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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 2 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ROUS LATTICE STRATEGIES TR 85,786.0 $5.8M 0.84% $67.40 +1.0%
22 AMD ADVANCED MICRO DEVICES INC Technology 9,598.0 $5.6M 0.81% +728.0 +8.2% $580.91 -18.5%
23 TSPA T ROWE PRICE EXCHANGE-TRADED 115,475.0 $5.5M 0.80% +1K +1.3% $47.53 +1.5%
24 JAAA JANUS DETROIT STR TR 101,688.0 $5.1M 0.75% -4K -3.4% $50.49 +0.4%
25 AMAT APPLIED MATLS INC Technology 6,776.0 $4.9M 0.71% -1K -16.0% $722.95 -31.9%
26 QLD PROSHARES TR 49,251.0 $4.8M 0.69% -23K -31.9% $96.76 -7.5%
27 WMT WALMART INC Consumer Defensive 41,241.0 $4.7M 0.68% +438.0 +1.1% $113.26 -8.4%
28 MRK MERCK & CO INC Healthcare 35,820.0 $4.6M 0.67% +2K +5.4% $128.50 +18.7%
29 MSFT MICROSOFT CORP Technology 11,064.0 $4.1M 0.60% +657.0 +6.3% $373.03 +29.5%
30 LGOV FIRST TR EXCHANGE-TRADED FD 191,848.0 $4.1M 0.60% -524K -73.2% $21.40 -2.8%
31 KLAC KLA CORP Technology 13,449.0 $4.1M 0.59% +12K +774.5% $301.71 -39.0%
32 CSCO CISCO SYS INC Technology 34,130.0 $4.0M 0.58% +783.0 +2.4% $117.46 -5.5%
33 V VISA INC Financial Services 10,775.0 $3.7M 0.54% +369.0 +3.5% $343.10 +8.1%
34 SSO PROSHARES TR 54,435.0 $3.7M 0.54% -50K -48.1% $67.38 +4.1%
35 PULS PGIM ETF TR 73,381.0 $3.6M 0.53% +13K +22.1% $49.55 +0.2%
36 INOD INNODATA INC Technology 47,991.0 $3.6M 0.53% NEW $75.58 -15.0%
37 SDVY FIRST TR EXCHANGE TRADED FD 82,305.0 $3.6M 0.52% +1K +1.3% $43.14 +1.7%
38 DLR DIGITAL RLTY TR INC Real Estate 19,280.0 $3.5M 0.51% +1K +5.5% $179.58 +6.1%
39 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 35,849.0 $3.4M 0.50% +973.0 +2.8% $96.12 -50.3%
40 ED CONSOLIDATED EDISON INC Utilities 30,873.0 $3.4M 0.50% +2K +6.2% $110.63 -3.9%
Page 2 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%