Marshall Investment Management LLC Portfolio
Invests via MARSHALL INVESTMENT MANAGEMENT, LLC | Managed by Lindsay Marie Rider
Invests via MARSHALL INVESTMENT MANAGEMENT, LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Company Profile
Privately held investment manager specializing in alternative credit and structured products, MARSHALL INVESTMENT MANAGEMENT, LLC operates as a boutique fiduciary to institutional and high-net-worth clients. The firm focuses on secondary market fixed income, mortgage-backed securities, and tailored liability-driven strategies, emphasizing credit research and risk-adjusted yield enhancement. Capital deployment targets opportunistic and relative-value pockets across US mortgage and asset-backed markets, supporting portfolio customization, trading liquidity, and balance-sheet optimization for pension, insurance, and foundation investors.
Privately held investment manager specializing in alternative credit and structured products, MARSHALL INVESTMENT MANAGEMENT, LLC operates as a boutique fiduciary to institutional and high-net-worth clients. The firm focuses on secondary market fixed income, mortgage-backed securities, and tailored liability-driven strategies, emphasizing credit research and risk-adjusted yield enhancement. Capital deployment targets opportunistic and relative-value pockets across US mortgage and asset-backed markets, supporting portfolio customization, trading liquidity, and balance-sheet optimization for pension, insurance, and foundation investors.
Investment Philosophy & Strategy
Specializes in opportunistic fixed-income solutions that prioritize downside protection and durable income generation. The firm blends deep credit research with relative-value trading to extract alpha across mortgage-backed, asset-backed and other structured credit markets, emphasizing secondary-market liquidity and bespoke liability-driven overlays. Capital allocation is pragmatic and nimble—favoring asymmetric risk-reward, short- to medium-duration positioning, active hedging, and customized mandates for institutional and high-net-worth clients to optimize yield, capital efficiency and balance-sheet outcomes.
Specializes in opportunistic fixed-income solutions that prioritize downside protection and durable income generation. The firm blends deep credit research with relative-value trading to extract alpha across mortgage-backed, asset-backed and other structured credit markets, emphasizing secondary-market liquidity and bespoke liability-driven overlays. Capital allocation is pragmatic and nimble—favoring asymmetric risk-reward, short- to medium-duration positioning, active hedging, and customized mandates for institutional and high-net-worth clients to optimize yield, capital efficiency and balance-sheet outcomes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.31%
Gain -1.11%
Monthly
0.91%
Yearly
11.52%
Drawdown
16.79%
$240.25M
Equity
Holdings
$240.25M
Investment
$210.42M
$34.38M
Profit -$2.33M
Realized
$4.55M
Unrealized
$29.83M
Dividends
$3.46M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.11%
Profit
-$2.33M
Win %
67%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$3.25M
Win %
67%
This Month
Compared to last month
Gain
-1.2%
Profit
-$2.93M
Win %
67%
This Year
Compared to last year
Gain
2.15%
Profit
$5.08M
Win %
68%
NMAX Newsmax Inc.
+14.54%
+$28.98 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+7.94%
+$1,483.5 
SNDK SanDisk Corporation
+7.39%
+$226 
AMD Advanced Micro Devices, Inc.
+6.5%
+$4,204.92 
LITE Lumentum Holdings Inc.
+5.19%
+$1,600.55 
STRL Sterling Infrastructure, Inc.
+4.22%
+$489.72 
AGX Argan Inc.
+3.46%
+$38.66 
USGO Us GoldMining Inc.
+3.4%
+$29 
AEM Agnico Eagle Mines Limited
+3.38%
+$36.6 
TRGP Targa Resources Corp.
+3.34%
+$160.38 
SLB Schlumberger Limited
+3.29%
+$71.82 
REMX VanEck Rare Earth and Strategic Metals ETF
+3.18%
+$1,055.12 
MPWR Monolithic Power Systems, Inc.
+2.9%
+$118.38 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.88%
+$59.84 
EQIX Equinix, Inc.
+2.64%
+$198.24 
CQP Cheniere Energy Partners L.P.
+2.6%
+$449.75 
FTI TechnipFMC plc
+2.53%
+$89.24 
ROAD Construction Partners, Inc. Class A Common Stock
+2.49%
+$53.19 
VRT Vertiv Holdings Co
+2.36%
+$176.02 
MU Micron Technology, Inc.
+2.3%
+$2,117.51 
CVS CVS Health Corporation
+2.28%
+$8,039.85 
HWM Howmet Aerospace Inc.
+2.25%
+$69.96 
TXN Texas Instruments Inc
+2.25%
+$393.6 
AUR Aurora Innovation, Inc.
+2.19%
+$101.85 
AER AerCap Holdings N.V.
+2.19%
+$55.42 
PCG PG&E Corporation
+2.18%
+$11.4 
BKR Baker Hughes Company
+2.17%
+$44.16 
ADI Analog Devices, Inc.
