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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 21 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ATEN A10 NETWORKS INC Technology 195.0 $4K 0.00% NEW $18.15 +56.1%
402 NXDR NEXTDOOR HOLDINGS INC Communication Services 1,693.0 $4K 0.00% NEW $2.09 -3.4%
403 EQT EQT CORP Energy 64.0 $3K 0.00% NEW $54.44 +6.1%
404 JKHY HENRY JACK & ASSOC INC Technology 23.0 $3K 0.00% NEW $148.96 -6.3%
405 F FORD MTR CO Consumer Cyclical 285.0 $3K 0.00% NEW $11.96 +14.3%
406 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 57.0 $3K 0.00% NEW $59.75 +29.1%
407 OTIS OTIS WORLDWIDE CORP Industrials 37.0 $3K 0.00% NEW $91.43 -21.7%
408 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 24.0 $3K 0.00% NEW $140.42 +10.7%
409 PSTG PURE STORAGE INC Technology 40.0 $3K 0.00% NEW $83.83 -0.0%
410 SLB SCHLUMBERGER LTD Energy 97.0 $3K 0.00% NEW $34.37 +66.7%
411 DOCU DOCUSIGN INC Technology 46.0 $3K 0.00% NEW $72.11 -32.1%
412 CAH CARDINAL HEALTH INC Healthcare 21.0 $3K 0.00% NEW $157.00 +27.8%
413 WRB BERKLEY W R CORP Financial Services 43.0 $3K 0.00% NEW $76.63 -10.9%
414 LYV LIVE NATION ENTERTAINMENT IN Communication Services 20.0 $3K 0.00% NEW $163.40 +1.6%
415 ACT ENACT HLDGS INC Financial Services 85.0 $3K NEW $38.34 +13.2%
416 EME EMCOR GROUP INC Industrials 5.0 $3K NEW $649.60 +30.7%
417 OKE ONEOK INC NEW Energy 44.0 $3K NEW $72.98 +26.9%
418 NTNX NUTANIX INC Technology 43.0 $3K NEW $74.40 -39.9%
419 HPE HEWLETT PACKARD ENTERPRISE C Technology 130.0 $3K NEW $24.56 +38.3%
420 ROIV ROIVANT SCIENCES LTD Healthcare 210.0 $3K NEW $15.13 +114.2%
Page 21 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%