MARATHON CAPITAL MANAGEMENT Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$375.5M

Holdings

158

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (158 positions)

StockValue
TROWPRICE T ROWE GROUP INC
$68.8M
AAPLAPPLE INC
$12.4M
AZNASTRAZENECA PLC
$12.2M
CVXCHEVRON CORP NEW
$10.4M
MSFTMICROSOFT CORP
$10.2M
GLWCORNING INC
$9.8M
FANGDIAMONDBACK ENERGY INC
$9.4M
METMETLIFE INC
$8.7M
QCOMQUALCOMM INC
$8.4M
IBMINTERNATIONAL BUSINESS MACHS
$7.9M
ALSNALLISON TRANSMISSION HLDGS I
$7.3M
GOOGALPHABET INC
$6.9M
CPACOPA HOLDINGS SA
$6.8M
FISFIDELITY NATL INFORMATION SV
$6.7M
WTWWILLIS TOWERS WATSON PLC LTD
$6.5M
OREALTY INCOME CORP
$6.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$6.1M
HLMNHILLMAN SOLUTIONS CORP
$6.0M
AMZNAMAZON COM INC
$5.8M
JPMJPMORGAN CHASE & CO.
$5.3M
SLBSCHLUMBERGER LTD
$5.3M
DOWDOW INC
$5.2M
JNJJOHNSON & JOHNSON
$4.9M
LULULULULEMON ATHLETICA INC
$4.9M
TTITETRA TECHNOLOGIES INC DEL
$4.8M
BSFAANI PHARMACEUTICALS INC
$4.6M
CEF/USPROTT PHYSICAL GOLD & SILVE
$4.2M
CALXCALIX INC
$4.1M
ACAARCOSA INC
$3.7M
DHRDANAHER CORPORATION
$3.7M
ENPHENPHASE ENERGY INC
$3.6M
ARCCARES CAPITAL CORP
$3.6M
ZETAZETA GLOBAL HOLDINGS CORP
$3.3M
GQ9SPDR GOLD TR
$3.3M
CBCHUBB LIMITED
$3.3M
MRKMERCK & CO INC
$3.1M
ADMAADMA BIOLOGICS INC
$3.1M
PGPROCTER AND GAMBLE CO
$2.9M
ABXBARRICK GOLD CORP
$2.7M
PFEPFIZER INC
$2.6M
ATECALPHATEC HLDGS INC
$2.4M
NPKINPK INTERNATIONAL INC
$2.4M
TRGPTARGA RES CORP
$2.4M
HDSNHUDSON TECHNOLOGIES INC
$2.4M
CECOCECO ENVIRONMENTAL CORP
$2.2M
SYMSYMBOTIC INC
$2.2M
BILSPDR SER TR
$2.1M
KRNTKORNIT DIGITAL LTD
$1.9M
SELFGLOBAL SELF STORAGE INC
$1.9M
LLYELI LILLY & CO
$1.8M
LANDGLADSTONE LD CORP
$1.6M
WYWEYERHAEUSER CO MTN BE
$1.6M
BACVERIZON COMMUNICATIONS INC
$1.4M
BAC 7.25 PERP LBANK AMERICA CORP
$1.4M
DARDARLING INGREDIENTS INC
$1.4M
EXEEXPAND ENERGY CORPORATION
$1.4M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.4M
ABBVABBVIE INC
$1.3M
KOCOCA COLA CO
$1.3M
HONHONEYWELL INTL INC
$1.2M
ARANTERO RESOURCES CORP
$1.2M
XOMEXXON MOBIL CORP
$1.2M
GOOGLALPHABET INC
$1.2M
CINFCINCINNATI FINL CORP
$1.1M
PEPPEPSICO INC
$970K
SPYSPDR S&P 500 ETF TR
$966K
ALSALLSTATE CORP
$844K
ENBENBRIDGE INC
$803K
RXRXRECURSION PHARMACEUTICALS IN
$792K
DCGODOCGO INC
$781K
RTXRTX CORPORATION
$748K
MUMICRON TECHNOLOGY INC
$734K
RIGTRANSOCEAN LTD
$726K
LOWLOWES COS INC
$719K
FCNCAFIRST CTZNS BANCSHARES INC N
$713K
NVDANVIDIA CORPORATION
$713K
HDHOME DEPOT INC
$688K
RGLDROYAL GOLD INC
$669K
MCDMCDONALDS CORP
$649K
ABTABBOTT LABS
$638K
SBUXSTARBUCKS CORP
$612K
PNCPNC FINL SVCS GROUP INC
$606K
SHYFSHYFT GROUP INC
$598K
PLDPROLOGIS INC.
$586K
TMOTHERMO FISHER SCIENTIFIC INC
$560K
INVNIDENTIV INC
$558K
CYRXCRYOPORT INC
$539K
BMYBRISTOL-MYERS SQUIBB CO
$534K
LSCCLATTICE SEMICONDUCTOR CORP
$532K
AMDADVANCED MICRO DEVICES INC
$529K
ETNEATON CORP PLC
$512K
GEGE AEROSPACE
$502K
YOUCLEAR SECURE INC
$492K
QTRXQUANTERIX CORP
$483K
TXOTXO PARTNERS LP
$479K
BXPBXP INC
$474K
GTYGETTY RLTY CORP NEW
$469K
IBBISHARES TR
$462K
OKEONEOK INC NEW
$441K
TMHCTAYLOR MORRISON HOME CORP
$420K
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