MARIETTA INVESTMENT PARTNERS LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$518.7B
Holdings
167
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (167 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 144,667 | $36.8B | 7.10% | |
| 2 | MSFTMICROSOFT CORP | 51,508 | $26.7B | 5.14% | |
| 3 | NVDANVIDIA CORPORATION | 136,179 | $25.4B | 4.90% | |
| 4 | GOOGLALPHABET INC | 69,844 | $17.0B | 3.27% | |
| 5 | ANETARISTA NETWORKS INC | 97,262 | $14.2B | 2.73% | |
| 6 | MAMASTERCARD INCORPORATED | 23,839 | $13.6B | 2.61% | |
| 7 | METAMETA PLATFORMS INC | 18,215 | $13.4B | 2.58% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,855 | $11.5B | 2.22% | |
| 9 | ETNEATON CORP PLC | 27,619 | $10.3B | 1.99% | |
| 10 | PLTRPALANTIR TECHNOLOGIES INC | 52,206 | $9.5B | 1.84% | |
| 11 | AMZNAMAZON COM INC | 42,678 | $9.4B | 1.81% | |
| 12 | JPMJPMORGAN CHASE & CO. | 28,773 | $9.1B | 1.75% | |
| 13 | AVGOBROADCOM INC | 27,264 | $9.0B | 1.73% | |
| 14 | HWMHOWMET AEROSPACE INC | 45,174 | $8.9B | 1.71% | |
| 15 | GWWGRAINGER W W INC | 9,254 | $8.8B | 1.70% | |
| 16 | ABBVABBVIE INC | 37,431 | $8.7B | 1.67% | |
| 17 | BEBLOOM ENERGY CORP | 102,439 | $8.7B | 1.67% | |
| 18 | MLB1MERCADOLIBRE INC | 3,568 | $8.3B | 1.61% | |
| 19 | TTTRANE TECHNOLOGIES PLC | 19,437 | $8.2B | 1.58% | |
| 20 | RACEFERRARI N V | 16,748 | $8.1B | 1.57% | |
| 21 | KRKROGER CO | 110,769 | $7.5B | 1.44% | |
| 22 | GEVGE VERNOVA INC | 11,569 | $7.1B | 1.37% | |
| 23 | APHAMPHENOL CORP NEW | 56,709 | $7.0B | 1.35% | |
| 24 | AMEAMETEK INC | 36,147 | $6.8B | 1.31% | |
| 25 | SAPSAP SE | 23,151 | $6.2B | 1.19% | |
| 26 | HDBHDFC BANK LTD | 180,722 | $6.2B | 1.19% | |
| 27 | XOMEXXON MOBIL CORP | 53,132 | $6.0B | 1.15% | |
| 28 | NVONOVO-NORDISK A S | 99,310 | $5.5B | 1.06% | |
| 29 | APPAPPLOVIN CORP | 7,476 | $5.4B | 1.04% | |
| 30 | BABAALIBABA GROUP HLDG LTD | 29,088 | $5.2B | 1.00% | |
| 31 | HAMHARMONY GOLD MINING CO LTD | 266,535 | $4.8B | 0.93% | |
| 32 | FASTFASTENAL CO | 97,278 | $4.8B | 0.92% | |
| 33 | PHPARKER-HANNIFIN CORP | 6,195 | $4.7B | 0.91% | |
| 34 | PEGAPEGASYSTEMS INC | 81,206 | $4.7B | 0.90% | |
| 35 | BACBANK AMERICA CORP | 85,383 | $4.4B | 0.85% | |
| 36 | ASMLASML HOLDING N | 4,522 | $4.4B | 0.84% | |
| 37 | PGPROCTER AND GAMBLE CO | 27,502 | $4.2B | 0.81% | |
| 38 | SOSOUTHERN CO | 39,502 | $3.7B | 0.72% | |
| 39 | PEPPEPSICO INC | 26,500 | $3.7B | 0.72% | |
| 40 | SANBANCO SANTANDER S.A. | 352,750 | $3.7B | 0.71% | |
| 41 | FISVFISERV INC | 28,355 | $3.7B | 0.70% | |
| 42 | SNASNAP ON INC | 10,395 | $3.6B | 0.69% | |
| 43 | LLYELI LILLY & COMPANY | 4,702 | $3.6B | 0.69% | |
| 44 | BKBANK NEW YORK MELLON CORP | 32,683 | $3.6B | 0.69% | |
| 45 | WECWEC ENERGY GROUP INC | 30,073 | $3.4B | 0.66% | |
| 46 | INGING GROEP N.V. | 128,143 | $3.3B | 0.64% | |
| 47 | TMOTHERMO FISHER SCIENTIFIC INC | 6,667 | $3.2B | 0.62% | |
| 48 | TPRTAPESTRY INC | 28,072 | $3.2B | 0.61% | |
| 49 | EX9EXELIXIS INC | 76,795 | $3.2B | 0.61% | |
