Institutions / Marietta Investment Partners LLC
Marietta Investment Partners LLC
CIK 1114702 · Institution · as of Mar 31, 2026
Portfolio value
$499.44M
Positions
161
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$499.44M-0.8%Positions
161-0.6%Top holdings
Mar 31, 2026View all 161 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $36.39M | 7.3% |
| NVIDIA Corp | $24.57M | 4.9% |
| Alphabet Inc. | $19.41M | 3.9% |
| Microsoft Corp | $19.37M | 3.9% |
| Bloom Energy Corp | $13.39M | 2.7% |
| Arista Networks, Inc.ANET | $11.83M | 2.4% |
| Howmet Aerospace Inc. | $11.53M | 2.3% |
| Warren E. Buffett | $10.93M | 2.2% |
| GE Vernova Inc. | $10.69M | 2.1% |
| Mastercard Inc | $10.51M | 2.1% |
| Meta Platforms Inc | $10.23M | 2.0% |
| Exxon Mobil Corp | $9.95M | 2.0% |
| Amazon.com Inc | $9.84M | 2.0% |
| W.w. Grainger, Inc. | $9.65M | 1.9% |
| JPMORGAN CHASE & CO | $8.34M | 1.7% |
| Trane Technologies plc | $8.03M | 1.6% |
| AMETEK Inc | $7.61M | 1.5% |
| Palantir Technologies Inc | $7.57M | 1.5% |
| Broadcom Inc. | $7.41M | 1.5% |
| AbbVie Inc. | $7.33M | 1.5% |
| Amphenol Corp /De | $7.25M | 1.5% |
| Asml Holding N V | $6.29M | 1.3% |
| MercadoLibre, Inc. | $6.11M | 1.2% |
| Eaton Corp plc | $6.02M | 1.2% |
| Banco Santander S.A. | $5.87M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | 02079k305 | $-21.64M | -69K -100.00% | — | medium |
| Q1 2026 as of | New | Alphabet Inc. | $19.41M | +67K | 67,493 3.89% of portfolio | medium |
| Q1 2026 as of | Exit | 00287y109 | $-7.78M | -34K -100.00% | — | medium |
| Q1 2026 as of | New | AbbVie Inc. | $7.33M | +34K | 33,693 1.47% of portfolio | medium |
| Q1 2026 as of | New | N07059210 | $6.29M | +5K | 4,765 1.26% of portfolio | medium |
| Q1 2026 as of | Exit | n07059210 | $-5.18M | -5K -100.00% | — | medium |
| Q1 2026 as of | New | L8681T102 | $5.17M | +11K | 10,652 1.03% of portfolio | medium |
| Q1 2026 as of | Exit | 01609w102 | $-4.54M | -31K -100.00% | — | low |
| Q1 2026 as of | Add | McKesson Corp | $4.37M | +5K +404.40% | 6,300 1.09% of portfolio | low |
| Q1 2026 as of | Exit | 670100205 | $-4.22M | -83K -100.00% | — | low |