18%
127TANGER INCSKT27,778$926,9600.18%
128COPART INCCPRT23,376$915,1700.18%
129VANECK ETF TRUST92189H10227,057$914,3950.18%
130CREDICORP LTDBAP3,178$912,0860.18%
131EQUITY LIFESTYLE PPTYS INC29472R10814,613$885,6650.17%
132INVESCO EXCH TRADED FD TR IIIVZ6,991$884,1240.17%
133UNITED THERAPEUTICS CORP DELUTHR1,805$879,4860.17%
134CANADIAN NAT RES LTD13638510125,678$869,2000.17%
135J P MORGAN EXCHANGE TRADED F46641Q33215,147$867,0180.17%
136INNOVATOR ETFS TRUSTINHD33,602$864,8150.17%
137ARCH CAP GROUP LTDG0450A1058,907$854,3590.17%
138COGNEX CORPCGNX23,657$851,1950.17%
139VANECK ETF TRUST92189F42948,059$848,7260.16%
140BROWN FORMAN CORPBF-B32,469$846,1440.16%
141WATERS CORP9418481032,227$845,8810.16%
142GARTNER INCIT3,329$839,8400.16%
143QUALYS INCQLYS6,311$838,7320.16%
144MUELLER INDS INC6247561027,294$837,3670.16%
145INVESCO EXCH TRADED FD TR IIIVZ7,294$835,1970.16%
146AUTOMATIC DATA PROCESSING INADP3,203$823,9290.16%
147HOME DEPOT INCHD2,376$817,6400.16%
148EOG RES INCEOG7,780$816,9290.16%
149CINCINNATI FINL CORP1720621014,999$816,4370.16%
150DECKERS OUTDOOR CORPDECK7,872$816,0900.16%
151NORDSON CORPNDSN3,381$812,8940.16%
152ISHARES INC46434G76411,137$809,4040.16%
153AMERIPRISE FINL INC03076C1061,630$799,2750.16%
154ISHARES TR46429B26734,698$798,9300.16%
155BHP GROUP LTDBHPLF13,220$798,0950.15%
156BANK AMERICA CORP06050510414,470$795,8410.15%
157PUBLIC STORAGE OPER COPSA-PS3,065$795,3470.15%
158KINSALE CAP GROUP INC49714P1082,024$791,6340.15%
159NEXTERA ENERGY INCNEE-PW9,856$791,2540.15%
160PULTE GROUP INC7458671016,592$772,9780.15%
161GRUPO AEROPORTUARIO DEL CENT4005011027,097$771,9710.15%
162GARMIN LTDGRMN3,757$762,0150.15%
163MARSH & MCLENNAN COS INC5717481024,094$759,5690.15%
164LENNOX INTL INC5261071071,560$757,5300.15%
165BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.15%
166SNAP ON INCSNA2,175$749,6470.15%
167HONEYWELL INTL INC4385161063,822$745,6450.14%
168WILLIAMS COS INC96945710012,315$740,2430.14%
169CHECK POINT SOFTWARE TECH LTM224651043,986$739,6420.14%
170ISHARES TR46428750711,117$733,7480.14%
171ARMSTRONG WORLD INDS INC NEW04247X1023,838$733,4530.14%
172CARLISLE COS INC1423391002,283$730,2600.14%
173PIMCO ETF TR72201R86613,723$719,2460.14%
174RAMBUS INC DELRMBS7,801$716,8340.14%
175VANGUARD ADMIRAL FDS INC9219327033,477$712,2560.14%
176PURE STORAGE INC74624M10210,570$708,2960.14%
177DUKE ENERGY CORP NEWDUKB6,025$706,1460.14%
178FIRST BANCORP P R31867270633,992$704,6540.14%
179CADENCE DESIGN SYSTEM INCCDNS2,249$702,9920.14%
