MARATHON CAPITAL MANAGEMENT Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$437.0M

Holdings

163

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (163 positions)

#StockSharesValue% PortfolioType
101
CSXCSX CORP
13,548$481K0.11%
102
AVGOBROADCOM INC
1,455$480K0.11%
103
TMHCTAYLOR MORRISON HOME CORP
7,000$462K0.11%
104
GTYGETTY RLTY CORP NEW
16,340$438K0.10%
105
RIORIO TINTO PLC
6,615$436K0.10%
106
PFEPFIZER INC
17,035$434K0.10%
107
CRBGCOREBRIDGE FINL INC
13,385$428K0.10%
108
SBUXSTARBUCKS CORP
4,940$417K0.10%
109
IBBISHARES TR
2,815$406K0.09%
110
SYKSTRYKER CORPORATION
1,081$399K0.09%
111
DUKDUKE ENERGY CORP NEW
3,162$391K0.09%
112
BMYBRISTOL-MYERS SQUIBB CO
8,564$386K0.09%
113
MXLMAXLINEAR INC
22,500$361K0.08%
114
NEMNEWMONT CORP
4,242$357K0.08%
115
CIVICIVITAS RESOURCES INC
10,100$328K0.08%
116
MPCMARATHON PETE CORP
1,700$327K0.07%
117
XRAYDENTSPLY SIRONA INC
25,575$324K0.07%
118
CNXCNX RES CORP
10,000$321K0.07%
119
AMGNAMGEN INC
1,138$321K0.07%
120
OKEONEOK INC NEW
4,300$313K0.07%
121
DISDISNEY WALT CO
2,728$312K0.07%
122
NBRNABORS INDUSTRIES LTD
7,500$306K0.07%
123
ELVELEVANCE HEALTH INC FORMERLY
949$306K0.07%
124
COFCAPITAL ONE FINL CORP
1,409$299K0.07%
125
SMRIEA SERIES TRUST
8,510$294K0.07%
126
FNBF N B CORP
18,000$289K0.07%
127
TMFCRBB FD INC
4,001$282K0.06%
128
EMREMERSON ELEC CO
2,067$271K0.06%
129
KEYSKEYSIGHT TECHNOLOGIES INC
1,529$267K0.06%
130
TOLTOLL BROTHERS INC
1,875$259K0.06%
131
TCAFT ROWE PRICE ETF INC
6,825$257K0.06%
132
RPRXROYALTY PHARMA PLC
7,266$256K0.06%
133
VIGVANGUARD SPECIALIZED FUNDS
1,169$252K0.06%
134
NOCNORTHROP GRUMMAN CORP
407$247K0.06%
135
LMTLOCKHEED MARTIN CORP
482$240K0.05%
136
NDQINVESCO QQQ TR
400$240K0.05%
137
MGYMAGNOLIA OIL & GAS CORP
10,000$238K0.05%
138
NEENEXTERA ENERGY INC
3,159$238K0.05%
139
CITHE CIGNA GROUP
822$236K0.05%
140
VOOVANGUARD INDEX FDS
365$223K0.05%
141
CPCANADIAN PACIFIC KANSAS CITY
2,984$222K0.05%
142
MMM3M CO
1,406$218K0.05%
143
EOGEOG RES INC
1,941$217K0.05%
144
A4SAMERIPRISE FINL INC
435$213K0.05%
145
IBDQISHARES TR
8,425$212K0.05%
146
ONDSONDAS HLDGS INC
27,500$212K0.05%
147
RSPINVESCO EXCHANGE TRADED FD T
1,103$209K0.05%
148
ODFLOLD DOMINION FREIGHT LINE IN
1,473$207K0.05%
149
GDXJVANECK ETF TRUST
2,090$206K0.05%
150
CPAYCORPAY INC
707$203K0.05%
151
GEVGE VERNOVA INC
330$202K0.05%
152
CLFCLEVELAND-CLIFFS INC NEW
15,000$183K0.04%
153
XEJACCURAY INC
100,000$167K0.04%
154
TXOTXO PARTNERS LP
10,000$140K0.03%
155
LPZBLIGHTPATH TECHNOLOGIES INC
15,000$118K0.03%
156
MCHXMARCHEX INC
61,500$110K0.03%
157
KOPNKOPIN CORP
32,500$78K0.02%
158
INVNIDENTIV INC
21,000$72K0.02%
159
LODECOMSTOCK INC
20,000$68K0.02%
160
BRFHBARFRESH FOOD GROUP INC
15,384$53K0.01%
161
AIRGAIRGAIN INC
11,000$47K0.01%
162
DYAIDYADIC INTL INC DEL
35,000$41K0.01%
163
NNDMNANO DIMENSION LTD
20,000$31K0.01%
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