MARATHON CAPITAL MANAGEMENT Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$437.0M

Holdings

163

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
TROWPRICE T ROWE GROUP INC
$70.3M
GLWCORNING INC
$15.9M
AAPLAPPLE INC
$13.1M
AZNASTRAZENECA PLC
$12.3M
MSFTMICROSOFT CORP
$12.2M
BILSPDR SERIES TRUST
$11.2M
GOOGALPHABET INC
$10.8M
QCOMQUALCOMM INC
$10.0M
CVXCHEVRON CORP NEW
$9.3M
IBMINTERNATIONAL BUSINESS MACHS
$8.9M
FANGDIAMONDBACK ENERGY INC
$8.8M
METMETLIFE INC
$8.6M
VYMIVANGUARD WHITEHALL FDS
$8.6M
CPACOPA HOLDINGS SA
$8.5M
TTITETRA TECHNOLOGIES INC DEL
$7.3M
BLDRBUILDERS FIRSTSOURCE INC
$7.0M
OREALTY INCOME CORP
$7.0M
ADMAADMA BIOLOGICS INC
$6.8M
JPMJPMORGAN CHASE & CO.
$6.7M
AMZNAMAZON COM INC
$6.6M
ALSNALLISON TRANSMISSION HLDGS I
$6.4M
BSFAANI PHARMACEUTICALS INC
$6.4M
FISFIDELITY NATL INFORMATION SV
$6.0M
WTWWILLIS TOWERS WATSON PLC LTD
$5.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.7M
JNJJOHNSON & JOHNSON
$5.3M
CECOCECO ENVIRONMENTAL CORP
$5.2M
DOCHEALTHPEAK PROPERTIES INC
$5.0M
CALXCALIX INC
$4.9M
DHRDANAHER CORPORATION
$4.6M
CEF/USPROTT ASSET MANAGEMENT LP
$4.6M
SLBSCHLUMBERGER LTD
$4.6M
BBARRICK MNG CORP
$4.4M
ACAARCOSA INC
$4.4M
ADBEADOBE INC
$4.4M
NPKINPK INTERNATIONAL INC
$4.4M
ZETAZETA GLOBAL HOLDINGS CORP
$4.3M
GQ9SPDR GOLD TR
$4.0M
CBCHUBB LIMITED
$3.6M
ARCCARES CAPITAL CORP
$3.2M
NVONOVO-NORDISK A S
$3.2M
ATECALPHATEC HLDGS INC
$2.9M
MRKMERCK & CO INC
$2.9M
PARPAR TECHNOLOGY CORP
$2.7M
PGPROCTER AND GAMBLE CO
$2.6M
SYMSYMBOTIC INC
$2.1M
ENPHENPHASE ENERGY INC
$2.1M
LLYELI LILLY & CO
$2.0M
TRGPTARGA RES CORP
$2.0M
HDSNHUDSON TECHNOLOGIES INC
$1.9M
GOOGLALPHABET INC
$1.8M
DARDARLING INGREDIENTS INC
$1.7M
WYWEYERHAEUSER CO MTN BE
$1.7M
MUMICRON TECHNOLOGY INC
$1.6M
GDXVANECK ETF TRUST
$1.5M
AIIALMONTY INDS INC
$1.5M
SELFGLOBAL SELF STORAGE INC
$1.5M
BAC 7.25 PERP LBANK AMERICA CORP
$1.5M
ABBVABBVIE INC
$1.5M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.3M
BACVERIZON COMMUNICATIONS INC
$1.3M
KRNTKORNIT DIGITAL LTD
$1.2M
EXEEXPAND ENERGY CORPORATION
$1.2M
HONHONEYWELL INTL INC
$1.2M
CINFCINCINNATI FINL CORP
$1.2M
KOCOCA COLA CO
$1.2M
NVDANVIDIA CORPORATION
$1.1M
XOMEXXON MOBIL CORP
$1.1M
LANDGLADSTONE LD CORP
$1.1M
CYRXCRYOPORT INC
$1.0M
ARANTERO RESOURCES CORP
$1.0M
SPYSPDR S&P 500 ETF TR
$955K
GEHCGE HEALTHCARE TECHNOLOGIES I
$905K
PEPPEPSICO INC
$894K
ENBENBRIDGE INC
$886K
GEGE AEROSPACE
$885K
HLMNHILLMAN SOLUTIONS CORP
$856K
ALSALLSTATE CORP
$847K
AMDADVANCED MICRO DEVICES INC
$833K
RTXRTX CORPORATION
$829K
LOWLOWES COS INC
$822K
RGLDROYAL GOLD INC
$820K
HDHOME DEPOT INC
$761K
LSCCLATTICE SEMICONDUCTOR CORP
$740K
BF/BBROWN FORMAN CORP
$731K
RXRXRECURSION PHARMACEUTICALS IN
$683K
MCDMCDONALDS CORP
$653K
ABTABBOTT LABS
$636K
ETNEATON CORP PLC
$633K
PNCPNC FINL SVCS GROUP INC
$618K
MYCGSSGA ACTIVE TR
$608K
PLDPROLOGIS INC.
$601K
SANMSANMINA CORPORATION
$575K
YOUCLEAR SECURE INC
$567K
TMOTHERMO FISHER SCIENTIFIC INC
$546K
SLVISHARES SILVER TR
$537K
FCNCAFIRST CTZNS BANCSHARES INC D
$527K
MYCFSSGA ACTIVE TR
$511K
CSCOCISCO SYS INC
$497K
PCHPOTLATCHDELTIC CORPORATION
$489K
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