MARATHON CAPITAL MANAGEMENT Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$464.7M

Holdings

171

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
TROWPRICE T ROWE GROUP INC
$66.9M
GLWCORNING INC
$16.2M
BILSPDR SERIES TRUST
$14.8M
AZNASTRAZENECA PLC
$14.5M
GOOGALPHABET INC
$13.5M
AAPLAPPLE INC
$13.3M
TTITETRA TECHNOLOGIES INC DEL
$11.2M
MSFTMICROSOFT CORP
$11.1M
QCOMQUALCOMM INC
$10.3M
FANGDIAMONDBACK ENERGY INC
$9.4M
IBMINTERNATIONAL BUSINESS MACHS
$9.4M
VYMIVANGUARD WHITEHALL FDS
$9.4M
CVXCHEVRON CORP NEW
$9.0M
ADMAADMA BIOLOGICS INC
$8.5M
METMETLIFE INC
$8.2M
ALSNALLISON TRANSMISSION HLDGS I
$7.3M
AMZNAMAZON COM INC
$7.0M
JPMJPMORGAN CHASE & CO.
$6.8M
OREALTY INCOME CORP
$6.4M
CPACOPA HOLDINGS SA
$6.2M
BLDRBUILDERS FIRSTSOURCE INC
$6.1M
CECOCECO ENVIRONMENTAL CORP
$6.1M
FISFIDELITY NATL INFORMATION SV
$5.9M
CEF/USPROTT ASSET MANAGEMENT LP
$5.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.7M
BBARRICK MNG CORP
$5.7M
BSFAANI PHARMACEUTICALS INC
$5.5M
WTWWILLIS TOWERS WATSON PLC LTD
$5.4M
JNJJOHNSON & JOHNSON
$5.4M
DHRDANAHER CORPORATION
$5.3M
AIIALMONTY INDS INC
$5.2M
ACAARCOSA INC
$5.1M
ADBEADOBE INC
$4.6M
ZETAZETA GLOBAL HOLDINGS CORP
$4.5M
ZTSZOETIS INC
$4.4M
GQ9SPDR GOLD TR
$4.4M
CALXCALIX INC
$4.3M
NPKINPK INTERNATIONAL INC
$4.3M
NVONOVO-NORDISK A S
$4.2M
ATECALPHATEC HLDGS INC
$4.2M
DOCHEALTHPEAK PROPERTIES INC
$4.0M
CBCHUBB LIMITED
$4.0M
MRKMERCK & CO INC
$3.5M
ARCCARES CAPITAL CORP
$3.3M
PARPAR TECHNOLOGY CORP
$2.8M
LLYELI LILLY & CO
$2.7M
GOOGLALPHABET INC
$2.5M
MUMICRON TECHNOLOGY INC
$2.4M
SYMSYMBOTIC INC
$2.4M
PGPROCTER AND GAMBLE CO
$2.3M
SLBSLB LIMITED
$2.3M
TRGPTARGA RES CORP
$2.2M
DARDARLING INGREDIENTS INC
$2.0M
SPYSPDR S&P 500 ETF TR
$1.9M
ENPHENPHASE ENERGY INC
$1.8M
GDXVANECK ETF TRUST
$1.6M
ABBVABBVIE INC
$1.6M
LMTLOCKHEED MARTIN CORP
$1.4M
SELFGLOBAL SELF STORAGE INC
$1.3M
EXEEXPAND ENERGY CORPORATION
$1.3M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.3M
CINFCINCINNATI FINL CORP
$1.2M
BACVERIZON COMMUNICATIONS INC
$1.2M
KOCOCA COLA CO
$1.2M
HDSNHUDSON TECHNOLOGIES INC
$1.2M
XOMEXXON MOBIL CORP
$1.2M
WYWEYERHAEUSER CO MTN BE
$1.2M
NVDANVIDIA CORPORATION
$1.1M
AMDADVANCED MICRO DEVICES INC
$1.1M
HONHONEYWELL INTL INC
$1.1M
KRNTKORNIT DIGITAL LTD
$1.0M
ARANTERO RESOURCES CORP
$1.0M
AMPLAMPLITUDE INC
$1.0M
GEHCGE HEALTHCARE TECHNOLOGIES I
$988K
PEPPEPSICO INC
$914K
RTXRTX CORPORATION
$909K
GEGE AEROSPACE
$907K
RGLDROYAL GOLD INC
$906K
ENBENBRIDGE INC
$888K
LANDGLADSTONE LD CORP
$875K
AMGNAMGEN INC
$848K
CYRXCRYOPORT INC
$837K
ALSALLSTATE CORP
$816K
SLVISHARES SILVER TR
$806K
LOWLOWES COS INC
$783K
SANMSANMINA CORPORATION
$750K
LSCCLATTICE SEMICONDUCTOR CORP
$743K
BF/BBROWN FORMAN CORP
$729K
HDHOME DEPOT INC
$715K
SMRNUSCALE PWR CORP
$708K
PLDPROLOGIS INC.
$670K
MCDMCDONALDS CORP
$657K
TMOTHERMO FISHER SCIENTIFIC INC
$653K
PNCPNC FINL SVCS GROUP INC
$642K
FCNCAFIRST CTZNS BANCSHARES INC D
$633K
EOGEOG RES INC
$608K
RXRXRECURSION PHARMACEUTICALS IN
$591K
MYCGSSGA ACTIVE TR
$590K
ABTABBOTT LABS
$589K
SOSOUTHERN CO
$575K
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