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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  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HAS HASBRO INC Consumer Cyclical 6.0 $492.0 NEW $82.00 +9.9%
182 STC STEWART INFORMATION SVCS COR Financial Services 7.0 $492.0 NEW $70.29 -3.1%
183 SMMT SUMMIT THERAPEUTICS INC Healthcare 28.0 $490.0 NEW $17.50 +2.2%
184 GSAT GLOBALSTAR INC Communication Services 8.0 $489.0 NEW $61.12 +35.3%
185 DAYFORCE INC 7.0 $485.0 NEW $69.29
186 BKE BUCKLE INC Consumer Cyclical 9.0 $481.0 NEW $53.44 -8.3%
187 CORZ CORE SCIENTIFIC INC NEW Technology 33.0 $481.0 NEW $14.58 +70.3%
188 WING WINGSTOP INC Consumer Cyclical 2.0 $477.0 NEW $238.50 -46.3%
189 ADMA ADMA BIOLOGICS INC Healthcare 26.0 $475.0 NEW $18.27 -53.7%
190 CRVL CORVEL CORP Financial Services 7.0 $474.0 NEW $67.71 -9.1%
191 ZDGE ZEDGE INC Communication Services 141.0 $463.0 NEW $3.28 -7.7%
192 HQY HEALTHEQUITY INC Healthcare 5.0 $459.0 NEW $91.80 -5.8%
193 INOD INNODATA INC Technology 9.0 $459.0 NEW $51.00 +93.2%
194 GKOS GLAUKOS CORP Healthcare 4.0 $452.0 NEW $113.00 +23.0%
195 CIDARA THERAPEUTICS INC 2.0 $442.0 NEW $221.00
196 BLD TOPBUILD CORP Industrials 1.0 $418.0 NEW $418.00 -1.6%
197 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 15.0 $408.0 NEW $27.20 -27.9%
198 PSQH PSQ HOLDINGS INC Technology 385.0 $397.0 NEW $1.03 -41.6%
199 WGS GENEDX HOLDINGS CORP Healthcare 3.0 $391.0 NEW $130.33 -65.7%
200 INSW INTERNATIONAL SEAWAYS INC Energy 8.0 $389.0 NEW $48.62 +75.0%
Page 10 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%