Marathon Capital Management has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $399 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Price T Rowe Group Inc with a value of $89.4M, Apple Inc. with a value of $13.5M, Astrazeneca PLC with a value of $12.7M, Allison Transmission Holdings Inc with a value of $11.3M, and Microsoft Corp with a value of $10.7M.
Examining the 13F form we can see an increase of $19M in the current position value, from $380M to 399M.
Marathon Capital Management is based out at Hunt Valley, MD
Below you can find more details about Marathon Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$399 Million
Financial Services: $130 Million
Technology: $87.1 Million
Healthcare: $40.6 Million
Energy: $33 Million
Industrials: $30.6 Million
Consumer Cyclical: $25.8 Million
Real Estate: $13.7 Million
Consumer Defensive: $11.7 Million
Other: $25.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions