MARATHON CAPITAL MANAGEMENT
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1213206
Institutional-grade research for retail investors
13F Reported Value
ⓘ$445.2M
Holdings
171
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MARATHON CAPITAL MANAGEMENT disclosed 171 positions worth $445.2M in its Form 13F-HR for Q1 2026, led by $TROW (PRICE T ROWE GROUP INC) at 12.9% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 12 — including a new stake in $ZS and a full exit from $LAND. The portfolio is most concentrated in Financials (23.0% of disclosed assets). All figures are sourced directly from MARATHON CAPITAL MANAGEMENT’s Form 13F-HR filing with the SEC under CIK 1213206.
AI Fund Analysis
Diversifying
$TROW12.9% weight
Held 9 quarters
SPDR SERIES TRUST
4.0% weight
Held 8 quarters
$GLW3.2% weight
Held 9 quarters
$AAPL2.8% weight
Held 9 quarters
$GOOG2.7% weight
Held 9 quarters
SPDR SERIES TRUST
7 quarters accumulating
$PAR3 quarters accumulating
VANGUARD WHITEHALL FDS
2 quarters accumulating
$CALX2 quarters accumulating
$ZETA2 quarters accumulating
Sector Allocation
FinancialsTechnologyHealthcareIndustrialsEnergyOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 75.8#118
Quality
$57.6M638,525 sh SPDR SERIES TRUST
—Quality
$17.9M195,446 sh- 72.7#220
Quality
$14.3M105,187 sh - —
Quality
$12.9M65,175 sh - 76.1
Quality
$12.4M48,992 sh - 80.2
Quality
$12.1M42,205 sh - 74.6
Quality
$11.6M55,724 sh - 54.7
Quality
$10.2M49,304 sh VANGUARD WHITEHALL FDS
—Quality
$9.8M104,295 sh- 81.4
Quality
$9.5M47,951 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PRICE T ROWE GROUP INC$TROW | 75.8#118 | $57.6M | 638,525 |
| SPDR SERIES TRUST | — | $17.9M | 195,446 |
| CORNING INC /NY$GLW | 72.7#220 | $14.3M | 105,187 |
 ASTRAZENECA PLC$AZN | — | $12.9M | 65,175 |
| Apple Inc.$AAPL | 76.1 | $12.4M | 48,992 |
 Alphabet Inc.$GOOGL | 80.2 | $12.1M | 42,205 |
 AMAZON COM INC$AMZN | 74.6 | $11.6M | 55,724 |
 CHEVRON CORP$CVX | 54.7 | $10.2M | 49,304 |
| VANGUARD WHITEHALL FDS | — | $9.8M | 104,295 |
 Diamondback Energy, Inc.$FANG | 81.4 | $9.5M | 47,951 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MARATHON CAPITAL MANAGEMENT's 171 positions.
Showing top 10 of 171 holdings.
Sector Allocation
Financials
$102.5M
Technology
$78.9M
Healthcare
$53.1M
Industrials
$52.8M
Energy
$41.8M
Other
$37.6M
Materials
$28.0M
Consumer Discretionary
$20.0M
Full Holdings — MARATHON CAPITAL MANAGEMENT (Q1 2026)
All 171 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TROW | PRICE T ROWE GROUP INC | $57.6M | 12.9% | -2% | 75.8 |
| 2 | — | SPDR SERIES TRUST | $17.9M | 4.0% | +21% | — |
| 3 | $GLW | CORNING INC /NY | $14.3M | 3.2% | -43% | 72.7 |
| 4 | $AZN | ASTRAZENECA PLC | $12.9M | 2.9% | -59% | — |
| 5 | $AAPL | Apple Inc. | $12.4M | 2.8% | +0% | 76.1 |
| 6 | $GOOGL | Alphabet Inc. | $12.1M | 2.7% | -2% | 80.2 |
| 7 | $AMZN | AMAZON COM INC | $11.6M | 2.6% | +84% | 74.6 |
| 8 | $CVX | CHEVRON CORP | $10.2M | 2.3% | -16% | 54.7 |
