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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MMM 3M CO Industrials 1,395.0 $226K 0.03% -51.0 -3.5% $161.93 +10.5%
102 SDY SPDR SERIES TRUST 1,473.0 $224K 0.03% -321.0 -17.9% $152.14 +4.6%
103 BAP CREDICORP LTD Financial Services 565.0 $220K 0.03% -3K -82.2% $389.72 -2.6%
104 T AT&T INC Communication Services 10,433.0 $216K 0.03% -1K -12.2% $20.70 +24.1%
105 ADSK AUTODESK INC Technology 1,063.0 $207K 0.03% -3K -72.4% $194.42 +30.9%
106 DOV DOVER CORP Industrials 895.0 $201K 0.03% -4K -81.8% $224.29 -9.2%
107 INFY INFOSYS LTD Technology 11,961.0 $125K 0.02% -52K -81.2% $10.49 +12.7%
Page 6 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%