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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FEDERATED HERMES INC 20,483.0 $1.1M 0.17% -1K -5.4% $55.22
42 EMXC ISHARES INC 10,474.0 $1.1M 0.16% -663.0 -6.0% $102.30 -4.4%
43 AXP AMERICAN EXPRESS CO Financial Services 3,145.0 $1.1M 0.15% -40.0 -1.3% $338.21 -0.7%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 5,816.0 $1.1M 0.15% -228.0 -3.8% $180.91 +4.0%
45 GFI GOLD FIELDS LTD Basic Materials 30,114.0 $1.0M 0.15% -216.0 -0.7% $33.59 +42.3%
46 GGG GRACO INC Industrials 13,194.0 $998K 0.14% -268.0 -2.0% $75.61 +6.6%
47 DFAI DIMENSIONAL ETF TRUST 24,098.0 $994K 0.14% -1K -4.6% $41.25 +5.1%
48 TER TERADYNE INC Technology 2,007.0 $971K 0.14% -414.0 -17.1% $483.78 -22.3%
49 QCOM QUALCOMM INC Technology 4,649.0 $859K 0.12% -10K -68.7% $184.79 -13.0%
50 QUAL ISHARES TR 3,755.0 $824K 0.12% -3K -46.3% $219.41 +1.7%
51 VWO VANGUARD INTL EQUITY INDEX F 13,415.0 $801K 0.12% -17K -56.2% $59.69 +1.3%
52 HD HOME DEPOT INC Consumer Cyclical 2,265.0 $799K 0.12% -111.0 -4.7% $352.65 -4.8%
53 INNOVATOR ETFS TRUST 29,802.0 $787K 0.12% -4K -11.3% $26.42
54 MOAT VANECK ETF TRUST 6,454.0 $671K 0.10% -6K -46.9% $103.95 +10.1%
55 PAVE GLOBAL X FDS 11,370.0 $670K 0.10% -237K -95.4% $58.92 -4.3%
56 NEE NEXTERA ENERGY INC Utilities 7,434.0 $653K 0.10% -2K -24.6% $87.77 -4.7%
57 JEPI J P MORGAN EXCHANGE TRADED F 11,118.0 $628K 0.09% -4K -26.6% $56.48 +2.5%
58 CDNS CADENCE DESIGN SYSTEM INC Technology 1,670.0 $627K 0.09% -579.0 -25.7% $375.32 -15.0%
59 QQQE DIREXION SHARES ETF TRUST 5,020.0 $613K 0.09% -4K -46.7% $122.02 +0.6%
60 JIRE J P MORGAN EXCHANGE TRADED F 7,416.0 $612K 0.09% -8K -52.9% $82.49 +3.4%
Page 3 of 6  ·  107 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%