| 9 | — | VANGUARD WHITEHALL FDS | $9.8M | 2.2% | +0% | — |
| 10 | $FANG | Diamondback Energy, Inc. | $9.5M | 2.1% | -23% | 81.4 |
| 11 |  $ZS | Zscaler, Inc. | $9.3M | 2.1% | NEW | 57.9 |
| 12 |  $ALSN | Allison Transmission Holdings Inc | $8.5M | 1.9% | -3% | 68.5 |
| 13 |  $MSFT | MICROSOFT CORP | $8.4M | 1.9% | -1% | 83.7 |
| 14 |  $TTI | TETRA TECHNOLOGIES INC | $8.3M | 1.9% | -18% | 46.3 |
| 15 |  $QCOM | QUALCOMM INC/DE | $7.8M | 1.7% | +0% | 81.9 |
| 16 |  $ALM | Almonty Industries Inc. | $7.7M | 1.7% | -11% | — |
| 17 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.5M | 1.7% | -2% | 66.7 |
| 18 |  $FIS | Fidelity National Information Services, Inc. | $7.3M | 1.6% | +75% | 69.6 |
| 19 |  $MET | METLIFE INC | $7.3M | 1.6% | -1% | 73.9 |
| 20 |  $O | REALTY INCOME CORP | $6.9M | 1.5% | -1% | 74.6 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $6.2M | 1.4% | -0% | 35.6 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $6.2M | 1.4% | -3% | 72.8 |
| 23 |  $CECO | CECO ENVIRONMENTAL CORP | $5.9M | 1.3% | -3% | 62.8 |
| 24 |  $CEF | Sprott Physical Gold & Silver Trust | $5.7M | 1.3% | -4% | — |
| 25 |  $ADMA | ADMA BIOLOGICS, INC. | $5.7M | 1.3% | +35% | 76 |
| 26 |  $ANIP | ANI PHARMACEUTICALS INC | $5.6M | 1.3% | +4% | 68.6 |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.4M | 1.2% | -0% | 64.5 |
| 28 |  $B | BARRICK MINING CORP | $5.1M | 1.1% | -3% | — |
| 29 |  $NPKI | NPK International Inc. | $5.0M | 1.1% | -3% | 63.2 |
| 30 |  $BLDR | Builders FirstSource, Inc. | $4.9M | 1.1% | -0% | 48.4 |
| 31 |  $WTW | WILLIS TOWERS WATSON PLC | $4.8M | 1.1% | -0% | — |
| 32 |  $ACA | Arcosa, Inc. | $4.8M | 1.1% | -5% | 61.3 |
| 33 |  $GLD | SPDR GOLD TRUST | $4.6M | 1.0% | -3% | — |
| 34 |  $DHR | DANAHER CORP /DE/ | $4.4M | 1.0% | +1% | 63.9 |
| 35 |  $ZTS | Zoetis Inc. | $4.2M | 0.9% | +2% | 72.6 |
| 36 |  $CB | Chubb Ltd | $4.0M | 0.9% | -3% | — |
| 37 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $4.0M | 0.9% | -1% | 62 |
| 38 | $CALX | CALIX, INC | $4.0M | 0.9% | +1% | 46.8 |
| 39 | $ZETA | Zeta Global Holdings Corp. | $3.7M | 0.8% | +4% | 53.6 |
| 40 |  $ADBE | ADOBE INC. | $3.2M | 0.7% | +0% | 80.4 |
| 41 |  $CPA | Copa Holdings, S.A. | $3.2M | 0.7% | -46% | — |
| 42 |  $SLB | SLB LIMITED/NV | $3.1M | 0.7% | +2% | 63.2 |
| 43 |  $NVO | NOVO NORDISK A S | $3.0M | 0.7% | -1% | — |
| 44 |  $ARCC | ARES CAPITAL CORP | $3.0M | 0.7% | +0% | — |
| 45 |  $MRK | Merck & Co., Inc. | $2.8M | 0.6% | -30% | 70.9 |
| 46 |  $ATEC | Alphatec Holdings, Inc. | $2.8M | 0.6% | +32% | 37.7 |
| 47 |  $TRGP | Targa Resources Corp. | $2.5M | 0.6% | -16% | 70 |
| 48 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.5% | -0% | 72.9 |
| 49 |  $LLY | ELI LILLY & Co | $2.3M | 0.5% | -0% | 89.3 |
| 50 |  $ENPH | Enphase Energy, Inc. | $2.2M | 0.5% | +0% | 44.1 |
| 51 | $GOOG | Alphabet Inc. | $2.1M | 0.5% | -8% | 80.2 |
| 52 |  $SYM | Symbotic Inc. | $2.1M | 0.5% | -2% | 55.1 |
| 53 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.4% | -5% | — |