+2.16%
+$1,208.34 
GE General Electric Company
+2.15%
+$743.04 
STZ Constellation Brands, Inc.
+2.08%
+$25.47 
SANM Sanmina Corporation
+2.07%
+$47.08 
NTES NetEase, Inc. American Depositary Receipt
+2.01%
+$14.82 
NOK Nokia Corporation Sponsored ADR
+1.99%
+$28.98 
DIS The Walt Disney Company
+1.96%
+$473.55 
PWR Quanta Services Inc.
+1.93%
+$728 
MCHP Microchip Technology Incorporated
+1.91%
+$39.96 
VSNT Versant Media Group, Inc.
+1.9%
+$2.22 
COP ConocoPhillips
+1.81%
+$388.72 
LMT Lockheed Martin Corporation
+1.78%
+$8,984.12 
WPM Wheaton Precious Metals Corp.
+1.78%
+$380.7 
PYPL PayPal Holdings Inc
+1.77%
+$31.03 
FPI Farmland Partners Inc.
+1.74%
+$25.5 
HXL Hexcel Corporation
+1.72%
+$15.84 
KGC Kinross Gold Corporation
+1.71%
+$435.16 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$512.67 
BWXT Bwx Technologies Inc.
+1.69%
+$25.83 
XME SPDR S&P Metals & Mining ETF
+1.62%
+$20,177.3 
VMC Vulcan Materials Company
+1.61%
+$3,198.73 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.6%
+$75,610.57 
XAR SPDR S&P Aerospace & Defense ETF
+1.58%
+$51,342.07 
COF Capital One Financial Corporation
+1.57%
+$52.65 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.56%
+$20.88 
CW Curtiss-Wright Corporation
+1.52%
+$41.92 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+1.51%
+$3.52 
TTE TotalEnergies SE
+1.47%
+$16.64 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$776.6 
TRP TC Energy Corporation
+1.39%
+$11.44 
XLE Energy Select Sector SPDR Fund
+1.39%
+$634.95 
CEG Constellation Energy Corporation
+1.39%
+$328.1 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.38%
+$4.32 
QSR Restaurant Brands International Inc.
+1.37%
+$115.5 
GEV GE Vernova Inc.
+1.32%
+$41.49 
DLR Digital Realty Trust, Inc.
+1.3%
+$74.53 
XMMO Invesco S&P MidCap Momentum ETF
+1.29%
+$46.42 
BABA Alibaba Group Holding Limited SP ADR
+1.29%
+$18.96 
TM Toyota Motor Corporation
+1.27%
+$64.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.23%
+$6.2 
MFC Manulife Financial Corporation
+1.23%
+$9.18 
HMC Honda Motor Co., Ltd.
+1.22%
+$7.98 
CTVA Corteva Inc.
+1.17%
+$40.94 
CVX Chevron Corporation
+1.17%
+$455.07 
LHX L3Harris Technologies, Inc.
+1.17%
+$141.12 
BWA BorgWarner Inc.
+1.16%
+$19.75 
ANGX Angel Studios, Inc.
+1.16%
+$2.5 
SYF Synchrony Financial
+1.15%
+$19.32 
OXY Occidental Petroleum Corporation
+1.14%
+$1,523.94 
FNV Franco-Nevada Corporation
+1.14%
+$227.04 
APD Air Products and Chemicals, Inc.
+1.13%
+$69 
RTX RTX Corporation
+1.13%
+$3,383.91 
EIPX FT Energy Income Partners Strategy ETF
+1.13%
+$24,473.25 
MPLX MPLX LP
+1.12%
+$7,085.76 
CM Canadian Imperial Bank of Commerce
+1.09%
+$10.72 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$34.56 
EIX Edison International
+1.03%
+$121.91 
GAP Gap Inc.
+1.03%
+$12.6 
KDP Keurig Dr Pepper Inc.
+1.03%
+$38.72 
FCNCA First Citizens BancShares, Inc.
+1.02%
+$46.48 
TD The Toronto-Dominion Bank
+1.01%
+$90 
CRAK VANECK OIL REFINERS ETF
+1.01%
+$288.51 
STT State Street Corp
+1%
+$30.24 
ALC Alcon Inc.
+0.99%
+$5.11 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$2,930.19 
BNS Bank of Nova Scotia
+0.98%
+$11.57 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.98%
+$203.58 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.96%
+$252 
MO Altria Group, Inc.
