Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Marshall Investment Management, Llc > Profile

Instuitional Investor - Marshall Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Marshall Investment Management, Llc
Portfolio Value $199,087,720
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 48,412 $19,186,160 9.64%
2.
Berkshire Hathaway Inc
 BRK.A 18,403 $9,250,274 4.65%
3.
Microsoft Corp
 MSFT 18,568 $8,979,673 4.51%
4.
Fidelity Covington Trust
 240,065 $8,733,574 4.39%
5.
Pimco Equity Ser
 153,634 $8,697,657 4.37%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.