MARSHALL INVESTMENT MANAGEMENT, LLC - Portfolio overview

MARSHALL INVESTMENT MANAGEMENT, LLC has 277 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 9.20%
2. MFUS - PIMCO EQUITY SER, 5.17%
3. RPV - INVESCO EXCHANGE TRADED FD T, 4.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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