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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 11 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GENM SPINNAKER ETF SERIES 57,980.0 $597K 0.09% +9K +17.3% $10.29 -0.8%
202 MGC VANGUARD WORLD FD 2,056.0 $562K 0.08% $273.57 +2.4%
203 KGC KINROSS GOLD CORP Basic Materials 23,608.0 $558K 0.08% NEW $23.62 +38.7%
204 MPWR MONOLITHIC PWR SYS INC Technology 402.0 $556K 0.08% -92.0 -18.6% $1382.46 -4.8%
205 FMHI FIRST TR EXCH TRADED FD III 11,351.0 $550K 0.08% -1K -8.2% $48.49 -2.3%
206 MO ALTRIA GROUP INC Consumer Defensive 7,557.0 $544K 0.08% $71.95 -8.1%
207 KO COCA COLA CO Consumer Defensive 6,641.0 $540K 0.08% -143.0 -2.1% $81.27 +12.1%
208 DGRO ISHARES TR 7,099.0 $538K 0.08% -613.0 -8.0% $75.80 +5.0%
209 SCHF SCHWAB STRATEGIC TR 19,411.0 $538K 0.08% $27.70 +2.7%
210 DUK DUKE ENERGY CORP NEW Utilities 4,234.0 $536K 0.08% -2K -29.7% $126.58 -5.3%
211 PFXF VANECK ETF TRUST 28,907.0 $516K 0.07% -19K -39.9% $17.84 +0.7%
212 UBER UBER TECHNOLOGIES INC Technology 7,088.0 $511K 0.07% -18K -71.4% $72.16 +9.2%
213 CAT CATERPILLAR INC Industrials 464.0 $494K 0.07% NEW $1065.25 -22.3%
214 DURA VANECK ETF TRUST 13,289.0 $494K 0.07% -14K -50.9% $37.15 +7.8%
215 GOVT ISHARES TR 21,222.0 $483K 0.07% -13K -38.8% $22.78 -1.4%
216 CVX CHEVRON CORPORATION Energy 2,899.0 $481K 0.07% +385.0 +15.3% $165.77 +23.8%
217 VTI VANGUARD INDEX FDS 1,265.0 $468K 0.07% -81.0 -6.0% $369.95 +2.2%
218 IMCB ISHARES TR 4,763.0 $460K 0.07% $96.56 +3.5%
219 XOM EXXON MOBIL CORP Energy 3,363.0 $460K 0.07% -2K -33.6% $136.73 +20.8%
220 FIRST TR EXCHNG TRADED FD VI 17,050.0 $447K 0.07% +7K +71.2% $26.24
Page 11 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%