Marshall Financial Group, LLC
Marshall Financial Group, LLC reported 311 holdings worth US$686M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Marshall Financial Group, LLC reported 311 holdings worth US$686M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Lam Research Corporation. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 311
- Value as reported
- US$686M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 79,736 | US$16M | 2.3% |
| Apple Inc | 46,770 | US$13.5M | 2.0% |
| Lam Research Corporation | 21,674 | US$9.39M | 1.4% |
| Alphabet Inc (google) Class C | 23,462 | US$8.38M | 1.2% |
| Triple Flag Precious Metals Corp. | 231K | US$6.93M | 1.0% |
| Broadcom Inc. | 15,444 | US$5.83M | 0.85% |
| Advanced Micro Devices Inc | 9,598 | US$5.58M | 0.81% |
| Applied Materials, Inc. | 6,776 | US$4.9M | 0.71% |
| Walmart Inc. | 41,241 | US$4.67M | 0.68% |
| Merck & Company, Inc. | 35,820 | US$4.6M | 0.67% |
| Microsoft Corp. | 11,064 | US$4.13M | 0.60% |
| Kla Corporation | 13,449 | US$4.06M | 0.59% |
| Cisco Systems, Inc. | 34,130 | US$4.01M | 0.58% |
| Visa Inc. | 10,775 | US$3.7M | 0.54% |
| Innodata Inc. | 47,991 | US$3.63M | 0.53% |
| Digital Realty Trust, Inc. | 19,280 | US$3.46M | 0.50% |
| Monster Beverage Corporation | 35,849 | US$3.45M | 0.50% |
| Consolidated Edison, Inc. | 30,873 | US$3.42M | 0.50% |
| Arista Networks, Inc. | 19,783 | US$3.36M | 0.49% |
| Lockheed Martin Corporation | 6,550 | US$3.34M | 0.49% |
| Southern Company (the) | 34,327 | US$3.29M | 0.48% |
| The Hershey Company | 18,556 | US$3.26M | 0.47% |
| Verizon Communications Inc. | 76,490 | US$3.24M | 0.47% |
| Southern Copper Corporation | 17,942 | US$3.13M | 0.46% |
| Mcdonald's Corporation | 11,215 | US$3.03M | 0.44% |
| Kroger Company (the) | 49,866 | US$2.77M | 0.40% |
| Novartis Ag | 17,632 | US$2.76M | 0.40% |
| Procter & Gamble Company (the) | 18,117 | US$2.66M | 0.39% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,466 | US$2.61M | 0.38% |
| International Business Machines Corporation | 9,156 | US$2.57M | 0.38% |
| Asml Holding Nv | 1,294 | US$2.57M | 0.38% |
| Johnson & Johnson | 10,123 | US$2.57M | 0.37% |
| Amgen Inc. | 6,736 | US$2.44M | 0.36% |
| Meta Platforms, Inc. | 4,164 | US$2.35M | 0.34% |
| Berkshire Hathaway Inc. | 4,434 | US$2.22M | 0.32% |
| Exelixis, Inc. | 40,575 | US$2.21M | 0.32% |
| Resmed Inc. | 10,563 | US$2.06M | 0.30% |
| Lumentum Holdings Inc. | 2,363 | US$2.03M | 0.30% |
| Carpenter Technology Corporation | 3,272 | US$2.02M | 0.29% |
| Semtech Corporation | 12,320 | US$1.99M | 0.29% |
| Netflix, Inc. | 27,421 | US$1.96M | 0.29% |
| Amazon.com, Inc. | 8,161 | US$1.95M | 0.28% |
| Eli Lilly And Company | 1,613 | US$1.93M | 0.28% |
| Mastercard Incorporated | 3,683 | US$1.89M | 0.28% |
| Motorola Solutions, Inc. | 4,488 | US$1.86M | 0.27% |
| Cognex Corporation | 25,735 | US$1.86M | 0.27% |
| Crocs, Inc. | 15,181 | US$1.83M | 0.27% |
