MARSHALL INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VZ | 70K | $3.53M |
 | AMZN | 32K | $6.71M |
 | WMT | 30K | $3.75M |
 | NVDA | 27K | $4.66M |
 | DUK | 26K | $3.46M |
 | MSFT | 20K | $7.48M |
 | BRK-B | 20K | $9.59M |
 | AAPL | 19K | $4.94M |
 | JPM | 16K | $4.82M |
 | GOOG | 16K | $4.67M |
 | TSM | 11K | $3.77M |
 | MPLX | 11K | $612.49K |
 | JNJ | 10K | $2.43M |
 | CRWD | 8K | $3.23M |
 | AMGN | 8K | $2.74M |
 | WEC | 4K | $518.72K |
 | LLY | 4K | $3.63M |
 | CVS | 4K | $266.09K |
 | USB | 3K | $130.75K |
 | OXY | 2K | $150.09K |
Verizon Communications Inc.
VZ
Shares Held
70K
Value
$3.53M
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$6.71M
Walmart Inc.
WMT
Shares Held
30K
Value
$3.75M
NVIDIA Corporation
NVDA
Shares Held
27K
Value
$4.66M
Duke Energy Corporation
DUK
Shares Held
26K
Value
$3.46M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$7.48M
Berkshire Hathaway Inc.
BRK-B
Shares Held
20K
Value
$9.59M
Apple Inc.
AAPL
Shares Held
19K
Value
$4.94M
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$4.82M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$4.67M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
11K
Value
$3.77M
MPLX Lp
MPLX
Shares Held
11K
Value
$612.49K
Johnson & Johnson
JNJ
Shares Held
10K
Value
$2.43M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
8K
Value
$3.23M
Amgen Inc.
AMGN
Shares Held
8K
Value
$2.74M
WEC Energy Group, Inc.
WEC
Shares Held
4K
Value
$518.72K
Eli Lilly and Company
LLY
Shares Held
4K
Value
$3.63M
CVS Health Corp.
CVS
Shares Held
4K
Value
$266.09K
U.S. Bancorp
USB
Shares Held
3K
Value
$130.75K
Occidental Petroleum Corporation
OXY
Shares Held
2K
Value
$150.09K