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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 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DHX DHI GROUP INC Industrials 608.0 $943.0 NEW $1.55 +125.7%
102 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 10.0 $940.0 NEW $94.00 +21.4%
103 RIOT RIOT PLATFORMS INC Financial Services 73.0 $925.0 NEW $12.67 +86.8%
104 JAMF HLDG CORP 69.0 $898.0 NEW $13.01
105 CBSH COMMERCE BANCSHARES INC Financial Services 17.0 $890.0 NEW $52.35 -0.3%
106 CIFR CIPHER MINING INC Financial Services 60.0 $886.0 NEW $14.77 +45.7%
107 HUT 8 CORP 18.0 $827.0 NEW $45.94
108 PAY PAYMENTUS HOLDINGS INC Technology 26.0 $822.0 NEW $31.62 -25.7%
109 EXACT SCIENCES CORP 8.0 $813.0 NEW $101.62
110 CLBK COLUMBIA FINL INC Financial Services 52.0 $809.0 NEW $15.56 +30.0%
111 MUSA MURPHY USA INC Consumer Cyclical 2.0 $808.0 NEW $404.00 +34.8%
112 MIAMI INTL HLDGS INC 18.0 $799.0 NEW $44.39
113 WDFC WD 40 CO Basic Materials 4.0 $788.0 NEW $197.00 +5.6%
114 JBHT HUNT J B TRANS SVCS INC Industrials 4.0 $778.0 NEW $194.50 +33.3%
115 SATS ECHOSTAR CORP Technology 7.0 $761.0 NEW $108.71 +30.4%
116 REX REX AMERICAN RES CORP Basic Materials 23.0 $744.0 NEW $32.35 +50.8%
117 UEC URANIUM ENERGY CORP Energy 63.0 $736.0 NEW $11.68 +9.1%
118 IDN INTELLICHECK INC Technology 110.0 $735.0 NEW $6.68 -36.5%
119 QUIPT HOME MEDICAL CORP 208.0 $735.0 NEW $3.53
120 AXSM AXSOME THERAPEUTICS INC Healthcare 4.0 $731.0 NEW $182.75 +27.8%
Page 6 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%