Marietta Investment Partners LLC Portfolio Holdings

Marietta Investment Partners LLC

  • $396 Million
  • Q1 2025

Marietta Investment Partners LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $396 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32M, Microsoft Corp with a value of $19.5M, Nvidia Corp with a value of $14M, Mastercard Inc with a value of $12.4M, and W.W. Grainger, Inc. with a value of $12.1M.

Examining the 13F form we can see an decrease of $34.6M in the current position value, from $430M to 396M.

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 $396 Million
Technology: $108 Million
Industrials: $65.5 Million
Financial Services: $55.1 Million
Healthcare: $44.3 Million
Consumer Cyclical: $36 Million
Communication Services: $25.7 Million
Consumer Defensive: $23 Million
Energy: $19.9 Million
Other: $17.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $396 Million
  • Prior Value $430 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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