Marathon Mission, Inc.

CIK: 0001987261SEC EDGAR →

Portfolio Value

$172.9M

Holdings

55

As of

Q4 2025

New Positions

11

Closed Positions

6

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

463,013$26.3M
15.21%
2

SPDR SERIES TRUST

219,665$23.4M
13.56%
3

VANGUARD TAX-MANAGED FDS

302,999$18.9M
10.95%
4

WISDOMTREE TR

469,895$18.3M
10.61%
5

SPDR SERIES TRUST

123,862$10.5M
6.06%
6

SPDR SERIES TRUST

79,736$7.4M
4.26%
7

ISHARES TR

205,574$5.2M
3.04%
8

ISHARES TR

195,327$5.2M
3.01%
9

SPDR SERIES TRUST

62,992$5.1M
2.92%
10

ISHARES TR

216,901$5.0M
2.90%

Quarterly Changes

Top Buys

VEA↑ Increased
$1.2M
SPYV↑ Increased
$778K
XSOE↑ Increased
$736K
SPYG↑ Increased
$496K
TXTNEW
$408K

Top Sells

PAYCCLOSED
$550K
TMUSCLOSED
$260K
CHWYCLOSED
$217K
GOOGL↓ Decreased
$196K
MDYV↓ Decreased
$126K

New Positions (5)

$408K · 5K shares
$229K · 730 shares
$228K · 213 shares
$212K · 993 shares
$210K · 570 shares

Closed Positions (3)

$550K · 3K shares
$260K · 1K shares
$217K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services27$154.0M89.1%
Technology11$11.1M6.4%
Industrials7$2.4M1.4%
Consumer Cyclical3$1.6M0.9%
Communication Services2$1.2M0.7%
Healthcare2$1.1M0.6%
Consumer Defensive1$726K0.4%
Unknown2$652K0.4%