| 50 | AOSSMITH A O CORP | 42,507 | $3.1B | 0.60% | |
| 51 | GOOGALPHABET INC | 11,976 | $2.9B | 0.56% | |
| 52 | FIXCOMFORT SYS USA INC | 3,359 | $2.8B | 0.53% | |
| 53 | RMERESMED INC | 9,858 | $2.7B | 0.52% | |
| 54 | ABTABBOTT LABS | 19,820 | $2.7B | 0.51% | |
| 55 | CITHE CIGNA GROUP | 8,826 | $2.5B | 0.49% | |
| 56 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,828 | $2.5B | 0.48% | |
| 57 | PGRPROGRESSIVE CORP | 9,681 | $2.4B | 0.46% | |
| 58 | NVSNNOVARTIS AG | 17,749 | $2.3B | 0.44% | |
| 59 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 24,700 | $2.3B | 0.44% | |
| 60 | CVXCHEVRON CORP NEW | 14,368 | $2.2B | 0.43% | |
| 61 | LRCXLAM RESEARCH CORP | 16,379 | $2.2B | 0.42% | |
| 62 | HALOHALOZYME THERAPEUTICS INC | 29,151 | $2.1B | 0.41% | |
| 63 | BBVABANCO BILBAO VIZCAYA ARGENTA | 110,517 | $2.1B | 0.41% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 7,481 | $2.1B | 0.41% | |
| 65 | FANGDIAMONDBACK ENERGY INC | 14,578 | $2.1B | 0.40% | |
| 66 | HONHONEYWELL INTL INC | 9,696 | $2.0B | 0.39% | |
| 67 | LNTALLIANT ENERGY CORP | 29,722 | $2.0B | 0.39% | |
| 68 | QBTSD-WAVE QUANTUM INC | 77,760 | $1.9B | 0.37% | |
| 69 | KMBKIMBERLY-CLARK CORP | 15,403 | $1.9B | 0.37% | |
| 70 | SNOWSNOWFLAKE INC | 8,295 | $1.9B | 0.36% | |
| 71 | PRIMPRIMORIS SVCS CORP | 13,582 | $1.9B | 0.36% | |
| 72 | BCSBARCLAYS PLC | 89,560 | $1.9B | 0.36% | |
| 73 | BMYBRISTOL-MYERS SQUIBB | 36,187 | $1.6B | 0.31% | |
| 74 | COSTCOSTCO WHSL CORP NEW | 1,712 | $1.6B | 0.31% | |
| 75 | NTRSNORTHERN TR CORP | 11,620 | $1.6B | 0.30% | |
| 76 | JCIJOHNSON CTLS INTL PLC | 14,077 | $1.5B | 0.30% | |
| 77 | BMIBADGER METER INC | 8,534 | $1.5B | 0.29% | |
| 78 | LINLINDE PLC | 3,202 | $1.5B | 0.29% | |
| 79 | HDHOME DEPOT INC | 3,565 | $1.4B | 0.28% | |
| 80 | MMM3M CO | 9,017 | $1.4B | 0.27% | |
| 81 | AQLTISHARES TR | 9,600 | $1.4B | 0.26% | |
| 82 | CYBRCYBERARK SOFTWARE LTD | 2,807 | $1.4B | 0.26% | |
| 83 | NFLXNETFLIX INC | 1,110 | $1.3B | 0.26% | |
| 84 | ATGEADTALEM GLOBAL ED INC | 8,586 | $1.3B | 0.26% | |
| 85 | VVISA INC | 3,455 | $1.2B | 0.23% | |
| 86 | DDOMINION ENERGY INC | 18,898 | $1.2B | 0.22% | |
| 87 | ULUNILEVER PLC | 19,407 | $1.2B | 0.22% | |
| 88 | SHELSHELL PLC | 15,924 | $1.1B | 0.22% | |
| 89 | WIXWIX COM LTD | 6,384 | $1.1B | 0.22% | |
| 90 | CITCINTAS CORP | 5,484 | $1.1B | 0.22% | |
| 91 | GEGE AEROSPACE | 3,705 | $1.1B | 0.21% | |
| 92 | TFCTRUIST FINL CORP | 24,251 | $1.1B | 0.21% | |
| 93 | MSIMOTOROLA SOLUTIONS INC | 2,415 | $1.1B | 0.21% | |
| 94 | ROKROCKWELL AUTOMATION INC | 3,125 | $1.1B | 0.21% | |
| 95 | PPGPPG INDS INC | 10,137 | $1.1B | 0.21% | |
| 96 | SCHXSCHWAB STRATEGIC TR | 37,392 | $984.9M | 0.19% | |
| 97 | AZNASTRAZENECA PLC | 12,184 | $934.8M | 0.18% | |
| 98 | CPACOPA HOLDINGS SA | 7,762 | $922.3M | 0.18% | |
| 99 | CPCANADIAN PACIFIC KANSAS CITY | 12,206 | $909.2M | 0.18% | |
| 100 | AXPAMERICAN EXPRESS CO | 2,621 | $870.6M | 0.17% |
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