MARIETTA INVESTMENT PARTNERS LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$456.8M
Holdings
155
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
ALSNALLISON TRANSMISSION HLDGS I | $571K |
AMDADVANCED MICRO DEVICES INC | $544K |
OMCOMNICOM GROUP INC | $532K |
ORCLORACLE CORP | $524K |
SPYSPDR S&P 500 ETF TR | $521K |
DDDUPONT DE NEMOURS INC | $518K |
FISFIDELITY NATL INFORMATION SV | $499K |
JNJJOHNSON & JOHNSON | $496K |
IVVISHARES TR | $476K |
SCHFSCHWAB STRATEGIC TR | $471K |
MCDMCDONALDS CORP | $471K |
GISGENERAL MLS INC | $440K |
NPKNATIONAL PRESTO INDS INC | $433K |
CTVACORTEVA INC | $423K |
COPCONOCOPHILLIPS | $423K |
DUKDUKE ENERGY CORP NEW | $422K |
ICLRICON PLC | $420K |
WMTWALMART INC | $415K |
RELXRELX PLC | $405K |
BRBROADRIDGE FINL SOLUTIONS IN | $384K |
INTUINTUIT | $377K |
PEOEXELON CORP | $369K |
TAT&T INC | $368K |
CINFCINCINNATI FINL CORP | $342K |
IWFISHARES TR | $323K |
LECOLINCOLN ELEC HLDGS INC | $319K |
SPGIS&P GLOBAL INC | $300K |
DEDEERE & CO | $298K |
MANMANPOWERGROUP INC WIS | $296K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $294K |
SCHESCHWAB STRATEGIC TR | $281K |
PSXPHILLIPS 66 | $281K |
IDXXIDEXX LABS INC | $271K |
TJXTJX COS INC NEW | $263K |
TTENTOTALENERGIES SE | $257K |
FTNTFORTINET INC | $255K |
ECLECOLAB INC | $238K |
CSCOCISCO SYS INC | $228K |
SJMSMUCKER J M CO | $227K |
SCHMSCHWAB STRATEGIC TR | $226K |
NOWSERVICENOW INC | $221K |
USBUS BANCORP DEL | $219K |
CCOCAMECO CORP | $216K |
DOWDOW INC | $200K |
METAMETA PLATFORMS INC | $13K |
GWWGRAINGER W W INC | $13K |
MAMASTERCARD INCORPORATED | $12K |
MLB1MERCADOLIBRE INC | $9K |
GEVGE VERNOVA INC | $6K |
PHPARKER-HANNIFIN CORP | $4K |
ASMLASML HOLDING N V | $4K |
LLYELI LILLY & CO | $4K |
VOOVANGUARD INDEX FDS | $2K |
NFLXNETFLIX INC | $2K |
COSTCOSTCO WHSL CORP NEW | $1K |
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