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)

StockValue
AXPAMERICAN EXPRESS CO
$828
PRUPRUDENTIAL FINL INC
$773
CRCCANADIAN NAT RES LTD
$768
ADBEADOBE INC
$757
PRIMPRIMORIS SVCS CORP
$751
FCXFREEPORT-MCMORAN INC
$720
WFCWELLS FARGO CO NEW
$705
ZTSZOETIS INC
$657
YUMYUM BRANDS INC
$655
TXNTEXAS INSTRS INC
$622
XYLXYLEM INC
$605
ALSNALLISON TRANSMISSION HLDGS I
$571
AMDADVANCED MICRO DEVICES INC
$544
OMCOMNICOM GROUP INC
$532
ORCLORACLE CORP
$524
SPYSPDR S&P 500 ETF TR
$521
DDDUPONT DE NEMOURS INC
$518
FISFIDELITY NATL INFORMATION SV
$499
JNJJOHNSON & JOHNSON
$496
IVVISHARES TR
$476
MCDMCDONALDS CORP
$471
SCHFSCHWAB STRATEGIC TR
$471
GISGENERAL MLS INC
$440
NPKNATIONAL PRESTO INDS INC
$433
COPCONOCOPHILLIPS
$423
CTVACORTEVA INC
$423
DUKDUKE ENERGY CORP NEW
$422
ICLRICON PLC
$420
WMTWALMART INC
$415
RELXRELX PLC
$405
BRBROADRIDGE FINL SOLUTIONS IN
$384
INTUINTUIT
$377
PEOEXELON CORP
$369
TAT&T INC
$368
CINFCINCINNATI FINL CORP
$342
IWFISHARES TR
$323
LECOLINCOLN ELEC HLDGS INC
$319
SPGIS&P GLOBAL INC
$300
DEDEERE & CO
$298
MANMANPOWERGROUP INC WIS
$296
KTOSKRATOS DEFENSE & SEC SOLUTIO
$294
SCHESCHWAB STRATEGIC TR
$281
PSXPHILLIPS 66
$281
IDXXIDEXX LABS INC
$271
TJXTJX COS INC NEW
$263
TTENTOTALENERGIES SE
$257
FTNTFORTINET INC
$255
ECLECOLAB INC
$238
CSCOCISCO SYS INC
$228
SJMSMUCKER J M CO
$227
SCHMSCHWAB STRATEGIC TR
$226
NOWSERVICENOW INC
$221
USBUS BANCORP DEL
$219
CCOCAMECO CORP
$216
DOWDOW INC
$200
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