MARSHALL INVESTMENT MANAGEMENT, LLC
Top Portfolio Positions
138 positions ·
$90,766,463 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
47,049 | $20,244,714 | 22.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,019 | $9,593,104 | 10.57% | |
| MSFT |
Microsoft Corp
Technology
|
20,199 | $7,477,063 | 8.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,203 | $6,706,918 | 7.39% | |
| AAPL |
Apple Inc.
Technology
|
19,465 | $4,940,022 | 5.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,393 | $4,822,164 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
26,746 | $4,664,502 | 5.14% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
11,147 | $3,767,128 | 4.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
30,147 | $3,746,669 | 4.13% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,944 | $3,627,572 | 4.00% |
Portfolio Trend
6 quarters · across all stocks
Holdings in JRS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,952 | 1,066 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||