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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 7 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMXC ISHARES INC 10,474.0 $1.1M 0.16% -663.0 -6.0% $102.30 -4.4%
122 AXP AMERICAN EXPRESS CO Financial Services 3,145.0 $1.1M 0.15% -40.0 -1.3% $338.21 -0.7%
123 MEDP MEDPACE HLDGS INC Healthcare 2,008.0 $1.1M 0.15% $529.59 +17.2%
124 CINF CINCINNATI FINL CORP Financial Services 5,712.0 $1.1M 0.15% +713.0 +14.3% $185.13 -9.1%
125 PM PHILIP MORRIS INTL INC Consumer Defensive 5,816.0 $1.1M 0.15% -228.0 -3.8% $180.91 +4.0%
126 VCTR VICTORY CAP HLDGS INC DEL Financial Services 12,357.0 $1.0M 0.15% NEW $84.06 +37.6%
127 URI UNITED RENTALS INC Industrials 915.0 $1.0M 0.15% +168.0 +22.5% $1132.95 -3.0%
128 SPGI S&P GLOBAL INC Financial Services 2,540.0 $1.0M 0.15% +43.0 +1.7% $407.26 +5.9%
129 PSA PUBLIC STORAGE Real Estate 3,233.0 $1.0M 0.15% +168.0 +5.5% $318.28 +1.3%
130 RWK INVESCO EXCH TRADED FD TR II 7,034.0 $1.0M 0.15% +43.0 +0.6% $146.25 +2.5%
131 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,870.0 $1.0M 0.15% +65.0 +3.6% $541.83 -5.3%
132 GFI GOLD FIELDS LTD Basic Materials 30,114.0 $1.0M 0.15% -216.0 -0.7% $33.59 +42.3%
133 GGG GRACO INC Industrials 13,194.0 $998K 0.14% -268.0 -2.0% $75.61 +6.6%
134 DFAI DIMENSIONAL ETF TRUST 24,098.0 $994K 0.14% -1K -4.6% $41.25 +5.1%
135 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 3,913.0 $991K 0.14% +217.0 +5.9% $253.16 -16.2%
136 MLI MUELLER INDS INC Industrials 8,025.0 $986K 0.14% +731.0 +10.0% $122.93 -48.6%
137 TQQQ PROSHARES TR 12,161.0 $985K 0.14% NEW $81.00 -12.1%
138 TER TERADYNE INC Technology 2,007.0 $971K 0.14% -414.0 -17.1% $483.78 -22.3%
139 WAT WATERS CORP Healthcare 2,565.0 $962K 0.14% +338.0 +15.2% $375.04 +9.5%
140 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,117.0 $960K 0.14% +4K +239.3% $156.97 -8.4%
Page 7 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%