Institutions / Marietta Investment Partners LLC / Activity

Activity — Marietta Investment Partners LLC

37 moves.

BiggestNew positionsBiggest addsExits
InsidersInstitutions
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddMcKesson Corp
Common stock
$4.37M+5K
+404.40%
6,300
1.09% of portfolio
low
Q1 2026
as of
AddExxon Mobil Corp
Common stock
$1.81M+11K
+22.25%
58,674
1.99% of portfolio
low
Q1 2026
as of
AddTechnipFMC plc
Common stock
$1.49M+22K
+35.14%
83,085
1.15% of portfolio
low
Q1 2026
as of
AddChurch & Dwight Co Inc /De
Common stock
$1.45M+16K
+126.59%
27,870
0.52% of portfolio
low
Q1 2026
as of
AddArchrock Inc
Common stock
$1.25M+36K
+58.20%
97,928
0.68% of portfolio
low
Q1 2026
as of
AddTSM
Taiwan Semiconductor Manufacturing Co Ltd
ADR
$1.12M+3K
+34.37%
13,010
0.88% of portfolio
low
Q1 2026
as of
AddSnowflake Inc.
Common stock
$946.8K+6K
+67.79%
15,539
0.47% of portfolio
low
Q1 2026
as of
AddHalozyme Therapeutics Inc
Common stock
$888.1K+14K
+38.93%
49,042
0.63% of portfolio
low
Q1 2026
as of
AddNVIDIA Corp
Common stock
$770.0K+4K
+3.23%
140,899
4.92% of portfolio
low
Q1 2026
as of
AddKratos Defense & Security Solutions Inc
Common stock
$659.6K+9K
+38.16%
33,864
0.48% of portfolio
low
Q1 2026
as of
AddBristol Myers Squibb Co
Common stock
$632.6K+10K
+19.12%
64,992
0.79% of portfolio
low
Q1 2026
as of
Add13321L108
Common stock
$512.4K+5K
+32.57%
19,203
0.42% of portfolio
low
Q1 2026
as of
Add05964H105
Common stock
$500.1K+44K
+9.30%
520,774
1.18% of portfolio
low
Q1 2026
as of
AddChevron Corp
Common stock
$442.8K+2K
+18.53%
13,686
0.57% of portfolio
low
Q1 2026
as of
AddPalo Alto Networks Inc
Common stock
$417.3K+3K
+17.24%
17,698
0.57% of portfolio
low
Q1 2026
as of
AddAmazon.com Inc
Common stock
$387.2K+2K
+4.10%
47,229
1.97% of portfolio
low
Q1 2026
as of
AddSouthern Co
Common stock
$344.6K+4K
+15.61%
26,438
0.51% of portfolio
low
Q1 2026
as of
AddMercadoLibre, Inc.
Common stock
$321.6K+186
+5.55%
3,535
1.22% of portfolio
low
Q1 2026
as of
AddAmphenol Corp /De
Common stock
$300.0K+2K
+4.32%
57,345
1.45% of portfolio
low
Q1 2026
as of
Add66987V109
Common stock
$272.2K+2K
+9.77%
20,019
0.61% of portfolio
low
Q1 2026
as of
AddLam Research Corp
Common stock
$252.5K+1K
+7.04%
17,974
0.77% of portfolio
low
Q1 2026
as of
Add06738E204
Common stock
$233.8K+11K
+12.17%
101,840
0.43% of portfolio
low
Q1 2026
as of
AddFreeport-McMoran Inc
Common stock
$233.4K+4K
+25.42%
19,590
0.23% of portfolio
low
Q1 2026
as of
AddPalantir Technologies Inc
Common stock
$173.5K+1K
+2.35%
51,756
1.52% of portfolio
low
Q1 2026
as of
AddMicrosoft Corp
Common stock
$103.6K+280
+0.54%
52,321
3.88% of portfolio
low
Q1 2026
as of
AddCostco Wholesale Corp /New
Common stock
$89.7K+90
+16.01%
652
0.13% of portfolio
low
Q1 2026
as of
AddBroadcom Inc.
Common stock
$49.5K+160
+0.67%
23,957
1.48% of portfolio
low
Q1 2026
as of
Add136385101
Common stock
$44.6K+916
+3.31%
28,597
0.28% of portfolio
low
Q1 2026
as of
AddAlliant Energy Corp
Common stock
$35.9K+500
+1.68%
30,222
0.43% of portfolio
low
Q1 2026
as of
Add13646K108
Common stock
$27.1K+344
+2.84%
12,440
0.20% of portfolio
low
Q1 2026
as of
AddEcolab Inc.
Common stock
$19.7K+74
+6.21%
1,266
0.07% of portfolio
low
Q1 2026
as of
AddEbay Inc
Common stock
$17.0K+187
+2.98%
6,465
0.12% of portfolio
low
Q1 2026
as of
AddInternational Business Machines Corp
Common stock
$17.0K+70
+1.10%
6,430
0.31% of portfolio
low
Q1 2026
as of
AddS&P Global Inc.
Common stock
$16.2K+38
+6.69%
606
0.05% of portfolio
low
Q1 2026
as of
AddD-Wave Quantum Inc.
Common stock
$15.9K+1K
+1.43%
77,760
0.22% of portfolio
low
Q1 2026
as of
AddCadence Design Systems Inc
Common stock
$14.4K+52
+2.55%
2,090
0.12% of portfolio
low
Q1 2026
as of
AddRKLB
Rocket Lab Corp
Common Stock
$6.4K+100
+0.91%
11,100
0.14% of portfolio
low
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