Arkolith/Funds/Marquette Asset Management, LLC

Marquette Asset Management, LLC

CIK 1395067
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Marquette Asset Management, LLC holds a focused book of 830 stocks worth $776.4M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Hurco Companies Inc and trimmed Avantis US Small Cap Value. Their largest long position is Schwab US Large-Cap Growth at 19% of the equity book. They also disclosed $2.3M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show Marquette Asset Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
192
new positions
Added to
118
existing
Trimmed
172
reduced
Sold out
155
exited

Concentration

Top-heavy: focused book

Top 5 holdings
58%
Top 10 holdings
81%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Information Technology
2%
Consumer Discretionary
1%
Health Care
1%
Financials
1%
Industrials
0%
Materials
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

830 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LCAP GR ETF
$145.3M4.29M
18.7%
+0.6%
Added · +27K sh
2Ishares TR
RUS 1000 VAL ETF
$96.4M397.8K
12.4%
+1.1%
Added · +4K sh
3Dimensional ETF Trust
INTL CORE EQT MK
$92.6M2.24M
11.9%
+1.3%
Added · +29K sh
4Ishares TR
RUS 1000 GRW ETF
$58.8M473.3K
7.6%
+300%
Added · +355K sh
5American Centy ETF TR
US SML CP VALU
$56.7M454.6K
7.3%
~0%
Reduced · −29 sh
6Invesco Exchange Traded FD T
S&P500 PUR GWT
$44.2M692.8K
5.7%
−1.4%
Reduced · −10K sh
7Vanguard Index FDS
MID CAP ETF
$41.9M520.5K
5.4%
+302%
Added · +391K sh
8American Centy ETF TR
INTL SMCP VLU
$34.0M330.1K
4.4%
−0.1%
Reduced · −210 sh
9Ishares TR
CORE US AGGBD ET
$32.2M325.1K
4.1%
+6.5%
Added · +20K sh
10Dimensional ETF Trust
EMERGING MKTS VA
$28.7M673.7K
3.7%
−0.3%
Reduced · −2K sh
11Dimensional ETF Trust
EMGR CRE EQT MNG
$28.0M695.5K
3.6%
−0.2%
Reduced · −2K sh
12Victory Portfolios II
SHORT TRM BD ETF
$27.9M550.4K
3.6%
+4.8%
Added · +25K sh
13Schwab Strategic TR
US SML CAP ETF
$9.1M252.8K
1.2%
−0.6%
Reduced · −1K sh
14Dimensional ETF Trust
US SMALL CAP ETF
$5.8M150.3K
0.8%
−1.6%
Reduced · −2K sh
15Ishares TR
RUSSELL 2000 ETF
$5.5M18.3K
0.7%
−0.7%
Reduced · −123 sh
16Meta Platforms Inc
CL A
$4.5M7.9K
0.6%
−35%
Reduced · −4K sh
17Schwab Strategic TR
INTL EQTY ETF
$3.0M109.1K
0.4%
−0.1%
Reduced · −144 sh
18Schwab Strategic TR
US MID-CAP ETF
$3.0M80.3K
0.4%
−1.5%
Reduced · −1K sh
19Ishares TR
MSCI EAFE ETF
$2.9M27.9K
0.4%
Held
20Ishares TR
RUS MID CAP ETF
$2.6M23.3K
0.3%
−0.4%
Reduced · −88 sh
21Apple Inc
COM
$2.3M8.0K
0.3%
Held
22Vanguard Index FDS
GROWTH ETF
$2.0M23.7K
0.3%
+473%
Added · +20K sh
23Amcor PLC
COM NEW
$2.0M45.5K
0.3%
Held
24Vanguard Index FDS
SMALL CP ETF
$1.8M6.0K
0.2%
−1.8%
Reduced · −113 sh
25Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.9K
0.2%
−5.1%
Reduced · −154 sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$1.1M1.5K
0.1%
Held
27Invesco QQQ TR
UNIT SER 1
$1.1M1.5K
0.1%
Held
28Invesco Exchange Traded FD T
RAFI US 1500
$1.0M18.4K
0.1%
−2.8%
Reduced · −522 sh
29Vanguard Index FDS
S&P 500 ETF SHS
$908K1.3K
0.1%
Held
30Hurco Co
COM
$834K36.4K
0.1%
New
New position
31Chatham Lodging TR
COM
$802K60.6K
0.1%
New
New position
32Schwab Strategic TR
US LCAP VA ETF
$774K22.2K
0.1%
−13%
Reduced · −3K sh
33Alphabet Inc
CAP STK CL A
$744K2.1K
0.1%
+5.1%
Added · +101 sh
34Hershey Co
COM
$702K4.0K
0.1%
−0.1%
Reduced · −6 sh
35Alico Inc
COM
$652K15.8K
0.1%
New
New position
36Acacia Resh Corp
ACACIA TCH COM
$627K134.5K
0.1%
−10%
Reduced · −15K sh
37Fulgent Genetics Inc
COM
$621K30.3K
0.1%
New
New position
38Clearwater Paper Corp
COM
$612K39.0K
0.1%
New
New position
39Limoneira Co
COM
$608K46.3K
0.1%
New
New position
40Orasure Technologies Inc
COM
$601K134.7K
0.1%
New
New position
41Trueblue Inc
COM
$572K82.0K
0.1%
New
New position
42State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$563K800
0.1%
Held
43United Therapeutics Corp Del
COM
$547K1.0K
0.1%
Held
44Astronova Inc
COM
$542K19.0K
0.1%
New
New position
45Star Hldgs
SHS BEN INT
$523K57.3K
0.1%
New
New position
46Aersale Corporation
COM
$520K82.2K
0.1%
New
New position
47Seneca Foods Corp New
CL A
$481K2.8K
0.1%
New
New position
48Hooker Furnishings Corporati
COM
$477K26.7K
0.1%
New
New position
49Amphenol Corp
CL A
$476K2.7K
0.1%
−28%
Reduced · −1K sh
50SPDR Series Trust
ST STR SP600SM C
$456K4.2K
0.1%
−0.3%
Reduced · −13 sh
Showing 50 of 830 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$2.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishMETA PLATFORMS INC-CLASS AMETA$2.3M4K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026831$778.6M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026796$669.1M13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026698$677.3M13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025700$653.4M13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025133$596.6M13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025147$567.5M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025190$612.7M13F-HR
Q3 2024Sep 30, 2024Oct 8, 2024230$630.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.