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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 10 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MUNI PIMCO ETF TR 13,723.0 $722K 0.10% $52.60 -1.7%
182 KNSL KINSALE CAP GROUP INC Financial Services 2,170.0 $716K 0.10% +146.0 +7.2% $329.82 +16.3%
183 MRSH MARSH & MCLENNAN COS INC Financial Services 4,291.0 $715K 0.10% +197.0 +4.8% $166.66 +15.2%
184 RWJ INVESCO EXCH TRADED FD TR II 12,015.0 $715K 0.10% $59.50 +3.2%
185 PNR PENTAIR PLC Industrials 9,307.0 $714K 0.10% +7K +372.0% $76.66 -16.0%
186 RIO RIO TINTO PLC Basic Materials 7,423.0 $705K 0.10% NEW $94.93 +10.9%
187 PJAN INNOVATOR ETFS TRUST 14,041.0 $695K 0.10% $49.49 +1.9%
188 HMY HARMONY GOLD MNG LTD Basic Materials 45,235.0 $688K 0.10% NEW $15.21 +54.8%
189 MOAT VANECK ETF TRUST 6,454.0 $671K 0.10% -6K -46.9% $103.95 +10.1%
190 PAVE GLOBAL X FDS 11,370.0 $670K 0.10% -237K -95.4% $58.92 -4.3%
191 NEE NEXTERA ENERGY INC Utilities 7,434.0 $653K 0.10% -2K -24.6% $87.77 -4.7%
192 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,744.0 $648K 0.09% NEW $112.74 +18.2%
193 PNW PINNACLE WEST CAP CORP Utilities 5,996.0 $642K 0.09% $107.00 -9.0%
194 JEPI J P MORGAN EXCHANGE TRADED F 11,118.0 $628K 0.09% -4K -26.6% $56.48 +2.5%
195 CDNS CADENCE DESIGN SYSTEM INC Technology 1,670.0 $627K 0.09% -579.0 -25.7% $375.32 -15.0%
196 QQQE DIREXION SHARES ETF TRUST 5,020.0 $613K 0.09% -4K -46.7% $122.02 +0.6%
197 JIRE J P MORGAN EXCHANGE TRADED F 7,416.0 $612K 0.09% -8K -52.9% $82.49 +3.4%
198 IJH ISHARES TR 7,822.0 $603K 0.09% -3K -29.6% $77.11 -0.4%
199 IWM ISHARES TR 2,004.0 $602K 0.09% +505.0 +33.7% $300.45 -0.2%
200 IAG IAMGOLD CORP Basic Materials 37,972.0 $601K 0.09% NEW $15.84 +33.5%
Page 10 of 16  ·  311 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%