Marietta Investment Partners LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$36.39M	143,388	7.3%
NVIDIA Corp	—	$24.57M	140,899	4.9%
Alphabet Inc.	—	$19.41M	67,493	3.9%
MICROSOFT CORP	—	$19.37M	52,321	3.9%
Bloom Energy Corp	—	$13.39M	98,832	2.7%
Arista Networks, Inc.ANET	Common Stock	$11.83M	96,334	2.4%
Howmet Aerospace Inc.	—	$11.53M	50,037	2.3%
Warren E. Buffett	—	$10.93M	22,818	2.2%
GE Vernova Inc.	—	$10.69M	12,241	2.1%
Mastercard Inc	—	$10.51M	21,025	2.1%
Meta Platforms Inc	—	$10.23M	17,886	2.0%
EXXON MOBIL CORP	—	$9.95M	58,674	2.0%
Amazon.com Inc	—	$9.84M	47,229	2.0%
W.W. GRAINGER, INC.	—	$9.65M	8,851	1.9%
JPMORGAN CHASE & CO	—	$8.34M	28,351	1.7%
Trane Technologies plc	—	$8.03M	19,258	1.6%
AMETEK Inc	—	$7.61M	35,500	1.5%
Palantir Technologies Inc	—	$7.57M	51,756	1.5%
Broadcom Inc.	—	$7.41M	23,957	1.5%
AbbVie Inc.	—	$7.33M	33,693	1.5%
AMPHENOL CORP /DE	—	$7.25M	57,345	1.5%
ASML HOLDING N V	—	$6.29M	4,765	1.3%
MercadoLibre, Inc.	—	$6.11M	3,535	1.2%
Eaton Corp plc	—	$6.02M	16,841	1.2%
BANCO SANTANDER S.A.	—	$5.87M	520,774	1.2%
TechnipFMC plc	—	$5.74M	83,085	1.2%
Parker-Hannifin Corp	—	$5.57M	6,217	1.1%
Diamondback Energy, Inc.	—	$5.50M	27,800	1.1%
MCKESSON CORP	—	$5.45M	6,300	1.1%
SPOTIFY TECHNOLOGY S A	—	$5.17M	10,652	1.0%
Comfort Systems USA Inc	—	$5.16M	3,739	1.0%
Fastenal Co	—	$4.44M	95,716	0.9%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$4.40M	13,010	0.9%
BANK OF AMERICA CORP /DE	—	$4.32M	88,575	0.9%
HARMONY GOLD MINING CO LTD	—	$4.13M	268,410	0.8%
Bank of New York Mellon Corp/The	—	$3.97M	33,502	0.8%
Tapestry Inc	—	$3.96M	28,060	0.8%
BRISTOL MYERS SQUIBB CO	—	$3.94M	64,992	0.8%
Alibaba Group Holding LtdBABA	ADR	$3.87M	30,821	0.8%
LAM RESEARCH CORP	—	$3.84M	17,974	0.8%
Snap-on Inc	—	$3.78M	10,395	0.8%
PEPSICO INC	—	$3.73M	24,000	0.7%
KROGER CO	—	$3.65M	50,416	0.7%
ELI LILLY & Co	—	$3.56M	3,866	0.7%
PROCTER & GAMBLE Co	—	$3.53M	24,457	0.7%
Archrock Inc	—	$3.41M	97,928	0.7%
Alphabet Inc.	—	$3.28M	11,437	0.7%
Halozyme Therapeutics Inc	—	$3.17M	49,042	0.6%
HDFC BANK LTDHDB	ADR	$3.13M	125,742	0.6%
EQT Corp	—	$3.07M	48,255	0.6%