Position in TOL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,678
+$6,526 QoQ
Shares Held
168
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#683
of 799 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $28,818 across 2 Residential Construction names. TOL ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
168 | $27,678 | |
| 2 | DHI |
Horton D R Inc /De/
|
7 | $1,140 |
All Filings in TOL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,678 | 168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,152 | 155 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $16,260 | 154 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,270 | 153 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||