MARIETTA INVESTMENT PARTNERS LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$518.7M
Holdings
167
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (167 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $36.8M |
NVDANVIDIA CORPORATION | $25.4M |
GOOGLALPHABET INC | $17.0M |
ANETARISTA NETWORKS INC | $14.2M |
ETNEATON CORP PLC | $10.3M |
PLTRPALANTIR TECHNOLOGIES INC | $9.5M |
AMZNAMAZON COM INC | $9.4M |
JPMJPMORGAN CHASE & CO. | $9.1M |
AVGOBROADCOM INC | $9.0M |
HWMHOWMET AEROSPACE INC | $8.9M |
ABBVABBVIE INC | $8.7M |
BEBLOOM ENERGY CORP | $8.7M |
TTTRANE TECHNOLOGIES PLC | $8.2M |
RACEFERRARI N V | $8.1M |
KRKROGER CO | $7.5M |
APHAMPHENOL CORP NEW | $7.0M |
AMEAMETEK INC | $6.8M |
SAPSAP SE | $6.2M |
HDBHDFC BANK LTD | $6.2M |
XOMEXXON MOBIL CORP | $6.0M |
NVONOVO-NORDISK A S | $5.5M |
BABAALIBABA GROUP HLDG LTD | $5.2M |
HAMHARMONY GOLD MINING CO LTD | $4.8M |
FASTFASTENAL CO | $4.8M |
PEGAPEGASYSTEMS INC | $4.7M |
BACBANK AMERICA CORP | $4.4M |
PGPROCTER AND GAMBLE CO | $4.2M |
SOSOUTHERN CO | $3.7M |
PEPPEPSICO INC | $3.7M |
SANBANCO SANTANDER S.A. | $3.7M |
FISVFISERV INC | $3.7M |
SNASNAP ON INC | $3.6M |
BKBANK NEW YORK MELLON CORP | $3.6M |
WECWEC ENERGY GROUP INC | $3.4M |
INGING GROEP N.V. | $3.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.2M |
TPRTAPESTRY INC | $3.2M |
EX9EXELIXIS INC | $3.2M |
AOSSMITH A O CORP | $3.1M |
GOOGALPHABET INC | $2.9M |
RMERESMED INC | $2.7M |
ABTABBOTT LABS | $2.7M |
CITHE CIGNA GROUP | $2.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.5M |
PGRPROGRESSIVE CORP | $2.4M |
NVSNNOVARTIS AG | $2.3M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $2.3M |
CVXCHEVRON CORP NEW | $2.2M |
LRCXLAM RESEARCH CORP | $2.2M |
HALOHALOZYME THERAPEUTICS INC | $2.1M |
BBVABANCO BILBAO VIZCAYA ARGENTA | $2.1M |
IBMINTERNATIONAL BUSINESS MACHS | $2.1M |
FANGDIAMONDBACK ENERGY INC | $2.1M |
HONHONEYWELL INTL INC | $2.0M |
LNTALLIANT ENERGY CORP | $2.0M |
QBTSD-WAVE QUANTUM INC | $1.9M |
KMBKIMBERLY-CLARK CORP | $1.9M |
SNOWSNOWFLAKE INC | $1.9M |
PRIMPRIMORIS SVCS CORP | $1.9M |
BCSBARCLAYS PLC | $1.9M |
BMYBRISTOL-MYERS SQUIBB | $1.6M |
NTRSNORTHERN TR CORP | $1.6M |
JCIJOHNSON CTLS INTL PLC | $1.5M |
BMIBADGER METER INC | $1.5M |
LINLINDE PLC | $1.5M |
HDHOME DEPOT INC | $1.4M |
MMM3M CO | $1.4M |
AQLTISHARES TR | $1.4M |
CYBRCYBERARK SOFTWARE LTD | $1.4M |
ATGEADTALEM GLOBAL ED INC | $1.3M |
VVISA INC | $1.2M |
DDOMINION ENERGY INC | $1.2M |
ULUNILEVER PLC | $1.1M |
SHELSHELL PLC | $1.1M |
WIXWIX COM LTD | $1.1M |
CITCINTAS CORP | $1.1M |
GEGE AEROSPACE | $1.1M |
TFCTRUIST FINL CORP | $1.1M |
MSIMOTOROLA SOLUTIONS INC | $1.1M |
ROKROCKWELL AUTOMATION INC | $1.1M |
PPGPPG INDS INC | $1.1M |
SCHXSCHWAB STRATEGIC TR | $984K |
AZNASTRAZENECA PLC | $934K |
CPACOPA HOLDINGS SA | $922K |
CPCANADIAN PACIFIC KANSAS CITY | $909K |
AXPAMERICAN EXPRESS CO | $870K |
NMRNOMURA HLDGS INC | $853K |
KOCOCA COLA CO | $797K |
CRCCANADIAN NAT RES LTD | $779K |
EQTEQT CORP | $776K |
JNJJOHNSON & JOHNSON | $776K |
PRUPRUDENTIAL FINL INC | $746K |
CHDCHURCH & DWIGHT CO INC | $732K |
SFMSPROUTS FMRS MKT INC | $699K |
ORCLORACLE CORP | $682K |
YUMYUM BRANDS INC | $672K |
WFCWELLS FARGO CO NEW | $658K |
XYLXYLEM INC | $642K |
AMDADVANCED MICRO DEVICES INC | $626K |
FCXFREEPORT-MCMORAN INC | $613K |
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