Marietta Investment Partners LLC Purchases in Q1 2025

Marietta Investment Partners LLC

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
85.2K
New
$58.36 - $67.72 $4.97M - $5.77M
85.2K $5.76M
ABBV
Abb Vie Inc.

Healthcare
18.1K
+ 69.86%
$169.2 - $216.66 $3.06M - $3.92M
44K $9.23M
BMY
Bristol Myers Squibb CO

Healthcare
67K
+ 826.89%
$53.9 - $63.11 $3.61M - $4.23M
75.1K $4.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
27.1K
New
$80.53 - $147.57 $2.19M - $4.01M
27.1K $3.59M
HMY
Harmony Gold Mining CO LTD

Basic Materials
226K
New
$8.25 - $14.77 $1.86M - $3.34M
226K $3.34M
BK
Bank Of New York Mellon Corp

Financial Services
25.1K
+ 500.9%
$75.42 - $88.95 $1.89M - $2.23M
30.1K $2.52M
SO
Southern CO

Utilities
17.9K
+ 443.55%
$80.96 - $92.96 $1.45M - $1.66M
21.9K $2.01M
BAC
Bank Of America Corp

Financial Services
37.3K
+ 78.45%
$39.61 - $47.74 $1.48M - $1.78M
84.9K $3.54M
NTRS
Northern Trust Corp

Financial Services
9.71K
+ 492.89%
$96.09 - $113.81 $933K - $1.11M
11.7K $1.15M
HWM
Howmet Aerospace Inc.

Industrials
1.26K
+ 3.4%
$110.79 - $139.39 $139K - $175K
38.2K $4.96M
EXEL
Exelixis, Inc.

Healthcare
17.4K
+ 32.05%
$32.38 - $39.16 $563K - $681K
71.7K $2.65M
MA
Mastercard Inc

Financial Services
133
+ 0.59%
$504.67 - $576.31 $67.1K - $76.6K
22.6K $12.4M
COST
Costco Wholesale Corp

Consumer Defensive
589
New
$890.62 - $1076.86 $525K - $634K
589 $557K
QBTS
D Wave Quantum Inc.

Technology
68.6K
New
$3.83 - $11.18 $263K - $766K
68.6K $520K
JPM
Jpmorgan Chase & CO

Financial Services
607
+ 2.05%
$225.19 - $279.95 $137K - $170K
30.2K $7.42M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.64K
New
$25.81 - $28.52 $249K - $275K
9.64K $265K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.6K
+ 115.0%
$18.36 - $20.51 $213K - $238K
21.7K $429K
IBM
International Business Machines Corp

Technology
220
+ 3.45%
$217.4 - $264.74 $47.8K - $58.2K
6.6K $1.64M
ECL
Ecolab Inc.

Basic Materials
887
New
$229.72 - $269.82 $204K - $239K
887 $224K
WEC
Wec Energy Group, Inc.

Utilities
40
+ 0.29%
$92.12 - $108.98 $3.68K - $4.36K
13.8K $1.51M
CSCO
Cisco Systems, Inc.

Technology
3.3K
New
$58.74 - $64.87 $194K - $214K
3.3K $203K
NMR
Nomura Holdings Inc

Financial Services
22.2K
+ 20.79%
$5.56 - $6.98 $123K - $155K
129K $793K
RELX
Relx PLC

Communication Services
2.96K
+ 65.73%
$45.34 - $51.91 $134K - $154K
7.46K $375K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
30
+ 0.47%
$132.75 - $177.12 $3.98K - $5.31K
6.45K $984K
FISV
Fiserv Inc

Technology
879
+ 1.86%
N/A
48.2K $6.03M
SPGI
S&P Global Inc.

Financial Services
46
+ 8.78%
$478.26 - $543.77 $22K - $25K
570 $289K
INTU
Intuit Inc

Technology
32
+ 7.16%
$555.63 - $630.23 $17.8K - $20.2K
479 $294K
MET
Metlife Inc

Financial Services
230
+ 7.36%
$77.7 - $87.0 $17.9K - $20K
3.36K $269K
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 2.95%
$554.06 - $615.85 $12.2K - $13.5K
767 $430K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 1.37%
$551.42 - $612.93 $4.41K - $4.9K
590 $330K
MSI
Motorola Solutions, Inc.

Technology
42
+ 1.66%
$411.73 - $482.1 $17.3K - $20.2K
2.58K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.02%
$347.25 - $424.87 $347 - $425
4.43K $1.62M
APH
Amphenol Corp

Technology
284
+ 0.75%
$61.62 - $78.55 $17.5K - $22.3K
38.1K $2.5M
FANG
Diamondback Energy, Inc.

Energy
268
+ 0.59%
$139.9 - $180.18 $37.5K - $48.3K
45.6K $7.29M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$156.06 - $207.71 $156 - $208
8.79K $1.37M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
278
+ 1.05%
$109.48 - $136.56 $30.4K - $38K
26.7K $2.93M
AVGO
Broadcom Inc.

Technology
10
+ 0.04%
$167.43 - $244.7 $1.67K - $2.45K
25K $4.18M
NVDA
Nvidia Corp

Technology
2.22K
+ 1.75%
$106.98 - $149.43 $238K - $332K
129K $14M
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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