Marmo Financial Group, LLC

CIK

1964829

Location

Johnson City, TN

Portfolio Value

Micro $41,087,435

Diversification

Highly concentrated

Filing Date

Global Rank

#6,716 / 8,232 ▲ 177

Top Industry

Semiconductors 20.8%

3Y Alpha vs SPY

-0.1%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.7%

SPY

+76.5%

Annualised alpha

+0.0%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

78.9%

−0.7 pts

Top 5

93.4%

−0.3 pts

Top 10

98.2%

−0.3 pts

HHI

6,319

Highly concentrated−108

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.8%	$37,732,926	5
Technology	4.0%	$1,644,975	3
Financial Services	2.3%	$937,690	2
Industrials	0.8%	$315,419	1
Consumer Cyclical	0.6%	$240,551	1
Consumer Defensive	0.5%	$215,874	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+185	3,999	$697,425
QQQ	Invesco Qqq Trust, Series 1	+130	5,915	$3,414,019
AAPL	Apple Inc.	+83	2,065	$524,076
AFL	Aflac Inc	+17	3,256	$357,215
MSFT	Microsoft Corp	+1	1,144	$423,474
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−734	49,866	$32,429,854
AMZN	Amazon Com Inc	−4	1,155	$240,551
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	645	$298,757
WMT	Walmart Inc.	1,737	$215,874
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	193	$207,413
LOW	Lowes Companies Inc	830	$200,162
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $41,087,435 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	49,866	-734	$32,429,854	−6.0%	78.93%
QQQ	Invesco Qqq Trust, Series 1	Added	5,915	+130	$3,414,019	−3.9%	8.31%
IAU	Ishares Gold Trust	Held	14,344	0	$1,264,567	+8.6%	3.08%
NVDA	Nvidia Corp Technology	Added	3,999	+185	$697,425	−2.0%	1.70%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Held	308	0	$580,475	−12.2%	1.41%
AAPL	Apple Inc. Technology	Added	2,065	+83	$524,076	−2.7%	1.28%
MSFT	Microsoft Corp Technology	Added	1,144	+1	$423,474	−23.4%	1.03%
AFL	Aflac Inc Financial Services	Added	3,256	+17	$357,215	+0.0%	0.87%
GLD	Spdr Gold Trust	Held	757	0	$325,729	+8.6%	0.79%
GD	General Dynamics Corp Industrials	Held	919	0	$315,419	+1.9%	0.77%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	645	NEW	$298,757	NEW	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,155	-4	$240,551	−10.1%	0.59%
WMT	Walmart Inc. Consumer Defensive	NEW	1,737	NEW	$215,874	NEW	0.53%