+0.95%
+$386.88 
LIN Linde plc
+0.95%
+$131.66 
XSMO Invesco S&P SmallCap Momentum ETF
+0.95%
+$20,873.16 
SCHW Charles Schwab Corporation
+0.94%
+$35.02 
XOM Exxon Mobil Corporation
+0.93%
+$2,005.4 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.93%
+$5.5 
IGPT Invesco AI and Next Gen Software ETF
+0.92%
+$153.12 
E Eni S.p.A. Sponsored ADR
+0.91%
+$7.5 
MGNR American Beacon GLG Natural Resources ETF
+0.91%
+$47.4 
BMO Bank of Montreal
+0.9%
+$13.2 
MELI MercadoLibre, Inc.
+0.89%
+$244.95 
MT ArcelorMittal S.A.
+0.89%
+$4.55 
EMLP First Trust North American Energy Infrastructure Fund
+0.88%
+$2,669.16 
ROK Rockwell Automation, Inc.
+0.87%
+$11.58 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$6 
PBA Pembina Pipeline Corporation
+0.86%
+$2.1 
CMS CMS Energy Corporation
+0.85%
+$84.6 
EOG EOG Resources, Inc.
+0.85%
+$13.2 
HUBB Hubbell Inc.
+0.85%
+$34.32 
IRDM Iridium Communications Inc.
+0.84%
+$224.28 
HBM Hudbay Minerals Inc.
+0.83%
+$316.14 
ZION Zions Bancorporation, National Association
+0.82%
+$5.31 
APH Amphenol Corporation
+0.82%
+$206.72 
AMX América Móvil, S.A.B. de C.V.
+0.82%
+$2.47 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.82%
+$24.44 
AIG American International Group Inc.
+0.8%
+$24.4 
AMT American Tower Corporation
+0.8%
+$37.53 
HBAN Huntington Bancshares Incorporated
+0.79%
+$8.68 
DRI Darden Restaurants, Inc.
+0.79%
+$88 
PM Philip Morris International Inc.
+0.78%
+$959.04 
CNQ Canadian Natural Resources Limited
+0.78%
+$4.44 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.77%
+$21.34 
WFC Wells Fargo & Company
+0.77%
+$15.64 
LIT GLOBAL X LITHIUM & BATTERY T
+0.76%
+$20,176.86 
YUMC Yum China Holdings Inc.
+0.74%
+$4.9 
RBLX Roblox Corporation
+0.74%
+$115.92 
FYC First Trust Small Cap Growth Fund
+0.73%
+$22.5 
RY Royal Bank of Canada
+0.73%
+$34.32 
FTAG First Trust Indxx Global Agriculture ETF
+0.72%
+$5.46 
GD General Dynamics Corporation
+0.72%
+$73.32 
WAL Western Alliance Bancorporation
+0.71%
+$4.06 
BNL Broadstone Net Lease Inc.
+0.71%
+$28.8 
PHYS Sprott Physical Gold Trust
+0.7%
+$410.55 
ALLY Ally Financial Inc.
+0.69%
+$24.18 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$139.83 
TEL TE Connectivity plc
+0.69%
+$5.96 
TSLA Tesla, Inc.
+0.68%
+$263.34 
UNH UnitedHealth Group Incorporated
+0.67%
+$72.09 
EVRG Evergy Inc.
+0.65%
+$23.76 
DNP DNP Select Income Fund Inc.
+0.64%
+$112 
CBRE CBRE Group Inc.
+0.64%
+$6.79 
GLD SPDR Gold Shares
+0.63%
+$120,327.48 
CURB Curbline Properties Corp.
+0.63%
+$21.47 
BAC Bank of America Corporation
+0.62%
+$124.8 
FTS Fortis Inc.
+0.62%
+$2.45 
RACE Ferrari N.V.
+0.62%
+$7.68 
VMI Valmont Industries, Inc.
+0.62%
+$9.15 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$187.11 
SHEL Shell plc
+0.61%
+$88.55 
QCOM QUALCOMM Incorporated
+0.61%
+$17 
WCC Wesco International Inc.
+0.59%
+$4.28 
BA Boeing Company
+0.58%
+$324.28 
MLM Martin Marietta Materials, Inc.
+0.58%
+$82.42 
LNT Alliant Energy Corporation
+0.57%
+$20 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.54%
+$940.01 
VZ Verizon Communications Inc.
+0.54%
+$19,480.24 
ELV Elevance Health, Inc.
+0.53%
+$21 
IWM iShares Russell 2000 ETF
+0.52%
+$260.76 
FCVT First Trust SSI Strategic Convertible Securities ETF
+0.52%
+$54 
KHC The Kraft Heinz Company
+0.51%
+$18.59 
VTWO Vanguard Russell 2000 ETF
+0.51%
+$265.98 
CRBG Corebridge Financial Inc.
+0.5%
+$6.97 
PAVE Global X U.S. Infrastructure Development ETF
+0.48%
+$11,835.04 
BKH Black Hills Corporation
+0.47%
+$331.8 
DB Deutsche Bank AG
+0.47%
+$4.86 
ROP Roper Technologies Inc.
