§ 13F · FUND PROFILE
MARIETTA INVESTMENT PARTNERS LLC.
AUM · $582M (13F)Positions · 170Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$118M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 143K | $41M | 7.1% | −1% |
| 2 | BE | BLOOM ENERGY CORP | 97K | $29M | 5.0% | −2% |
| 3 | NVDA | NVIDIA CORPORATION | 139K | $28M | 4.8% | −1% |
| 4 | GOOGL | ALPHABET INC | 67K | $24M | 4.1% | NEW |
| 5 | MSFT | MICROSOFT CORP | 52K | $19M | 3.3% | −2% |
| 6 | ANET | ARISTA NETWORKS INC | 93K | $16M | 2.7% | −3% |
| 7 | HWM | HOWMET AEROSPACE INC | 56K | $15M | 2.6% | +12% |
| 8 | GEV | GE VERNOVA INC | 12K | $14M | 2.5% | ±0% |
| 9 | GWW | WW GRAINGER INC | 9K | $12M | 2.1% | +1% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARIETTA SIGNAL
AC read
MARIETTA INVESTMENT PARTNERS LLC is a Other fund managing $582 million in assets. The fund runs a portfolio of 170 positions.
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