MARIETTA INVESTMENT PARTNERS LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$415.0M

Holdings

155

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (155 positions)

StockValue
AAPLAPPLE INC
$32.0M
MSFTMICROSOFT CORP
$19.5M
NVDANVIDIA CORPORATION
$14.0M
MAMASTERCARD INCORPORATED
$12.4M
GWWGRAINGER W W INC
$12.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$11.7M
GOOGLALPHABET INC
$11.2M
METAMETA PLATFORMS INC
$10.9M
FISVFISERV INC
$10.6M
ABBVABBVIE INC
$9.2M
NVONOVO-NORDISK A S
$9.1M
ANETARISTA NETWORKS INC
$8.3M
JPMJPMORGAN CHASE & CO.
$7.4M
ETNEATON CORP PLC
$7.4M
FANGDIAMONDBACK ENERGY INC
$7.3M
FLEXFLEX LTD
$7.2M
RACEFERRARI N V
$7.1M
AMZNAMAZON COM INC
$7.0M
TTTRANE TECHNOLOGIES PLC
$6.6M
XOMEXXON MOBIL CORP
$6.5M
MLB1MERCADOLIBRE INC
$6.4M
AMEAMETEK INC
$6.3M
HDBHDFC BANK LTD
$6.0M
PLTRPALANTIR TECHNOLOGIES INC
$5.8M
KRKROGER CO
$5.8M
HWMHOWMET AEROSPACE INC
$5.0M
PGPROCTER AND GAMBLE CO
$4.7M
BMYBRISTOL-MYERS SQUIBB CO
$4.6M
AVGOBROADCOM INC
$4.2M
PEPPEPSICO INC
$4.0M
LLYELI LILLY & CO
$3.9M
FASTFASTENAL CO
$3.7M
BABAALIBABA GROUP HLDG LTD
$3.6M
BACBANK AMERICA CORP
$3.5M
SNASNAP ON INC
$3.5M
PHPARKER-HANNIFIN CORP
$3.3M
HAMHARMONY GOLD MINING CO LTD
$3.3M
GEVGE VERNOVA INC
$3.2M
CITHE CIGNA GROUP
$3.0M
TMOTHERMO FISHER SCIENTIFIC INC
$3.0M
ASMLASML HOLDING N V
$2.9M
IHGINTERCONTINENTAL HOTELS GROU
$2.9M
AOSSMITH A O CORP
$2.8M
EX9EXELIXIS INC
$2.6M
ABTABBOTT LABS
$2.6M
BMIBADGER METER INC
$2.6M
BKBANK NEW YORK MELLON CORP
$2.5M
APHAMPHENOL CORP NEW
$2.5M
CVXCHEVRON CORP NEW
$2.4M
MARMARRIOTT INTL INC NEW
$2.4M
CDNSCADENCE DESIGN SYSTEM INC
$2.3M
KMBKIMBERLY-CLARK CORP
$2.2M
HONHONEYWELL INTL INC
$2.1M
SOSOUTHERN CO
$2.0M
TPRTAPESTRY INC
$2.0M
NVSNNOVARTIS AG
$2.0M
IBMINTERNATIONAL BUSINESS MACHS
$1.6M
HDHOME DEPOT INC
$1.6M
FLSFLOWSERVE CORP
$1.6M
HUBBHUBBELL INC
$1.6M
CHDCHURCH & DWIGHT CO INC
$1.6M
TFCTRUIST FINL CORP
$1.6M
WECWEC ENERGY GROUP INC
$1.5M
BBVABANCO BILBAO VIZCAYA ARGENTA
$1.5M
VOOVANGUARD INDEX FDS
$1.4M
LINLINDE PLC
$1.4M
GOOGALPHABET INC
$1.4M
LECOLINCOLN ELEC HLDGS INC
$1.4M
MMM3M CO
$1.4M
AQLTISHARES TR
$1.3M
VVISA INC
$1.2M
INGING GROEP N.V.
$1.2M
SHELSHELL PLC
$1.2M
NTRSNORTHERN TR CORP
$1.2M
MSIMOTOROLA SOLUTIONS INC
$1.1M
PPGPPG INDS INC
$1.1M
ULUNILEVER PLC
$1.1M
DDOMINION ENERGY INC
$1.1M
HALOHALOZYME THERAPEUTICS INC
$1.0M
JCIJOHNSON CTLS INTL PLC
$995K
SFMSPROUTS FMRS MKT INC
$984K
SBUXSTARBUCKS CORP
$963K
WIXWIX COM LTD
$950K
GEGE AEROSPACE
$929K
SANBANCO SANTANDER S.A.
$904K
CITCINTAS CORP
$897K
KOCOCA COLA CO
$893K
CYBRCYBERARK SOFTWARE LTD
$861K
SCHXSCHWAB STRATEGIC TR
$855K
AZNASTRAZENECA PLC
$830K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$828K
LRCXLAM RESEARCH CORP
$817K
NFLXNETFLIX INC
$815K
PRUPRUDENTIAL FINL INC
$804K
CPCANADIAN PACIFIC KANSAS CITY
$795K
NMRNOMURA HLDGS INC
$793K
EQTEQT CORP
$761K
ADBEADOBE INC
$750K
ROKROCKWELL AUTOMATION INC
$721K
AXPAMERICAN EXPRESS CO
$701K
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