Portfolio (Quarterly) Guide ↗

MARSHALL INVESTMENT MANAGEMENT, LLC

· CIK 0002022427

13F Portfolio $208M AUM 274 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 201 New 43 Added 18 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CGGR	CAPITAL GROUP GROWTH ETF	—	194,848	$8.7M	4.35%	SOLD
2	ROBT	FIRST TR EXCHANGE TRADED FD	—	18,856	$978K	0.49%	SOLD
3	FUTY	FIDELITY COVINGTON TRUST	—	8,612	$476K	0.24%	SOLD

Sector Allocation

Financial Services 33.3%

Technology 30.0%

Healthcare 11.0%

Consumer Cyclical 8.3%

Consumer Defensive 5.2%

Utilities 4.9%

Communication Services 4.6%

Energy 1.2%

Industrials 1.1%

Basic Materials 0.3%