Marietta Investment Partners LLC Incresed Positions in Q3 2025

Marietta Investment Partners LLC

  • $492 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.31K
+ 5.68%
$153.3 - $186.58 $1.12M - $1.36M
136K $25.4M
AAPL
Apple Inc.

Technology
795
+ 0.55%
$202.38 - $256.87 $161K - $204K
145K $36.8M
AVGO
Broadcom Inc.

Technology
2.31K
+ 9.24%
$264.74 - $369.57 $610K - $852K
27.3K $8.99M
APH
Amphenol Corp

Technology
18.7K
+ 49.03%
$97.39 - $125.4 $1.82M - $2.34M
56.7K $7.02M
HWM
Howmet Aerospace Inc.

Industrials
6.96K
+ 18.22%
$171.0 - $196.23 $1.19M - $1.37M
45.2K $8.86M
ETN
Eaton Corp PLC

Industrials
522
+ 1.93%
$342.99 - $392.76 $179K - $205K
27.6K $10.3M
SAN
Banco Santander, S.A.

Financial Services
218K
+ 161.36%
$8.27 - $10.48 $1.8M - $2.28M
353K $3.7M
AMZN
Amazon Com Inc

Consumer Cyclical
5.74K
+ 15.55%
$211.65 - $238.24 $1.22M - $1.37M
42.7K $9.37M
ING
Ing Groep Nv

Financial Services
67.5K
+ 111.41%
$22.0 - $26.08 $1.49M - $1.76M
128K $3.34M
WEC
Wec Energy Group, Inc.

Utilities
16.2K
+ 117.35%
$103.66 - $114.59 $1.68M - $1.86M
30.1K $3.45M
SO
Southern CO

Utilities
17.6K
+ 80.42%
$90.83 - $96.0 $1.6M - $1.69M
39.5K $3.74M
KR
Kroger CO

Consumer Defensive
25.6K
+ 30.08%
$64.52 - $74.35 $1.65M - $1.9M
111K $7.47M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.84K
+ 76.91%
$224.68 - $282.71 $862K - $1.09M
8.83K $2.47M
LNT
Alliant Energy Corp

Utilities
23.8K
+ 401.72%
$60.76 - $67.41 $1.45M - $1.6M
29.7K $2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.94K
+ 7.15%
$103.83 - $179.9 $201K - $349K
29.1K $5.2M
GOOG
Alphabet Inc.

Communication Services
3.19K
+ 36.28%
$175.16 - $255.24 $558K - $814K
12K $2.92M
HMY
Harmony Gold Mining CO LTD

Basic Materials
40.6K
+ 17.99%
$12.61 - $18.25 $512K - $742K
267K $4.84M
ASML
Asml Holding Nv

Technology
82
+ 1.85%
$689.63 - $968.09 $56.5K - $79.4K
4.52K $4.38M
QBTS
D Wave Quantum Inc.

Technology
9.21K
+ 13.44%
$14.81 - $27.72 $136K - $255K
77.8K $1.92M
PH
Parker Hannifin Corp

Industrials
702
+ 12.78%
$697.13 - $769.67 $489K - $540K
6.2K $4.7M
TPR
Tapestry, Inc.

Consumer Cyclical
12
+ 0.04%
$86.48 - $116.14 $1.04K - $1.39K
28.1K $3.18M
MA
Mastercard Inc

Financial Services
1.21K
+ 5.36%
$550.18 - $598.96 $667K - $726K
23.8K $13.6M
HALO
Halozyme Therapeutics, Inc.

Healthcare
12.8K
+ 77.74%
$52.92 - $78.28 $675K - $998K
29.2K $2.14M
FAST
Fastenal CO

Industrials
49.4K
+ 103.26%
$42.47 - $50.39 $2.1M - $2.49M
97.3K $4.77M
BK
Bank Of New York Mellon Corp

Financial Services
2.63K
+ 8.76%
$90.65 - $109.75 $239K - $289K
32.7K $3.56M
RACE
Ferrari N.V.