| Amphenol Corporation | 10,143 | US$1.79M | 0.26% |
| Fortinet, Inc. | 11,627 | US$1.79M | 0.26% |
| Uipath, Inc. | 163K | US$1.77M | 0.26% |
| Marriott International | 4,675 | US$1.73M | 0.25% |
| East West Bancorp, Inc. | 13,033 | US$1.68M | 0.25% |
| Newmont Corporation | 18,011 | US$1.68M | 0.25% |
| Tesla, Inc. | 3,794 | US$1.6M | 0.23% |
| Cullen/frost Bankers, Inc. | 9,792 | US$1.51M | 0.22% |
| Federal Realty Investment Trust | 12,249 | US$1.51M | 0.22% |
| Jp Morgan Chase & Co. | 4,585 | US$1.5M | 0.22% |
| Moody's Corporation | 3,272 | US$1.48M | 0.22% |
| Sharplink, Inc. | 282K | US$1.36M | 0.20% |
| Itt Inc. | 6,697 | US$1.32M | 0.19% |
| Simon Property Group, Inc. | 5,769 | US$1.29M | 0.19% |
| Chart Industries, Inc. | 6,159 | US$1.29M | 0.19% |
| Blackstone Inc. | 10,422 | US$1.23M | 0.18% |
| Bhp Group Ltd | 14,342 | US$1.19M | 0.17% |
| Mccormick & Company, Incorporated | 23,414 | US$1.18M | 0.17% |
| Brown Forman Inc | 43,846 | US$1.17M | 0.17% |
| Constellation Energy Corporation | 4,704 | US$1.17M | 0.17% |
| Parker-hannifin Corporation | 1,178 | US$1.15M | 0.17% |
| Ge Aerospace | 3,068 | US$1.15M | 0.17% |
| Rambus, Inc. | 8,583 | US$1.14M | 0.17% |
| Federated Hermes, Inc. | 20,483 | US$1.13M | 0.16% |
| Autonation, Inc. | 5,987 | US$1.11M | 0.16% |
| Cintas Corporation | 6,501 | US$1.11M | 0.16% |
| Nordson Corporation | 3,617 | US$1.09M | 0.16% |
| F5, Inc. | 2,614 | US$1.09M | 0.16% |
| American Express Company | 3,145 | US$1.06M | 0.16% |
| Medpace Holdings, Inc. | 2,008 | US$1.06M | 0.16% |
| Cincinnati Financial Corporation | 5,712 | US$1.06M | 0.15% |
| Philip Morris International Inc | 5,816 | US$1.05M | 0.15% |
| Victory Capital Holdings, Inc. Class A Common Stock | 12,357 | US$1.04M | 0.15% |
| United Rentals, Inc. | 915 | US$1.04M | 0.15% |
| S&p Global Inc. | 2,540 | US$1.03M | 0.15% |
| Public Storage | 3,233 | US$1.03M | 0.15% |
| United Therapeutics Corporation | 1,870 | US$1.01M | 0.15% |
| Gold Fields Limited | 30,114 | US$1.01M | 0.15% |
| Graco Inc. | 13,194 | US$998K | 0.15% |
| Grupo Aeroportuario Del Pacifico Sab De Cv Class B | 3,913 | US$991K | 0.14% |
| Mueller Industries, Inc. | 8,025 | US$986K | 0.14% |
| Teradyne, Inc. | 2,007 | US$971K | 0.14% |
| Waters Corporation | 2,565 | US$962K | 0.14% |
| Advanced Drainage Systems, Inc. | 6,117 | US$960K | 0.14% |
| Arch Capital Group Ltd. | 9,889 | US$960K | 0.14% |
| First Solar, Inc. | 4,009 | US$946K | 0.14% |
| Snap-on Incorporated | 2,351 | US$946K | 0.14% |
| Crane Company | 4,236 | US$945K | 0.14% |
| Lennox International, Inc. | 1,643 | US$941K | 0.14% |
| Cleveland-cliffs Inc. | 100K | US$941K | 0.14% |
| Grupo Aeroportuario Del Centro Norte Sab De Cv Class B | 8,233 | US$931K | 0.14% |
| Interdigital, Inc. | 3,238 | US$917K | 0.13% |
| Micron Technology, Inc. | 788 | US$910K | 0.13% |
Every holding of Marshall Financial Group, LLC
Source
View original at SEC
Related