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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 29 of 35  ·  698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NNI NELNET INC Financial Services 8.0 $1K NEW $133.00 -2.5%
562 CRCL CIRCLE INTERNET GROUP INC Financial Services 13.0 $1K NEW $79.31 +44.9%
563 MQ MARQETA INC Technology 216.0 $1K NEW $4.75 -16.8%
564 AVIDITY BIOSCIENCES INC 14.0 $1K NEW $72.14
565 HIMS HIMS & HERS HEALTH INC Healthcare 31.0 $1K +13.0 +72.2% $32.48 -26.1%
566 QXO QXO INC Industrials 51.0 $984.0 -11.0 -17.7% $19.29 -10.7%
567 DOCS DOXIMITY INC Healthcare 22.0 $975.0 +2.0 +10.0% $44.32 -56.2%
568 CNR CORE NATURAL RESOURCES INC Energy 11.0 $974.0 NEW $88.55 -5.1%
569 DHX DHI GROUP INC Industrials 608.0 $943.0 NEW $1.55 +125.7%
570 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 10.0 $940.0 NEW $94.00 +21.4%
571 RIOT RIOT PLATFORMS INC Financial Services 73.0 $925.0 NEW $12.67 +86.8%
572 JAMF HLDG CORP 69.0 $898.0 NEW $13.01
573 CBSH COMMERCE BANCSHARES INC Financial Services 17.0 $890.0 NEW $52.35 -0.3%
574 CIFR CIPHER MINING INC Financial Services 60.0 $886.0 NEW $14.77 +45.7%
575 HUT 8 CORP 18.0 $827.0 NEW $45.94
576 PAY PAYMENTUS HOLDINGS INC Technology 26.0 $822.0 NEW $31.62 -25.7%
577 EXACT SCIENCES CORP 8.0 $813.0 NEW $101.62
578 CLBK COLUMBIA FINL INC Financial Services 52.0 $809.0 NEW $15.56 +30.0%
579 CMCSA COMCAST CORP NEW Communication Services 27.0 $808.0 -318.0 -92.2% $29.93 -16.2%
580 IONQ IONQ INC Technology 18.0 $808.0 -3.0 -14.3% $44.89 +31.2%
Page 29 of 35  ·  698 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%