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Portfolio (Quarterly) Guide ↗

MARSHALL INVESTMENT MANAGEMENT, LLC

· CIK 0002022427
13F Portfolio $208M AUM 274 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 201 New 43 Added 18 Reduced 3 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 1,364.0 $263K 0.13% +20.0 +1.5% $192.85 -8.4%
42 HYXF ISHARES TR 5,591.0 $259K 0.12% +46.0 +0.8% $46.31 +0.9%
43 NUDM NUSHARES ETF TR 6,216.0 $224K 0.11% +46.0 +0.8% $36.11 +8.2%
Page 3 of 3  ·  43 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
Financial Services 31.5%
Technology 28.4%
Healthcare 10.4%
Communication Services 9.7%
Consumer Cyclical 7.9%
Consumer Defensive 4.9%
Utilities 4.6%
Energy 1.2%
Industrials 1.1%
Basic Materials 0.3%