MARIETTA INVESTMENT PARTNERS LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$456.8M
Holdings
155
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $29.2M |
MSFTMICROSOFT CORP | $25.7M |
NVDANVIDIA CORPORATION | $21.9M |
GOOGLALPHABET INC | $12.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.1M |
ANETARISTA NETWORKS INC | $10.6M |
ETNEATON CORP PLC | $9.7M |
JPMJPMORGAN CHASE & CO. | $8.6M |
TTTRANE TECHNOLOGIES PLC | $8.5M |
NVONOVO-NORDISK A S | $8.4M |
FISVFISERV INC | $8.3M |
HWMHOWMET AEROSPACE INC | $8.2M |
AMZNAMAZON COM INC | $8.1M |
RACEFERRARI N V | $8.0M |
PLTRPALANTIR TECHNOLOGIES INC | $7.4M |
KRKROGER CO | $7.3M |
SAPSAP SE | $7.0M |
HDBHDFC BANK LTD | $6.9M |
AVGOBROADCOM INC | $6.9M |
ABBVABBVIE INC | $6.9M |
AMEAMETEK INC | $6.4M |
XOMEXXON MOBIL CORP | $5.7M |
APHAMPHENOL CORP NEW | $5.3M |
EX9EXELIXIS INC | $4.4M |
PGPROCTER AND GAMBLE CO | $4.4M |
FASTFASTENAL CO | $4.0M |
BACBANK AMERICA CORP | $4.0M |
HAMHARMONY GOLD MINING CO LTD | $3.7M |
PEPPEPSICO INC | $3.5M |
SOSOUTHERN CO | $3.4M |
BMIBADGER METER INC | $3.4M |
SNASNAP ON INC | $3.2M |
WECWEC ENERGY GROUP INC | $3.1M |
BABAALIBABA GROUP HLDG LTD | $3.1M |
CITHE CIGNA GROUP | $3.0M |
SANBANCO SANTANDER S.A. | $2.9M |
AOSSMITH A O CORP | $2.8M |
BKBANK NEW YORK MELLON CORP | $2.7M |
ABTABBOTT LABS | $2.7M |
INGING GROEP N.V. | $2.5M |
TPRTAPESTRY INC | $2.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.4M |
BMYBRISTOL-MYERS SQUIBB CO | $2.3M |
HONHONEYWELL INTL INC | $2.3M |
IBMINTERNATIONAL BUSINESS MACHSIBM CORP | $2.2M |
NVSNNOVARTIS AG | $2.1M |
CVXCHEVRON CORP NEW | $2.1M |
APPAPPLOVIN CORP | $2.0M |
KMBKIMBERLY-CLARK CORP | $2.0M |
FANGDIAMONDBACK ENERGY INC | $2.0M |
LNTALLIANT ENERGY CORP | $1.8M |
BBVABANCO BILBAO VIZCAYA ARGENTA | $1.7M |
GOOGALPHABET INC | $1.6M |
BCSBARCLAYS PLC | $1.5M |
FLSFLOWSERVE CORP | $1.5M |
CITCINTAS CORP | $1.5M |
LINLINDE PLC | $1.5M |
HALOHALOZYME THERAPEUTICS INC | $1.5M |
NTRSNORTHERN TR CORP | $1.5M |
JCIJOHNSON CTLS INTL PLC | $1.4M |
MMM3M CO | $1.4M |
PEGAPEGASYSTEMS INC | $1.4M |
AQLTISHARES TR | $1.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.2M |
ATGEADTALEM GLOBAL ED INC | $1.2M |
VVISA INC | $1.2M |
ULUNILEVER PLC | $1.2M |
HDHOME DEPOT INC | $1.2M |
PPGPPG INDS INC | $1.2M |
CYBRCYBERARK SOFTWARE LTD | $1.1M |
SHELSHELL PLC | $1.1M |
LRCXLAM RESEARCH CORP | $1.1M |
SFMSPROUTS FMRS MKT INC | $1.1M |
DDOMINION ENERGY INC | $1.1M |
MSIMOTOROLA SOLUTIONS INC | $1.0M |
WIXWIX COM LTD | $1.0M |
GEGE AEROSPACE | $996K |
TFCTRUIST FINL CORP | $982K |
CPCANADIAN PACIFIC KANSAS CITY | $971K |
CHDCHURCH & DWIGHT CO INC | $967K |
ROKROCKWELL AUTOMATION INC | $927K |
NMRNOMURA HLDGS INC | $923K |
SCHXSCHWAB STRATEGIC TR | $918K |
QBTSD-WAVE QUANTUM INC | $913K |
KOCOCA COLA CO | $883K |
FIXCOMFORT SYS USA INC | $862K |
AZNASTRAZENECA PLC | $854K |
CPACOPA HOLDINGS SA | $846K |
EQTEQT CORP | $831K |
AXPAMERICAN EXPRESS CO | $828K |
PRUPRUDENTIAL FINL INC | $773K |
CRCCANADIAN NAT RES LTD | $768K |
ADBEADOBE INC | $757K |
PRIMPRIMORIS SVCS CORP | $751K |
FCXFREEPORT-MCMORAN INC | $720K |
WFCWELLS FARGO CO NEW | $705K |
ZTSZOETIS INC | $657K |
YUMYUM BRANDS INC | $655K |
TXNTEXAS INSTRS INC | $622K |
XYLXYLEM INC | $605K |
Page 1 of 2Next