MAM
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Marquette Asset Management’s NACCO Industries NC Stock Holding History

Marquette Asset Management’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$601 Hold
12
– – ﹤0.01% 788
2026
Q1 		$624 Hold
12
– – ﹤0.01% 722
2025
Q4 		$589 Buy
+12
New +$552 ﹤0.01% 619

Other funds holding NC

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Marquette Asset Management's NC Position: Q2 2026 in Review

Marquette Asset Management held its NACCO Industries (NC) position steady in Q2 2026 at 12 shares worth $601. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Marquette Asset Management first reported a position in NC in Q4 2025 and has held it in 3 quarters since. The position peaked at $624 in Q1 2026. 14 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Marquette Asset Management held 12 shares of NACCO Industries worth $601 as of Q2 2026.
  • Marquette Asset Management left its NACCO Industries share count unchanged in Q2 2026.
  • NACCO Industries made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #788 holding.
  • Marquette Asset Management first reported a position in NACCO Industries in Q4 2025 and has held it in 3 quarters since.
  • Marquette Asset Management's NACCO Industries position peaked at $624 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.