Marathon Capital Management has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $377 Million distributed in 166 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 $68.3M, Microsoft Corp with a value of $12.2M, Astrazeneca PLC with a value of $11.4M, Corning Inc with a value of $11M, and Apple Inc. with a value of $10.9M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $365M to 377M.
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
$377 Million
Financial Services: $113 Million
Technology: $79 Million
Healthcare: $45.7 Million
Energy: $33.8 Million
Industrials: $27.7 Million
ETFs: $20.2 Million
Real Estate: $17.8 Million
Consumer Cyclical: $16.7 Million
Other: $22.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
