Marshall Investment Management, LLC
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$417M
Holdings
273
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GQ9
SPDR GOLD TR
Q1 2026: Sold 88.6% (48.4k → 5.5k shares)
9.7%
02
$MFUS
PIMCO EQUITY SER
Q1 2026: Exited (was 153.6k shares)
5.5%
03
$RPV
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
5.0%
04
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 74.7% (18.4k → 4.7k shares)
4.6%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +82.1% (18.6k → 33.8k shares)
3.6%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +35.2% (29.7k → 40.1k shares)
3.2%
07
$FELV
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
2.8%
08
$FFLG
FIDELITY COVINGTON TRUST
Q1 2026: Exited (was 287.6k shares)
2.8%
09
$RDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 67.0k shares)
2.4%
10
$AAPL
APPLE INC
Q1 2026: Increased +272.5% (18.9k → 70.5k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.