MARATHON CAPITAL MANAGEMENT
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1213206
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$493.9M
Holdings
187
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MARATHON CAPITAL MANAGEMENT disclosed 187 positions worth $493.9M in its Form 13F-HR for Q2 2026, led by $TROW (PRICE T ROWE GROUP INC) at 13.4% of the equity portfolio, followed by $GLW. During the quarter the fund opened 27 new positions and exited 11 — including a new stake in $WAY and a full exit from $ADBE. The portfolio is most concentrated in Financials (22.6% 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
Concentrating
$TROW13.4% weight
Held 10 quarters
$GLW4.8% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
3.9% weight
Held 9 quarters
$GOOG3.0% weight
Held 10 quarters
$AMZN2.7% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
8 quarters accumulating
VANGUARD WHITEHALL FDS - I
3 quarters accumulating
$ZETA3 quarters accumulating
$CALX3 quarters accumulating
$EOG3 quarters accumulating
Sector Allocation
FinancialsTechnologyIndustrialsHealthcareOtherMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 69.0#288
Quality
$66.0M580,325 sh - 73.7#130
Quality
$23.7M92,961 sh SPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$19.3M210,769 sh- 78.2
Quality
$14.6M41,357 sh - 68.7
Quality
$13.5M56,653 sh - 76.4
Quality
$12.3M42,655 sh - —
Quality
$12.3M64,777 sh - 38.3
Quality
$10.9M962,171 sh VANGUARD WHITEHALL FDS - INTL HIGH ETF
—Quality
$10.3M104,752 sh- 63.7
Quality
$9.3M66,172 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PRICE T ROWE GROUP INC$TROW | 69.0#288 | $66.0M | 580,325 |
| CORNING INC /NY$GLW | 73.7#130 | $23.7M | 92,961 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $19.3M | 210,769 |
 Alphabet Inc.$GOOGL | 78.2 | $14.6M | 41,357 |
| AMAZON COM INC$AMZN | 68.7 | $13.5M | 56,653 |
 Apple Inc.$AAPL | 76.4 | $12.3M | 42,655 |
 ASTRAZENECA PLC$AZN | — | $12.3M | 64,777 |
 TETRA TECHNOLOGIES INC$TTI | 38.3 | $10.9M | 962,171 |
| VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $10.3M | 104,752 |
 Zscaler, Inc.$ZS | 63.7 | $9.3M | 66,172 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MARATHON CAPITAL MANAGEMENT's 187 positions.
Showing top 10 of 187 holdings.
Sector Allocation
Financials
$111.8M
Technology
$94.1M
Industrials
$60.9M
Healthcare
$56.2M
Other
$41.9M
Materials
$37.6M
Energy
$37.5M
Consumer Discretionary
$24.2M
Full Holdings — MARATHON CAPITAL MANAGEMENT (Q2 2026)
All 187 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 | $66.0M | 13.4% | -9% | 69 |
| 2 | $GLW | CORNING INC /NY | $23.7M | 4.8% | -12% | 73.7 |
| 3 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $19.3M | 3.9% | +8% | — |
| 4 | $GOOGL | Alphabet Inc. | $14.6M | 3.0% | -2% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $13.5M | 2.7% | +2% | 68.7 |
| 6 | $AAPL | Apple Inc. | $12.3M | 2.5% | -13% | 76.4 |
| 7 | $AZN | ASTRAZENECA PLC | $12.3M | 2.5% | -1% | — |
| 8 | $TTI | TETRA TECHNOLOGIES INC | $10.9M | 2.2% | -2% | 38.3 |
| 9 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $10.3M | 2.1% | +0% | — |
| 10 | $ZS | Zscaler, Inc. | $9.3M | 1.9% | -0% | 63.7 |
| 11 |  $MSFT | MICROSOFT CORP | $8.9M | 1.8% | +5% | 79.8 |