| 54 |  $DAR | DARLING INGREDIENTS INC. | $1.7M | 0.4% | -49% | 46.6 |
| 55 | — | VANECK ETF TRUST | $1.7M | 0.4% | -4% | — |
| 56 |  $MU | MICRON TECHNOLOGY INC | $1.7M | 0.4% | -41% | 88.4 |
| 57 |  $XOM | EXXON MOBIL CORP | $1.7M | 0.4% | -1% | 61.8 |
| 58 |  $ABBV | AbbVie Inc. | $1.5M | 0.3% | -2% | 59.3 |
| 59 |  $VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.3% | -1% | 71.6 |
| 60 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.3% | -19% | 65 |
| 61 | $PAR | PAR TECHNOLOGY CORP | $1.3M | 0.3% | +31% | 37.1 |
| 62 |  $WY | WEYERHAEUSER CO | $1.3M | 0.3% | +11% | 52.9 |
| 63 |  $SELF | Global Self Storage, Inc. | $1.3M | 0.3% | -1% | — |
| 64 |  $KO | COCA COLA CO | $1.3M | 0.3% | -1% | 74 |
| 65 |  $AR | ANTERO RESOURCES Corp | $1.3M | 0.3% | +0% | 80.1 |
| 66 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.3% | -2% | 65.7 |
| 67 |  $CINF | CINCINNATI FINANCIAL CORP | $1.2M | 0.3% | -0% | 77 |
| 68 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.3% | -2% | — |
| 69 |  $AMPL | Amplitude, Inc. | $1.2M | 0.3% | +94% | 34.5 |
| 70 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.2% | +0% | 78.8 |
| 71 |  $KRNT | Kornit Digital Ltd. | $1.0M | 0.2% | -2% | — |
| 72 |  $NVDA | NVIDIA CORP | $1.0M | 0.2% | +0% | 90.2 |
| 73 |  $RGLD | ROYAL GOLD INC | $1.0M | 0.2% | +0% | 79.4 |
| 74 |  $HDSN | HUDSON TECHNOLOGIES INC /NY | $1.0M | 0.2% | -1% | 43.8 |
| 75 |  $ENB | ENBRIDGE INC | $1.0M | 0.2% | -0% | — |
| 76 |  $PEP | PEPSICO INC | $989,353 | 0.2% | +0% | 62.7 |
| 77 |  $EOG | EOG RESOURCES INC | $954,885 | 0.2% | +14% | 71.1 |
| 78 |  $RTX | RTX Corp | $947,411 | 0.2% | -1% | 70 |
| 79 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $936,876 | 0.2% | +0% | 39.2 |
| 80 |  $AMGN | AMGEN INC | $891,362 | 0.2% | -2% | 79.5 |
| 81 |  $GEHC | GE HealthCare Technologies Inc. | $859,783 | 0.2% | +0% | 58.2 |
| 82 |  $BF-A | BROWN FORMAN CORP | $856,868 | 0.2% | +16% | 65.1 |
| 83 |  $ALL | ALLSTATE CORP | $792,661 | 0.2% | -3% | 76.6 |
| 84 | — | SSGA ACTIVE TR | $775,921 | 0.2% | +32% | — |
| 85 |  $LOW | LOWES COMPANIES INC | $754,678 | 0.2% | -2% | 63.5 |
| 86 |  $YOU | Clear Secure, Inc. | $726,150 | 0.2% | -6% | 74 |
| 87 |  $HD | HOME DEPOT, INC. | $683,762 | 0.1% | +0% | 69.2 |
| 88 |  $PLD | Prologis, Inc. | $674,118 | 0.1% | -3% | 67.5 |
| 89 |  $MCD | MCDONALDS CORP | $668,205 | 0.1% | +0% | 73.9 |
| 90 |  $NBR | NABORS INDUSTRIES LTD | $645,450 | 0.1% | +0% | — |
| 91 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $629,888 | 0.1% | -2% | 70.9 |
| 92 |  $TXO | TXO Partners, L.P. | $629,000 | 0.1% | +0% | 38.3 |
| 93 |  $ETN | Eaton Corp plc | $603,747 | 0.1% | +0% | — |
| 94 |  $SO | SOUTHERN CO | $583,946 | 0.1% | -8% | 65.1 |
| 95 |  $GE | GENERAL ELECTRIC CO | $580,310 | 0.1% | -31% | 74.8 |
| 96 |  $EXE | EXPAND ENERGY Corp | $576,455 | 0.1% | -56% | 83.9 |
| 97 |  $CSX | CSX CORP | $553,806 | 0.1% | -0% | 66.4 |
