Marshall Financial Group, LLC

13F filer · CIK 0001841496

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$686MU.S. long equity reported on 13F

Positions21241 new · 29 closed

Net flow last quarter+$6.21MBuys minus sells

Top 10 positions weight18.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026212 positions
QQQInvesco QQQ Trust, Series 1	$27.4M	4.00%	Not reported	+8.4%	Q2 2022
CEFSprott Physical Gold & Silver Trust	$21.9M	3.19%	0.29%	0.0%	Q1 2026
NVDANvidia Corp	$16M	2.33%	0.00%	+0.8%	Q4 2020
BALTBaltic Trading Ltd	$15.2M	2.22%	Not reported	New	Q2 2026
AAPLApple Inc.	$13.5M	1.97%	0.00%	-0.5%	Q4 2020
LRCXLam Research Corp	$9.39M	1.37%	0.00%	-14.6%	Q4 2020
TFPMTriple Flag Precious Metals Corp.	$6.93M	1.01%	0.11%	Not reported	Q1 2026
GOOGAlphabet Inc.	$6.32M	0.92%	Not reported	-1.8%	Q4 2020
AVGOBroadcom Inc.	$5.83M	0.85%	0.00%	-3.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$5.58M	0.81%	0.00%	+1.3%	Q1 2022
AMATApplied Materials Inc	$4.9M	0.71%	0.00%	-15.9%	Q4 2020
WMTWalmart Inc.	$4.67M	0.68%	0.00%	+0.1%	Q4 2020
MRKMerck & Co., Inc.	$4.6M	0.67%	0.00%	+10.4%	Q4 2020
MSFTMicrosoft Corp	$4.13M	0.60%	0.00%	+5.8%	Q4 2020
LGOVLargo Vista Group Ltd	$4.11M	0.60%	Not reported	-72.5%	Q4 2022
KLACKla Corp	$4.06M	0.59%	0.00%	-12.0%	Q4 2021
CSCOCisco Systems, Inc.	$4.01M	0.58%	0.00%	+0.8%	Q4 2020
VVisa Inc.	$3.7M	0.54%	0.00%	+4.4%	Q4 2020
PULSPulse Electronics Corp	$3.64M	0.53%	0.42%	-4.4%	Q1 2025
INODInnodata Inc	$3.63M	0.53%	0.14%	-50.0%	Q1 2026
DLRDigital Realty Trust, Inc.	$3.46M	0.50%	0.01%	+2.7%	Q3 2021
MNSTMonster Beverage Corp	$3.45M	0.50%	0.00%	+1.4%	Q4 2020
