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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LC LENDINGCLUB CORP Financial Services 29.0 $550.0 NEW $18.97 -16.9%
162 TH TARGET HOSPITALITY CORP Industrials 68.0 $545.0 NEW $8.01 +127.8%
163 MOD MODINE MFG CO Consumer Cyclical 4.0 $535.0 NEW $133.75 +87.0%
164 NATL NCR ATLEOS CORPORATION Technology 14.0 $534.0 NEW $38.14 +17.5%
165 TDS TELEPHONE & DATA SYS INC Communication Services 13.0 $533.0 NEW $41.00 +1.5%
166 PTCT PTC THERAPEUTICS INC Healthcare 7.0 $532.0 NEW $76.00 -6.6%
167 BALL BALL CORP Consumer Cyclical 10.0 $530.0 NEW $53.00 +6.3%
168 EGHT 8X8 INC NEW Technology 269.0 $530.0 NEW $1.97 +8.1%
169 SOUN SOUNDHOUND AI INC Technology 53.0 $529.0 NEW $9.98 -15.3%
170 FLYW FLYWIRE CORPORATION Technology 37.0 $524.0 NEW $14.16 +14.1%
171 PI IMPINJ INC Technology 3.0 $523.0 NEW $174.33 -21.3%
172 HURN HURON CONSULTING GROUP INC Industrials 3.0 $519.0 NEW $173.00 -39.1%
173 MAT MATTEL INC Consumer Cyclical 26.0 $516.0 NEW $19.85 -24.6%
174 TRU TRANSUNION Industrials 6.0 $515.0 NEW $85.83 -19.7%
175 STGW STAGWELL INC Communication Services 105.0 $514.0 NEW $4.90 +27.1%
176 GH GUARDANT HEALTH INC Healthcare 5.0 $511.0 NEW $102.20 +15.5%
177 DTST DATA STORAGE CORP Technology 99.0 $507.0 NEW $5.12 -23.8%
178 LAMR LAMAR ADVERTISING CO NEW Real Estate 4.0 $507.0 NEW $126.75 +20.4%
179 CTLP CANTALOUPE INC Technology 47.0 $500.0 NEW $10.64 +5.3%
180 WULF TERAWULF INC Financial Services 43.0 $495.0 NEW $11.51 +87.9%
Page 9 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%