MARIETTA INVESTMENT PARTNERS LLC: 13F holdings
CIK 11147022026Q2
| Positions | 170 |
|---|
| Reported value | $581.7m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 170 (+9 vs prior quarter) |
|---|
| Reported value | $581.7m (+16.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 142,539 | $41.2m | 7.1% |
| BE BLOOM ENERGY CORP | 96,602 | $29.2m | 5.0% |
| NVDA NVIDIA CORPORATION | 139,270 | $27.9m | 4.8% |
| GOOGL ALPHABET INC | 66,583 | $23.8m | 4.1% |
| MSFT MICROSOFT CORP | 51,526 | $19.2m | 3.3% |
| ANET ARISTA NETWORKS INC | 93,009 | $15.8m | 2.7% |
| HWM HOWMET AEROSPACE INC | 56,263 | $15.1m | 2.6% |
| GEV GE VERNOVA INC | 12,206 | $14.3m | 2.5% |
| GWW WW GRAINGER INC | 8,923 | $12.1m | 2.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 22,818 | $11.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1114702")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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