| 98 |  $SMR | NUSCALE POWER Corp | $547,420 | 0.1% | +1% | 26.6 |
| 99 |  $DUK | Duke Energy CORP | $538,144 | 0.1% | -1% | 64 |
| 100 |  $GTY | GETTY REALTY CORP /MD/ | $518,817 | 0.1% | -0% | 67.3 |
| 101 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $517,090 | 0.1% | -7% | 63.7 |
| 102 |  $BMY | BRISTOL MYERS SQUIBB CO | $504,835 | 0.1% | -3% | 70.1 |
| 103 | — | ISHARES INC | $492,160 | 0.1% | NEW | — |
| 104 | — | SSGA ACTIVE TR | $490,752 | 0.1% | -3% | — |
| 105 |  $ABT | ABBOTT LABORATORIES | $483,088 | 0.1% | +0% | 67 |
| 106 |  $CSCO | CISCO SYSTEMS, INC. | $480,051 | 0.1% | +3% | 72.3 |
| 107 |  $CYRX | Cryoport, Inc. | $473,823 | 0.1% | -34% | 59.7 |
| 108 |  $SLV | iShares Silver Trust | $468,258 | 0.1% | -45% | — |
| 109 |  $BAC | BANK OF AMERICA CORP /DE/ | $464,708 | 0.1% | +0% | 68.4 |
| 110 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $464,476 | 0.1% | +5% | 13.6 |
| 111 |  $PFE | PFIZER INC | $458,966 | 0.1% | -4% | 69 |
| 112 | — | ISHARES TR | $447,453 | 0.1% | +0% | — |
| 113 |  $RIO | RIO TINTO PLC | $434,452 | 0.1% | -20% | — |
| 114 |  $SBUX | STARBUCKS CORP | $433,616 | 0.1% | -0% | 54.6 |
| 115 |  $KEYS | Keysight Technologies, Inc. | $431,744 | 0.1% | +0% | 72.3 |
| 116 |  $RPRX | Royalty Pharma plc | $430,644 | 0.1% | +18% | — |
| 117 |  $AVGO | Broadcom Inc. | $427,124 | 0.1% | +0% | 86.4 |
| 118 |  $MPC | Marathon Petroleum Corp | $415,106 | 0.1% | +0% | 50.7 |
| 119 |  $RYN | RAYONIER INC | $412,976 | 0.1% | NEW | 68.1 |
| 120 |  $TMHC | Taylor Morrison Home Corp | $407,680 | 0.1% | +0% | 58 |
| 121 |  $CPAY | CORPAY, INC. | $394,873 | 0.1% | +19% | 67.1 |
| 122 |  $MXL | MAXLINEAR, INC | $391,275 | 0.1% | +0% | 19.1 |
| 123 |  $SYK | STRYKER CORP | $389,708 | 0.1% | +0% | 69.8 |
| 124 |  $CNX | CNX Resources Corp | $385,500 | 0.1% | +0% | 62 |
| 125 |  $OKE | ONEOK INC /NEW/ | $379,638 | 0.1% | -2% | 72 |
| 126 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $377,116 | 0.1% | +6% | 68.1 |
| 127 |  $BXP | BXP, Inc. | $373,680 | 0.1% | NEW | 50.9 |
| 128 |  $NEM | NEWMONT Corp /DE/ | $361,772 | 0.1% | -17% | 88.3 |
| 129 |  $ELV | Elevance Health, Inc. | $348,435 | 0.1% | +20% | 59.4 |
| 130 |  $TOL | Toll Brothers, Inc. | $345,951 | 0.1% | +22% | 68.3 |
| 131 |  $CRBD | Corebridge Financial, Inc. | $318,200 | 0.1% | -0% | 36.7 |
| 132 |  $MGY | Magnolia Oil & Gas Corp | $315,700 | 0.1% | +0% | 71.2 |
| 133 |  $ZM | Zoom Communications, Inc. | $305,723 | 0.1% | NEW | 72.4 |
| 134 | — | EA SERIES TRUST | $305,546 | 0.1% | +1% | — |
| 135 |  $FNB | FNB CORP/PA/ | $300,960 | 0.1% | +0% | — |
| 136 |  $NEE | NEXTERA ENERGY INC | $293,414 | 0.1% | +0% | 71.7 |
| 137 |  $GEV | GE Vernova Inc. | $288,057 | 0.1% | +0% | 70.1 |
| 138 |  $KRMN | Karman Holdings Inc. | $287,780 | 0.1% | NEW | 56.1 |
| 139 |  $T | AT&T INC. | $284,300 | 0.1% | -1% | 71.9 |
| 140 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $282,699 | 0.1% | -49% | 54.8 |
| 141 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $278,526 | 0.1% | +76% | 67.9 |
