Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MARIETTA INVESTMENT PARTNERS LLC (CIK 1114702) reported $499.4M across 161 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($36.4M, 7.29%), NVDA ($24.6M, 4.92%), GOOGL ($19.4M, 3.89%), MSFT ($19.4M, 3.88%), BE ($13.4M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $36.4M | 7.29% | 143,388 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $24.6M | 4.92% | 140,899 | Added |
| 3 | GOOGL | ALPHABET INC | $19.4M | 3.89% | 67,493 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $19.4M | 3.88% | 52,321 | Added |
| 5 | BE | BLOOM ENERGY CORP | $13.4M | 2.68% | 98,832 | Trimmed |
| 6 | ANET | ARISTA NETWORKS INC | $11.8M | 2.37% | 96,334 | Trimmed |
| 7 | HWM | HOWMET AEROSPACE INC | $11.5M | 2.31% | 50,037 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.9M | 2.19% | 22,818 | Hold |
| 9 | GEV | GE VERNOVA INC | $10.7M | 2.14% | 12,241 | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $10.5M | 2.10% | 21,025 | Trimmed |
| 11 | META | META PLATFORMS INC | $10.2M | 2.05% | 17,886 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $10.0M | 1.99% | 58,674 | Added |
| 13 | AMZN | AMAZON COM INC | $9.8M | 1.97% | 47,229 | Added |
| 14 | GWW | GRAINGER W W INC | $9.7M | 1.93% | 8,851 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $8.3M | 1.67% | 28,351 | Trimmed |
| 16 | TT | TRANE TECHNOLOGIES PLC | $8.0M | 1.61% | 19,258 | Trimmed |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $7.6M | 1.52% | 51,756 | Added |
| 18 | AME | AMETEK INC | $7.6M | 1.52% | 35,500 | Trimmed |
| 19 | AVGO | BROADCOM INC | $7.4M | 1.48% | 23,957 | Added |
| 20 | ABBV | ABBVIE INC | $7.3M | 1.47% | 33,693 | Trimmed |
| 21 | APH | AMPHENOL CORP NEW | $7.2M | 1.45% | 57,345 | Added |
| 22 | ASML | ASML HOLDING N V | $6.3M | 1.26% | 4,765 | Trimmed |
| 23 | MELI | MERCADOLIBRE INC | $6.1M | 1.22% | 3,535 | Added |
| 24 | ETN | EATON CORP PLC | $6.0M | 1.21% | 16,841 | Trimmed |
| 25 | SAN | BANCO SANTANDER S.A. | $5.9M | 1.18% | 520,774 | Added |
Source: SEC Form 13F filings · as of 2026-03-31