Marietta Investment Partners LLC New Holdings in Q3 2025

Marietta Investment Partners LLC

  • $492 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BE
Bloom Energy Corp

Industrials
102K
New
$22.13 - $86.27 $2.27M - $8.84M
102K $8.66M
SAP
Sap Se

Technology
23.2K
New
$252.42 - $311.93 $5.84M - $7.22M
23.2K $6.19M
APP
App Lovin Corp

Technology
7.48K
New
$335.1 - $718.54 $2.51M - $5.37M
7.48K $5.37M
PEGA
Pegasystems Inc

Technology
81.2K
New
$49.75 - $60.39 $4.04M - $4.9M
81.2K $4.67M
FIX
Comfort Systems Usa Inc

Industrials
3.36K
New
$521.66 - $825.18 $1.75M - $2.77M
3.36K $2.77M
RMD
Resmed Inc

Healthcare
9.86K
New
$252.01 - $293.73 $2.48M - $2.9M
9.86K $2.7M
PGR
Progressive Corp

Financial Services
9.68K
New
$238.61 - $264.3 $2.31M - $2.56M
9.68K $2.39M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
24.7K
New
$43.07 - $91.37 $1.06M - $2.26M
24.7K $2.26M
SNOW
Snowflake Inc.

Technology
8.3K
New
$191.73 - $241.0 $1.59M - $2M
8.3K $1.87M
PRIM
Primoris Services Corp

Industrials
13.6K
New
$79.61 - $137.33 $1.08M - $1.87M
13.6K $1.87M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
8.59K
New
$113.83 - $154.45 $977K - $1.33M
8.59K $1.33M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.58K
New
$62.09 - $66.51 $409K - $438K
6.58K $429K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.09K
New
$50.53 - $50.82 $409K - $411K
8.09K $410K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.21K
New
$108.97 - $121.65 $349K - $390K
3.21K $386K
IVE
Ishares S&P 500 Value ETF

ETFs
1.71K
New
$194.44 - $206.51 $333K - $353K
1.71K $353K
XLK
Technology Sector Spdr

ETFs
1.22K
New
$250.97 - $282.66 $305K - $344K
1.22K $343K
APD
Air Products & Chemicals, Inc.

Basic Materials
916
New
$265.78 - $299.3 $243K - $274K
916 $249K
C
Citigroup Inc

Financial Services
2.36K
New
$85.57 - $103.49 $202K - $244K
2.36K $239K
LNG
Cheniere Energy, Inc.

Energy
1K
New
$222.68 - $244.28 $223K - $244K
1K $234K
CCJ
Cameco Corp

Energy
2.73K
New
$70.47 - $86.89 $192K - $237K
2.73K $228K
AZO
Autozone Inc

Consumer Cyclical
51
New
$3649.42 - $4354.54 $186K - $222K
51 $218K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.25K
New
$92.26 - $97.51 $207K - $219K
2.25K $216K
GS
Goldman Sachs Group Inc

Financial Services
268
New
$696.56 - $806.32 $187K - $216K
268 $213K
NOW
Service Now, Inc.

Technology
221
New
$850.86 - $1044.69 $188K - $231K
221 $203K
Rocket Lab Corp
11K
New
N/A
11K $0
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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