MARIETTA INVESTMENT PARTNERS LLC 13F Holdings

CIK 0001114702 · MILWAUKEE, WI

As of Sep 30, 2025, MARIETTA INVESTMENT PARTNERS LLC reported 167 positions worth $518.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology144,667$36.8M7.10%
MICROSOFT CORPMSFTTechnology51,508$26.7M5.14%
NVIDIA CORPNVDATechnology136,179$25.4M4.90%
ALPHABET INCGOOGLEquity69,844 7.0M3.27%
ARISTA NETWORKS INCANETTechnology97,262 4.2M2.73%
MASTERCARD INCMAFinancial Services23,839 3.6M2.61%
META PLATFORMS INCMETACommunication Services18,215 3.4M2.58%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services22,855 1.5M2.22%
EATON CORP PLCETNIndustrials27,619 0.3M1.99%
PALANTIR TECHNOLOGIES INCPLTRTechnology52,206$9.5M1.84%
AMAZON.COM INCAMZNEquity42,678$9.4M1.81%
JPMORGAN CHASE & COJPMFinancial Services28,773$9.1M1.75%
BROADCOM INCAVGOTechnology27,264$9.0M1.73%
HOWMET AEROSPACE INCHWMIndustrials45,174$8.9M1.71%
WW GRAINGER INCGWWIndustrials9,254$8.8M1.70%
ABBVIE INCABBVEquity37,431$8.7M1.67%
BLOOM ENERGY CORPBEIndustrials102,439$8.7M1.67%
MERCADOLIBRE INCMELIConsumer Cyclical3,568$8.3M1.61%
TRANE TECHNOLOGIES PLCTTBasic Materials19,437$8.2M1.58%
FERRARI NVRACEConsumer Cyclical16,748$8.1M1.57%
KROGER COKRConsumer Defensive110,769$7.5M1.44%
GE VERNOVA INCGEVUtilities11,569$7.1M1.37%
AMPHENOL CORP-CL AAPHTechnology56,709$7.0M1.35%
AMETEK INCAMEIndustrials36,147$6.8M1.31%
SAP SESAPEquity23,151$6.2M1.19%