| 12 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.8M | 1.8% | +1% | 70 |
| 13 |  $MET | METLIFE INC | $8.7M | 1.8% | -0% | 56.2 |
| 14 |  $CECO | CECO ENVIRONMENTAL CORP | $8.7M | 1.8% | -3% | 24.6 |
| 15 |  $ALM | Almonty Industries Inc. | $8.6M | 1.8% | -1% | — |
| 16 |  $ALSN | Allison Transmission Holdings Inc | $8.1M | 1.6% | +0% | 66.8 |
| 17 |  $FANG | Diamondback Energy, Inc. | $7.8M | 1.6% | -8% | 76.1 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $6.9M | 1.4% | +0% | 70.7 |
| 19 |  $CVX | CHEVRON CORP | $6.9M | 1.4% | -15% | 62.8 |
| 20 |  $O | REALTY INCOME CORP | $6.9M | 1.4% | -1% | 73.7 |
| 21 |  $BLDR | Builders FirstSource, Inc. | $6.6M | 1.4% | +26% | 45.9 |
| 22 |  $ACA | Arcosa, Inc. | $6.6M | 1.3% | -0% | 60.2 |
| 23 |  $FIS | Fidelity National Information Services, Inc. | $6.5M | 1.3% | +7% | 68.9 |
| 24 |  $WAY | Waystar Holding Corp. | $6.5M | 1.3% | NEW | 65.5 |
| 25 |  $JNJ | JOHNSON & JOHNSON | $6.4M | 1.3% | -1% | 69 |
| 26 |  $ZTS | Zoetis Inc. | $6.0M | 1.2% | +133% | 68.6 |
| 27 |  $ANIP | ANI PHARMACEUTICALS INC | $6.0M | 1.2% | -1% | 72.5 |
| 28 |  $NPKI | NPK International Inc. | $5.5M | 1.1% | -1% | 62.9 |
| 29 |  $QCOM | QUALCOMM INC/DE | $5.2M | 1.1% | -53% | 70.5 |
| 30 |  $DHR | DANAHER CORP /DE/ | $5.0M | 1.0% | +14% | 64.8 |
| 31 |  $CEF | Sprott Physical Gold & Silver Trust | $4.8M | 1.0% | -0% | — |
| 32 |  $B | BARRICK MINING CORP | $4.8M | 1.0% | +3% | 69.6 |
| 33 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.7M | 1.0% | -16% | 73.8 |
| 34 | $ZETA | Zeta Global Holdings Corp. | $4.7M | 1.0% | +3% | 63.4 |
| 35 | — | ISHARES TR - 0-3 MTH TREASURY | $4.6M | 0.9% | NEW | — |
| 36 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $4.5M | 0.9% | -15% | 63.9 |
| 37 |  $ADMA | ADMA BIOLOGICS, INC. | $4.5M | 0.9% | -15% | 69.7 |
| 38 |  $WTW | WILLIS TOWERS WATSON PLC | $4.3M | 0.9% | -1% | — |
| 39 |  $CB | Chubb Ltd | $4.1M | 0.8% | -3% | — |
| 40 |  $GLD | SPDR GOLD TRUST | $4.0M | 0.8% | +3% | — |
| 41 |  $NVO | NOVO NORDISK A S | $3.7M | 0.8% | -4% | — |
| 42 |  $CPA | Copa Holdings, S.A. | $3.7M | 0.7% | -15% | — |
| 43 |  $SYM | Symbotic Inc. | $3.1M | 0.6% | +80% | 67.8 |
| 44 | $CALX | CALIX, INC | $3.1M | 0.6% | +2% | 56.6 |
| 45 |  $MU | MICRON TECHNOLOGY INC | $3.1M | 0.6% | -45% | 86.2 |
| 46 |  $MRK | Merck & Co., Inc. | $3.0M | 0.6% | -1% | 59.9 |
| 47 |  $LLY | ELI LILLY & Co | $3.0M | 0.6% | -2% | 87.5 |
| 48 | $GOOG | Alphabet Inc. | $3.0M | 0.6% | +15% | 78.2 |
| 49 |  $ENPH | Enphase Energy, Inc. | $2.8M | 0.6% | -0% | 42.9 |
| 50 |  $MXL | MAXLINEAR, INC | $2.6M | 0.5% | -11% | 33.1 |
| 51 |  $ATEC | Alphatec Holdings, Inc. | $2.4M | 0.5% | +7% | 43.3 |
| 52 |  $AMD | ADVANCED MICRO DEVICES INC | $2.4M | 0.5% | -20% | 79.8 |
| 53 |  $TRGP | Targa Resources Corp. | $2.4M | 0.5% | -10% | 63.3 |
| 54 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.5% | +0% | 64.6 |
| 55 |  $NVDA | NVIDIA CORP | $2.3M | 0.5% | +92% | 85.9 |
| 56 |  $SLB | SLB LIMITED/NV | $2.0M | 0.4% | -29% | 57.9 |
| 57 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.4% | -11% | — |
| 58 |  $ABBV | AbbVie Inc. | $1.7M | 0.3% | -0% | 72.6 |