+0.46%
+$9.2 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.46%
+$368.56 
WELL Welltower Inc.
+0.46%
+$73.44 
FTRI First Trust Indxx Global Natural Resources Income ETF
+0.46%
+$22.24 
WCN Waste Connections Inc.
+0.46%
+$3.8 
KIE SPDR S&P Insurance ETF
+0.45%
+$167.91 
CBSH Commerce Bancshares, Inc.
+0.45%
+$181.98 
DVY iShares Select Dividend ETF
+0.45%
+$274.54 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.45%
+$8,310.8 
GM General Motors Company
+0.44%
+$11.78 
C Citigroup Inc.
+0.43%
+$18 
PSX Phillips 66
+0.43%
+$112 
MA Mastercard Incorporated
+0.4%
+$177.75 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$9,973.44 
SPMO Invesco S&P 500 Momentum ETF
+0.39%
+$32.45 
USB U.S. Bancorp
+0.38%
+$628.5 
CMP Compass Minerals International Inc.
+0.38%
+$27.5 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$40.8 
CBLL Ceribell, Inc.
+0.34%
+$9.44 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$462 
KO The Coca-Cola Company
+0.33%
+$2,750.07 
MTB M&T Bank Corporation
+0.33%
+$10.92 
CDNS Cadence Design Systems, Inc.
+0.32%
+$9.45 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$140.91 
MSI Motorola Solutions, Inc.
+0.32%
+$58.8 
PRU Prudential Financial, Inc.
+0.3%
+$18.62 
ACA Arcosa Inc.
+0.3%
+$8.36 
MNST Monster Beverage Corporation
+0.3%
+$28 
AFL Aflac Inc.
+0.29%
+$31.85 
ING ING Groep N.V. Sponsored ADR
+0.28%
+$2.9 
BSX Boston Scientific Corporation
+0.27%
+$243.74 
CNEQ Alger Concentrated Equity ETF
+0.27%
+$335.28 
FTQI First Trust Nasdaq BuyWrite Fund
+0.27%
+$2,917.26 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$405.24 
JHMM John Hancock Multifactor Mid Cap ETF
+0.26%
+$2,595.2 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.25%
+$2,295.54 
VB Vanguard Small-Cap ETF
+0.24%
+$142.5 
FMDE Fidelity Enhanced Mid Cap ETF
+0.23%
+$242.1 
CAT Caterpillar Inc.
+0.23%
+$35.46 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.22%
+$258.96 
PEB Pebblebrook Hotel Trust
+0.22%
+$4.08 
AAPL Apple Inc.
+0.22%
+$15,882.35 
WEC WEC Energy Group Inc.
+0.22%
+$1,148.16 
MRK Merck & Co., Inc.
+0.21%
+$145 
MCD McDonald's Corporation
+0.21%
+$77.14 
COPX Global X Copper Miners ETF
+0.21%
+$113.22 
CWK Cushman & Wakefield Ltd.
+0.21%
+$1.23 
NEE NextEra Energy, Inc.
+0.21%
+$19.08 
PG Procter & Gamble Co
+0.2%
+$16.82 
MET MetLife Inc.
+0.2%
+$7.22 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$174 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
+0.18%
+$22,854.32 
BCS Barclays PLC Sponsored ADR
+0.18%
+$2.35 
FVD First Trust Value Line Dividend Index Fund
+0.18%
+$5,032.98 
AEP American Electric Power Company, Inc.
+0.17%
+$33 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.17%
+$2.8 
THO Thor Industries Inc.
+0.15%
+$2.52 
PEG Public Service Enterprise Group Incorporated
+0.14%
+$11 
XMHQ Invesco S&P MidCap Quality ETF
+0.13%
+$15,328.8 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.13%
+$3,956.54 
MDLZ Mondelez International, Inc.
+0.13%
+$34.48 
PEP PepsiCo, Inc.
+0.12%
+$8.84 
LOW Lowe's Companies Inc.
+0.12%
+$51 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$102.2 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$51.15 
GWW W.W. Grainger, Inc.
+0.1%
+$10.08 
AVB AvalonBay Communities, Inc.
+0.08%
+$4.2 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.08%
+$1.5 
VICI Vici Properties Inc.
+0.08%
+$2.88 
VOOV Vanguard S&P 500 Value ETF
+0.07%
+$321.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$125.4 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.05%
+$1,551.97 
ESS Essex Property Trust, Inc.
+0.04%
+$2.08 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$29.06 
EHC Encompass Health Corporation
+0.03%
+$0.04 
ARKX ARK Space & Defense Innovation ETF
+0.03%
+$362.65 
FELV Fidelity Enhanced Large Cap Value ETF
+0.02%
+$1,597.85 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.02%
+$27.16 
FTHF First Trust Emerging Markets Human Flourishing ETF
+0.01%
+$515.16 
FTCS First Trust Capital Strength ETF
+0.01%
+$240.81 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CMCSA Comcast Corp
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 AXIA
AXIAPRC
0%
$0 G200
G2004J103
0%
$0 MFSB
MFSB
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$568.26 
DUOL Duolingo, Inc.
