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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CGGR	CAPITAL GROUP GROWTH ETF	—	194,848	$8.7M	4.35%	SOLD
2	ROBT	FIRST TR EXCHANGE TRADED FD	—	18,856	$978K	0.49%	SOLD
3	FUTY	FIDELITY COVINGTON TRUST	—	8,612	$476K	0.24%	SOLD

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%