| 59 |  $WY | WEYERHAEUSER CO | $1.6M | 0.3% | +23% | 51.3 |
| 60 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $1.5M | 0.3% | +0% | 48.7 |
| 61 |  $DAR | DARLING INGREDIENTS INC. | $1.5M | 0.3% | -0% | 63.5 |
| 62 |  $PAR | PAR TECHNOLOGY CORP | $1.4M | 0.3% | -21% | 38.9 |
| 63 |  $CINF | CINCINNATI FINANCIAL CORP | $1.4M | 0.3% | +0% | 84.3 |
| 64 |  $KO | COCA COLA CO | $1.4M | 0.3% | -1% | 69.5 |
| 65 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.4M | 0.3% | +0% | — |
| 66 |  $SELF | Global Self Storage, Inc. | $1.4M | 0.3% | +0% | — |
| 67 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.3% | -4% | 57.9 |
| 68 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.3% | +0% | 65.8 |
| 69 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.2% | +0% | 65.6 |
| 70 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.2% | +0% | 61.8 |
| 71 |  $KRNT | Kornit Digital Ltd. | $1.2M | 0.2% | +0% | — |
| 72 |  $CYRX | Cryoport, Inc. | $1.1M | 0.2% | +17% | 29 |
| 73 |  $AR | ANTERO RESOURCES Corp | $1.1M | 0.2% | +0% | 75.4 |
| 74 |  $RTX | RTX Corp | $1.0M | 0.2% | +12% | 73.2 |
| 75 |  $HDSN | HUDSON TECHNOLOGIES INC /NY | $994,886 | 0.2% | -1% | 25.4 |
| 76 | $EOG | EOG RESOURCES INC | $959,724 | 0.2% | +12% | 71.9 |
| 77 |  $GEHC | GE HealthCare Technologies Inc. | $934,802 | 0.2% | +21% | 55.7 |
| 78 |  $AMGN | AMGEN INC | $917,379 | 0.2% | +0% | 79.2 |
| 79 |  $ENB | ENBRIDGE INC | $916,691 | 0.2% | -9% | 66.7 |
| 80 |  $BF-A | BROWN FORMAN CORP | $914,868 | 0.2% | +6% | 56.6 |
| 81 |  $ETN | Eaton Corp plc | $910,192 | 0.2% | +27% | — |
| 82 |  $ALL | ALLSTATE CORP | $898,252 | 0.2% | -1% | 78.5 |
| 83 |  $MDT | Medtronic plc | $888,447 | 0.2% | +304% | 68.7 |
| 84 |  $RGLD | ROYAL GOLD INC | $814,409 | 0.2% | +0% | 79.7 |
| 85 | — | SSGA ACTIVE TR - STATE STREET MY | $804,101 | 0.2% | +4% | — |
| 86 |  $PEP | PEPSICO INC | $778,279 | 0.2% | -10% | 63.4 |
| 87 |  $GE | GENERAL ELECTRIC CO | $730,642 | 0.1% | -4% | 73.8 |
| 88 |  $AVGO | Broadcom Inc. | $713,570 | 0.1% | +37% | 84.5 |
| 89 |  $LOW | LOWES COMPANIES INC | $702,249 | 0.1% | -0% | 60.8 |
| 90 |  $PLD | Prologis, Inc. | $690,897 | 0.1% | +0% | 68.3 |
| 91 |  $HD | HOME DEPOT, INC. | $662,686 | 0.1% | -10% | 60.3 |
| 92 |  $CSX | CSX CORP | $641,227 | 0.1% | +0% | 65.2 |
| 93 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $635,609 | 0.1% | -15% | 73.7 |
| 94 |  $NBR | NABORS INDUSTRIES LTD | $630,075 | 0.1% | +0% | — |
| 95 |  $TXO | TXO Partners, L.P. | $625,000 | 0.1% | +0% | 50.8 |
| 96 |  $CSCO | CISCO SYSTEMS, INC. | $607,652 | 0.1% | -16% | 70.3 |
| 97 |  $TOL | Toll Brothers, Inc. | $607,277 | 0.1% | +45% | 58.1 |
| 98 |  $SO | SOUTHERN CO | $599,623 | 0.1% | +4% | 62 |
| 99 |  $HON | HONEYWELL INTERNATIONAL INC | $592,696 | 0.1% | -52% | 65 |
| 100 |  $HONA | Honeywell Aerospace Inc. | $584,536 | 0.1% | NEW | — |
| 101 |  $MCD | MCDONALDS CORP | $581,172 | 0.1% | +0% | 69 |
| 102 |  $ARCC | ARES CAPITAL CORP | $574,085 | 0.1% | -81% | — |
| 103 |  $GTY | GETTY REALTY CORP /MD/ | $544,581 | 0.1% | +0% | 63.7 |
| 104 |  $ELV | Elevance Health, Inc. | $540,330 | 0.1% | +17% | 59 |
| 105 |  $KEYS | Keysight Technologies, Inc. | $535,257 | 0.1% | +0% | 71.4 |