180ROYAL CARIBBEAN GROUPV7780T1032,474$690,0480.13%
181COPA HOLDINGS SACPA5,696$686,9540.13%
182INNOVATOR ETFS TRUSTINHD14,041$660,2080.13%
183ISHARES TR4642878045,223$627,6420.12%
184FIDELITY MERRIMACK STR TR31618830913,505$621,7740.12%
185EXXON MOBIL CORPXOM5,062$609,1400.12%
186PIMCO ETF TR72201R8336,062$608,2110.12%
187UNITED RENTALS INCURI747$604,5730.12%
188FIDELITY MERRIMACK STR TR31618810112,500$597,8610.12%
189FIRST TR EXCH TRADED FD III33739P30112,362$592,5610.11%
190INVESCO EXCH TRADED FD TR IIIVZ12,060$587,5840.11%
191ISHARES TR46432F8346,796$575,1910.11%
192VANECK ETF TRUST92189F48622,502$573,3560.11%
193GRAND CANYON ED INCLOPE3,423$569,2790.11%
194WELLTOWER INCWELL2,933$544,4190.11%
195ISHARES TR46434V6217,712$535,3540.10%
196PINNACLE WEST CAP CORPPNW5,996$531,8450.10%
197SOFI TECHNOLOGIES INCSOFI20,249$530,1190.10%
198GENERAL DYNAMICS CORPGD1,567$527,4950.10%
199BLACKSTONE INCBX3,371$519,6060.10%
200VANGUARD WORLD FD9219108732,052$515,5210.10%
201SPINNAKER ETF SERIES84858T78049,425$508,5830.10%
202ATMOS ENERGY CORPATO2,901$486,3250.09%
203COCA COLA COKO6,784$474,2700.09%
204VANGUARD INDEX FDS9229086291,619$469,7910.09%
205TERADYNE INCTER2,421$468,5340.09%
206SCHWAB STRATEGIC TR80852480519,325$464,5850.09%
207UNITED PARCEL SERVICE INCUPS4,618$458,0700.09%
208GOLDMAN SACHS GROUP INCGSCE520$457,0800.09%
209SSGA ACTIVE TR78470P84616,040$456,1640.09%
210VANGUARD INDEX FDS9229087691,346$451,3740.09%
211MONOLITHIC PWR SYS INC609839105494$447,7680.09%
212ALTRIA GROUP INCMO7,582$437,1780.08%
213CINTAS CORPCTAS2,175$409,0750.08%
214ABBOTT LABSABLZF3,198$400,6950.08%
215AGILENT TECHNOLOGIES INCA2,929$398,5730.08%
216ISHARES TR4642882084,759$393,6950.08%
217FIRST TR EXCHNG TRADED FD VI33740F6728,824$390,8150.08%
218JANUS DETROIT STR TR47103U7538,147$388,6100.08%
219CHEVRON CORP NEWCVX2,514$383,1090.07%
220SPDR DOW JONES INDL AVERAGE78467X109795$382,1490.07%
221ISHARES TR4642881583,565$380,3860.07%
222VANGUARD WORLD FD92204A4052,819$376,3580.07%
223ISHARES TR4642876551,499$368,9940.07%
224ADOBE INCADBE1,038$363,2900.07%
225MFS ACTIVE EXCHANGE TRADED F55286W30614,195$355,4430.07%
226SPDR SERIES TRUST78468R5315,362$354,6960.07%
227SSGA ACTIVE TR78470P70512,790$349,8700.07%
228SSGA ACTIVE ETF TR78467V6088,343$344,2960.07%
229ISHARES TR46435G24313,474$340,0790.07%
230EXELON CORPEXC7,795$339,7840.07%
231INNOVATOR ETFS TRUSTINHD12,582$335,6230.07%
232OLD DOMINION FREIGHT LINE INODFL2,107$330,3460.06%
233SELECT SECTOR SPDR TR81369Y8032,284$328,8270.06%
234IDEXX LABS INC45168D104483$326,7640.06%
