MARIETTA INVESTMENT PARTNERS LLC
CIK 1114702
13F filing for Q2 2026・No. 3,572
- Holdings
- US$581.69M
- Quarter change
- +US$82.24M
- Entries
- 170
- Net bought (estimate)
- +US$2.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 7
- Cut 59
- Added 31
- Corporate actions 0
- Unchanged 64
Largest holdings
170 stocks worth US$581.69M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 142,539 | US$41.24M | 7.09% |
| BEBLOOM ENERGY CORPCOM CL A | Cut | 96,602 | US$29.24M | 5.03% |
| NVDANvidiaCOM | Cut | 139,270 | US$27.87M | 4.79% |
| GOOGLAlphabetCAP STK CL A | Cut | 66,583 | US$23.79M | 4.09% |
| MSFTMicrosoftCOM | Cut | 51,526 | US$19.22M | 3.30% |
| ANETARISTA NETWORKS INCCOM SHS | Cut | 93,009 | US$15.8M | 2.72% |
| HWMHOWMET AEROSPACE INCCOM | Added | 56,263 | US$15.13M | 2.60% |
| GEVGE VERNOVA INCCOM | Cut | 12,206 | US$14.34M | 2.47% |
| GWWWW GRAINGER INCCOM | Added | 8,923 | US$12.14M | 2.09% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Unchanged | 22,818 | US$11.42M | 1.96% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.