EDConsolidated Edison Inc	$3.42M	0.50%	0.01%	+4.1%	Q3 2021
ANETArista Networks, Inc.	$3.36M	0.49%	0.00%	+14.8%	Q4 2020
LMTLockheed Martin Corp	$3.34M	0.49%	0.00%	+0.3%	Q4 2020
SOSouthern Co	$3.29M	0.48%	0.00%	+7.3%	Q4 2020
HSYHershey Co	$3.26M	0.47%	0.01%	-0.1%	Q2 2021
VZVerizon Communications Inc	$3.24M	0.47%	0.00%	+2.0%	Q4 2020
SCCOSouthern Copper Corp/	$3.13M	0.46%	0.00%	-7.4%	Q4 2020
MCDMcdonalds Corp	$3.03M	0.44%	0.00%	+7.6%	Q4 2020
KRKroger Co	$2.77M	0.40%	0.01%	+7.4%	Q3 2021
NVSNovartis AG	$2.76M	0.40%	0.00%	+3.8%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$2.7M	0.39%	Not reported	+4.5%	Q4 2020
PPLTabrdn Platinum ETF Trust	$2.69M	0.39%	0.15%	0.0%	Q1 2026
PGPROCTER & GAMBLE Co	$2.66M	0.39%	0.00%	-4.1%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.61M	0.38%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$2.57M	0.38%	0.00%	+842.0%	Q1 2026
ASMLAsml Holding NV	$2.57M	0.38%	0.00%	-11.3%	Q4 2020
JNJJohnson & Johnson	$2.57M	0.37%	0.00%	+1.9%	Q4 2020
AMGNAmgen Inc	$2.44M	0.36%	0.00%	+11.8%	Q4 2022
METAMeta Platforms, Inc.	$2.35M	0.34%	Not reported	+1.8%	Q4 2020
EXELExelixis, Inc.	$2.21M	0.32%	0.02%	New	Q2 2026
PALLabrdn Palladium ETF Trust	$2.07M	0.30%	0.35%	0.0%	Q1 2026
GOOGLAlphabet Inc.	$2.07M	0.30%	0.00%	+1.1%	Q1 2021
RMDResmed Inc	$2.06M	0.30%	0.01%	+10.1%	Q4 2020
LITELumentum Holdings Inc.	$2.03M	0.30%	0.00%	-59.7%	Q4 2025
CRSCarpenter Technology Corp	$2.02M	0.29%	0.01%	-23.1%	Q4 2025
SMTCSemtech Corp	$1.99M	0.29%	0.01%	New	Q2 2026
NFLXNetflix Inc	$1.96M	0.29%	0.00%	+10.9%	Q4 2021
AMZNAmazon Com Inc	$1.95M	0.28%	0.00%	+0.5%	Q4 2020

