Marietta Investment Partners LLC Reduced Holdings in Q1 2025

Marietta Investment Partners LLC

  • $396 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
-23.6K
- 72.13%
$233.96 - $324.52 $5.52M - $7.65M
9.11K $2.32M
URI
United Rentals, Inc.

Industrials
-9.02K
- 95.35%
$594.17 - $789.56 $5.36M - $7.12M
440 $275K
AAPL
Apple Inc.

Technology
-859
- 0.59%
$209.68 - $247.1 $180K - $212K
144K $32M
NVO
Novo Nordisk A S

Healthcare
-14.5K
- 9.92%
$69.3 - $90.95 $1M - $1.31M
131K $9.11M
GOOGL
Alphabet Inc.

Communication Services
-1.71K
- 2.3%
$154.33 - $206.19 $264K - $353K
72.7K $11.2M
MSFT
Microsoft Corp

Technology
-586
- 1.11%
$375.39 - $447.2 $220K - $262K
52K $19.5M
GWW
W.W. Grainger, Inc.

Industrials
-1.43K
- 10.42%
$953.54 - $1132.42 $1.36M - $1.62M
12.3K $12.1M
TT
Trane Technologies PLC

Industrials
-4.16K
- 17.43%
$332.0 - $400.86 $1.38M - $1.67M
19.7K $6.63M
ETN
Eaton Corp PLC

Industrials
-394
- 1.43%
$271.83 - $371.23 $107K - $146K
27.1K $7.37M
CNQ
Canadian Natural Resources LTD

Energy
-56.7K
- 71.87%
$26.72 - $32.74 $1.52M - $1.86M
22.2K $683K
MRK
Merck & Co., Inc.

Healthcare
-15.5K
- 72.84%
$83.01 - $101.02 $1.29M - $1.57M
5.78K $518K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-13K
- 68.18%
$93.57 - $120.35 $1.22M - $1.57M
6.08K $581K
FLEX
Flex Ltd.

Technology
-5.24K
- 2.37%
$32.92 - $44.46 $173K - $233K
216K $7.16M
FLS
Flowserve Corp

Industrials
-14.6K
- 30.96%
$46.47 - $64.75 $676K - $942K
32.5K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-150
- 0.4%
$190.26 - $242.06 $28.5K - $36.3K
36.9K $7.03M
META
Meta Platforms, Inc.

Communication Services
-941
- 4.73%
$576.36 - $736.67 $542K - $693K
19K $10.9M
AMD
Advanced Micro Devices Inc

Technology
-5.53K
- 59.02%
$96.63 - $129.55 $534K - $716K
3.84K $394K
ASML
Asml Holding Nv

Technology
-509
- 10.28%
$662.63 - $776.99 $337K - $395K
4.44K $2.94M
MAR
Marriott International Inc

Consumer Cyclical
-72
- 0.71%
$237.01 - $304.45 $17.1K - $21.9K
10K $2.39M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.07K
- 17.63%
$165.25 - $224.62 $176K - $240K
4.99K $828K
AME
Ametek Inc

Industrials
-250
- 0.68%
$170.39 - $190.43 $42.6K - $47.6K
36.6K $6.3M
WIX
Wix.Com Ltd.

Technology
-10
- 0.17%
$163.38 - $246.76 $1.63K - $2.47K
5.82K $950K
PH
Parker Hannifin Corp

Industrials
-188
- 3.31%
$591.65 - $707.05 $111K - $133K
5.49K $3.34M
BR
Broadridge Financial Solutions, Inc.

Technology
-974
- 35.57%
$221.46 - $244.83 $216K - $238K
1.76K $427K
XYL
Xylem Inc.

Industrials
-1.76K
- 27.29%
$114.02 - $132.04 $201K - $232K
4.69K $560K
LLY
Eli Lilly & CO

Healthcare
-540
- 10.18%
$725.72 - $929.72 $392K - $502K
4.76K $3.93M
ADBE
Adobe Inc.

Technology
-90
- 4.39%
$377.84 - $464.11 $34K - $41.8K
1.96K $750K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-20
- 0.34%
$497.6 - $606.74 $9.95K - $12.1K
5.94K $2.95M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.17K
- 7.56%
$21.75 - $24.28 $69K - $77K
38.8K $855K
CAT
Caterpillar Inc

Industrials
-110
- 5.09%
$326.75 - $407.63 $35.9K - $44.8K
2.05K $676K
TFC
Truist Financial Corp

Financial Services
-340
- 0.89%
$39.48 - $48.15 $13.4K - $16.4K
37.7K $1.55M
ICLR
Icon PLC

Healthcare
-2
- 0.08%
$174.99 - $222.58 $350 - $445
2.6K $455K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.66K
- 23.92%
$25.58 - $29.24 $67.9K - $77.7K
8.45K $221K
AXP
American Express CO

Financial Services
-15
- 0.57%
$255.39 - $325.87 $3.83K - $4.89K
2.61K $701K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-14
- 0.51%
$507.05 - $563.67 $7.1K - $7.89K
2.74K $1.41M
RACE
Ferrari N.V.

Consumer Cyclical
-218
- 1.3%
$413.73 - $508.15 $90.2K - $111K
16.6K $7.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4
- 0.52%
$360.07 - $417.26 $1.44K - $1.67K
762 $275K
PLTR
Palantir Technologies Inc.

Technology
-8.35K
- 10.86%
$64.98 - $124.62 $542K - $1.04M
68.5K $5.78M
WMT
Walmart Inc.

Consumer Defensive
-75
- 1.89%
$84.5 - $105.05 $6.34K - $7.88K
3.89K $341K
LECO
Lincoln Electric Holdings Inc

Industrials
-132
- 1.81%
$180.51 - $216.81 $23.8K - $28.6K
7.16K $1.36M
Canadian Pacific Kansas City
-14
- 0.12%
N/A
11.3K $0
Ge Vernova Inc
-2.57K
- 19.42%
N/A
10.6K $0
Linde PLC
-4
- 0.13%
N/A
2.99K $0
Lam Research Corp
-1.18K
- 9.49%
N/A
11.3K $0
Arista Networks Inc
-5.84K
- 5.17%
N/A
107K $0
ZTS
Zoetis Inc.

Healthcare
-28
- 0.66%
$156.48 - $175.67 $4.38K - $4.92K
4.22K $693K
CYBR
Cyber Ark Software Ltd.

Technology
-6
- 0.23%
$312.8 - $414.31 $1.88K - $2.49K
2.55K $861K
JCI
Johnson Controls International PLC

Industrials
-16
- 0.13%
$76.12 - $90.6 $1.22K - $1.45K
12.4K $995K
MCD
Mcdonalds Corp

Consumer Cyclical
-65
- 3.87%
$279.74 - $321.29 $18.2K - $20.9K
1.61K $503K
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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