Sponsored

The Analysis of MARIETTA INVESTMENT PARTNERS LLC's Holdings & P&L

Currently, MARIETTA INVESTMENT PARTNERS LLC holds 161 types of securities in its portfolio with a total value $499.4M. In the most recent quarter, they have increased their positions in N/A (+67.5K shares, valued at $19.4M), ABBV (+33.7K shares, valued at $7.3M), ASML (+4.8K shares, valued at $6.3M); decreased their positions in N/A (-10.5K shares, valued at $3.7M), RACE (-9.4K shares, valued at $3.2M), GEV (-2.2K shares, valued at $2.0M); initiated new positions in N/A (+67.5K shares, valued at $19.4M), ABBV (+33.7K shares, valued at $7.3M), ASML (+4.8K shares, valued at $6.3M).

1M P&L

+13.5M+2.91%

3M P&L

+24.4M+5.39%

HY P&L

+59.3M+14.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics36.4M

8.6%

2Semiconductors30.5M

7.2%

3Software - Infrastructure30.1M

7.1%

Top Industries by Stock Count

1N/A14 stocks

9.9%

2Specialty Industrial Machinery8 stocks

5.7%

3Banks - Diversified8 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC143.4K shares-0.28%2026-03-312026-04-28

NVDA NVIDIA CORPORATION140.9K shares3.23%2026-03-312026-04-28

ALPHABET INC ALPHABET INC67.5K sharesnew addition2026-03-312026-04-28

MSFT MICROSOFT CORP52.3K shares0.54%2026-03-312026-04-28

BE BLOOM ENERGY CORP98.8K shares-5.66%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC96.3K shares-1.90%2026-03-312026-04-28

HWM HOWMET AEROSPACE INC50.0K shares-0.35%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL22.8K shares0.00%2026-03-312026-04-28

Sponsored

GEV GE VERNOVA INC12.2K shares-15.52%2026-03-312026-04-28

MA MASTERCARD INCORPORATED21.0K shares-9.72%2026-03-312026-04-28

META META PLATFORMS INC17.9K shares-2.74%2026-03-312026-04-28

XOM EXXON MOBIL CORP58.7K shares22.25%2026-03-312026-04-28

AMZN AMAZON COM INC47.2K shares4.10%2026-03-312026-04-28

GWW GRAINGER W W INC8.9K shares-0.76%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO28.4K shares-3.24%2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC19.3K shares-2.62%2026-03-312026-04-28

Sponsored

AME AMETEK INC35.5K shares-2.82%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC51.8K shares2.35%2026-03-312026-04-28

BROADCOM INC BROADCOM INC24.0K shares0.67%2026-03-312026-04-28

ABBV ABBVIE INC33.7K sharesnew addition2026-03-312026-04-28

APH AMPHENOL CORP NEW57.3K shares4.32%2026-03-312026-04-28

ASML ASML HOLDING N V4.8K sharesnew addition2026-03-312026-04-28

MELI MERCADOLIBRE INC3.5K shares5.55%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC16.8K shares-38.31%2026-03-312026-04-28

Sponsored

SAN BANCO SANTANDER S.A.520.8K shares9.30%2026-03-312026-04-28

FTI TECHNIPFMC PLC83.1K shares35.14%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP6.2K shares-0.29%2026-03-312026-04-28

FANG DIAMONDBACK ENERGY INC27.8K shares-1.77%2026-03-312026-04-28

MCK MCKESSON CORP6.3K shares404.40%2026-03-312026-04-28

SPOT SPOTIFY TECHNOLOGY S A10.7K sharesnew addition2026-03-312026-04-28

FIX COMFORT SYS USA INC3.7K shares-0.27%2026-03-312026-04-28

FAST FASTENAL CO95.7K shares0.00%2026-03-312026-04-28

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD13.0K shares34.37%2026-03-312026-04-28

BAC BANK AMERICA CORP88.6K shares-5.41%2026-03-312026-04-28

HMY HARMONY GOLD MINING CO LTD268.4K shares-0.60%2026-03-312026-04-28

BK BANK NEW YORK MELLON CORP33.5K sharesnew addition2026-03-312026-04-28

TPR TAPESTRY INC28.1K shares0.00%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO65.0K shares19.12%2026-03-312026-04-28

BABA ALIBABA GROUP HLDG LTD30.8K sharesnew addition2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP18.0K shares7.04%2026-03-312026-04-28