Q1 2026Reported Apr 13, 2026199 positions
CEFSprott Physical Gold & Silver Trust	$26M	4.16%	0.29%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$19.8M	3.18%	Not reported	+27.3%	Q2 2022
LGOVLargo Vista Group Ltd	$15M	2.40%	Not reported	-2.8%	Q4 2022
NVDANvidia Corp	$13.8M	2.21%	0.00%	0.0%	Q4 2020
AAPLApple Inc.	$11.9M	1.91%	0.00%	-4.9%	Q4 2020
TFPMTriple Flag Precious Metals Corp.	$8.03M	1.29%	0.11%	New	Q1 2026
LRCXLam Research Corp	$5.42M	0.87%	0.00%	-2.1%	Q4 2020
GOOGAlphabet Inc.	$5.22M	0.84%	Not reported	-0.2%	Q4 2020
WMTWalmart Inc.	$5.12M	0.82%	0.00%	+1.0%	Q4 2020
AVGOBroadcom Inc.	$4.94M	0.79%	0.00%	+1.4%	Q4 2020
LITELumentum Holdings Inc.	$4.12M	0.66%	0.01%	-8.0%	Q4 2025
LMTLockheed Martin Corp	$3.95M	0.63%	0.00%	-3.4%	Q4 2020
MRKMerck & Co., Inc.	$3.9M	0.62%	0.00%	-4.5%	Q4 2020
MSFTMicrosoft Corp	$3.87M	0.62%	0.00%	+0.5%	Q4 2020
HSYHershey Co	$3.86M	0.62%	0.01%	Not reported	Q2 2021
PULSPulse Electronics Corp	$3.8M	0.61%	0.44%	+27.7%	Q1 2025
VZVerizon Communications Inc	$3.76M	0.60%	0.00%	-0.4%	Q4 2020
INODInnodata Inc	$3.7M	0.59%	0.29%	New	Q1 2026
PPLTabrdn Platinum ETF Trust	$3.39M	0.54%	0.14%	New	Q1 2026
DLRDigital Realty Trust, Inc.	$3.38M	0.54%	0.01%	+2.7%	Q3 2021
KRKroger Co	$3.36M	0.54%	0.01%	+2.3%	Q3 2021
EDConsolidated Edison Inc	$3.36M	0.54%	0.01%	+2.0%	Q3 2021
SCCOSouthern Copper Corp/	$3.3M	0.53%	0.00%	-1.4%	Q4 2020
MCDMcdonalds Corp	$3.24M	0.52%	0.00%	+1.3%	Q4 2020
VVisa Inc.	$3.12M	0.50%	0.00%	-0.8%	Q4 2020
SOSouthern Co	$3.09M	0.49%	0.00%	+2.7%	Q4 2020
AMATApplied Materials Inc	$2.76M	0.44%	0.00%	0.0%	Q4 2020
PGPROCTER & GAMBLE Co	$2.73M	0.44%	0.00%	-3.8%	Q4 2020
CSCOCisco Systems, Inc.	$2.63M	0.42%	0.00%	+1.5%	Q4 2020
NVSNovartis AG	$2.59M	0.42%	0.00%	+0.8%	Q2 2025
MNSTMonster Beverage Corp	$2.56M	0.41%	0.00%	+1.4%	Q4 2020
PALLabrdn Palladium ETF Trust	$2.53M	0.40%	0.31%	New	Q1 2026
JNJJohnson & Johnson	$2.43M	0.39%	0.00%	-6.8%	Q4 2020
NFLXNetflix Inc	$2.38M	0.38%	0.00%	-1.9%	Q4 2021
METAMeta Platforms, Inc.	$2.34M	0.37%	Not reported	-6.0%	Q4 2020
KLACKla Corp	$2.25M	0.36%	0.00%	-0.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.25M	0.36%	Not reported	-1.1%	Q4 2020
RMDResmed Inc	$2.15M	0.34%	0.01%	+4.1%	Q4 2020
AMGNAmgen Inc	$2.12M	0.34%	0.00%	+2.5%	Q4 2022
ANETArista Networks, Inc.	$2.12M	0.34%	0.00%	+6.8%	Q4 2020
EWBCEast West Bancorp Inc	$2.07M	0.33%	0.01%	+1.3%	Q4 2025
QCOMQualcomm Inc	$2.01M	0.32%	0.00%	+5.4%	Q2 2021
UBERUber Technologies, Inc	$1.95M	0.31%	0.00%	+9.4%	Q2 2025
AMDAdvanced Micro Devices Inc	$1.93M	0.31%	0.00%	+6.9%	Q1 2022
ASMLAsml Holding NV	$1.93M	0.31%	0.00%	-1.9%	Q4 2020
NEMNEWMONT Corp	$1.88M	0.30%	0.00%	New	Q1 2026
SBETSharplink, Inc.	$1.82M	0.29%	0.14%	New	Q1 2026
PATHUiPath, Inc.	$1.82M	0.29%	Not reported	New	Q1 2026
MAMastercard Inc	$1.72M	0.28%	0.00%	-2.2%	Q4 2020
AMZNAmazon Com Inc	$1.69M	0.27%	0.00%	-12.2%	Q4 2020