| 142 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $277,672 | 0.1% | +0% | 60.5 |
| 143 |  $HPQ | HP INC | $275,375 | 0.1% | NEW | 58.9 |
| 144 |  $EMR | EMERSON ELECTRIC CO | $270,818 | 0.1% | +0% | 65.9 |
| 145 |  $DIS | Walt Disney Co | $262,925 | 0.1% | +0% | 68.9 |
| 146 |  $ADP | AUTOMATIC DATA PROCESSING INC | $255,397 | 0.1% | NEW | 77.9 |
| 147 | — | VANGUARD SPECIALIZED FUNDS | $246,029 | 0.1% | +0% | — |
| 148 |  $MDT | Medtronic plc | $243,833 | 0.1% | +4% | — |
| 149 |  $BAH | Booz Allen Hamilton Holding Corp | $242,902 | 0.1% | +0% | 65.5 |
| 150 | — | GLOBAL X FDS | $239,663 | 0.1% | +3% | — |
| 151 |  $COF | CAPITAL ONE FINANCIAL CORP | $236,977 | 0.1% | +0% | 71 |
| 152 | — | RBB FD INC | $233,253 | 0.1% | -8% | — |
| 153 |  $ACM | AECOM | $225,621 | 0.1% | +23% | 58.2 |
| 154 |  $CI | Cigna Group | $219,269 | 0.1% | +0% | 66.8 |
| 155 |  $HLMN | Hillman Solutions Corp. | $217,984 | 0.1% | -7% | 43.8 |
| 156 |  $WM | WASTE MANAGEMENT INC | $209,109 | 0.1% | NEW | 70.7 |
| 157 |  $MMM | 3M CO | $204,193 | 0.1% | +0% | 60.7 |
| 158 | — | VANGUARD INDEX FDS | $200,483 | 0.1% | -7% | — |
| 159 |  $ONDS | Ondas Inc. | $111,870 | 0.0% | -30% | 31.8 |
| 160 |  $MCHX | MARCHEX INC | $95,325 | 0.0% | +0% | 21.8 |
| 161 |  $DYAI | DYADIC INTERNATIONAL INC | $90,200 | 0.0% | +29% | — |
| 162 |  $LODE | Comstock Inc. | $61,000 | 0.0% | +14% | 23.1 |
| 163 |  $AIRG | AIRGAIN INC | $60,500 | 0.0% | +0% | 19.2 |
| 164 |  $INVE | Identiv, Inc. | $57,350 | 0.0% | -26% | 10.3 |
| 165 |  $KOPN | KOPIN CORP | $56,250 | 0.0% | -17% | 29.9 |
| 166 |  $BRFH | BARFRESH FOOD GROUP INC. | $43,229 | 0.0% | +0% | — |
| 167 |  $NNDM | Nano Dimension Ltd. | $34,000 | 0.0% | +0% | — |
| 168 |  $BTBT | Bit Digital, Inc | $19,650 | 0.0% | +0% | 13.4 |
| 169 |  $CNDT | CONDUENT Inc | $12,800 | 0.0% | NEW | 30 |
| 170 |  $MDCX | Medicus Pharma Ltd. | $7,115 | 0.0% | NEW | — |
| 171 |  $CTSO | Cytosorbents Corp | $5,663 | 0.0% | NEW | 19.5 |
New Positions (12)
$ZS Zscaler, Inc.$9.3M ISHARES INC$492,160
$RYN RAYONIER INC$412,976$BXP BXP, Inc.$373,680$ZM Zoom Communications, Inc.$305,723$KRMN Karman Holdings Inc.$287,780$HPQ HP INC$275,375$ADP AUTOMATIC DATA PROCESSING INC$255,397$WM WASTE MANAGEMENT INC$209,109$CNDT CONDUENT Inc$12,800$MDCX Medicus Pharma Ltd.$7,115$CTSO Cytosorbents Corp$5,663Exited Positions (12)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for MARATHON CAPITAL MANAGEMENT including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track MARATHON CAPITAL MANAGEMENT's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for MARATHON CAPITAL MANAGEMENT and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: MARATHON CAPITAL MANAGEMENT
13F Pro is an AI hedge fund tracker and stock research platform. For MARATHON CAPITAL MANAGEMENT (SEC CIK: 1213206), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MARATHON CAPITAL MANAGEMENT's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.