Marietta Investment Partners LLC Portfolio Holdings

Marietta Investment Partners LLC

  • $461 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $461 Million
  • Prior Value $451 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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