-7.82%
-$236.67 
AVGO Broadcom Inc.
-5.94%
-$28,082.73 
NET Cloudflare Inc.
-4.55%
-$451.5 
CG The Carlyle Group Inc.
-4.14%
-$93.72 
JOBY Joby Aviation, Inc.
-4.12%
-$128.18 
TEM Tempus AI, Inc.
-4.03%
-$96.36 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$295,872.72 
ORCL Oracle Corporation
-3.78%
-$2,908.7 
WDAY Workday Inc.
-3.76%
-$54.39 
INTU Intuit Inc.
-3.52%
-$328.38 
CIEN Ciena Corporation
-3.17%
-$28.04 
ELMD Electromed Inc.
-3.1%
-$528 
S SentinelOne Inc.
-3.06%
-$74.46 
PANW Palo Alto Networks, Inc.
-2.96%
-$1,677.39 
BN Brookfield Corporation
-2.79%
-$23.94 
PLTR Palantir Technologies Inc.
-2.78%
-$4,060.49 
ZTS Zoetis Inc.
-2.7%
-$110.7 
PAYX Paychex Inc.
-2.69%
-$280.54 
SHOP Shopify Inc.
-2.66%
-$286.28 
RIO Rio Tinto Plc Sponsored ADR
-2.57%
-$37.8 
CRM Salesforce Inc
-2.56%
-$211.56 
NOW ServiceNow, Inc.
-2.55%
-$48.75 
EFX Equifax Inc.
-2.55%
-$61.49 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.54%
-$478.4 
ADSK Autodesk, Inc.
-2.44%
-$138.6 
ADBE Adobe Inc.
-2.39%
-$38.82 
LLY Eli Lilly and Company
-2.38%
-$121,704.8 
ANET Arista Networks, Inc.
-2.36%
-$172.8 
CRDO Credo Technology Group Holding Ltd.
-2.29%
-$517.65 
BURL Burlington Stores Inc.
-2.15%
-$107.1 
DAL Delta Air Lines, Inc.
-2.15%
-$378.28 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$160.35 
IQV IQVIA Holdings Inc.
-2.01%
-$72.9 
FISV Fiserv, Inc.
-2%
-$214.23 
ARKG ARK Genomic Revolution ETF
-1.96%
-$1,528.59 
GPN Global Payments Inc.
-1.88%
-$56.96 
RKT Rocket Companies, Inc. Class A
-1.86%
-$25.2 
CDW CDW Corporation
-1.85%
-$36.82 
SN SharkNinja, Inc.
-1.85%
-$62.82 
GSK GSK plc Sponsored ADR
-1.84%
-$14.88 
YUM Yum! Brands, Inc.
-1.82%
-$41.1 
GIB CGI Inc.
-1.81%
-$1.35 
ARKK ARK Innovation ETF Fund
-1.8%
-$4,100.49 
NMR Nomura Holdings Inc. Sponsored ADR
-1.8%
-$7.74 
NVO Novo Nordisk A/S Sponsored ADR
-1.78%
-$85.49 
NSA National Storage Affiliates Trust
-1.74%
-$268.73 
ISRG Intuitive Surgical, Inc.
-1.69%
-$40.56 
GTLB GitLab Inc.
-1.68%
-$116.8 
CSCO Cisco Systems, Inc.
-1.58%
-$3,905.78 
RCL Royal Caribbean Group
-1.57%
-$502.64 
GH Guardant Health Inc.
-1.46%
-$1,118.39 
BHF Brighthouse Financial Inc.
-1.44%
-$2.58 
CHTR Charter Communications Inc
-1.44%
-$15.82 
LBRDK Liberty Broadband Corporation
-1.41%
-$6.76 
MMS Maximus Inc.
-1.39%
-$12.48 
UNP Union Pacific Corporation
-1.38%
-$41.1 
FDS FactSet Research Systems Inc.
-1.28%
-$95.94 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$182.4 
NUE Nucor Corporation
-1.24%
-$27.04 
VALE Vale S.A.
-1.23%
-$2.21 
FBIN Fortune Brands Innovations Inc.
-1.22%
-$17.7 
NKE Nike, Inc. - Class B
-1.21%
-$32 
IBM International Business Machines Corporation
-1.19%
-$259.44 
ADP Automatic Data Processing Inc.
-1.18%
-$163.5 
LPLA LPL Financial Holdings Inc.
-1.14%
-$21.45 
BRF VanEck Brazil Small-Cap ETF
-1.13%
-$28.56 
ARKW ARK Next Generation Internet ETF
-1.11%
-$21,901.53 
TJX The TJX Companies, Inc.
