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)

#StockSharesValue% PortfolioType
101
YOUCLEAR SECURE INC
16,000$561K0.12%
102
ETNEATON CORP PLC
1,688$537K0.12%
103
TXOTXO PARTNERS LP
50,000$533K0.11%
104
XRAYDENTSPLY SIRONA INC
46,040$526K0.11%
105
MYCFSSGA ACTIVE TR
20,295$508K0.11%
106
CSXCSX CORP
13,548$491K0.11%
107
BAC 7.25 PERP LBANK AMERICA CORP
390$488K0.11%
108
DUKDUKE ENERGY CORP NEW
4,141$485K0.10%
109
AVGOBROADCOM INC
1,380$477K0.10%
110
PCHPOTLATCHDELTIC CORPORATION
12,010$477K0.10%
111
RIORIO TINTO PLC
5,831$466K0.10%
112
CSCOCISCO SYS INC
6,022$463K0.10%
113
BMYBRISTOL-MYERS SQUIBB CO
8,564$461K0.10%
114
GTYGETTY RLTY CORP NEW
16,340$447K0.10%
115
IBBISHARES TR
2,650$447K0.10%
116
PFEPFIZER INC
16,983$422K0.09%
117
SYKSTRYKER CORPORATION
1,181$415K0.09%
118
TMHCTAYLOR MORRISON HOME CORP
7,000$412K0.09%
119
SBUXSTARBUCKS CORP
4,850$408K0.09%
120
NBRNABORS INDUSTRIES LTD
7,500$407K0.09%
121
NEMNEWMONT CORP
4,042$403K0.09%
122
CRBGCOREBRIDGE FINL INC
13,385$403K0.09%
123
MXLMAXLINEAR INC
22,500$392K0.08%
124
CNXCNX RES CORP
10,000$367K0.08%
125
ELVELEVANCE HEALTH INC FORMERLY
990$347K0.07%
126
CPAYCORPAY INC
1,137$342K0.07%
127
OKEONEOK INC NEW
4,300$316K0.07%
128
COFCAPITAL ONE FINL CORP
1,299$314K0.07%
129
DISDISNEY WALT CO
2,728$310K0.07%
130
KEYSKEYSIGHT TECHNOLOGIES INC
1,529$310K0.07%
131
FNBF N B CORP
18,000$307K0.07%
132
SMRIEA SERIES TRUST
8,510$307K0.07%
133
RPRXROYALTY PHARMA PLC
7,598$293K0.06%
134
ODFLOLD DOMINION FREIGHT LINE IN
1,817$284K0.06%
135
TOLTOLL BROTHERS INC
2,075$280K0.06%
136
MPCMARATHON PETE CORP
1,700$276K0.06%
137
TMFCRBB FD INC
3,851$276K0.06%
138
EMREMERSON ELEC CO
2,067$274K0.06%
139
TCAFT ROWE PRICE ETF INC
6,825$260K0.06%
140
MDTMEDTRONIC PLC
2,714$260K0.06%
141
NEENEXTERA ENERGY INC
3,159$253K0.05%
142
VIGVANGUARD SPECIALIZED FUNDS
1,144$251K0.05%
143
TAT&T INC
9,857$244K0.05%
144
HLMNHILLMAN SOLUTIONS CORP
28,150$243K0.05%
145
NOCNORTHROP GRUMMAN CORP
407$232K0.05%
146
ULTAULTA BEAUTY INC
381$230K0.05%
147
CITHE CIGNA GROUP
822$226K0.05%
148
VOOVANGUARD INDEX FDS
360$225K0.05%
149
MMM3M CO
1,406$225K0.05%
150
RSPINVESCO EXCHANGE TRADED FD T
1,163$222K0.05%
151
AXPAMERICAN EXPRESS CO
600$221K0.05%
152
MGYMAGNOLIA OIL & GAS CORP
10,000$218K0.05%
153
COPXGLOBAL X FDS
3,049$218K0.05%
154
GEVGE VERNOVA INC
330$215K0.05%
155
A4SAMERIPRISE FINL INC
435$213K0.05%
156
FDSFACTSET RESH SYS INC
730$211K0.05%
157
ACMAECOM
2,155$205K0.04%
158
VVISA INC
584$204K0.04%
159
NDQINVESCO QQQ TR
331$203K0.04%
160
CLFCLEVELAND-CLIFFS INC NEW
15,000$199K0.04%
161
ONDSONDAS HLDGS INC
17,625$172K0.04%
162
LPZBLIGHTPATH TECHNOLOGIES INC
11,250$121K0.03%
163
MCHXMARCHEX INC
61,500$102K0.02%
164
INVNIDENTIV INC
21,000$80K0.02%
165
DYAIDYADIC INTL INC DEL
85,000$79K0.02%
166
KOPNKOPIN CORP
30,000$70K0.02%
167
LODECOMSTOCK INC
17,500$65K0.01%
168
BRFHBARFRESH FOOD GROUP INC
15,384$45K0.01%
169
AIRGAIRGAIN INC
11,000$44K0.01%
170
NNDMNANO DIMENSION LTD
20,000$30K0.01%
171
BTBTBIT DIGITAL INC
15,000$28K0.01%
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