MARSHALL INVESTMENT MANAGEMENT, LLC — 13F holdings

MARSHALL INVESTMENT MANAGEMENT, LLC reported 497 holdings worth $241M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GLD SPDR GOLD TR — $17.6M (7.3%)
2. MFUS PIMCO EQUITY SER — $12.4M (5.1%)
3. XMHQ INVESCO EXCHANGE TRADED FD T — $10.8M (4.5%)
4. BRK.B BERKSHIRE HATHAWAY INC DEL — $10.1M (4.2%)
5. MSFT MICROSOFT CORP — $8.18M (3.4%)
6. AMZN AMAZON COM INC — $8.13M (3.4%)
7. AAPL APPLE INC — $6.86M (2.8%)
8. FFLG FIDELITY COVINGTON TRUST — $6.85M (2.8%)
9. CRWD CROWDSTRIKE HLDGS INC — $6.58M (2.7%)
10. FELV FIDELITY COVINGTON TRUST — $6.40M (2.7%)