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Portfolio (Quarterly) Guide ↗

Marshall Financial Group, LLC

· CIK 0001841496
13F Portfolio $515M AUM 288 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 58 New 52 Added 140 Reduced 28 Exited
Page 14 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PAYX PAYCHEX INC Industrials 2,117.0 $238K 0.05% -6K -74.6% $112.19 -18.4%
262 FIRST TR EXCHNG TRADED FD VI 9,962.0 $234K 0.04% $23.50
263 KHC KRAFT HEINZ CO Consumer Defensive 9,614.0 $233K 0.04% -1K -12.7% $24.25 -5.5%
264 ALB ALBEMARLE CORP Basic Materials 1,647.0 $233K 0.04% NEW $141.43 +24.3%
265 MMM 3M CO Industrials 1,446.0 $232K 0.04% NEW $160.14 -8.7%
266 FPEI FIRST TR EXCH TRADED FD III 11,764.0 $228K 0.04% $19.39 -0.9%
267 UNP UNION PAC CORP Industrials 977.0 $226K 0.04% -4K -78.8% $231.33 +17.0%
268 FICO FAIR ISAAC CORP Technology 132.0 $223K 0.04% NEW $1690.62 -35.0%
269 GEV GE VERNOVA INC Utilities 338.0 $221K 0.04% NEW $653.75 +60.5%
270 ULTA ULTA BEAUTY INC Consumer Cyclical 365.0 $221K 0.04% -69.0 -15.9% $605.01 -18.3%
271 NEAR ISHARES U S ETF TR 4,315.0 $220K 0.04% -456.0 -9.6% $51.10 -1.0%
272 INNOVATOR ETFS TRUST 8,119.0 $217K 0.04% $26.78
273 TLT ISHARES TR 2,489.0 $217K 0.04% +228.0 +10.1% $87.16 -4.1%
274 BK BANK NEW YORK MELLON CORP Financial Services 1,867.0 $217K 0.04% $116.09 +17.7%
275 MU MICRON TECHNOLOGY INC Technology 752.0 $215K 0.04% NEW $285.41 +153.9%
276 PGX INVESCO EXCH TRADED FD TR II 19,040.0 $214K 0.04% $11.24 -2.0%
277 VOOG VANGUARD ADMIRAL FDS INC 479.0 $213K 0.04% NEW $444.59 -81.6%
278 WST WEST PHARMACEUTICAL SVSC INC Healthcare 762.0 $210K 0.04% -108.0 -12.4% $275.20 +10.1%
279 COST COSTCO WHSL CORP NEW Consumer Defensive 243.0 $209K 0.04% +2.0 +0.8% $861.32 +21.8%
280 INNOVATOR ETFS TRUST 7,636.0 $208K 0.04% $27.24
Page 14 of 15  ·  288 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 31.3%
Financial Services 19.1%
Industrials 10.8%
Healthcare 8.1%
Consumer Defensive 7.2%
Communication Services 6.8%
Consumer Cyclical 5.3%
Utilities 4.3%
Real Estate 3.3%
Basic Materials 2.5%