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Portfolio (Quarterly) Guide ↗

Marquette Asset Management, LLC

· CIK 0001395067
13F Portfolio $653M AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 700 New
Page 15 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCX FREEPORT-MCMORAN INC Basic Materials 171.0 $7K 0.00% NEW $39.22 +58.9%
282 DDOG DATADOG INC Technology 47.0 $7K 0.00% NEW $142.40 +53.1%
283 XYL XYLEM INC Industrials 45.0 $7K 0.00% NEW $147.51 -26.6%
284 CI THE CIGNA GROUP Healthcare 23.0 $7K 0.00% NEW $288.26 -2.2%
285 ZS ZSCALER INC Technology 22.0 $7K 0.00% NEW $299.68 -41.8%
286 MDB MONGODB INC Technology 21.0 $7K 0.00% NEW $310.38 +2.3%
287 PTC PTC INC Technology 32.0 $6K 0.00% NEW $203.03 -27.1%
288 AON AON PLC Financial Services 18.0 $6K 0.00% NEW $356.61 -9.1%
289 COIN COINBASE GLOBAL INC Financial Services 19.0 $6K 0.00% NEW $337.53 -42.7%
290 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 14.0 $6K 0.00% NEW $456.00 -34.1%
291 CBRE CBRE GROUP INC Real Estate 40.0 $6K 0.00% NEW $157.57 -16.8%
292 APOS APOLLO GLOBAL MGMT INC Financial Services 47.0 $6K 0.00% NEW $133.28 -80.4%
293 KMI KINDER MORGAN INC DEL Energy 220.0 $6K 0.00% NEW $28.31 +18.3%
294 DLR DIGITAL RLTY TR INC Real Estate 36.0 $6K 0.00% NEW $172.89 +12.4%
295 MRVL MARVELL TECHNOLOGY INC Technology 74.0 $6K 0.00% NEW $84.08 +126.8%
296 EW EDWARDS LIFESCIENCES CORP Healthcare 80.0 $6K 0.00% NEW $77.78 +7.0%
297 NDAQ NASDAQ INC Financial Services 70.0 $6K 0.00% NEW $88.46 +2.2%
298 SRE SEMPRA Utilities 68.0 $6K 0.00% NEW $89.99 +1.6%
299 CARG CARGURUS INC Consumer Cyclical 164.0 $6K 0.00% NEW $37.23 -25.9%
300 TWLO TWILIO INC Communication Services 61.0 $6K 0.00% NEW $100.10 +89.1%
Page 15 of 35  ·  700 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 25.5%
Industrials 10.1%
Healthcare 9.9%
Consumer Defensive 8.6%
Communication Services 6.9%
Consumer Cyclical 3.6%
Energy 2.6%
Basic Materials 2.2%
Utilities 1.7%