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Portfolio (Quarterly) Guide ↗

Marquette Asset Management, LLC

· CIK 0001395067
13F Portfolio $653M AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 700 New
Page 8 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRK MERCK & CO INC Healthcare 254.0 $21K 0.00% NEW $83.93 +38.1%
142 BBY BEST BUY INC Consumer Cyclical 278.0 $21K 0.00% NEW $75.62 -19.1%
143 T AT&T INC Communication Services 730.0 $21K 0.00% NEW $28.24 -11.7%
144 RTX RTX CORPORATION Industrials 121.0 $20K 0.00% NEW $167.33 +4.5%
145 TJX TJX COS INC NEW Consumer Cyclical 140.0 $20K 0.00% NEW $144.54 +10.1%
146 BSX BOSTON SCIENTIFIC CORP Healthcare 204.0 $20K 0.00% NEW $97.63 -41.5%
147 BLK BLACKROCK INC Financial Services 17.0 $20K 0.00% NEW $1165.88 -8.8%
148 INTU INTUIT Technology 29.0 $20K 0.00% NEW $682.93 -55.0%
149 AXP AMERICAN EXPRESS CO Financial Services 58.0 $19K 0.00% NEW $332.17 -6.8%
150 DIS DISNEY WALT CO Communication Services 167.0 $19K 0.00% NEW $114.50 -9.5%
151 C CITIGROUP INC Financial Services 186.0 $19K 0.00% NEW $101.50 +23.3%
152 PEP PEPSICO INC Consumer Defensive 134.0 $19K 0.00% NEW $140.44 +6.0%
153 MS MORGAN STANLEY Financial Services 118.0 $19K 0.00% NEW $158.97 +26.1%
154 UBER UBER TECHNOLOGIES INC Technology 190.0 $19K 0.00% NEW $97.97 -23.9%
155 ACN ACCENTURE PLC IRELAND Technology 73.0 $18K 0.00% NEW $246.60 -27.9%
156 LRCX LAM RESEARCH CORP Technology 132.0 $18K 0.00% NEW $133.90 +125.7%
157 MET METLIFE INC Financial Services 213.0 $18K 0.00% NEW $82.37 +2.3%
158 KMB KIMBERLY-CLARK CORP Consumer Defensive 141.0 $18K 0.00% NEW $124.34 -20.6%
159 SPGI S&P GLOBAL INC Financial Services 36.0 $18K 0.00% NEW $486.72 -14.3%
160 AFL AFLAC INC Financial Services 156.0 $17K 0.00% NEW $111.71 +5.5%
Page 8 of 35  ·  700 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
Technology 28.4%
Financial Services 25.5%
Industrials 10.1%
Healthcare 9.9%
Consumer Defensive 8.6%
Communication Services 6.9%
Consumer Cyclical 3.6%
Energy 2.6%
Basic Materials 2.2%
Utilities 1.7%