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Home > Institutional Investor > Marshall Investment Management, Llc > Profile

Instuitional Investor - Marshall Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Marshall Investment Management, Llc
Portfolio Value $188,922,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 48,477 $17,232,126 9.12%
2.
Fidelity Covington Trust
 306,139 $9,024,978 4.78%
3.
Microsoft Corp
 MSFT 17,361 $8,992,111 4.76%
4.
Capital Group Growth Etf
 203,241 $8,926,343 4.72%
5.
Pimco Equity Ser
 158,569 $8,919,516 4.72%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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