Sponsored

SNA SNAP ON INC10.4K shares0.00%2026-03-312026-04-28

PEP PEPSICO INC24.0K shares-4.76%2026-03-312026-04-28

KR KROGER CO50.4K shares-2.45%2026-03-312026-04-28

LLY ELI LILLY & CO3.9K shares-3.18%2026-03-312026-04-28

PG PROCTER AND GAMBLE CO24.5K shares-1.29%2026-03-312026-04-28

AROC ARCHROCK INC97.9K shares58.20%2026-03-312026-04-28

ALPHABET INC ALPHABET INC11.4K sharesnew addition2026-03-312026-04-28

HALO HALOZYME THERAPEUTICS INC49.0K shares38.93%2026-03-312026-04-28

Sponsored

HDB HDFC BANK LTD125.7K shares-30.18%2026-03-312026-04-28

EQT CORP EQT CORP48.3K shares-2.24%2026-03-312026-04-28

NVS NOVARTIS AG20.0K shares9.77%2026-03-312026-04-28

ING ING GROEP N.V.112.2K shares-2.34%2026-03-312026-04-28

WEC ENERGY GROUP INC WEC ENERGY GROUP INC25.1K shares-1.70%2026-03-312026-04-28

PRIM PRIMORIS SVCS CORP19.9K shares-0.82%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC17.7K shares17.24%2026-03-312026-04-28

CVX CHEVRON CORP NEW13.7K shares18.53%2026-03-312026-04-28

Sponsored

AOS SMITH A O CORP42.4K shares-0.27%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC5.4K shares-18.54%2026-03-312026-04-28

CHD CHURCH & DWIGHT CO INC27.9K shares126.59%2026-03-312026-04-28

SO SOUTHERN CO26.4K shares15.61%2026-03-312026-04-28

KTOS KRATOS DEFENSE & SEC SOLUTIO33.9K shares38.16%2026-03-312026-04-28

SNOW SNOWFLAKE INC15.5K shares67.79%2026-03-312026-04-28

PEGA PEGASYSTEMS INC54.0K shares-37.10%2026-03-312026-04-28

RACE FERRARI N V6.6K shares-58.71%2026-03-312026-04-28

Sponsored

HON HONEYWELL INTL INC9.7K shares-0.43%2026-03-312026-04-28

LNT ALLIANT ENERGY CORP30.2K shares1.68%2026-03-312026-04-28

BCS BARCLAYS PLC101.8K shares12.17%2026-03-312026-04-28

BBVA BANCO BILBAO VIZCAYA ARGENTA97.6K shares-5.07%2026-03-312026-04-28

APP APPLOVIN CORP5.3K shares-30.52%2026-03-312026-04-28

CCJ CAMECO CORP19.2K shares32.57%2026-03-312026-04-28

KB KB FINL GROUP INC20.3K sharesnew addition2026-03-312026-04-28

ABT ABBOTT LABORATORIES19.2K shares-4.79%2026-03-312026-04-28

Sponsored

JCI JOHNSON CTLS INTL PLC13.6K shares-4.26%2026-03-312026-04-28

EWY ISHARES INC14.2K sharesnew addition2026-03-312026-04-28

NTRS NORTHERN TR CORP11.6K shares0.00%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS6.4K shares1.10%2026-03-312026-04-28

SHEL SHELL PLC15.9K shares0.00%2026-03-312026-04-28

KMB KIMBERLY-CLARK CORP14.5K shares0.00%2026-03-312026-04-28

CNQ CANADIAN NAT RES LTD28.6K shares3.31%2026-03-312026-04-28

D DOMINION ENERGY INC18.9K shares0.00%2026-03-312026-04-28

Sponsored

CELESTICA INC CELESTICA INC4.1K shares-4.00%2026-03-312026-04-28

THE CIGNA GROUP THE CIGNA GROUP4.3K shares0.00%2026-03-312026-04-28

FCX FREEPORT-MCMORAN INC19.6K shares25.42%2026-03-312026-04-28

QBTS D-WAVE QUANTUM INC77.8K shares1.43%2026-03-312026-04-28

ROK ROCKWELL AUTOMATION INC3.1K shares0.00%2026-03-312026-04-28

MMM 3M COMPANY7.5K sharesnew addition2026-03-312026-04-28

PPG PPG INDS INC10.1K shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC3.3K shares-8.12%2026-03-312026-04-28

Sponsored

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY12.4K shares2.84%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE3.3K shares-7.22%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR34.6K shares-11.46%2026-03-312026-04-28

V VISA INC2.9K shares0.00%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC4.3K shares-3.18%2026-03-312026-04-28

NMR NOMURA HLDGS INC108.8K shares-6.19%2026-03-312026-04-28

DVY ISHARES TR5.6K shares0.00%2026-03-312026-04-28

CPA COPA HOLDINGS SA7.2K shares-6.10%2026-03-312026-04-28

Sponsored

KMI KINDER MORGAN INC DEL23.7K sharesnew addition2026-03-312026-04-28

AXP AMERICAN EXPRESS CO2.6K shares0.00%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON3.1K shares0.00%2026-03-312026-04-28

BMI BADGER METER INC4.9K shares-25.11%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC5.5K shares0.00%2026-03-312026-04-28

