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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 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GTLS CHART INDS INC Industrials 6,159.0 $1.3M 0.19% +616.0 +11.1% $208.94 +0.5%
102 FFEB FIRST TR EXCHNG TRADED FD VI 20,599.0 $1.3M 0.18% -179.0 -0.9% $60.98 +2.0%
103 BX BLACKSTONE INC Financial Services 10,422.0 $1.2M 0.18% +7K +209.2% $117.67 +21.8%
104 IVV ISHARES TR 1,611.0 $1.2M 0.18% -104.0 -6.1% $749.05 +2.7%
105 BHP BHP BILLITON LIMITED Basic Materials 14,342.0 $1.2M 0.17% +1K +8.5% $83.31 +16.5%
106 RSP INVESCO EXCHANGE TRADED FD T 5,607.0 $1.2M 0.17% -3K -34.0% $212.78 +4.2%
107 MKC MCCORMICK & CO INC Consumer Defensive 23,414.0 $1.2M 0.17% $50.42 +9.9%
108 XSVM INVESCO EXCHANGE TRADED FD T 16,900.0 $1.2M 0.17% -312.0 -1.8% $69.59 +0.7%
109 BROWN FORMAN CORP 43,846.0 $1.2M 0.17% +11K +35.0% $26.65
110 CEG CONSTELLATION ENERGY CORP Utilities 4,704.0 $1.2M 0.17% -410.0 -8.0% $248.37 +9.9%
111 ALLE ALLEGION PLC Industrials 8,282.0 $1.2M 0.17% -1K -12.0% $140.48 +15.5%
112 PH PARKER-HANNIFIN CORP Industrials 1,178.0 $1.2M 0.17% -222.0 -15.9% $978.20 +2.4%
113 GE GE AEROSPACE Industrials 3,068.0 $1.1M 0.17% NEW $373.71 -6.8%
114 RMBS RAMBUS INC DEL Technology 8,583.0 $1.1M 0.17% +782.0 +10.0% $132.74 -31.3%
115 FJAN FIRST TR EXCHNG TRADED FD VI 20,677.0 $1.1M 0.17% $55.09 +2.2%
116 FEDERATED HERMES INC 20,483.0 $1.1M 0.17% -1K -5.4% $55.22
117 AN AUTONATION INC Consumer Cyclical 5,987.0 $1.1M 0.16% +943.0 +18.7% $185.79 +7.4%
118 CTAS CINTAS CORP Industrials 6,501.0 $1.1M 0.16% +4K +198.9% $170.09 +19.8%
119 NDSN NORDSON CORP Industrials 3,617.0 $1.1M 0.16% +236.0 +7.0% $301.71 +10.1%
120 FFIV F5 INC Technology 2,614.0 $1.1M 0.16% NEW $415.96 -7.5%
Page 6 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%