SEC Form 13F

MARSHALL INVESTMENT MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$240,752,576
Positions497

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR GOLDGLDCommon Stock$17,589,78847,749
PIMCO RAFIMFUSMF Closed and MF Open$12,380,048184,309
INVESCO S&PXMHQMF Closed and MF Open$10,814,50295,805
BERKSHIRE HATHAWAYBRK.BCommon Stock$10,116,88720,218
MICROSOFT CORPMSFTCommon Stock$8,180,81921,931
AMAZON COMAMZNCommon Stock$8,131,69134,118
APPLE INCAAPLCommon Stock$6,859,25323,705
FIDELITY FUNDAMENTALFFLGMF Closed and MF Open$6,851,315197,558
CROWDSTRIKE HOLDINGSCRWDCommon Stock$6,579,0328,621
FIDELITY ENHANCEDFELVMF Closed and MF Open$6,404,513159,753

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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