Consumer Cyclical
161
+ 0.97%
$436.24 - $517.65 $70.2K - $83.3K
16.7K $8.13M
COST
Costco Wholesale Corp

Consumer Defensive
1.12K
+ 190.66%
$915.95 - $994.57 $1.03M - $1.12M
1.71K $1.58M
BAC
Bank Of America Corp

Financial Services
485
+ 0.57%
$44.92 - $52.42 $21.8K - $25.4K
85.4K $4.4M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.75K
+ 2.55%
$14.73 - $19.31 $40.5K - $53.1K
111K $2.13M
JCI
Johnson Controls International PLC

Industrials
1.65K
+ 13.23%
$103.24 - $111.73 $170K - $184K
14.1K $1.55M
EXEL
Exelixis, Inc.

Healthcare
5.1K
+ 7.11%
$36.22 - $46.25 $185K - $236K
76.8K $3.17M
NFLX
Netflix Inc

Communication Services
235
+ 26.86%
$1147.87 - $1297.18 $270K - $305K
1.11K $1.33M
CYBR
Cyber Ark Software Ltd.

Technology
258
+ 10.12%
$374.8 - $491.1 $96.7K - $127K
2.81K $1.36M
IBM
International Business Machines Corp

Technology
885
+ 13.42%
$234.77 - $292.47 $208K - $259K
7.48K $2.11M
ROK
Rockwell Automation, Inc

Industrials
334
+ 11.97%
$328.67 - $358.52 $110K - $120K
3.13K $1.09M
ORCL
Oracle Corp

Technology
26
+ 1.08%
$218.96 - $328.33 $5.69K - $8.54K
2.43K $682K
NVS
Novartis Ag

Healthcare
45
+ 0.25%
$113.5 - $129.73 $5.11K - $5.84K
17.7K $2.28M
CPA
Copa Holdings, S.A.

Industrials
840
+ 12.14%
$107.44 - $122.34 $90.2K - $103K
7.76K $922K
TMO
Thermo Fisher Scientific Inc.

Healthcare
730
+ 12.3%
$404.94 - $499.99 $296K - $365K
6.67K $3.23M
CSCO
Cisco Systems, Inc.

Technology
3.47K
+ 105.06%
$66.2 - $71.79 $230K - $249K
6.77K $462K
SPY
Spdr S&P 500 ETF Trust

ETFs
293
+ 49.66%
$617.65 - $666.84 $181K - $195K
883 $588K
JNJ
Johnson & Johnson

Healthcare
942
+ 29.0%
$155.17 - $185.42 $146K - $175K
4.19K $776K
TJX
Tjx Companies Inc

Consumer Cyclical
1.33K
+ 72.73%
$121.35 - $144.54 $162K - $192K
3.16K $456K
AMD
Advanced Micro Devices Inc

Technology
35
+ 0.91%
$134.8 - $184.42 $4.72K - $6.45K
3.88K $626K
IWF
Ishares Russell 1000 Gr ETF

ETFs
321
+ 42.13%
$420.11 - $472.68 $135K - $152K
1.08K $507K
CTAS
Cintas Corp

Industrials
1.12K
+ 25.61%
$199.29 - $226.27 $223K - $253K
5.48K $1.13M
WIX
Wix.Com Ltd.

Technology
564
+ 9.69%
$115.43 - $184.24 $65.1K - $104K
6.38K $1.13M
AXP
American Express CO

Financial Services
13
+ 0.5%
$294.27 - $342.31 $3.83K - $4.45K
2.62K $870K
HDB
Hdfc Bank LTD

Financial Services
89.8K
+ 98.76%
$34.14 - $78.94 $3.07M - $7.09M
181K $6.17M
Activity Summary
Buys All Purchases 102 New Holdings 26 Increased Positions 76 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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