§ 13F · FUND PROFILE
MARIETTA INVESTMENT PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $519M (13F)Positions · 167Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$57M 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 APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 143K | $36M | 7.3% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 141K | $25M | 4.9% | +3% |
| 3 | GOOGL | ALPHABET INC | 67K | $19M | 3.9% | NEW |
| 4 | MSFT | MICROSOFT CORP | 52K | $19M | 3.9% | +1% |
| 5 | BE | BLOOM ENERGY CORP | 99K | $13M | 2.7% | −6% |
| 6 | ANET | ARISTA NETWORKS INC | 96K | $12M | 2.4% | −2% |
| 7 | HWM | HOWMET AEROSPACE INC | 50K | $12M | 2.3% | ±0% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 2.2% | ±0% |
| 9 | GEV | GE VERNOVA INC | 12K | $11M | 2.1% | −16% |
| 10 | MA | MASTERCARD INCORPORATED | 21K | $11M | 2.1% | −10% |
§ 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 $519 million in assets. The fund runs a portfolio of 167 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed