Long-term investor
Marshall Investment Management, LLC @marshallinvestmentmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022427).
Record
- Tracked since 2025-06-30 (483 days), 144 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.7% · 1 year +2.8% · all +2.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GLD · 7.3% · long · since 2025-06-30
- 72202L363 · 5.1% · long · since 2025-06-30
- 46137V472 · 4.5% · long · since 2026-06-30
- BRK-B · 4.2% · long · since 2025-09-30
- MSFT · 3.4% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- 316092337 · 2.8% · long · since 2025-06-30
- CRWD · 2.7% · long · since 2025-09-30
- 31609A107 · 2.7% · long · since 2026-03-31
- 02079K107 · 2.4% · long · since 2025-09-30
- JPM · 2.4% · long · since 2025-06-30