MARIETTA INVESTMENT PARTNERS LLC
Q2 2026 13F filing
Updated 30 days ago170 disclosed positions worth $581.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $41.2M | 142.5K | 7.09% | Trimmed(-0.6%) |
| 2 | B BE BLOOM ENERGY CORP | $29.2M | 96.6K | 5.03% | Trimmed(-2.3%) |
| 3 | N NVDA NVIDIA CORPORATION | $27.9M | 139.3K | 4.79% | Trimmed(-1.2%) |
| 4 | G GOOGN ALPHABET INC | $23.8M | 66.6K | 4.09% | Trimmed(-1.4%) |
| 5 | M MSFT MICROSOFT CORP | $19.2M | 51.5K | 3.30% | Trimmed(-1.5%) |
| 6 | A ANET ARISTA NETWORKS INC | $15.8M | 93.0K | 2.72% | Trimmed(-3.5%) |
| 7 | H HWM HOWMET AEROSPACE INC | $15.1M | 56.3K | 2.60% | Added(+12.4%) |
| 8 | G GEV GE VERNOVA INC | $14.3M | 12.2K | 2.47% | Trimmed(-0.3%) |
| 9 | G GWW WW GRAINGER INC | $12.1M | 8.9K | 2.09% | Added(+0.8%) |
| 10 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $11.4M | 22.8K | 1.96% | Unchanged |
| 11 | A AMZN AMAZON COM INC | $11.4M | 47.8K | 1.96% | Added(+1.2%) |
| 12 | M MA MASTERCARD INCORPORATED | $10.8M | 21.1K | 1.86% | Added(+0.3%) |
| 13 | M META META PLATFORMS INC | $10M | 17.8K | 1.73% | Trimmed(-0.4%) |
| 14 | A APH AMPHENOL CORP | $9.9M | 56.2K | 1.70% | Trimmed(-2.0%) |
| 15 | A ASMLF ASML HLDG NV | $9.5M | 4.8K | 1.63% | Added(+0.2%) |
| 16 | T TT TRANE TECHNOLOGIES PLC | $9.5M | 19.3K | 1.63% | Added(+0.0%) |
| 17 | J JPM-PM JPMORGAN CHASE & CO | $9.3M | 28.4K | 1.60% | Added(+0.3%) |
| 18 | A AVGO BROADCOM INC | $8.5M | 22.6K | 1.47% | Trimmed(-5.7%) |
| 19 | A ABBV ABBVIE INC | $8.4M | 33.4K | 1.44% | Trimmed(-0.9%) |
| 20 | A AME AMETEK INC | $8.4M | 34.6K | 1.44% | Trimmed(-2.5%) |
| 21 | F FIX COMFORT SYS USA INC | $8.1M | 4.1K | 1.39% | Added(+9.2%) |
| 22 | L LRCX LAM RESEARCH CORP | $8M | 18.4K | 1.37% | Added(+2.2%) |
| 23 | X XOM EXXON MOBIL CORP | $7.9M | 57.6K | 1.35% | Trimmed(-1.8%) |
| 24 | B BSBR BANCO SANTANDER SA | $7.4M | 534.3K | 1.27% | Added(+2.6%) |
| 25 | E ETN EATON CORP PLC | $7.2M | 16.8K | 1.23% | Trimmed(-0.1%) |
| 26 | L LLY ELI LILLY & CO | $7.1M | 5.9K | 1.21% | Added(+52.2%) |
| 27 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $6.6M | 13.8K | 1.13% | Added(+5.8%) |
| 28 | P PLTR PALANTIR TECHNOLOGIES INC | $6M | 51.6K | 1.04% | Trimmed(-0.2%) |
| 29 | P PH PARKER-HANNIFIN CORP | $6M | 6.1K | 1.03% | Trimmed(-1.3%) |
| 30 | S SNOW SNOWFLAKE INC | $6M | 23.5K | 1.03% | Added(+51.3%) |
| 31 | P PANW PALO ALTO NETWORKS INC | $5.9M | 17.3K | 1.01% | Trimmed(-2.4%) |
| 32 | F FTI TECHNIPFMC PLC | $5.5M | 83.2K | 0.95% | Added(+0.1%) |
| 33 | F FANG DIAMONDBACK ENERGY INC | $4.9M | 28.0K | 0.85% | Added(+0.7%) |
| 34 | M MELI MERCADOLIBRE INC | $4.9M | 2.9K | 0.84% | Trimmed(-18.5%) |
| 35 | S SPOT SPOTIFY TECHNOLOGY S A | $4.9M | 10.6K | 0.84% | Trimmed(-0.1%) |
| 36 | B BAC-PS BANK OF AMER CORP | $4.9M | 85.2K | 0.83% | Trimmed(-3.8%) |
| 37 | B BNY-PK BANK OF NY MELLON CORP | $4.8M | 33.3K | 0.83% | Trimmed(-0.5%) |
| 38 | F FAST FASTENAL CO | $4.6M | 95.7K | 0.79% | Unchanged |
| 39 | S SNA SNAP ON INC | $4.2M | 10.4K | 0.72% | Unchanged |
| 40 | T TPR TAPESTRY INC | $4.1M | 28.1K | 0.71% | Unchanged |
| 41 | H HGMCF HARMONY GOLD MNG LTD | $4.1M | 267.5K | 0.70% | Trimmed(-0.3%) |
| 42 | M MCK MCKESSON CORP | $4M | 5.3K | 0.69% | Trimmed(-15.9%) |
| 43 | A AROC ARCHROCK INC | $4M | 97.9K | 0.69% | Unchanged |
| 44 | G GOOGN ALPHABET INC | $3.9M | 11.1K | 0.67% | Trimmed(-3.0%) |
| 45 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $3.8M | 66.3K | 0.66% | Added(+1.9%) |
| 46 | P PG PROCTER & GAMBLE CO | $3.6M | 24.5K | 0.62% | Unchanged |
| 47 | H HALO HALOZYME THERAPEUTICS INC | $3.6M | 45.4K | 0.61% | Trimmed(-7.5%) |
| 48 | I INGVF ING GROEP N.V. | $3.5M | 112.1K | 0.60% | Trimmed(-0.1%) |
| 49 | M MU MICRON TECHNOLOGY INC | $3.4M | 3.0K | 0.59% | Added(+194.6%) |
| 50 | P PEP PEPSICO INC | $3.2M | 24.0K | 0.56% | Unchanged |