Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MARATHON CAPITAL MANAGEMENT 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MARATHON CAPITAL MANAGEMENT (CIK 1213206) reported $445.2M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TROW ($57.6M, 12.93%), BIL ($17.9M, 4.02%), GLW ($14.3M, 3.21%), AZNCF ($12.9M, 2.89%), AAPL ($12.4M, 2.79%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TROWPRICE T ROWE GROUP INC$57.6M12.93%638,525Trimmed
2BILSPDR SERIES TRUST$17.9M4.02%195,446Added
3GLWCORNING INC$14.3M3.21%105,187Trimmed
4AZNCFASTRAZENECA PLC$12.9M2.89%65,175New
5AAPLAPPLE INC$12.4M2.79%48,992Added
6GOOGALPHABET INC$12.1M2.72%42,205Trimmed
7AMZNAMAZON COM INC$11.6M2.61%55,724Added
8CVXCHEVRON CORPORATION$10.2M2.29%49,304Trimmed
9VYMIVANGUARD WHITEHALL FDS$9.8M2.21%104,295Added
10FANGDIAMONDBACK ENERGY INC$9.5M2.13%47,951Trimmed
11ZSZSCALER INC$9.3M2.09%66,345New
12ALSNALLISON TRANSMISSION HLDGS I$8.5M1.90%72,235Trimmed
13MSFTMICROSOFT CORP$8.4M1.89%22,710Trimmed
14TTITETRA TECHNOLOGIES INC DEL$8.3M1.87%979,011Trimmed
15QCOMQUALCOMM INC$7.8M1.74%60,180Added
16ALMTFALMONTY INDS INC$7.7M1.72%529,155Trimmed
17IBMINTERNATIONAL BUSINESS MACHS$7.5M1.68%30,948Trimmed
18FISFIDELITY NATL INFORMATION SV$7.3M1.64%155,882Added
19METMETLIFE INC$7.3M1.63%102,911Trimmed
20OREALTY INCOME CORP$6.9M1.54%112,349Trimmed
21JNJJOHNSON & JOHNSON$6.2M1.39%25,288Trimmed
22JPMJPMORGAN CHASE & CO$6.2M1.39%21,112Trimmed
23CECOCECO ENVIRONMENTAL CORP$5.9M1.32%98,330Trimmed
24CEFSPROTT ASSET MANAGEMENT LP$5.7M1.29%120,375Trimmed
25ADMAADMA BIOLOGICS INC$5.7M1.27%627,388Added

Source: SEC Form 13F filings · as of 2026-03-31