MARATHON CAPITAL MANAGEMENT

CIK: 0001213206SEC EDGAR →

Portfolio Value

$453K

Holdings

171

As of

Q4 2025

New Positions

14

Closed Positions

17

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

PRICE T ROWE GROUP INC

653,125$67K
14.76%
2

CORNING INC

185,415$16K
3.58%
3

SPDR SERIES TRUST

161,415$15K
3.26%
4

ASTRAZENECA PLC

157,747$15K
3.20%
5

ALPHABET INC

43,155$14K
2.99%
6

APPLE INC

48,820$13K
2.93%
7

TETRA TECHNOLOGIES INC DEL

1,191,195$11K
2.46%
8

MICROSOFT CORP

22,942$11K
2.45%
9

QUALCOMM INC

60,104$10K
2.27%
10

DIAMONDBACK ENERGY INC

62,678$9K
2.08%

Quarterly Changes

Top Buys

ZTSNEW
$4K
AII↑ Increased
$4K
BIL↑ Increased
$4K
LMT↑ Increased
$1K
AMPLNEW
$1K

Top Sells

MSFT↓ Decreased
$11K
TTI↓ Decreased
$4K
TROW↓ Decreased
$3K
GOOG↓ Decreased
$3K
SLB↓ Decreased
$2K

New Positions (13)

$4K · 35K shares
$1K · 89K shares
$708 · 50K shares
$575 · 7K shares
$260 · 3K shares
$244 · 10K shares
$230 · 381 shares
$221 · 600 shares
$218 · 3K shares
$211 · 730 shares
$205 · 2K shares
$204 · 584 shares
$28 · 15K shares

Closed Positions (5)

$328 · 10K shares
$222 · 3K shares
$212 · 8K shares
$206 · 2K shares
$167 · 100K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$134K29.7%
Technology28$94K20.7%
Healthcare24$58K12.9%
Energy17$47K10.3%
Industrials19$34K7.6%
Unknown12$19K4.1%
Consumer Cyclical9$18K3.9%
Communication Services5$17K3.7%
Real Estate8$15K3.3%
Basic Materials6$9K1.9%
Consumer Defensive5$7K1.4%
Utilities5$2K0.5%