MARATHON CAPITAL MANAGEMENT Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$392.6M

Holdings

166

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
101
CSXCSX CORP
13,548$442K0.11%
102
GTYGETTY RLTY CORP NEW
15,590$430K0.11%
103
TMHCTAYLOR MORRISON HOME CORP
7,000$429K0.11%
104
SYKSTRYKER CORPORATION
1,081$427K0.11%
105
CSCOCISCO SYS INC
6,144$426K0.11%
106
SLVISHARES SILVER TR
12,940$424K0.11%
107
IBBISHARES TR
3,315$419K0.11%
108
XRAYDENTSPLY SIRONA INC
25,575$406K0.10%
109
AVGOBROADCOM INC
1,455$401K0.10%
110
RIORIO TINTO PLC
6,615$385K0.10%
111
DISDISNEY WALT CO
3,038$376K0.10%
112
DUKDUKE ENERGY CORP NEW
3,172$374K0.10%
113
OKEONEOK INC NEW
4,450$363K0.09%
114
BMYBRISTOL-MYERS SQUIBB CO
7,809$361K0.09%
115
CNXCNX RES CORP
10,000$336K0.09%
116
MXLMAXLINEAR INC
22,500$319K0.08%
117
AMGNAMGEN INC
1,138$317K0.08%
118
TCAFT ROWE PRICE ETF INC
8,775$309K0.08%
119
COFCAPITAL ONE FINL CORP
1,409$299K0.08%
120
COPXGLOBAL X FDS
6,594$296K0.08%
121
MPCMARATHON PETE CORP
1,700$282K0.07%
122
SMRIEA SERIES TRUST
8,520$281K0.07%
123
EMREMERSON ELEC CO
2,067$275K0.07%
124
CITHE CIGNA GROUP
822$271K0.07%
125
TMFCRBB FD INC
4,126$266K0.07%
126
FNBF N B CORP
18,000$262K0.07%
127
HSYHERSHEY CO
1,555$258K0.07%
128
4I1PHILIP MORRIS INTL INC
1,412$257K0.07%
129
KEYSKEYSIGHT TECHNOLOGIES INC
1,529$250K0.06%
130
URAGLOBAL X FDS
6,430$249K0.06%
131
CIVICIVITAS RESOURCES INC
9,040$248K0.06%
132
NEMNEWMONT CORP
4,242$247K0.06%
133
WABWABTEC
1,169$244K0.06%
134
VOOVANGUARD INDEX FDS
430$244K0.06%
135
VIGVANGUARD SPECIALIZED FUNDS
1,169$239K0.06%
136
LMTLOCKHEED MARTIN CORP
511$236K0.06%
137
A4SAMERIPRISE FINL INC
435$232K0.06%
138
IBDQISHARES TR
9,175$231K0.06%
139
CPCANADIAN PACIFIC KANSAS CITY
2,884$228K0.06%
140
MGYMAGNOLIA OIL & GAS CORP
10,000$224K0.06%
141
TOSTTOAST INC
5,000$221K0.06%
142
NDQINVESCO QQQ TR
400$220K0.06%
143
NEENEXTERA ENERGY INC
3,159$219K0.06%
144
MMM3M CO
1,406$214K0.05%
145
NBRNABORS INDUSTRIES LTD
7,500$210K0.05%
146
VVISA INC
584$207K0.05%
147
CARRCARRIER GLOBAL CORPORATION
2,807$205K0.05%
148
NOCNORTHROP GRUMMAN CORP
407$203K0.05%
149
KHCKRAFT HEINZ CO
7,900$203K0.05%
150
IBDRISHARES TR
8,375$203K0.05%
151
IBDSISHARES TR
8,300$201K0.05%
152
NOWSERVICENOW INC
195$200K0.05%
153
WMWASTE MGMT INC DEL
875$200K0.05%
154
INVNIDENTIV INC
60,450$197K0.05%
155
FROFRONTLINE PLC
10,000$164K0.04%
156
XEJACCURAY INC
100,000$137K0.03%
157
MCHXMARCHEX INC
54,000$116K0.03%
158
CLFCLEVELAND-CLIFFS INC NEW
15,000$114K0.03%
159
EVLVEVOLV TECHNOLOGIES HLDNGS IN
12,500$78K0.02%
160
ONDSONDAS HLDGS INC
38,500$73K0.02%
161
LPZBLIGHTPATH TECHNOLOGIES INC
17,500$53K0.01%
162
BRFHBARFRESH FOOD GROUP INC
15,384$52K0.01%
163
LODECOMSTOCK INC
13,500$51K0.01%
164
KOPNKOPIN CORP
30,000$45K0.01%
165
AIRGAIRGAIN INC
10,000$41K0.01%
166
NNDMNANO DIMENSION LTD
20,000$32K0.01%
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