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Lindsay Marie Rider

Marshall Investment Management, Llc

Assets Managed
$208.492M
Holdings
274
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
4.73%(2Q avg: 5.06%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Marshall Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Marshall Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 208.492M in assets, with a quarterly growth rate of 4.73% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Decreased -2.81%
9.72%
$20.245M
47,049 shares@ $430.3 avg price
MFUS
Pimco Rafi Dynamic Multi-fac
Recent Activity
Increased 26.63%
5.45%
$11.362M
194,540 shares@ $58.41 avg price
RPV
Invesco S&p 500 Pure Value E
Recent Activity
New Position
4.96%
$10.333M
96,219 shares@ $107.4 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 8.79%
4.61%
$9.593M
20,019 shares@ $479.2 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.79%
3.59%
$7.477M
20,199 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.51%
3.22%
$6.707M
32,203 shares@ $208.28 avg price
FELV
Fidelity Enhanced Lc Val Etf
Recent Activity
New Position
2.83%
$5.882M
168,479 shares@ $34.91 avg price
FFLG
Fidelity Fund Lg Cap Grw Etf
Recent Activity
Decreased -27.48%
2.79%
$5.8M
208,552 shares@ $27.82 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 9.16%
2.4%
$4.991M
73,100 shares@ $68.28 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.82%
2.37%
$4.94M
19,465 shares@ $253.79 avg price

1-10 of 274