Scott Marsh Financial, LLC
CIK 2081102 · View on SEC EDGAR ↗
- Portfolio value
- $269.7M
- Positions
- 248
- As of
- June 30, 2025 Data as of Q2 2025
#5,498 of 9,443 by 13F value · top 58.2%
- Top 10 holdings weight
- 25.06%
- Top 25 holdings weight
- 39.36%
- Positions above 1%
- 17
- Effective number of positions
- 89.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
- New positions
- 248
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Technology
25.2%
Industrials
13.8%
Health Care
11.5%
Financial Services
6.8%
Communication Services
6.7%
Retail
5.8%
Financials
5.7%
Consumer Discretionary
3.9%
Energy
1.9%
Materials
1.4%
Consumer Staples
1.2%
Utilities
1.1%
Consumer products
0.9%
Telecommunication
0.8%
Real Estate
0.8%
Communications
0.6%
Diversified Consumer Services
0.2%
Logistics & Transportation
0.1%
Other/Unmapped
11.6%
Full portfolio 248 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $12,646,742 | 4.69% | 61,640 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $10,844,962 | 4.02% | 21,802 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $8,828,692 | 3.27% | 40,242 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $7,521,908 | 2.79% | 47,610 | Up ×1 | |||
| ORCL Oracle Corporation Common Stock | $5,892,654 | 2.19% | 26,952 | Up ×1 | |||
| V Visa Inc. | $5,348,916 | 1.98% | 15,066 | Up ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $4,569,112 | 1.69% | 3,412 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $4,240,782 | 1.57% | 5,746 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $4,098,822 | 1.52% | 23,106 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,590,078 | 1.33% | 20,372 | Up ×1 | |||
| MA Mastercard Incorporated Common Stock | $3,395,302 | 1.26% | 6,042 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $3,297,946 | 1.22% | 10,382 | Up ×1 | |||
| VOO | $3,040,384 | 1.13% | 5,352 | Up ×1 | |||
| ABT Abbott Laboratories Common Stock | $2,934,174 | 1.09% | 21,574 | Up ×1 | |||
| BA Boeing Company (The) Common Stock | $2,908,694 | 1.08% | 13,882 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $2,903,716 | 1.08% | 3,724 | Up ×1 | |||
| MSCI MSCI Inc. Common Stock | $2,801,926 | 1.04% | 4,858 | Up ×1 | |||
| AME AMETEK, Inc. | $2,331,532 | 0.86% | 12,884 | Up ×1 | |||
| ADBE Adobe Inc. - Common Stock | $2,329,790 | 0.86% | 6,022 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2,311,284 | 0.86% | 7,972 | Up ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $2,291,612 | 0.85% | 14,694 | Up ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $2,169,250 | 0.80% | 2,110 | Up ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $1,999,318 | 0.74% | 12,554 | Up ×1 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1,929,168 | 0.72% | 23,038 | Up ×1 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $1,910,806 | 0.71% | 5,356 | Up ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $1,899,688 | 0.70% | 20,732 | Up ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1,887,790 | 0.70% | 6,316 | Up ×1 | |||
| SHYG | $1,862,675 | 0.69% | 43,177 | Up ×1 | |||
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | $1,860,086 | 0.69% | 8,886 | Up ×1 | |||
| PM Philip Morris International Inc Common Stock | $1,849,034 | 0.69% | 10,152 | Up ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1,841,448 | 0.68% | 15,964 | Up ×1 | |||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $1,805,088 | 0.67% | 2,468 | Up ×1 | |||
| SPYG | $1,779,896 | 0.66% | 18,672 | Up ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $1,771,284 | 0.66% | 40,936 | Up ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,755,658 | 0.65% | 4,330 | Up ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $1,746,548 | 0.65% | 9,540 | Up ×1 | |||
| USHY | $1,719,330 | 0.64% | 45,836 | Up ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $1,666,690 | 0.62% | 12,594 | Up ×1 | |||
| EFX Equifax, Inc. Common Stock | $1,652,754 | 0.61% | 6,372 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $1,591,186 | 0.59% | 10,898 | Up ×1 | |||
| BRKB | $1,585,552 | 0.59% | 3,264 | Up ×1 | |||
| WDAY Workday, Inc. - Class A Common Stock | $1,567,200 | 0.58% | 6,530 | Up ×1 | |||
| GLW Corning Incorporated Common Stock | $1,534,398 | 0.57% | 29,176 | Up ×1 | |||
| BAC Bank of America Corporation Common Stock | $1,527,086 | 0.57% | 32,272 | Up ×1 | |||
| FCX Freeport-McMoRan, Inc. Common Stock | $1,505,992 | 0.56% | 34,740 | Up ×1 | |||
| SPY SPY | $1,478,545 | 0.55% | 2,393 | Up ×1 | |||
| PNR Pentair plc. Ordinary Share | $1,451,060 | 0.54% | 14,134 | Up ×1 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $1,445,754 | 0.54% | 5,948 | Up ×1 | |||