-1.1%
-$229.5 
MFG Mizuho Financial Group Inc. ADR
-1.09%
-$34.2 
RTO Rentokil Initial plc Sponsored ADR
-1.08%
-$3.38 
CL Colgate-Palmolive Company
-1.05%
-$3.92 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
-1.03%
-$2.15 
ALLE Allegion plc
-1%
-$11.62 
UPS United Parcel Service, Inc.
-0.98%
-$873.6 
HIW Highwoods Properties, Inc.
-0.97%
-$44.33 
BIDU Baidu Inc.
-0.96%
-$2.02 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$10.62 
TSCO Tractor Supply Company
-0.94%
-$10.2 
AMZN Amazon.com Inc
-0.94%
-$84,612.64 
SPGI S&P Global Inc.
-0.92%
-$89.01 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$72.24 
ILMN Illumina, Inc.
-0.91%
-$19.25 
ACN Accenture plc Class A
-0.9%
-$97.6 
META Meta Platforms Inc Class A
-0.86%
-$2,478.08 
SPG Simon Property Group, Inc.
-0.85%
-$45.36 
PSA Public Storage Common Stock
-0.85%
-$19.53 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.84%
-$21,975.98 
HD The Home Depot, Inc.
-0.83%
-$284 
JD JD.com Inc.
-0.82%
-$5.76 
GSBD Goldman Sachs BDC Inc.
-0.81%
-$0.32 
SBUX Starbucks Corporation
-0.79%
-$305.3 
BLK BlackRock, Inc.
-0.77%
-$264.19 
FLBR Franklin FTSE Brazil ETF
-0.72%
-$21.3 
WTW Willis Towers Watson Public Limited Company
-0.72%
-$28.8 
DHI D.R. Horton, Inc.
-0.71%
-$7.49 
URA Global X Uranium ETF
-0.71%
-$18.24 
BP BP p.l.c. Sponsored ADR
-0.7%
-$11.1 
JRS Nuveen Real Estate Income Fund
-0.7%
-$65.4 
TOL Toll Brothers Inc
-0.7%
-$174.72 
XNTK SPDR NYSE Technology ETF
-0.68%
-$306.22 
SHW The Sherwin-Williams Company
-0.68%
-$41.65 
SYY Sysco Corporation
-0.67%
-$669.76 
IX Orix Corporation Sponsored ADR
-0.67%
-$2.7 
ELF Elf Beauty Inc.
-0.66%
-$4.27 
TGT Target Corporation
-0.66%
-$99.91 
JNJ Johnson & Johnson
-0.66%
-$18,128.67 
EMR Emerson Electric Co.
-0.63%
-$72.8 
AMGN Amgen Inc.
-0.63%
-$22,055.26 
SAP SAP SE Sponsored ADR
-0.63%
-$15.72 
BUD Anheuser-Busch InBev S.A. ADR
-0.62%
-$4.5 
FAST Fastenal Co.
-0.62%
-$125.12 
PPH VanEck Pharmaceutical ETF
-0.59%
-$0.66 
FER Ferrovial SE
-0.59%
-$1.9 
FTXH First Trust NASDAQ Pharmaceuticals ETF
-0.58%
-$8,910.68 
NDAQ Nasdaq, Inc.
-0.58%
-$575.7 
ABNB Airbnb, Inc.
-0.58%
-$31.03 
DE Deere & Company
-0.58%
-$17.65 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$58,632.2 
AME Ametek Inc.
-0.56%
-$8.58 
NVS Novartis AG Sponsored ADR
-0.55%
-$42.84 
SYK Stryker Corporation
-0.55%
-$92.12 
REXR Rexford Industrial Realty, Inc.
-0.52%
-$4.75 
BHP BHP Group Ltd.
-0.52%
-$16.65 
A Agilent Technologies Inc.
-0.51%
-$6.84 
BTI British American Tobacco p.l.c. ADR
-0.51%
-$10.73 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$15.01 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$20.46 
AMH American Homes 4 Rent
-0.5%
-$15.3 
MS Morgan Stanley
-0.47%
-$55.62 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.47%
-$10.05 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$8.7 
DUK Duke Energy Corporation
-0.46%
-$16,185.15 
AXON Axon Enterprise, Inc.
-0.45%
-$22.08 
CP Canadian Pacific Kansas City Limited
-0.45%
-$5.88 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$9,212.59 
VUG Vanguard Growth ETF
-0.43%
-$2,283.84 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.43%
-$471.23 
COHR Coherent Corp.
-0.43%
-$102.2 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$2,025.9 
CGCV Capital Group Conservative Equity ETF
-0.41%
-$130.2 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$269.04 
DAPP VanEck Digital Transformation ETF
-0.39%
-$34.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$11.2 
WMT Walmart Inc.
