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Portfolio (Quarterly) Guide ↗

Marquette Asset Management, LLC

· CIK 0001395067
13F Portfolio $677M AUM 698 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 204 New 251 Added 134 Reduced 206 Exited
Page 10 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 GPN GLOBAL PMTS INC Industrials 18 $1K SOLD
182 MR COOPER GROUP INC 7 $1K SOLD
183 ATR APTARGROUP INC Healthcare 11 $1K SOLD
184 INGR INGREDION INC Consumer Defensive 12 $1K SOLD
185 AFRM AFFIRM HLDGS INC Technology 20 $1K SOLD
186 RMBS RAMBUS INC DEL Technology 14 $1K SOLD
187 FOXA FOX CORP Communication Services 23 $1K SOLD
188 GNTX GENTEX CORP Consumer Cyclical 51 $1K SOLD
189 LULU LULULEMON ATHLETICA INC Consumer Cyclical 8 $1K SOLD
190 LAUR LAUREATE EDUCATION INC Consumer Defensive 45 $1K SOLD
191 WTS WATTS WATER TECHNOLOGIES INC Industrials 5 $1K SOLD
192 RXT RACKSPACE TECHNOLOGY INC Technology 976 $1K SOLD
193 GTLB GITLAB INC Technology 30 $1K SOLD
194 PRU PRUDENTIAL FINL INC Financial Services 13 $1K SOLD
195 TENB TENABLE HLDGS INC Technology 46 $1K SOLD
196 LUV SOUTHWEST AIRLS CO Industrials 42 $1K SOLD
197 PNR PENTAIR PLC Industrials 12 $1K SOLD
198 RPM RPM INTL INC Basic Materials 11 $1K SOLD
199 NFG NATIONAL FUEL GAS CO Energy 14 $1K SOLD
200 CALX CALIX INC Technology 20 $1K SOLD
Page 10 of 11  ·  206 positions
Sector Allocation
Communication Services 31.6%
Technology 25.6%
Financial Services 17.4%
Industrials 6.7%
Healthcare 6.2%
Consumer Defensive 6.0%
Consumer Cyclical 2.7%
Energy 1.4%
Utilities 1.1%
Basic Materials 0.9%