MARATHON CAPITAL MANAGEMENT Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$392.6M

Holdings

166

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (166 positions)

StockValue
TROWPRICE T ROWE GROUP INC
$68.3M
MSFTMICROSOFT CORP
$12.2M
AZNASTRAZENECA PLC
$11.4M
GLWCORNING INC
$11.0M
AAPLAPPLE INC
$10.9M
QCOMQUALCOMM INC
$9.7M
IBMINTERNATIONAL BUSINESS MACHS
$9.4M
CVXCHEVRON CORP NEW
$8.7M
METMETLIFE INC
$8.6M
FANGDIAMONDBACK ENERGY INC
$8.3M
VYMIVANGUARD WHITEHALL FDS
$8.2M
CPACOPA HOLDINGS SA
$8.0M
GOOGALPHABET INC
$7.9M
FISFIDELITY NATL INFORMATION SV
$7.4M
ALSNALLISON TRANSMISSION HLDGS I
$7.2M
BLDRBUILDERS FIRSTSOURCE INC
$6.7M
AMZNAMAZON COM INC
$6.7M
OREALTY INCOME CORP
$6.3M
JPMJPMORGAN CHASE & CO.
$6.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.5M
WTWWILLIS TOWERS WATSON PLC LTD
$5.2M
ADMAADMA BIOLOGICS INC
$5.2M
CALXCALIX INC
$5.1M
BSFAANI PHARMACEUTICALS INC
$4.7M
DHRDANAHER CORPORATION
$4.6M
DOCHEALTHPEAK PROPERTIES INC
$4.6M
TTITETRA TECHNOLOGIES INC DEL
$4.5M
JNJJOHNSON & JOHNSON
$4.5M
SLBSCHLUMBERGER LTD
$4.5M
ACAARCOSA INC
$4.1M
SYMSYMBOTIC INC
$4.1M
CEF/USPROTT PHYSICAL GOLD & SILVE
$4.0M
ARCCARES CAPITAL CORP
$3.5M
BILSPDR SERIES TRUST
$3.5M
GQ9SPDR GOLD TR
$3.5M
ZETAZETA GLOBAL HOLDINGS CORP
$3.4M
NPKINPK INTERNATIONAL INC
$3.4M
CBCHUBB LIMITED
$3.1M
BBARRICK MNG CORP
$3.0M
CECOCECO ENVIRONMENTAL CORP
$2.9M
MRKMERCK & CO INC
$2.7M
PGPROCTER AND GAMBLE CO
$2.7M
ATECALPHATEC HLDGS INC
$2.6M
PFEPFIZER INC
$2.4M
ENPHENPHASE ENERGY INC
$2.2M
DARDARLING INGREDIENTS INC
$2.1M
TRGPTARGA RES CORP
$2.1M
HDSNHUDSON TECHNOLOGIES INC
$2.0M
LLYELI LILLY & CO
$2.0M
KRNTKORNIT DIGITAL LTD
$1.9M
SELFGLOBAL SELF STORAGE INC
$1.8M
LANDGLADSTONE LD CORP
$1.5M
BAC 7.25 PERP LBANK AMERICA CORP
$1.4M
WYWEYERHAEUSER CO MTN BE
$1.4M
EXEEXPAND ENERGY CORPORATION
$1.4M
HONHONEYWELL INTL INC
$1.3M
GOOGLALPHABET INC
$1.3M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.2M
BACVERIZON COMMUNICATIONS INC
$1.2M
KOCOCA COLA CO
$1.2M
ARANTERO RESOURCES CORP
$1.2M
ABBVABBVIE INC
$1.2M
MUMICRON TECHNOLOGY INC
$1.2M
GDXVANECK ETF TRUST
$1.1M
CINFCINCINNATI FINL CORP
$1.1M
XOMEXXON MOBIL CORP
$1.0M
PARPAR TECHNOLOGY CORP
$970K
NVDANVIDIA CORPORATION
$957K
SPYSPDR S&P 500 ETF TR
$948K
CYRXCRYOPORT INC
$908K
GEHCGE HEALTHCARE TECHNOLOGIES I
$892K
PEPPEPSICO INC
$851K
FCNCAFIRST CTZNS BANCSHARES INC N
$831K
ENBENBRIDGE INC
$815K
ALSALLSTATE CORP
$794K
AMDADVANCED MICRO DEVICES INC
$730K
RGLDROYAL GOLD INC
$727K
RXRXRECURSION PHARMACEUTICALS IN
$717K
SRPTSAREPTA THERAPEUTICS INC
$710K
HLMNHILLMAN SOLUTIONS CORP
$705K
GEGE AEROSPACE
$697K
HDHOME DEPOT INC
$688K
LOWLOWES COS INC
$677K
ABTABBOTT LABS
$648K
RTXRTX CORPORATION
$646K
PNCPNC FINL SVCS GROUP INC
$641K
MYCGSSGA ACTIVE TR
$636K
MCDMCDONALDS CORP
$607K
ETNEATON CORP PLC
$601K
PLDPROLOGIS INC.
$551K
MYCFSSGA ACTIVE TR
$542K
YOUCLEAR SECURE INC
$527K
TXOTXO PARTNERS LP
$526K
LSCCLATTICE SEMICONDUCTOR CORP
$497K
SANMSANMINA CORPORATION
$489K
BXPBXP INC
$472K
TMOTHERMO FISHER SCIENTIFIC INC
$456K
CRBGCOREBRIDGE FINL INC
$453K
SBUXSTARBUCKS CORP
$452K
CSXCSX CORP
$442K
Page 1 of 2Next