13F Filings History of MARSHALL INVESTMENT MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$199,087,720
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Littleton, CO
Summary
This page shows a list of all the recent 13F filings made by MARSHALL INVESTMENT MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARSHALL INVESTMENT MANAGEMENT, LLC reported 76 stock holdings with total value $199,087,720 as of Q4 2025. Top holdings included GLD, BRKB, MSFT, FMDE, and MFUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 76 $199,087,720 +$16,153,694 -$10,475,640 +$5,678,054 GLD, BRKB, MSFT, FMDE, MFUS 13F-HR 09 Feb 2026, 15:08
Q3 2025 75 $188,922,899 +$166,824,995 -$484,384 +$166,340,611 GLD, FFLG, MSFT, CGGR, MFUS 13F-HR 13 Nov 2025, 18:05
Q2 2025 27 $21,046,820 +$1,117,405 -$149,840,233 -$148,722,828 FV, MSFT, ARKW, FVD, SPY 13F-HR 13 Aug 2025, 19:33
Q1 2025 248 $160,992,479 +$42,514,307 -$46,775,686 -$4,261,379 GLD, BRKB, RDVY, FVD, SPY 13F-HR 07 May 2025, 17:52
Q4 2024 135 $169,063,258 $0 $0 $0 SPYV, BRKB, MSFT, RDVY, AIRR 13F-HR 03 Feb 2025, 19:00