Q4 2025Reported Jan 9, 2026189 positions
QQQInvesco QQQ Trust, Series 1	$16.6M	3.22%	Not reported	-1.6%	Q2 2022
LGOVLargo Vista Group Ltd	$15.6M	3.03%	Not reported	+4.1%	Q4 2022
NVDANvidia Corp	$14.7M	2.86%	0.00%	-1.1%	Q4 2020
AAPLApple Inc.	$13.4M	2.61%	0.00%	-15.9%	Q4 2020
GOOGAlphabet Inc.	$5.73M	1.11%	Not reported	-10.8%	Q4 2020
AVGOBroadcom Inc.	$5.44M	1.06%	0.00%	-23.3%	Q4 2020
MSFTMicrosoft Corp	$5.03M	0.98%	0.00%	-8.7%	Q4 2020
WMTWalmart Inc.	$4.55M	0.88%	0.00%	-6.7%	Q4 2020
LRCXLam Research Corp	$4.44M	0.86%	0.00%	-22.6%	Q4 2020
VVisa Inc.	$3.65M	0.71%	0.00%	-1.9%	Q4 2020
MRKMerck & Co., Inc.	$3.58M	0.69%	0.00%	-5.0%	Q4 2020
LMTLockheed Martin Corp	$3.27M	0.63%	0.00%	-4.9%	Q4 2020
MCDMcdonalds Corp	$3.15M	0.61%	0.00%	-1.2%	Q4 2020
VZVerizon Communications Inc	$3.07M	0.60%	0.00%	+2.4%	Q4 2020
PULSPulse Electronics Corp	$2.98M	0.58%	0.34%	-58.2%	Q1 2025
EDConsolidated Edison Inc	$2.89M	0.56%	0.01%	+2.1%	Q3 2021
METAMeta Platforms, Inc.	$2.87M	0.56%	Not reported	-10.5%	Q4 2020
KRKroger Co	$2.84M	0.55%	0.01%	-3.9%	Q3 2021
DLRDigital Realty Trust, Inc.	$2.83M	0.55%	0.01%	-4.7%	Q3 2021
PGPROCTER & GAMBLE Co	$2.81M	0.55%	0.00%	-19.5%	Q4 2020
SCCOSouthern Copper Corp/	$2.77M	0.54%	0.00%	-18.3%	Q4 2020
SOSouthern Co	$2.72M	0.53%	0.00%	-6.2%	Q4 2020
MNSTMonster Beverage Corp	$2.67M	0.52%	0.00%	-8.4%	Q4 2020
CSCOCisco Systems, Inc.	$2.57M	0.50%	0.00%	+0.8%	Q4 2020
QCOMQualcomm Inc	$2.54M	0.49%	0.00%	-3.1%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$2.38M	0.46%	Not reported	-0.2%	Q4 2020
NFLXNetflix Inc	$2.36M	0.46%	0.00%	-8.9%	Q4 2021
LITELumentum Holdings Inc.	$2.35M	0.46%	0.01%	New	Q4 2025
NVSNovartis AG	$2.32M	0.45%	0.00%	+3.0%	Q2 2025
RMDResmed Inc	$2.22M	0.43%	0.01%	-5.6%	Q4 2020
JNJJohnson & Johnson	$2.21M	0.43%	0.00%	-12.4%	Q4 2020
EWBCEast West Bancorp Inc	$2.15M	0.42%	0.01%	New	Q4 2025
AMZNAmazon Com Inc	$2.14M	0.41%	0.00%	-12.0%	Q4 2020
ANETArista Networks, Inc.	$2.11M	0.41%	0.00%	+206.5%	Q4 2020
AMATApplied Materials Inc	$2.07M	0.40%	0.00%	Not reported	Q4 2020
UBERUber Technologies, Inc	$2.02M	0.39%	0.00%	+1.4%	Q2 2025
MAMastercard Inc	$2.01M	0.39%	0.00%	-5.5%	Q4 2020
LLYELI LILLY & Co	$1.98M	0.39%	0.00%	-39.6%	Q4 2020
AMGNAmgen Inc	$1.92M	0.37%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$1.92M	0.37%	0.00%	-9.2%	Q1 2021
AMDAdvanced Micro Devices Inc	$1.9M	0.37%	0.00%	-20.2%	Q1 2022
KLACKla Corp	$1.87M	0.36%	0.00%	-25.4%	Q4 2021
JPMJPMorgan Chase & Co	$1.83M	0.35%	0.00%	-6.4%	Q4 2020
CEGConstellation Energy Corp	$1.81M	0.35%	0.00%	Not reported	Q1 2022
EXKEndeavour Silver Corp	$1.79M	0.35%	0.01%	New	Q4 2025
MCOMoodys Corp	$1.7M	0.33%	0.00%	-8.0%	Q4 2020
NVONovo Nordisk A S	$1.61M	0.31%	Not reported	+711.1%	Q4 2020
MKCMccormick & Co Inc	$1.6M	0.31%	Not reported	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.59M	0.31%	Not reported	-3.0%	Q4 2020
ASMLAsml Holding NV	$1.59M	0.31%	0.00%	-25.4%	Q4 2020

