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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 4 of 35  ·  698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 2,529.0 $167K 0.03% -412.0 -14.0% $66.00 +10.5%
62 SPYG SPDR SERIES TRUST 1,520.0 $162K 0.02% $106.70 +10.9%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 3,907.0 $159K 0.02% -438.0 -10.1% $40.73 +17.4%
64 GOOG ALPHABET INC Communication Services 500.0 $157K 0.02% $313.80 +22.2%
65 DAKT DAKTRONICS INC Technology 7,600.0 $150K 0.02% +6K +375.0% $19.77 -0.2%
66 XEL XCEL ENERGY INC Utilities 1,867.0 $138K 0.02% +157.0 +9.2% $73.86 +8.1%
67 MMM 3M CO Industrials 820.0 $131K 0.02% $160.10 -5.3%
68 MSI MOTOROLA SOLUTIONS INC Technology 342.0 $131K 0.02% -715.0 -67.6% $383.32 +4.4%
69 AVGO BROADCOM INC Technology 377.0 $130K 0.02% $346.10 +19.8%
70 SHW SHERWIN WILLIAMS CO Basic Materials 390.0 $126K 0.02% -385.0 -49.7% $324.03 -5.0%
71 VTI VANGUARD INDEX FDS 371.0 $124K 0.02% $335.27 +8.9%
72 SYK STRYKER CORPORATION Healthcare 340.0 $120K 0.02% -340.0 -50.0% $351.47 -8.5%
73 SCHL SCHOLASTIC CORP Communication Services 3,899.0 $116K 0.02% NEW $29.63 +32.4%
74 VNQ VANGUARD INDEX FDS 1,300.0 $115K 0.02% $88.49 +9.2%
75 UPS UNITED PARCEL SERVICE INC Industrials 1,071.0 $106K 0.02% +972.0 +981.8% $99.19 -0.3%
76 VTV VANGUARD INDEX FDS 534.0 $102K 0.01% $190.99 +9.4%
77 BSCW INVESCO EXCH TRD SLF IDX FD 4,882.0 $102K 0.01% +314.0 +6.9% $20.88 -2.2%
78 BSCY INVESCO EXCH TRD SLF IDX FD 4,668.0 $98K 0.01% +341.0 +7.9% $21.02 -2.3%
79 BSCX INVESCO EXCH TRD SLF IDX FD 4,495.0 $96K 0.01% +377.0 +9.2% $21.46 -2.3%
80 UMBF UMB FINL CORP Financial Services 826.0 $95K 0.01% +13.0 +1.6% $115.04 +13.2%
Page 4 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%