MARIETTA INVESTMENT PARTNERS LLC
163 holdingsFiling period: 2026-03-31Current AUM: $578.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 143.4K | $36.4M | $44.3M | 7.66% | -407 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 140.9K | $24.6M | $28.3M | 4.89% | +4.4K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 67.5K | $19.4M | $24.0M | 4.16% | -- | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 52.3K | $19.4M | $24.3M | 4.20% | +280 | 2026-03-31 |
| 5 | BE | BLOOM ENERGY CORP | 98.8K | $13.4M | $20.3M | 3.52% | -5,924 | 2026-03-31 |
| 6 | ANET | ARISTA NETWORKS INC | 96.3K | $11.8M | $17.4M | 3.00% | -1,868 | 2026-03-31 |
| 7 | HWM | HOWMET AEROSPACE INC | 50.0K | $11.5M | $14.1M | 2.44% | -177 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 22.8K | $10.9M | $10.9M | 1.89% | -- | 2026-03-31 |
| 9 | GEV | GE VERNOVA INC | 12.2K | $10.7M | $12.1M | 2.10% | -2,248 | 2026-03-31 |
| 10 | MA | MASTERCARD INCORPORATED | 21.0K | $10.5M | $12.0M | 2.08% | -2,263 | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 17.9K | $10.2M | $10.0M | 1.72% | -504 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 58.7K | $10.0M | $9.1M | 1.58% | +10.7K | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 58.7K | $10.0M | $9.1M | 1.58% | +10.7K | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 47.2K | $9.8M | $12.8M | 2.22% | +1.9K | 2026-03-31 |
| 15 | GWW | GRAINGER W W INC | 8.9K | $9.7M | $12.2M | 2.12% | -68 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 28.4K | $8.3M | $10.0M | 1.72% | -950 | 2026-03-31 |
| 17 | — | TRANE TECHNOLOGIES PLC | 19.3K | $8.0M | $8.0M | 1.39% | -519 | 2026-03-31 |
| 18 | AME | AMETEK INC | 35.5K | $7.6M | $8.6M | 1.48% | -1,030 | 2026-03-31 |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | 51.8K | $7.6M | $6.4M | 1.10% | +1.2K | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 24.0K | $7.4M | $9.3M | 1.61% | +160 | 2026-03-31 |
| 21 | ABBV | ABBVIE INC | 33.7K | $7.3M | $8.5M | 1.46% | -- | 2026-03-31 |
| 22 | APH | AMPHENOL CORP NEW | 57.3K | $7.2M | $9.2M | 1.59% | +2.4K | 2026-03-31 |
| 23 | — | ASML HOLDING N V | 4.8K | $6.3M | $6.3M | 1.09% | -- | 2026-03-31 |
| 24 | MELI | MERCADOLIBRE INC | 3.5K | $6.1M | $6.6M | 1.15% | +186 | 2026-03-31 |
| 25 | — | EATON CORP PLC | 16.8K | $6.0M | $6.0M | 1.04% | -10,460 | 2026-03-31 |
← Scroll →
Page 1 of 7