MARIETTA INVESTMENT PARTNERS LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$503.7M
Holdings
162
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (162 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $39.1M |
NVDANVIDIA CORPORATION | $25.5M |
MSFTMICROSOFT CORP | $25.2M |
—ALPHABET INC | $21.6M |
MAMASTERCARD INCORPORATED | $13.3M |
ANETARISTA NETWORKS INC | $12.9M |
METAMETA PLATFORMS INC | $12.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.5M |
AMZNAMAZON COM INC | $10.5M |
HWMHOWMET AEROSPACE INC | $10.3M |
GEVGE VERNOVA INC | $9.5M |
JPMJPMORGAN CHASE & CO. | $9.4M |
BEBLOOM ENERGY CORP | $9.1M |
GWWWW GRAINGER INC | $9.0M |
PLTRPALANTIR TECHNOLOGIES INC | $9.0M |
ETNEATON CORP PLC | $8.7M |
AVGOBROADCOM INC | $8.2M |
ABBVABBVIE INC | $7.8M |
TTTRANE TECHNOLOGIES PLC | $7.7M |
AMEAMETEK INC | $7.5M |
APHAMPHENOL CORP NEW | $7.4M |
MLB1MERCADOLIBRE INC | $6.7M |
HDBHDFC BANK LTD | $6.6M |
RACEFERRARI N V | $5.9M |
XOMEXXON MOBIL CORP | $5.8M |
SANBANCO SANTANDER SA | $5.6M |
PHPARKER-HANNIFIN CORP | $5.5M |
HAMHARMONY GOLD MINING CO LTD | $5.4M |
ASMLASML HOLDING N V | $5.2M |
BACBANK AMERICA CORP | $5.2M |
APPAPPLOVIN CORP | $5.1M |
PEGAPEGASYSTEMS INC | $5.1M |
BABAALIBABA GROUP HLDG LTD | $4.5M |
LLYELI LILLY & CO | $4.3M |
FANGDIAMONDBACK ENERGY INC | $4.3M |
NVONOVO-NORDISK A S | $4.2M |
FASTFASTENAL CO | $3.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.8M |
—ALPHABET INC | $3.8M |
PEPPEPSICO INC | $3.6M |
TPRTAPESTRY INC | $3.6M |
SNASNAP ON INC | $3.6M |
PGPROCTER AND GAMBLE CO | $3.5M |
FIXCOMFORT SYS USA INC | $3.5M |
KRKROGER CO | $3.2M |
INGING GROEP N.V. | $3.2M |
BMYBRISTOL-MYERS SQUIBB CO | $2.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.9M |
LRCXLAM RESEARCH CORP | $2.9M |
AOSA O SMITH | $2.8M |
PANWPALO ALTO NETWORKS INC | $2.8M |
FTITECHNIPFMC PLC | $2.7M |
WECWEC ENERGY GROUP INC | $2.7M |
EQTEQT CORP | $2.6M |
ABTABBOTT LABS | $2.5M |
NVSNNOVARTIS AG | $2.5M |
PRIMPRIMORIS SVCS CORP | $2.5M |
BBVABANCO BILBAO VIZCAYA ARGENTA | $2.4M |
HALOHALOZYME THERAPEUTICS INC | $2.4M |
BCSBARCLAYS PLC | $2.3M |
SNOWSNOWFLAKE INC | $2.0M |
QBTSD-WAVE QUANTUM INC | $2.0M |
SOSOUTHERN CO | $2.0M |
LNTALLIANT ENERGY CORP | $1.9M |
HONHONEYWELL INTL INC | $1.9M |
IBMINTERNATIONAL BUSINESS MACHS | $1.9M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.9M |
CVXCHEVRON CORP NEW | $1.8M |
JCIJOHNSON CTLS INTL PLC | $1.7M |
AROCARCHROCK INC | $1.6M |
NTRSNORTHERN TR CORP | $1.6M |
KMBKIMBERLY-CLARK CORP | $1.5M |
CCOCAMECO CORP | $1.3M |
CLSCELESTICA INC | $1.3M |
CYBRCYBERARK SOFTWARE LTD | $1.2M |
HDHOME DEPOT INC | $1.2M |
ROKROCKWELL AUTOMATION INC | $1.2M |
MMM3M COMPANY | $1.2M |
CITHE CIGNA GROUP | $1.2M |
SHELSHELL PLC | $1.2M |
BMIBADGER METER INC | $1.1M |
ULUNILEVER PLC | $1.1M |
DDOMINION ENERGY INC | $1.1M |
GEGE AEROSPACE | $1.1M |
SCHXSCHWAB STRATEGIC TR | $1.1M |
TFCTRUIST FINL CORP | $1.0M |
PPGPPG INDS INC | $1.0M |
CHDCHURCH & DWIGHT CO INC | $1.0M |
VVISA INC | $1.0M |
MCKMCKESSON CORP | $1.0M |
NMRNOMURA HLDGS INC | $972K |
AXPAMERICAN EXPRESS CO | $961K |
AMDADVANCED MICRO DEVICES INC | $942K |
CRCCANADIAN NAT RES LTD | $937K |
IDXXIDEXX LABS INC | $935K |
CPACOPA HOLDINGS SA | $924K |
CPCANADIAN PACIFIC KANSAS CITY | $890K |
EX9EXELIXIS INC | $814K |
FCXFREEPORT-MCMORAN INC | $793K |
AQLTISHARES TR | $790K |
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