MARSHALL INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Littleton, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 240,753
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 497 | 240,753 | 13F-HR | MARSHALL INVESTMENT MANAGEMENT, LLC |
| 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 | 140.9 K | 58.5% | 22 K | 0 | 22 K |
| ETFs | 99.81 K | 41.5% | 10.31 K | 0 | 10.31 K |
| Debt | 0 | 0.0% | 0 | 54 | -54 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
240,753
Holdings
497
QoQ value change ($000)
32,261
(15.5%)
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.