235ALPS ETF TR00162Q4526,886$323,7990.06%
236ISHARES TR464287614673$318,5310.06%
237PEPSICO INCPEP2,204$316,3480.06%
238SCHWAB CHARLES CORPSCHW-PJ3,090$308,6960.06%
239PALANTIR TECHNOLOGIES INCPLTR1,728$307,1520.06%
240FIRST TR EXCHNG TRADED FD VI33740F8625,770$305,5220.06%
241MONDELEZ INTL INC6092071055,599$301,4160.06%
242AT&T INCT-PC11,885$295,2190.06%
243SPDR SERIES TRUST78464A28411,661$290,8250.06%
244ILLINOIS TOOL WKS INC4523081091,178$290,2100.06%
245INNOVATOR ETFS TRUSTINHD10,710$276,1040.05%
246VANGUARD CHARLOTTE FDS92203J4075,576$269,4290.05%
247ADVANCED DRAIN SYS INC DEL00790R1041,803$261,1440.05%
248FIRST TR EXCHNG TRADED FD VI33740U6956,587$258,8030.05%
249CORNING INCGLW2,952$258,5010.05%
250PIMCO ETF TR72201R8745,100$257,1930.05%
251SPDR GOLD TRGLD648$256,8090.05%
252SPDR SERIES TRUST78468R7395,293$254,0110.05%
253VANECK ETF TRUST92189F4378,517$250,0890.05%
254SPDR SERIES TRUST78464A7631,794$249,7200.05%
255ISHARES TR46436E5024,085$248,7140.05%
256ABBVIE INCABBV1,084$247,5900.05%
257ISHARES TR46429B6632,010$244,4360.05%
258VISTRA CORPVST1,510$243,6120.05%
259PACER FDS TR69374H4365,702$242,2340.05%
260INNOVATOR ETFS TRUSTINHD5,367$241,2030.05%
261PAYCHEX INCPAYX2,117$237,5070.05%
262FIRST TR EXCHNG TRADED FD VI33740F2929,962$234,1230.05%
263KRAFT HEINZ COKHC9,614$233,1280.05%
264ALBEMARLE CORPALB-PA1,647$232,9360.05%
2653M COMMM1,446$231,5570.04%
266FIRST TR EXCH TRADED FD III33739P85511,764$228,1040.04%
267UNION PAC CORPUNP977$226,0060.04%
268FAIR ISAAC CORPFICO132$223,1620.04%
269GE VERNOVA INCGEV338$220,9680.04%
270ULTA BEAUTY INCULTA365$220,8290.04%
271ISHARES U S ETF TR46431W5074,315$220,4830.04%
272INNOVATOR ETFS TRUSTINHD8,119$217,4180.04%
273ISHARES TR4642874322,489$216,9410.04%
274BANK NEW YORK MELLON CORP0640581001,867$216,7400.04%
275MICRON TECHNOLOGY INCMU752$214,6280.04%
276INVESCO EXCH TRADED FD TR IIIVZ19,040$214,0100.04%
277VANGUARD ADMIRAL FDS INC921932505479$212,9590.04%
278WEST PHARMACEUTICAL SVSC INC955306105762$209,7010.04%
279COSTCO WHSL CORP NEW22160K105243$209,3010.04%
280INNOVATOR ETFS TRUSTINHD7,636$208,0320.04%
281PENTAIR PLCPNR1,972$205,3730.04%
282PNC FINL SVCS GROUP INC693475105982$204,9730.04%
283PROFESIONALLY MANAGED PORTFO74316P5793,119$204,3260.04%
284XP INCXP11,733$192,0750.04%
285CORNERSTONE TOTAL RETURN FD21924U30018,065$144,7010.03%
286EATON VANCE RISK-MANAGED DIVETN12,025$106,0610.02%
287CORNERSTONE STRATEGIC INVESTCLM10,000$83,6000.02%
288FS CREDIT OPPORTUNITIES CORPFSCO10,217$64,3670.01%