ROCKET LAB CORP ROCKET LAB CORP11.1K shares0.91%2026-03-312026-04-28

ALSN ALLISON TRANSMISSION HLDGS I5.9K shares0.00%2026-03-312026-04-28

YUM YUM BRANDS INC4.4K shares-0.61%2026-03-312026-04-28

Sponsored

NFLX NETFLIX INC7.1K shares-15.83%2026-03-312026-04-28

IDXX IDEXX LABS INC1.2K shares-14.68%2026-03-312026-04-28

COST COSTCO WHSL CORP NEW652 shares16.01%2026-03-312026-04-28

KO COCA COLA CO8.5K shares0.00%2026-03-312026-04-28

COP CONOCOPHILLIPS4.7K shares0.00%2026-03-312026-04-28

EBAY EBAY INC6.5K shares2.98%2026-03-312026-04-28

CDNS CADENCE DESIGN SYSTEM INC2.1K shares2.55%2026-03-312026-04-28

SPY SPDR S&P 500 ETF TR875 shares-0.79%2026-03-312026-04-28

Sponsored

CTAS CINTAS CORP3.3K shares0.00%2026-03-312026-04-28

NPK NATIONAL PRESTO INDS INC3.8K shares0.00%2026-03-312026-04-28

CSCO CISCO SYS INC6.7K shares0.00%2026-03-312026-04-28

XYL XYLEM INC4.3K shares-1.96%2026-03-312026-04-28

IVV ISHARES TR767 shares0.00%2026-03-312026-04-28

TJX TJX COS INC NEW3.1K shares-5.00%2026-03-312026-04-28

APA CORPORATION APA CORPORATION11.7K sharesnew addition2026-03-312026-04-28

CTVA CORTEVA INC5.7K shares0.00%2026-03-312026-04-28

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS789 shares-7.72%2026-03-312026-04-28

LINDE PLC LINDE PLC944 shares0.00%2026-03-312026-04-28

IWF ISHARES TR1.1K shares-0.19%2026-03-312026-04-28

PSX PHILLIPS 662.4K shares0.00%2026-03-312026-04-28

WMT WALMART INC3.4K shares0.00%2026-03-312026-04-28

FLS FLOWSERVE CORP5.8K shares0.00%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR16.1K shares-10.10%2026-03-312026-04-28

EXEL EXELIXIS INC8.9K shares-51.87%2026-03-312026-04-28

Sponsored

ORCL ORACLE CORP2.4K shares0.00%2026-03-312026-04-28

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC7.6K shares0.00%2026-03-312026-04-28

MCD MCDONALDS CORP1.1K shares0.00%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC1.0K sharesnew addition2026-03-312026-04-28

ECL ECOLAB INC1.3K shares6.21%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-04-28

DE DEERE & CO560 shares0.00%2026-03-312026-04-28

DOW DOW INC7.6K sharesnew addition2026-03-312026-04-28

Sponsored

WFC WELLS FARGO CO NEW3.9K shares0.00%2026-03-312026-04-28

TXN TEXAS INSTRS INC1.5K shares-3.47%2026-03-312026-04-28

EXC EXELON CORP5.9K shares0.00%2026-03-312026-04-28

LNG CHENIERE ENERGY INC1.0K sharesnew addition2026-03-312026-04-28

IVW ISHARES TR2.5K shares0.00%2026-03-312026-04-28

MIR MIRION TECHNOLOGIES INC14.8K shares-25.66%2026-03-312026-04-28

SCHE SCHWAB STRATEGIC TR8.3K shares-10.09%2026-03-312026-04-28

ZTS ZOETIS INC2.3K shares0.00%2026-03-312026-04-28

Sponsored

MWA MUELLER WTR PRODS INC9.8K sharesnew addition2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.00%2026-03-312026-04-28

APD AIR PRODUCTS AND CHEMICALS I910 shares0.00%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC2.3K shares0.00%2026-03-312026-04-28

SPGI S&P GLOBAL INC606 shares6.69%2026-03-312026-04-28

IVE ISHARES TR1.2K shares0.00%2026-03-312026-04-28

RMD RESMED INC1.1K shares-12.40%2026-03-312026-04-28

RTX RTX CORPORATION1.2K shares0.00%2026-03-312026-04-28

Sponsored

PRU PRUDENTIAL FINL INC2.3K shares-50.00%2026-03-312026-04-28

SJM SMUCKER J M CO2.3K shares0.00%2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR7.2K shares-9.12%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC262 shares-9.03%2026-03-312026-04-28

IWR ISHARES TR2.2K shares0.00%2026-03-312026-04-28

NEM NEWMONT CORP2.0K shares0.00%2026-03-312026-04-28

FIS FIDELITY NATL INFORMATION SV4.5K shares-9.08%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS3.2K shares0.00%2026-03-312026-04-28

Sponsored

MFG MIZUHO FINANCIAL GROUP INC17.2K sharesnew addition2026-03-312026-04-28

AAPL

APPLE INC

-0.28%

Shares143.4K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

3.23%

Shares140.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

New

Shares67.5K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

0.54%

Shares52.3K

Event2026-03-31

Filed2026-04-28

BLOOM ENERGY CORP

-5.66%

Shares98.8K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC

-1.90%

Shares96.3K

Event2026-03-31

Filed2026-04-28

HWM

HOWMET AEROSPACE INC

-0.35%

Shares50.0K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares22.8K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

-15.52%

Shares12.2K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

-9.72%

Shares21.0K

Event2026-03-31

Filed2026-04-28