-0.39%
-$14,766.3 
PBR-A Petróleo Brasileiro S.A. - Petrobras
-0.37%
-$6.24 
RGA Reinsurance Group of America, Inc.
-0.37%
-$10.23 
SOXQ Invesco PHLX Semiconductor ETF
-0.37%
-$17,119.7 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.36%
-$23.4 
TECK Teck Resources Ltd.
-0.36%
-$1.61 
V Visa Inc. Class A
-0.36%
-$1,370.19 
NLR VanEck Uranium and Nuclear ETF
-0.35%
-$9,580.25 
FV First Trust Dorsey Wright Focus 5 ETF
-0.35%
-$10,271.74 
FLS Flowserve Corporation
-0.34%
-$8.68 
AXP American Express Company
-0.34%
-$43.29 
MAS Masco Corporation
-0.34%
-$11.75 
O Realty Income Corporation
-0.33%
-$13.23 
PHO Invesco Water Resources ETF
-0.33%
-$181.44 
ICE Intercontinental Exchange, Inc.
-0.33%
-$12.24 
PHG Koninklijke Philips N.V.
-0.33%
-$0.45 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.32%
-$150.15 
CR Crane NXT Co.
-0.32%
-$7.7 
AXIA AXIA Energia Sponsored ADR Preferred
-0.31%
-$1.2 
REGN Regeneron Pharmaceuticals, Inc.
-0.31%
-$17.43 
GS The Goldman Sachs Group, Inc.
-0.31%
-$815.34 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.3%
-$3,679.52 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.3%
-$846.25 
MSFT Microsoft Corp.
-0.3%
-$32,457.88 
LXP LXP Industrial Trust
-0.3%
-$8.46 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.29%
-$25.42 
PH Parker-Hannifin Corporation
-0.28%
-$81.54 
KMB Kimberly-Clark Corporation
-0.28%
-$53.94 
MPC Marathon Petroleum Corporation
-0.27%
-$5.7 
USMC Principal U.S. Mega-Cap ETF
-0.26%
-$269.89 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$146.43 
XYZ Block, Inc.
-0.25%
-$5.88 
CB Chubb Limited
-0.25%
-$55.9 
HSBC HSBC Holdings plc Sponsored ADR
-0.25%
-$9.88 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.24%
-$42.42 
RSG Republic Services, Inc.
-0.24%
-$7.14 
GPC Genuine Parts Company
-0.24%
-$2.88 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$62.16 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$301.92 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$632.48 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$11.46 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$3,517.29 
FMB First Trust Managed Municipal Fund
-0.2%
-$93.6 
IYY iShares Dow Jones U.S. ETF
-0.2%
-$35.52 
VOO Vanguard S&P 500 ETF
-0.19%
-$2,891.76 
UBS UBS Group AG
-0.19%
-$3.3 
NGG National Grid plc Sponsored ADR
-0.18%
-$1.5 
IVV iShares Core S&P 500 ETF
-0.18%
-$366.08 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.18%
-$234.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$3,299.46 
RPAR Rpar Risk Parity ETF
-0.18%
-$24.8 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.17%
-$5.44 
VCRB Vanguard Core Bond ETF
-0.17%
-$102.7 
SNY Sanofi American Depositary Receipt
-0.14%
-$1.56 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$7 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$3.3 
SAN Banco Santander S.A. Sponsored ADR
-0.14%
-$3.68 
BRX Brixmor Property Group Inc.
-0.13%
-$5.64 
GOOGL Alphabet Inc
-0.13%
-$212.52 
AMRZ Amrize Ltd.
-0.13%
-$1.92 
PLD Prologis Inc.
-0.13%
-$33.3 
GOOG Alphabet Inc
-0.12%
-$6,651.6 
NFLX Netflix, Inc.
-0.1%
-$14.4 
RJF Raymond James Financial Inc.
-0.1%
-$2.16 
JGRO JPMorgan Active Growth ETF
-0.09%
-$545.76 
TCOM Trip.com Group Limited American Depositary Receipt
-0.09%
-$0.48 
COST Costco Wholesale Corporation
-0.08%
-$94.5 
JPM JPMorgan Chase & Co.
-0.07%
-$4,770.9 
FFLG Fidelity Fund Large Cap Growth ETF
-0.07%
-$4,938.95 
MRVL Marvell Technology, Inc.
-0.07%
-$3.36 
LMBS First Trust Low Duration Opportunities ETF
-0.07%
-$77.81 
NVDA NVIDIA Corporation
-0.06%
-$3,898.86 
NBOS Neuberger Berman Option Strategy ETF
-0.06%
-$1,222.32 
ITW Illinois Tool Works Inc.
-0.06%
-$14.79 
FRDM Freedom 100 Emerging Markets ETF
-0.06%
-$124.64 
PBR Petrobras S.A. Sponsored ADR
-0.06%
-$0.55 
CMI Cummins Inc.
