MARIETTA INVESTMENT PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MI MARIETTA INVESTMENT PARTNERS LLC | Institutional Filer | ▼ 0.84% | $499.4M | 161 |
Current Portfolio Holdings
Showing all 161 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 143K | $36.4M | 7.29% |
| 2 | NVDA | NVIDIA Corporation | Technology | 141K | $24.6M | 4.92% |
| 3 | GOOGL | Alphabet Inc. | Technology | 67K | $19.4M | 3.89% |
| 4 | MSFT | Microsoft Corporation | Technology | 52K | $19.4M | 3.88% |
| 5 | BE | Bloom Energy Corporation | Industrials | 99K | $13.4M | 2.68% |
| 6 | ANET | Arista Networks, Inc. | Technology | 96K | $11.8M | 2.37% |
| 7 | HWM | Howmet Aerospace Inc. | Industrials | 50K | $11.5M | 2.31% |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 23K | $10.9M | 2.19% |
| 9 | GEV | GE Vernova Inc. | Utilities | 12K | $10.7M | 2.14% |
| 10 | MA | Mastercard Incorporated | Financial Services | 21K | $10.5M | 2.10% |
| 11 | META | Meta Platforms, Inc. | Technology | 18K | $10.2M | 2.05% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 59K | $10.0M | 1.99% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 47K | $9.8M | 1.97% |
| 14 | GWW | W.W. Grainger, Inc. | Industrials | 9K | $9.7M | 1.93% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 28K | $8.3M | 1.67% |
Showing 1 to 15 of 161 holdings