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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 8 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ACGL ARCH CAP GROUP LTD Financial Services 9,889.0 $960K 0.14% +982.0 +11.0% $97.06 +2.4%
142 FSLR FIRST SOLAR INC Energy 4,009.0 $946K 0.14% NEW $235.96 -9.2%
143 SNA SNAP ON INC Industrials 2,351.0 $946K 0.14% +176.0 +8.1% $402.35 -2.2%
144 CR CRANE COMPANY Industrials 4,236.0 $945K 0.14% NEW $223.07 -6.6%
145 LII LENNOX INTL INC Industrials 1,643.0 $941K 0.14% +83.0 +5.3% $573.00 -29.7%
146 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 100,223.0 $941K 0.14% +22K +28.2% $9.39 +20.0%
147 RWL INVESCO EXCH TRADED FD TR II 7,353.0 $939K 0.14% +59.0 +0.8% $127.76 +4.8%
148 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 8,233.0 $931K 0.14% +1K +16.0% $113.09 -9.0%
149 IDCC INTERDIGITAL INC Technology 3,238.0 $917K 0.13% +160.0 +5.2% $283.15 +20.9%
150 MU MICRON TECHNOLOGY INC Technology 788.0 $910K 0.13% +36.0 +4.8% $1154.29 -16.2%
151 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,196.0 $887K 0.13% NEW $87.04 +7.8%
152 RACE FERRARI N V Consumer Cyclical 2,333.0 $869K 0.13% NEW $372.34 +17.2%
153 PEGA PEGASYSTEMS INC Technology 28,842.0 $864K 0.13% NEW $29.97 +12.0%
154 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 34,311.0 $860K 0.12% NEW $25.06 +15.9%
155 QCOM QUALCOMM INC Technology 4,649.0 $859K 0.12% -10K -68.7% $184.79 -13.0%
156 HCI HCI GROUP INC Financial Services 4,901.0 $859K 0.12% NEW $175.26 +4.1%
157 AON AON PLC Financial Services 2,585.0 $857K 0.12% NEW $331.70 +7.1%
158 GLW CORNING INC Technology 3,337.0 $852K 0.12% +385.0 +13.0% $255.45 -41.4%
159 CHWY CHEWY INC Consumer Cyclical 42,946.0 $844K 0.12% NEW $19.65 +22.2%
160 BAC BANK OF AMER CORP Financial Services 14,532.0 $828K 0.12% $56.98 +8.3%
Page 8 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%