Marietta Investment Partners LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $461 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.7M, Microsoft Corp with a value of $23.4M, Novo Nordisk A S with a value of $19.7M, Nvidia Corp with a value of $15.2M, and W.W. Grainger, Inc. with a value of $14.6M.
Examining the 13F form we can see an increase of $9.31M in the current position value, from $451M to 461M.
Marietta Investment Partners LLC is based out at Milwaukee, WI
Below you can find more details about Marietta Investment Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$461 Million
Technology: $146 Million
Industrials: $85.7 Million
Healthcare: $57.7 Million
Financial Services: $45.8 Million
Consumer Cyclical: $35.9 Million
Communication Services: $27.6 Million
Energy: $22.7 Million
Consumer Defensive: $19.2 Million
Other: $20 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
