Marshall Financial Group, LLC
Top Portfolio Positions
189 positions ·
$303,628,701 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
544,328 | $25,975,332 | 8.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,372 | $19,838,830 | 6.53% | |
| NVDA |
Nvidia Corp
Technology
|
79,090 | $13,793,296 | 4.54% | |
| AAPL |
Apple Inc.
Technology
|
46,986 | $11,924,576 | 3.93% | |
| TFPM |
Triple Flag Precious Metals Corp.
Basic Materials
|
231,255 | $8,026,861 | 2.64% | |
| LRCX |
Lam Research Corp
Technology
|
25,388 | $5,424,400 | 1.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
41,216 | $5,122,324 | 1.69% | |
| AVGO |
Broadcom Inc.
Technology
|
15,945 | $4,935,136 | 1.63% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
5,867 | $4,123,092 | 1.36% | |
| LMT |
Lockheed Martin Corp
Industrials
|
6,531 | $3,947,271 | 1.30% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CRF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,551 | 18,065 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $144,700 | 18,065 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $145,242 | 18,065 | Shares | Sole | 2025-10-08 | |
| No 13F history on record for this holder in this stock. | ||||||