| C Citigroup, Inc. Common Stock | $1,438,460 | 0.53% | 16,900 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1,419,598 | 0.53% | 5,150 | Up ×1 | |||
| SCHM | $1,405,640 | 0.52% | 50,112 | Up ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1,383,594 | 0.51% | 6,236 | Up ×1 | |||
| CVS CVS Health Corporation Common Stock | $1,380,584 | 0.51% | 20,014 | Up ×1 | |||
| VRSK Verisk Analytics, Inc. - Common Stock | $1,361,912 | 0.51% | 4,372 | Up ×1 | |||
| MS Morgan Stanley Common Stock | $1,351,672 | 0.50% | 9,596 | Up ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $1,346,682 | 0.50% | 6,094 | Up ×1 | |||
| COO The Cooper Companies, Inc. - Common Stock | $1,314,752 | 0.49% | 18,476 | Up ×1 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $1,312,960 | 0.49% | 2,448 | Up ×1 | |||
| RMBS Rambus, Inc. - Common Stock | $1,303,574 | 0.48% | 20,362 | Up ×1 | |||
| WST West Pharmaceutical Services, Inc. Common Stock | $1,292,248 | 0.48% | 5,906 | Up ×1 | |||
| GOVT | $1,289,063 | 0.48% | 56,095 | Up ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $1,277,298 | 0.47% | 3,290 | Up ×1 | |||
| THC Tenet Healthcare Corporation Common Stock | $1,276,000 | 0.47% | 7,250 | Up ×1 | |||
| CVX Chevron Corporation Common Stock | $1,274,638 | 0.47% | 8,902 | Up ×1 | |||
| AIG American International Group, Inc. New Common Stock | $1,257,454 | 0.47% | 14,692 | Up ×1 | |||
| WFC Wells Fargo & Company Common Stock | $1,247,938 | 0.46% | 15,576 | Up ×1 | |||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $1,199,416 | 0.44% | 7,390 | Up ×1 | |||
| POOL Pool Corporation - Common Stock | $1,197,474 | 0.44% | 4,108 | Up ×1 | |||
| HEIA | $1,184,820 | 0.44% | 4,579 | Up ×1 | |||
| ALGN Align Technology, Inc. - Common Stock | $1,183,692 | 0.44% | 6,252 | Up ×1 | |||
| BRO Brown & Brown, Inc. Common Stock | $1,181,460 | 0.44% | 10,656 | Up ×1 | |||
| ACIW ACI Worldwide, Inc. - Common Stock | $1,175,388 | 0.44% | 25,602 | Up ×1 | |||
| SPDW | $1,169,488 | 0.43% | 28,884 | Up ×1 | |||
| EPAM EPAM Systems, Inc. Common Stock | $1,168,428 | 0.43% | 6,608 | Up ×1 | |||
| LII Lennox International, Inc. Common Stock | $1,141,928 | 0.42% | 1,992 | Up ×1 | |||
| DPZ Domino's Pizza Inc - Common Stock | $1,136,484 | 0.42% | 2,522 | Up ×1 | |||
| SPMB | $1,113,287 | 0.41% | 50,375 | Up ×1 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $1,093,902 | 0.41% | 17,416 | Up ×1 | |||
| HLI Houlihan Lokey, Inc. Class A Common Stock | $1,074,904 | 0.40% | 5,973 | Up ×1 | |||
| PAYC Paycom Software, Inc. Common Stock | $1,070,948 | 0.40% | 4,628 | Up ×1 | |||
| CI The Cigna Group Common Stock | $1,062,600 | 0.39% | 3,214 | Up ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $1,050,934 | 0.39% | 6,326 | Up ×1 | |||
| ROST Ross Stores, Inc. - Common Stock | $1,045,962 | 0.39% | 8,198 | Up ×1 | |||
| AES The AES Corporation Common Stock | $1,028,008 | 0.38% | 97,720 | Up ×1 | |||
| OLED Universal Display Corporation - Common Stock | $1,013,302 | 0.38% | 6,560 | Up ×1 | |||
| STRL Sterling Infrastructure, Inc. - Common Stock | $1,011,751 | 0.38% | 4,385 | Up ×1 | |||
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock | $1,008,381 | 0.37% | 7,652 | Up ×1 | |||
| PCG Pacific Gas & Electric Co. Common Stock | $1,001,638 | 0.37% | 71,854 | Up ×1 | |||
| AVAV AeroVironment, Inc. - Common Stock | $981,368 | 0.36% | 3,444 | Up ×1 | |||
| MET MetLife, Inc. Common Stock | $957,954 | 0.36% | 11,912 | Up ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $956,262 | 0.35% | 20,658 | Up ×1 | |||
| CVLT Commvault Systems, Inc. - Common Stock | $936,675 | 0.35% | 5,373 | Up ×1 | |||
| TDY Teledyne Technologies Incorporated Common Stock | $935,478 | 0.35% | 1,826 | Up ×1 | |||
| BMI Badger Meter, Inc. Common Stock | $933,517 | 0.35% | 3,811 | Up ×1 | |||
| CSGP CoStar Group, Inc. - Common Stock | $912,540 | 0.34% | 11,350 | Up ×1 | |||
| SPYV | $910,836 | 0.34% | 17,402 | Up ×1 | |||
| CNC Centene Corporation Common Stock | $903,654 | 0.34% | 16,648 | Up ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $890,230 | 0.33% | 10,736 | Up ×1 | |||
| SCHV | $877,998 | 0.33% | 31,732 | Up ×1 | |||
| SPTL | $864,568 | 0.32% | 32,527 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AAPL | $12,646,742 | 61,640 | 4.69% |
| MSFT | $10,844,962 | 21,802 | 4.02% |
| AMZN | $8,828,692 | 40,242 | 3.27% |
| NVDA | $7,521,908 | 47,610 | 2.79% |
| ORCL | $5,892,654 | 26,952 | 2.19% |
| V | $5,348,916 | 15,066 | 1.98% |
| NFLX | $4,569,112 | 3,412 | 1.69% |
| META | $4,240,782 | 5,746 | 1.57% |
| GOOG | $4,098,822 | 23,106 | 1.52% |
| GOOGL | $3,590,078 | 20,372 | 1.33% |
| MA | $3,395,302 | 6,042 | 1.26% |
| TSLA | $3,297,946 | 10,382 | 1.22% |
| VOO | $3,040,384 | 5,352 | 1.13% |
| ABT | $2,934,174 | 21,574 | 1.09% |
| BA | $2,908,694 | 13,882 | 1.08% |