-0.06%
-$15.4 
KBWP Invesco KBW Property & Casualty Fund
-0.05%
-$6.02 
HYXF iShares ESG Advanced High Yield Fund
-0.04%
-$126.26 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$2,138.76 
FTSL First Trust Senior Loan ETF
-0.02%
-$1.46 
ABT Abbott Laboratories
-0.02%
-$2.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.02%
-$24.53 
CCJ Cameco Corporation
-0.01%
-$0.08 
SEIC SEI Investments Company
-0.01%
-$0.33 
LULU lululemon athletica inc.
-0.01%
-$0.01 
XPO XPO Inc.
-0.01%
-$0.07 Events
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Dividends
Dividend Analysis
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| Trades 1220 | Longs Won 746/1220 61% | Profit Factor 4.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $177,228.19 |
| Average Win $59,493.98 | Best Trade (Aug 26) $3.28M | Sharpe Ratio -3.76 |
| Average Loss -$21,101.1 | Worst Trade (Jun 30) -$723,549.52 | Z-Score 6.2 (100%) |
| Commissions $0 | Avg. Trade Length 5m | Expectancy $28,179.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 9 | $1,195 | $1,336.77 | - | $141.77 | 11.86% | -0.509% |
| AAPL Apple Inc. | 23,705 | $6.19M | $7.25M | - | $1.06M | 17.15% | +0.219% |
| ABNB Airbnb, Inc. | 29 | $4,150 | $5,337.74 | - | $1,187.74 | 28.62% | -0.578% |
| ABT Abbott Laboratories | 112 | $10,163 | $12,460 | - | $2,297 | 22.6% | -0.018% |
| ACA Arcosa Inc. | 19 | $2,761 | $2,762.6 | - | $1.6 | 0.06% | +0.304% |
| ACN Accenture plc Class A | 61 | $7,591 | $10,790.29 | - | $3,199.29 | 42.15% | -0.896% |
| ADBE Adobe Inc. | 6 | $1,458.6 | $1,584.12 | - | $125.52 | 8.61% | -2.392% |
| ADI Analog Devices, Inc. | 147 | $58,384 | $57,240.33 | - | -$1,143.67 | -1.96% | +2.157% |
| ADP Automatic Data Processing Inc. | 50 | $11,198 | $13,648 | - | $2,450 | 21.88% | -1.184% |
| ADSK Autodesk, Inc. | 22 | $4,277 | $5,536.52 | - | $1,259.52 | 29.45% | -2.442% |
| AEM Agnico Eagle Mines Limited | 6 | $931 | $1,118.76 | - | $187.76 | 20.17% | +3.382% |
| AEP American Electric Power Company, Inc. | 150 | $19,662 | $18,840 | - | -$822 | -4.18% | +0.175% |
| AER AerCap Holdings N.V. | 17 | $2,478 | $2,591.65 | - | $113.65 | 4.59% | +2.185% |
| AFL Aflac Inc. | 91 | $10,670 | $11,051.95 | - | $381.95 | 3.58% | +0.289% |
| AGX Argan Inc. | 2 | $1,597 | $1,156.44 | - | -$440.56 | -27.59% | +3.459% |
| AIG American International Group Inc. | 40 | $2,981 | $3,065.6 | - | $84.6 | 2.84% | +0.802% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 38,381 | $3.83M | $4.79M | - | $957,513.66 | 25% | +1.604% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 20 | $9,660 | $6,432.2 | - | -$3,227.8 | -33.41% | -0.362% |
| ALC Alcon Inc. | 7 | $470 | $519.75 | - | $49.75 | 10.59% | +0.993% |
| ALLE Allegion plc | 7 | $983 | $1,153.46 | - | $170.46 | 17.34% | -0.997% |
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FAQ
Which stocks have generated the highest profits for Marshall Investment Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $1.29M, Microsoft Corp - $1.02M, SPDR S&P 500 ETF Trust - $800,713.99, JPMorgan Chase & Co - $796,002.3, and VanEck Uranium and Nuclear ETF - $782,262.83. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $778,540.25, NVIDIA Corporation - $722,865.21, Meta Platforms Inc Class A - $698,537.11, Invesco AI and Next Gen Software ETF - $582,621.7, and First Trust RBA American Industrial Renaissance ETF - $535,890. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marshall Investment Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.46M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $258,329.65, First Trust Institutional Preferred Securities and Income ETF - $246,527.09, PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF - $176,327.7, Duke Energy Corporation - $152,343.02, and JPMorgan Chase & Co - $137,503.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marshall Investment Management LLC's monthly returns?
Marshall Investment Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Marshall Investment Management LLC's strategy be considered aggressive or moderate?
Marshall Investment Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Marshall Investment Management LLC's strategy?
Marshall Investment Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
