Marietta Investment Partners LLC Portfolio Holdings

Marietta Investment Partners LLC

  • $492 Million
  • Q3 2025

Marietta Investment Partners LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $492 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.8M, Microsoft Corp with a value of $26.7M, Nvidia Corp with a value of $25.4M, Alphabet Inc. with a value of $17M, and Mastercard Inc with a value of $13.6M.

Examining the 13F form we can see an increase of $96.4M in the current position value, from $396M to 492M.

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 $492 Million
Technology: $156 Million
Industrials: $85.6 Million
Financial Services: $70 Million
Healthcare: $41.2 Million
Consumer Cyclical: $38 Million
Communication Services: $35.6 Million
Consumer Defensive: $24.5 Million
Energy: $14.5 Million
Other: $26.6 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 167
  • Current Value $492 Million
  • Prior Value $396 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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