MARATHON CAPITAL MANAGEMENT Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$400.4M

Holdings

155

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (155 positions)

StockValue
TROWPRICE T ROWE GROUP INC
$88.2M
AAPLAPPLE INC
$14.5M
GLWCORNING INC
$11.2M
AZNASTRAZENECA PLC
$11.0M
MSFTMICROSOFT CORP
$10.5M
ALSNALLISON TRANSMISSION HLDGS I
$9.6M
FANGDIAMONDBACK ENERGY INC
$9.3M
CVXCHEVRON CORP NEW
$9.3M
METMETLIFE INC
$9.0M
IBMINTERNATIONAL BUSINESS MACHS
$8.9M
QCOMQUALCOMM INC
$8.6M
FISFIDELITY NATL INFORMATION SV
$7.3M
HLMNHILLMAN SOLUTIONS CORP
$6.9M
LULULULULEMON ATHLETICA INC
$6.7M
AMZNAMAZON COM INC
$6.7M
CPACOPA HOLDINGS SA
$6.5M
WTWWILLIS TOWERS WATSON PLC LTD
$6.2M
DOWDOW INC
$6.0M
OREALTY INCOME CORP
$5.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.4M
JPMJPMORGAN CHASE & CO.
$5.2M
TTITETRA TECHNOLOGIES INC DEL
$5.2M
GOOGALPHABET INC
$5.1M
SLBSCHLUMBERGER LTD
$4.8M
ZETAZETA GLOBAL HOLDINGS CORP
$4.4M
JNJJOHNSON & JOHNSON
$4.3M
ACAARCOSA INC
$4.1M
ENPHENPHASE ENERGY INC
$4.0M
CALXCALIX INC
$4.0M
BSFAANI PHARMACEUTICALS INC
$3.9M
CEF/USPROTT PHYSICAL GOLD & SILVE
$3.6M
ARCCARES CAPITAL CORP
$3.6M
MRKMERCK & CO INC
$3.2M
KRNTKORNIT DIGITAL LTD
$3.1M
FMXFOMENTO ECONOMICO MEXICANO S
$3.1M
NPKINPK INTERNATIONAL INC
$3.1M
CECOCECO ENVIRONMENTAL CORP
$3.0M
PGPROCTER AND GAMBLE CO
$2.8M
GQ9SPDR GOLD TR
$2.8M
CBCHUBB LIMITED
$2.8M
PFEPFIZER INC
$2.8M
KVUEKENVUE INC
$2.4M
ATECALPHATEC HLDGS INC
$2.2M
HDSNHUDSON TECHNOLOGIES INC
$2.2M
TRGPTARGA RES CORP
$2.2M
ABXBARRICK GOLD CORP
$2.1M
SELFGLOBAL SELF STORAGE INC
$2.0M
LLYELI LILLY & CO
$1.8M
LANDGLADSTONE LD CORP
$1.7M
WYWEYERHAEUSER CO MTN BE
$1.5M
BAC 7.25 PERP LBANK AMERICA CORP
$1.5M
GOOGLALPHABET INC
$1.4M
SHYFSHYFT GROUP INC
$1.4M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.4M
DARDARLING INGREDIENTS INC
$1.4M
HONHONEYWELL INTL INC
$1.3M
EXEEXPAND ENERGY CORPORATION
$1.3M
BACVERIZON COMMUNICATIONS INC
$1.2M
SYMSYMBOTIC INC
$1.2M
ABBVABBVIE INC
$1.1M
INVNIDENTIV INC
$1.1M
KOCOCA COLA CO
$1.1M
CINFCINCINNATI FINL CORP
$1.1M
XOMEXXON MOBIL CORP
$1.1M
SPYSPDR S&P 500 ETF TR
$1.1M
ARANTERO RESOURCES CORP
$1.1M
NVDANVIDIA CORPORATION
$1.0M
RXRXRECURSION PHARMACEUTICALS IN
$989K
PEPPEPSICO INC
$987K
DCGODOCGO INC
$956K
RIGTRANSOCEAN LTD
$856K
ALSALLSTATE CORP
$800K
QTRXQUANTERIX CORP
$794K
ENBENBRIDGE INC
$774K
FCNCAFIRST CTZNS BANCSHARES INC N
$771K
LOWLOWES COS INC
$753K
HDHOME DEPOT INC
$730K
CYRXCRYOPORT INC
$705K
BILSPDR SER TR
$679K
PNCPNC FINL SVCS GROUP INC
$665K
RTXRTX CORPORATION
$641K
ETNEATON CORP PLC
$625K
AMDADVANCED MICRO DEVICES INC
$621K
TMOTHERMO FISHER SCIENTIFIC INC
$612K
MCDMCDONALDS CORP
$605K
DHRDANAHER CORPORATION
$579K
LSCCLATTICE SEMICONDUCTOR CORP
$574K
SBUXSTARBUCKS CORP
$571K
PLDPROLOGIS INC.
$554K
ABTABBOTT LABS
$547K
RGLDROYAL GOLD INC
$539K
BXPBXP INC
$521K
YOUCLEAR SECURE INC
$506K
BMYBRISTOL-MYERS SQUIBB CO
$498K
MUMICRON TECHNOLOGY INC
$483K
IBBISHARES TR
$477K
OKEONEOK INC NEW
$466K
CSXCSX CORP
$453K
MXLMAXLINEAR INC
$445K
TMHCTAYLOR MORRISON HOME CORP
$428K
Page 1 of 2Next