Home/Smart Money/MARATHON CAPITAL MANAGEMENT
§ 13F · FUND PROFILE

MARATHON CAPITAL MANAGEMENT.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $437M (13F)Positions · 163Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1TROWPRICE T ROWE GROUP INC639K$58M12.9%−2%
2BILSPDR SERIES TRUST195K$18M4.0%+21%
3GLWCORNING INC105K$14M3.2%−43%
4AZNASTRAZENECA PLC65K$13M2.9%NEW
5AAPLAPPLE INC49K$12M2.8%±0%
6GOOGALPHABET INC42K$12M2.7%−2%
7AMZNAMAZON COM INC56K$12M2.6%+84%
8CVXCHEVRON CORPORATION49K$10M2.3%−16%
9VYMIVANGUARD WHITEHALL FDS104K$10M2.2%±0%
10FANGDIAMONDBACK ENERGY INC48K$9M2.1%−23%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE MARATHON SIGNAL

AC read

MARATHON CAPITAL MANAGEMENT is a Other fund managing $437 million in assets. The fund runs a portfolio of 163 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed