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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 29 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FANG DIAMONDBACK ENERGY INC Energy 13.0 $2K NEW $143.15 +40.4%
562 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 28.0 $2K NEW $66.46 +51.8%
563 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 39.0 $2K NEW $47.05 +1.6%
564 HALO HALOZYME THERAPEUTICS INC Healthcare 25.0 $2K NEW $73.36 -6.6%
565 KD KYNDRYL HLDGS INC Technology 61.0 $2K NEW $30.03 -59.8%
566 BLZE BACKBLAZE INC Technology 197.0 $2K NEW $9.28 -20.6%
567 FN FABRINET Technology 5.0 $2K NEW $364.80 +92.8%
568 AMPL AMPLITUDE INC Technology 170.0 $2K NEW $10.72 -39.2%
569 OHI OMEGA HEALTHCARE INVS INC Real Estate 43.0 $2K NEW $42.23 +14.3%
570 APTIV PLC 21.0 $2K NEW $86.24
571 BOX BOX INC Technology 56.0 $2K NEW $32.29 -21.3%
572 L LOEWS CORP Financial Services 18.0 $2K NEW $100.44 +8.7%
573 ACLX ARCELLX INC Healthcare 22.0 $2K NEW $82.14 +40.1%
574 BRC BRADY CORP Industrials 23.0 $2K NEW $78.04 +8.3%
575 RAMP LIVERAMP HLDGS INC Technology 66.0 $2K NEW $27.15 +39.0%
576 TER TERADYNE INC Technology 13.0 $2K NEW $137.69 +150.1%
577 PCG PG&E CORP Utilities 118.0 $2K NEW $15.08 +9.0%
578 ALLE ALLEGION PLC Industrials 10.0 $2K NEW $177.40 -26.3%
579 FEDERATED HERMES INC 34.0 $2K NEW $51.94
580 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 48.0 $2K NEW $36.38 -5.5%
Page 29 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%