SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Marquette Asset Management, LLC

CIK 0001395067 · 150 SOUTH 5TH STREET, SUITE 2800, MINNEAPOLIS, MN, 55402 · 6126613770

Reported Value
$677M
Q4 2025
Positions
698
Filings on Record
32
2019–present window
Filed
Jan 16, 2026
original filing

Summary

Marquette Asset Management, Llc reported $677M in U.S.-listed holdings across 698 positions for Q4 2025.

The portfolio is heavily concentrated: SCHG alone accounts for 20.4% of reported value.

Compared with Q3 2025, the fund opened 204 new positions and exited 206.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $260MQ4 ’18Q1 ’19: $298MQ2 ’19: $296MQ3 ’19: $299MQ4 ’19: $306MQ4 ’19Q1 ’20: $242MQ2 ’20: $307MQ3 ’20: $359MQ4 ’20: $434MQ4 ’20Q1 ’21: $414MQ2 ’21: $454MQ3 ’21: $445MQ4 ’21: $477MQ4 ’21Q1 ’22: $430MQ2 ’22: $352MQ3 ’22: $320MQ4 ’22: $338.3BQ4 ’22Q1 ’23: $376MQ2 ’23: $403MQ3 ’23: $422MQ4 ’23: $543MQ4 ’23Q1 ’24: $577MQ2 ’24: $588MQ3 ’24: $631MQ4 ’24: $613MQ4 ’24Q1 ’25: $567MQ2 ’25: $597MQ3 ’25: $653MQ4 ’25: $677MQ4 ’25Q1 ’26: $669MQ2 ’26: $779Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$779M831Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$669M796Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$677M698Jan 16, 202613F-HRchanges · EDGAR ↗
Q3 2025$653M700Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$597M133Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$567M147Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$613M190Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$631M230Oct 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$588M193Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$577M197May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$543M192Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$422M299Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$403M317Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$376M213May 1, 202313F-HRchanges · EDGAR ↗
Q4 2022$338.3B217Jan 12, 202313F-HRchanges · EDGAR ↗
Q3 2022$320M250Oct 6, 202213F-HRchanges · EDGAR ↗
Q2 2022$352M370Jul 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$430M392Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$477M264Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$445M263Oct 29, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2021$454M238Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$414M239Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$434M232Jan 15, 202113F-HRchanges · EDGAR ↗
Q3 2020$359M223Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$307M244Jul 21, 202013F-HRchanges · EDGAR ↗
Q1 2020$242M247Apr 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$306M238Jan 28, 202013F-HRchanges · EDGAR ↗
Q3 2019$299M267Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$296M256Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$298M294May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$260M96Jan 16, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.