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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MINT PIMCO ETF TR 3,515.0 $354K 0.05% -3K -42.0% $100.81 -0.1%
82 FLTR VANECK ETF TRUST 13,827.0 $354K 0.05% -9K -38.5% $25.61 -0.1%
83 JBBB JANUS DETROIT STR TR 7,389.0 $350K 0.05% -758.0 -9.3% $47.35 +0.4%
84 GD GENERAL DYNAMICS CORP Industrials 983.0 $348K 0.05% -584.0 -37.3% $354.06 +8.8%
85 FCOR FIDELITY MERRIMACK STR TR 7,270.0 $343K 0.05% -5K -41.8% $47.15 -1.9%
86 NXPI NXP SEMICONDUCTORS N V Technology 1,132.0 $318K 0.05% -4K -77.1% $281.10 -21.9%
87 IXUS ISHARES TR 3,008.0 $287K 0.04% -4K -55.7% $95.43 +1.9%
88 OMF ONEMAIN HLDGS INC Financial Services 4,645.0 $283K 0.04% -14K -74.9% $60.97 +4.8%
89 HYMB SPDR SERIES TRUST 11,006.0 $280K 0.04% -655.0 -5.6% $25.44 -2.4%
90 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,258.0 $273K 0.04% -849.0 -40.3% $216.64 -4.7%
91 NVO NOVO-NORDISK A S Healthcare 5,607.0 $269K 0.04% -26K -82.3% $47.94 -2.0%
92 SEIC SEI INVTS CO Financial Services 3,014.0 $264K 0.04% -9K -74.7% $87.72 +26.9%
93 ABBV ABBVIE INC Healthcare 1,034.0 $260K 0.04% -50.0 -4.6% $251.69 +5.2%
94 CBSH COMMERCE BANCSHARES INC Financial Services 4,413.0 $255K 0.04% -15K -77.2% $57.75 +2.3%
95 A AGILENT TECHNOLOGIES INC Healthcare 1,897.0 $252K 0.04% -1K -35.2% $132.84 +16.5%
96 SKT TANGER INC Real Estate 6,379.0 $252K 0.04% -21K -77.0% $39.47 -2.7%
97 WELL WELLTOWER INC Real Estate 1,108.0 $252K 0.04% -2K -62.2% $227.03 +6.3%
98 UPS UNITED PARCEL SVCS INC Industrials 2,310.0 $248K 0.04% -2K -50.0% $107.51 -4.8%
99 QDPL PACER FDS TR 5,436.0 $245K 0.04% -266.0 -4.7% $45.07 +2.6%
100 ITW ILLINOIS TOOL WKS INC Industrials 873.0 $236K 0.03% -305.0 -25.9% $270.56 +5.3%
Page 5 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%