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Marathon Capital Management

All holdings · as of Mar 31, 2026

171 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.—$2.08M7,2300.5%
Symbotic Inc.—$2.07M38,8700.5%
STATE STR SPDR S&P 500 ETF T—$1.75M2,6960.4%
DARLING INGREDIENTS INC.—$1.75M28,2500.4%
VANECK ETF TRUST—$1.67M18,1810.4%
MICRON TECHNOLOGY INC—$1.66M4,9250.4%
EXXON MOBIL CORP—$1.66M9,7580.4%
AbbVie Inc.—$1.49M6,8320.3%
VERIZON COMMUNICATIONS INC—$1.48M29,5310.3%
LOCKHEED MARTIN CORP—$1.41M2,3390.3%
PAR TECHNOLOGY CORP—$1.35M100,9200.3%
Weyerhaeuser Co—$1.34M55,0350.3%
Global Self Storage, Inc.SELFREIT$1.33M259,6270.3%
COCA COLA CO—$1.31M17,1770.3%
ANTERO RESOURCES Corp—$1.27M30,0000.3%
HONEYWELL INTERNATIONAL INC—$1.25M5,5110.3%
CINCINNATI FINANCIAL CORP—$1.18M7,4850.3%
WELLS FARGO & CO—$1.17M1,0140.3%
Amplitude, Inc.—$1.17M171,5600.3%
ADVANCED MICRO DEVICES INC—$1.05M5,1490.2%
Kornit Digital Ltd.—$1.04M70,9550.2%
NVIDIA Corp—$1.04M5,9600.2%
ROYAL GOLD INC—$1.04M4,0800.2%
HUDSON TECHNOLOGIES INC /NY—$1.03M174,3250.2%
ENBRIDGE INC—$1.00M18,5250.2%
PEPSICO INC—$989.4K6,3710.2%
EOG RESOURCES INC—$954.9K6,6050.2%
RTX Corp—$947.4K4,9110.2%
LATTICE SEMICONDUCTOR CORP—$936.9K10,1000.2%
AMGEN INC—$891.4K2,5330.2%
GE HealthCare Technologies Inc.—$859.8K12,0790.2%
BROWN FORMAN CORP—$856.9K32,4080.2%
ALLSTATE CORP—$792.7K3,8230.2%
SSGA ACTIVE TR—$775.9K31,0370.2%
LOWES COMPANIES INC—$754.7K3,1940.2%
Clear Secure, Inc.—$726.1K15,0000.2%
HOME DEPOT, INC.—$683.8K2,0790.2%
Prologis Inc—$674.1K5,1000.2%
MCDONALD'S CORP—$668.2K2,1500.2%
Nabors Industries Ltd.—$645.5K7,5000.1%
The PNC Financial Services Group, Inc.—$629.9K3,0270.1%
TXO Partners, L.P.TXOLtd Part$629.0K50,0000.1%
Eaton Corp plc—$603.7K1,6880.1%
SOUTHERN CO—$583.9K6,0500.1%
GENERAL ELECTRIC CO—$580.3K2,0450.1%
EXPAND ENERGY Corp—$576.5K5,2510.1%
CSX CORP—$553.8K13,4910.1%
NUSCALE POWER Corp—$547.4K50,5000.1%
Duke Energy Corp—$538.1K4,1100.1%
Getty Realty Corp—$518.8K16,3150.1%
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