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Portfolio (Quarterly) Guide ↗

Marshall Financial Group, LLC

· CIK 0001841496
13F Portfolio $686M AUM 311 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 71 New 97 Added 107 Reduced 48 Exited
Page 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TOTL SSGA ACTIVE ETF TR 37,129.0 $1.5M 0.21% +1K +4.0% $39.47 -1.6%
42 GRMN GARMIN LTD Technology 6,006.0 $1.4M 0.21% +2K +59.9% $237.53 +23.3%
43 ITT ITT INC Industrials 6,697.0 $1.3M 0.19% +320.0 +5.0% $197.77 +4.1%
44 GTLS CHART INDS INC Industrials 6,159.0 $1.3M 0.19% +616.0 +11.1% $208.94 +0.5%
45 BX BLACKSTONE INC Financial Services 10,422.0 $1.2M 0.18% +7K +209.2% $117.67 +22.8%
46 BHP BHP BILLITON LIMITED Basic Materials 14,342.0 $1.2M 0.17% +1K +8.5% $83.31 +16.1%
47 BROWN FORMAN CORP 43,846.0 $1.2M 0.17% +11K +35.0% $26.65
48 RMBS RAMBUS INC DEL Technology 8,583.0 $1.1M 0.17% +782.0 +10.0% $132.74 -33.7%
49 AN AUTONATION INC Consumer Cyclical 5,987.0 $1.1M 0.16% +943.0 +18.7% $185.79 +6.8%
50 CTAS CINTAS CORP Industrials 6,501.0 $1.1M 0.16% +4K +198.9% $170.09 +21.5%
51 NDSN NORDSON CORP Industrials 3,617.0 $1.1M 0.16% +236.0 +7.0% $301.71 +10.0%
52 CINF CINCINNATI FINL CORP Financial Services 5,712.0 $1.1M 0.15% +713.0 +14.3% $185.13 -7.6%
53 URI UNITED RENTALS INC Industrials 915.0 $1.0M 0.15% +168.0 +22.5% $1132.95 -3.5%
54 SPGI S&P GLOBAL INC Financial Services 2,540.0 $1.0M 0.15% +43.0 +1.7% $407.26 +6.5%
55 PSA PUBLIC STORAGE Real Estate 3,233.0 $1.0M 0.15% +168.0 +5.5% $318.28 +0.8%
56 RWK INVESCO EXCH TRADED FD TR II 7,034.0 $1.0M 0.15% +43.0 +0.6% $146.25 +2.0%
57 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,870.0 $1.0M 0.15% +65.0 +3.6% $541.83 -5.4%
58 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 3,913.0 $991K 0.14% +217.0 +5.9% $253.16 -18.4%
59 MLI MUELLER INDS INC Industrials 8,025.0 $986K 0.14% +731.0 +10.0% $122.93 -48.4%
60 WAT WATERS CORP Healthcare 2,565.0 $962K 0.14% +338.0 +15.2% $375.04 +8.8%
Page 3 of 5  ·  97 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 32.8%
Financial Services 27.2%
Industrials 8.6%
Healthcare 7.0%
Consumer Defensive 6.6%
Consumer Cyclical 4.9%
Basic Materials 3.4%
Utilities 3.2%
Communication Services 3.0%
Real Estate 2.6%