Marshall Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
288
Total value ($000)
$515,312
Net value change ($000)
+2,035 (0.4%)
New positions
58
Sold out positions
28
Turnover %
13.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MFSB 2,887 14.3%
LITE 2,351 NEW
EWBC 2,148 NEW
AMAT 2,072 NEW
AMGN 1,924 NEW
EXAS 1,794 NEW
ALLE 1,499 NEW
NVO 1,395 642.9%
CRS 1,371 NEW
ANET 1,347 175.6%
Top Reduces (Value $000, Stocks/ETFs)
PULS -4,176 -58.4%
GARMIN LTD -2,351 -75.5%
CDNS -2,163 -75.5%
ZTS -1,714 -100.0%
ABT -1,626 -80.2%
ADBE -1,550 -81.0%
AAPL -1,518 -10.2%
ODFL -1,407 -81.0%
NTES -1,378 -100.0%
MPWR -1,360 -75.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type