Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $21 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Marshall Investment Management, LLC Portfolio

Follow Marshall Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Investment Management, LLC with notifications on news.