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MARIETTA INVESTMENT PARTNERS LLC 13F holdings

Filed 2026-08-12 · MARIETTA INVESTMENT PARTNERS LLC · 170 positions · $581.7M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC142.5K$41.2M7.1%
BEBLOOM ENERGY CORP96.6K$29.2M5.0%
NVDANVIDIA CORPORATION139.3K$27.9M4.8%
GOOGLALPHABET INC66.6K$23.8M4.1%
MSFTMICROSOFT CORP51.5K$19.2M3.3%
ANETARISTA NETWORKS INC93.0K$15.8M2.7%
HWMHOWMET AEROSPACE INC56.3K$15.1M2.6%
GEVGE VERNOVA INC12.2K$14.3M2.5%
GWWWW GRAINGER INC8.9K$12.1M2.1%
BRK-BBERKSHIRE HATHAWAY INC DEL22.8K$11.4M2.0%
AMZNAMAZON COM INC47.8K$11.4M2.0%
MAMASTERCARD INCORPORATED21.1K$10.8M1.9%
METAMETA PLATFORMS INC17.8K$10.0M1.7%
APHAMPHENOL CORP56.2K$9.9M1.7%
ASMLASML HLDG NV4.8K$9.5M1.6%
—TRANE TECHNOLOGIES PLC19.3K$9.5M1.6%
JPMJPMORGAN CHASE & CO28.4K$9.3M1.6%
AVGOBROADCOM INC22.6K$8.5M1.5%
ABBVABBVIE INC33.4K$8.4M1.4%
AMEAMETEK INC34.6K$8.4M1.4%
FIXCOMFORT SYS USA INC4.1K$8.1M1.4%
LRCXLAM RESEARCH CORP18.4K$8.0M1.4%
EXMOCEXXON MOBIL CORP57.6K$7.9M1.4%
SANBANCO SANTANDER SA534.3K$7.4M1.3%
ETNEATON CORP PLC16.8K$7.2M1.2%
LLYELI LILLY & CO5.9K$7.1M1.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC13.8K$6.6M1.1%
PLTRPALANTIR TECHNOLOGIES INC51.6K$6.0M1.0%
PHPARKER-HANNIFIN CORP6.1K$6.0M1.0%
SNOWSNOWFLAKE INC23.5K$6.0M1.0%
PANWPALO ALTO NETWORKS INC17.3K$5.9M1.0%
—TECHNIPFMC PLC83.2K$5.5M0.9%
FANGDIAMONDBACK ENERGY INC28.0K$4.9M0.8%
MELIMERCADOLIBRE INC2.9K$4.9M0.8%
SPOTSPOTIFY TECHNOLOGY S A10.6K$4.9M0.8%
BACBANK OF AMER CORP85.2K$4.9M0.8%
BNYBANK OF NY MELLON CORP33.3K$4.8M0.8%
FASTFASTENAL CO95.7K$4.6M0.8%
SNASNAP ON INC10.4K$4.2M0.7%
TPRTAPESTRY INC28.1K$4.1M0.7%
HMYHARMONY GOLD MNG LTD267.5K$4.1M0.7%
MCKMCKESSON CORP5.3K$4.0M0.7%
AROCARCHROCK INC97.9K$4.0M0.7%
GOOGALPHABET INC11.1K$3.9M0.7%
BMYBRISTOL-MYERS SQUIBB CO66.3K$3.8M0.7%
PGPROCTER & GAMBLE CO24.5K$3.6M0.6%
HALOHALOZYME THERAPEUTICS INC45.4K$3.6M0.6%
INGING GROEP N.V.112.1K$3.5M0.6%
MUMICRON TECHNOLOGY INC3.0K$3.4M0.6%
PEPPEPSICO INC24.0K$3.2M0.6%
NVSNOVARTIS AG20.0K$3.1M0.5%
HDBHDFC BANK LTD113.0K$2.9M0.5%
WECWEC ENERGY GROUP INC24.8K$2.9M0.5%
ACWIISHARES INC14.2K$2.9M0.5%
KRKROGER CO50.0K$2.8M0.5%
BCSBARCLAYS PLC101.8K$2.7M0.5%
TMOTHERMO FISHER SCIENTIFIC INC5.4K$2.7M0.5%
SIMOSILICON MOTION TECHNOLOGY CO8.1K$2.7M0.5%
BBVABANCO BILBAO VIZCAYA ARGENTA106.2K$2.7M0.5%
AOSSMITH A O CORP42.4K$2.7M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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