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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 3 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 AON AON PLC Financial Services 18 $6K 0.00% SOLD
42 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 14 $6K 0.00% SOLD
43 SRE SEMPRA Utilities 68 $6K 0.00% SOLD
44 APD AIR PRODS & CHEMS INC Basic Materials 22 $6K 0.00% SOLD
45 EBAY EBAY INC. Consumer Cyclical 65 $6K 0.00% SOLD
46 SPG SIMON PPTY GROUP INC NEW Real Estate 31 $6K 0.00% SOLD
47 ALL ALLSTATE CORP Financial Services 26 $6K 0.00% SOLD
48 VICI VICI PPTYS INC Real Estate 165 $5K 0.00% SOLD
49 AXON AXON ENTERPRISE INC Industrials 7 $5K 0.00% SOLD
50 FERG FERGUSON ENTERPRISES INC Industrials 22 $5K 0.00% SOLD
51 GWRE GUIDEWIRE SOFTWARE INC Technology 21 $5K 0.00% SOLD
52 GWW GRAINGER W W INC Industrials 5 $5K 0.00% SOLD
53 DHI D R HORTON INC Consumer Cyclical 27 $5K 0.00% SOLD
54 MSCI MSCI INC Financial Services 8 $5K 0.00% SOLD
55 HIG HARTFORD INSURANCE GROUP INC Financial Services 34 $5K 0.00% SOLD
56 ABNB AIRBNB INC Consumer Cyclical 37 $4K 0.00% SOLD
57 BKR BAKER HUGHES COMPANY Energy 92 $4K 0.00% SOLD
58 MTB M & T BK CORP Financial Services 22 $4K 0.00% SOLD
59 BLOCK INC 60 $4K 0.00% SOLD
60 PSA PUBLIC STORAGE OPER CO Real Estate 15 $4K 0.00% SOLD
Page 3 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%