Q3 2025Reported Oct 8, 2025160 positions
QQQInvesco QQQ Trust, Series 1	$16.5M	3.21%	Not reported	+110.0%	Q2 2022
LGOVLargo Vista Group Ltd	$15M	2.91%	Not reported	+1.0%	Q4 2022
AAPLApple Inc.	$15M	2.91%	0.00%	-0.3%	Q4 2020
NVDANvidia Corp	$14.9M	2.91%	0.00%	+0.6%	Q4 2020
PULSPulse Electronics Corp	$7.16M	1.39%	0.82%	-10.8%	Q1 2025
AVGOBroadcom Inc.	$6.77M	1.32%	0.00%	+0.5%	Q4 2020
MSFTMicrosoft Corp	$5.9M	1.15%	0.00%	+0.1%	Q4 2020
GOOGAlphabet Inc.	$4.99M	0.97%	Not reported	+0.3%	Q4 2020
WMTWalmart Inc.	$4.51M	0.88%	0.00%	+2.1%	Q4 2020
LRCXLam Research Corp	$4.49M	0.87%	0.00%	+1.4%	Q4 2020
PGPROCTER & GAMBLE Co	$3.75M	0.73%	0.00%	+1.8%	Q4 2020
VVisa Inc.	$3.62M	0.71%	0.00%	+0.9%	Q4 2020
METAMeta Platforms, Inc.	$3.57M	0.70%	Not reported	-2.0%	Q4 2020
LMTLockheed Martin Corp	$3.55M	0.69%	0.00%	+3.1%	Q4 2020
NFLXNetflix Inc	$3.32M	0.65%	0.00%	+1.4%	Q4 2021
DLRDigital Realty Trust, Inc.	$3.32M	0.65%	0.01%	+3.5%	Q3 2021
VZVerizon Communications Inc	$3.23M	0.63%	0.00%	+2.1%	Q4 2020
KRKroger Co	$3.18M	0.62%	0.01%	+3.3%	Q3 2021
MCDMcdonalds Corp	$3.17M	0.62%	0.00%	+3.2%	Q4 2020
SOSouthern Co	$3.15M	0.61%	0.00%	+5.3%	Q4 2020
GRMNGarmin Ltd	$3.11M	0.61%	0.01%	+2.2%	Q4 2020
MRKMerck & Co., Inc.	$3M	0.58%	0.00%	+3.3%	Q4 2020
CDNSCadence Design Systems Inc	$2.87M	0.56%	0.00%	+2.5%	Q2 2022
EDConsolidated Edison Inc	$2.86M	0.56%	0.01%	+4.8%	Q3 2021
SCCOSouthern Copper Corp/	$2.84M	0.55%	0.00%	+2.6%	Q4 2020
RMDResmed Inc	$2.67M	0.52%	0.01%	+2.6%	Q4 2020
MNSTMonster Beverage Corp	$2.56M	0.50%	0.00%	+3.8%	Q4 2020
QCOMQualcomm Inc	$2.55M	0.50%	0.00%	+4.2%	Q2 2021
UBERUber Technologies, Inc	$2.39M	0.47%	0.00%	+4.9%	Q2 2025
ETNEaton Corp plc	$2.37M	0.46%	0.00%	+2.3%	Q1 2021
LLYELI LILLY & Co	$2.33M	0.45%	0.00%	+2.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$2.33M	0.45%	Not reported	-0.1%	Q4 2020
AMZNAmazon Com Inc	$2.31M	0.45%	0.00%	-1.9%	Q4 2020
CSCOCisco Systems, Inc.	$2.26M	0.44%	0.00%	+3.8%	Q4 2020
JNJJohnson & Johnson	$2.26M	0.44%	0.00%	+0.2%	Q4 2020
KLACKla Corp	$2.22M	0.43%	0.00%	+1.2%	Q4 2021
MAMastercard Inc	$2.12M	0.41%	0.00%	+1.4%	Q4 2020
NVSNovartis AG	$2.1M	0.41%	0.00%	+4.7%	Q2 2025
ABTAbbott Laboratories	$2.03M	0.39%	0.00%	+4.6%	Q4 2021
APHAmphenol Corp	$1.97M	0.38%	0.00%	+1.0%	Q1 2023
ASMLAsml Holding NV	$1.93M	0.38%	0.00%	+2.4%	Q4 2020
ADBEAdobe Inc.	$1.91M	0.37%	0.00%	+5.7%	Q4 2020
JPMJPMorgan Chase & Co	$1.91M	0.37%	0.00%	-3.9%	Q4 2020
GFIGold Fields Ltd	$1.81M	0.35%	0.00%	+3.0%	Q2 2022
MPWRMonolithic Power Systems, Inc.	$1.81M	0.35%	0.00%	+1.4%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.8M	0.35%	0.00%	+9.0%	Q1 2022
ODFLOld Dominion Freight Line, Inc.	$1.74M	0.34%	0.01%	+6.5%	Q2 2021
MCOMoodys Corp	$1.73M	0.34%	0.00%	+1.5%	Q4 2020
ZTSZoetis Inc.	$1.71M	0.33%	0.00%	+5.3%	Q4 2020
CEGConstellation Energy Corp	$1.68M	0.33%	0.00%	+0.1%	Q1 2022

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