Institutions / Marietta Investment Partners LLC / Activity
Activity — Marietta Investment Partners LLC
133 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464287614 Common stock | $-853 | -2 -0.19% | 1,078 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Yum! Brands Inc Common stock | $-4.2K | -27 -0.61% | 4,396 0.14% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-4.6K | -7 -0.79% | 875 0.11% of portfolio | low |
| Q1 2026 as of | Add | RKLB Rocket Lab Corp Common Stock | $6.4K | +100 +0.91% | 11,100 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Smith a O Corp Common stock | $-7.6K | -115 -0.27% | 42,392 0.56% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-9.5K | -42 -0.43% | 9,690 0.44% of portfolio | low |
| Q1 2026 as of | Trim | Xylem Inc. Common stock | $-10.2K | -85 -1.96% | 4,252 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-10.5K | -54 -3.47% | 1,500 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Comfort Systems USA Inc Common stock | $-13.8K | -10 -0.27% | 3,739 1.03% of portfolio | low |
| Q1 2026 as of | Add | Cadence Design Systems Inc Common stock | $14.4K | +52 +2.55% | 2,090 0.12% of portfolio | low |
| Q1 2026 as of | Add | D-Wave Quantum Inc. Common stock | $15.9K | +1K +1.43% | 77,760 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Parker-Hannifin Corp Common stock | $-16.1K | -18 -0.29% | 6,217 1.11% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $16.2K | +38 +6.69% | 606 0.05% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $17.0K | +70 +1.10% | 6,430 0.31% of portfolio | low |
| Q1 2026 as of | Add | Ebay Inc Common stock | $17.0K | +187 +2.98% | 6,465 0.12% of portfolio | low |
| Q1 2026 as of | Add | Ecolab Inc. Common stock | $19.7K | +74 +6.21% | 1,266 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Fidelity National Information Services Inc Common stock | $-21.1K | -449 -9.08% | 4,498 0.04% of portfolio | low |
| Q1 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-22.0K | -26 -9.03% | 262 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 808524508 Common stock | $-22.4K | -722 -9.12% | 7,192 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Primoris Services Corp Common stock | $-23.5K | -164 -0.82% | 19,918 0.57% of portfolio | low |
| Q1 2026 as of | Trim | Harmony Gold Mining Co Ltd Common stock | $-24.9K | -2K -0.60% | 268,410 0.83% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-26.4K | -165 -5.00% | 3,134 0.10% of portfolio | low |
| Q1 2026 as of | Add | 13646K108 Common stock | $27.1K | +344 +2.84% | 12,440 0.20% of portfolio | low |
| Q1 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-28.5K | -140 -3.18% | 4,260 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 808524706 Common stock | $-30.5K | -927 -10.09% | 8,259 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Resmed Inc Common stock | $-33.7K | -150 -12.40% | 1,060 0.05% of portfolio | low |
| Q1 2026 as of | Add | Alliant Energy Corp Common stock | $35.9K | +500 +1.68% | 30,222 0.43% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-39.4K | -66 -7.72% | 789 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Howmet Aerospace Inc. Common stock | $-40.8K | -177 -0.35% | 50,037 2.31% of portfolio | low |
| Q1 2026 as of | Add | 136385101 Common stock | $44.6K | +916 +3.31% | 28,597 0.28% of portfolio | low |
| Q1 2026 as of | Trim | 808524805 Common stock | $-44.9K | -2K -10.10% | 16,144 0.08% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-46.2K | -320 -1.29% | 24,457 0.71% of portfolio | low |
| Q1 2026 as of | Trim | CLS Celestica Inc Common Stock | $-48.4K | -172 -4.00% | 4,133 0.23% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $49.5K | +160 +0.67% | 23,957 1.48% of portfolio | low |
| Q1 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-50.2K | -434 -1.70% | 25,089 0.58% of portfolio | low |
| Q1 2026 as of | Trim | Copa Holdings, S.A. Common stock | $-53.2K | -468 -6.10% | 7,199 0.16% of portfolio | low |
| Q1 2026 as of | Trim | NMR Nomura Holdings Inc ADR | $-56.6K | -7K -6.19% | 108,752 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 456837103 Common stock | $-70.2K | -3K -2.34% | 112,240 0.59% of portfolio | low |
| Q1 2026 as of | Trim | EQT Corp Common stock | $-70.3K | -1K -2.24% | 48,255 0.61% of portfolio | low |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-71.8K | -253 -7.22% | 3,252 0.18% of portfolio | low |
| Q1 2026 as of | Trim | W.w. Grainger, Inc. Common stock | $-74.2K | -68 -0.76% | 8,851 1.93% of portfolio | low |
| Q1 2026 as of | Trim | Johnson Controls International plc Common stock | $-79.1K | -604 -4.26% | 13,574 0.36% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $89.7K | +90 +16.01% | 652 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Kroger Co Common stock | $-91.5K | -1K -2.45% | 50,416 0.73% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-94.7K | -288 -8.12% | 3,259 0.21% of portfolio | low |
| Q1 2026 as of | Trim | Mirion Technologies, Inc. Common stock | $-95.2K | -5K -25.66% | 14,833 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-99.0K | -964 -4.79% | 19,180 0.39% of portfolio | low |
| Q1 2026 as of | Trim | Diamondback Energy, Inc. Common stock | $-99.3K | -502 -1.77% | 27,800 1.10% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-103.3K | -407 -0.28% | 143,388 7.29% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $103.6K | +280 +0.54% | 52,321 3.88% of portfolio | low |