MARSHALL INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Littleton, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 208,492
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 274 | 208,492 | 13F-HR | MARSHALL INVESTMENT MANAGEMENT, LLC |
| Q4 2025 | 2/9/2026 | 76 | 199,088 | 13F-HR | MARSHALL INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 11/14/2025 | 75 | 188,923 | 13F-HR | MARSHALL INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 8/14/2025 | 27 | 21,047 | 13F-HR | MARSHALL INVESTMENT MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 118.9 K | 57.0% | 0 | 53.21 K | -53.21 K |
| ETFs | 89.5 K | 42.9% | 62.56 K | 0 | 62.56 K |
| Debt | 54 | 0.0% | 54 | 0 | 54 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
208,492
Holdings
274
QoQ value change ($000)
9,404
(4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.