Institutional Manager · CIK 0002022427
MARSHALL INVESTMENT MANAGEMENT, LLC
LITTLETON, CO · File #028-24728
Latest AUM
$199.1M
Positions
76
Top-10 Concentration
47.2%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 48,412 | $19.2M | 10.14% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,403 | $9.3M | 4.89% |
| 3 | MICROSOFT CORP | MSFT | 18,568 | $9.0M | 4.75% |
| 4 | FIDELITY COVINGTON TRUST | 31609A503 | 240,065 | $8.7M | 4.62% |
| 5 | PIMCO EQUITY SER | 72202L363 | 153,634 | $8.7M | 4.60% |
| 6 | CAPITAL GROUP GROWTH ETF | 14020G101 | 194,848 | $8.7M | 4.58% |
| 7 | FIDELITY COVINGTON TRUST | 316092337 | 287,597 | $8.6M | 4.55% |
| 8 | AMAZON COM INC | AMZN | 29,679 | $6.9M | 3.62% |
| 9 | SPDR S&P 500 ETF TR | SPY | 7,703 | $5.3M | 2.78% |
| 10 | APPLE INC | AAPL | 18,932 | $5.1M | 2.72% |
| 11 | ALPHABET INC | GOOG | 16,365 | $5.1M | 2.71% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 15,452 | $5.0M | 2.63% |
| 13 | NVIDIA CORPORATION | NVDA | 25,891 | $4.8M | 2.55% |
| 14 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 66,969 | $4.7M | 2.46% |
| 15 | MFS ACTIVE EXCHANGE TRADED F | 55286W108 | 175,374 | $4.4M | 2.34% |
| 16 | ELI LILLY & CO | LLY | 3,783 | $4.1M | 2.15% |
| 17 | FIRST TR EXCHANGE TRADED FD | 33738R704 | 36,076 | $3.5M | 1.87% |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 7,558 | $3.5M | 1.87% |
| 19 | META PLATFORMS INC | META | 4,975 | $3.3M | 1.74% |
| 20 | WALMART INC | WMT | 29,303 | $3.3M | 1.73% |