| 106 |  $RPRX | Royalty Pharma plc | $525,016 | 0.1% | +4% | — |
| 107 |  $ACN | Accenture plc | $523,892 | 0.1% | NEW | — |
| 108 |  $DUK | Duke Energy CORP | $520,225 | 0.1% | +0% | 56.4 |
| 109 |  $CPAY | CORPAY, INC. | $518,901 | 0.1% | +15% | 70.8 |
| 110 |  $V | VISA INC. | $518,769 | 0.1% | NEW | 82.9 |
| 111 |  $SMR | NUSCALE POWER Corp | $516,545 | 0.1% | +2% | 7.9 |
| 112 |  $EXE | EXPAND ENERGY Corp | $509,843 | 0.1% | +6% | 80.8 |
| 113 |  $TMHC | Taylor Morrison Home Corp | $502,180 | 0.1% | +0% | 51.8 |
| 114 |  $SBUX | STARBUCKS CORP | $494,600 | 0.1% | +0% | 58.2 |
| 115 |  $BAC | BANK OF AMERICA CORP /DE/ | $482,983 | 0.1% | -1% | 67.6 |
| 116 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $482,299 | 0.1% | +63% | 66.4 |
| 117 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $481,307 | 0.1% | -9% | 65.1 |
| 118 |  $BMY | BRISTOL MYERS SQUIBB CO | $479,661 | 0.1% | +0% | 70.4 |
| 119 |  $BXP | BXP, Inc. | $478,758 | 0.1% | +0% | 59.2 |
| 120 | — | SSGA ACTIVE TR - STATE STREET MY | $471,544 | 0.1% | -4% | — |
| 121 |  $META | Meta Platforms, Inc. | $457,396 | 0.1% | NEW | 79.6 |
| 122 |  $YOU | Clear Secure, Inc. | $445,840 | 0.1% | -47% | 73.1 |
| 123 | — | ISHARES INC - MSCI BRAZIL ETF | $442,834 | 0.1% | +0% | — |
| 124 |  $MPC | Marathon Petroleum Corp | $434,639 | 0.1% | +0% | 61 |
| 125 |  $ABT | ABBOTT LABORATORIES | $426,973 | 0.1% | +0% | 65.5 |
| 126 |  $CRBD | Corebridge Financial, Inc. | $421,206 | 0.1% | +10% | 52.6 |
| 127 |  $SYK | STRYKER CORP | $400,794 | 0.1% | +7% | 72.1 |
| 128 |  $GEV | GE Vernova Inc. | $387,704 | 0.1% | +0% | 81.1 |
| 129 |  $PFE | PFIZER INC | $385,234 | 0.1% | -2% | 62 |
| 130 |  $AMAT | APPLIED MATERIALS INC /DE | $378,129 | 0.1% | NEW | 72.3 |
| 131 |  $SLV | iShares Silver Trust | $367,713 | 0.1% | +0% | — |
| 132 | — | GLOBAL X FDS - GLOBAL X COPPER | $363,221 | 0.1% | +50% | — |
| 133 |  $ULTA | Ulta Beauty, Inc. | $359,882 | 0.1% | NEW | 67.3 |
| 134 | — | EA SERIES TRUST - BUSHIDO CAP U S | $354,467 | 0.1% | +0% | — |
| 135 |  $TXN | TEXAS INSTRUMENTS INC | $353,213 | 0.1% | NEW | 73.4 |
| 136 |  $ZM | Zoom Communications, Inc. | $351,972 | 0.1% | +7% | 70.5 |
| 137 |  $FNB | FNB CORP/PA/ | $343,440 | 0.1% | +0% | 65 |
| 138 |  $ACM | AECOM | $343,181 | 0.1% | +85% | 47.1 |
| 139 |  $CNX | CNX Resources Corp | $339,300 | 0.1% | +0% | 68.2 |
| 140 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $338,022 | 0.1% | -19% | 61.3 |
| 141 |  $PANW | Palo Alto Networks Inc | $332,836 | 0.1% | NEW | 65.5 |
| 142 | — | DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY | $331,237 | 0.1% | NEW | — |
| 143 |  $TSLA | Tesla, Inc. | $322,600 | 0.1% | NEW | 53.9 |
| 144 |  $NEM | NEWMONT Corp /DE/ | $312,143 | 0.1% | +0% | 86.8 |
| 145 |  $HPQ | HP INC | $307,709 | 0.1% | -2% | 59.3 |
| 146 |  $DVN | DEVON ENERGY CORP/DE | $303,289 | 0.1% | NEW | 74.8 |
| 147 |  $EMR | EMERSON ELECTRIC CO | $295,891 | 0.1% | +0% | 65.3 |
| 148 |  $NFLX | NETFLIX INC | $292,811 | 0.1% | NEW | 78.8 |
| 149 |  $ADP | AUTOMATIC DATA PROCESSING INC | $280,833 | 0.1% | -0% | 69.8 |
| 150 |  $ASML | ASML HOLDING NV | $272,553 | 0.1% | NEW | — |
| 151 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $270,693 | 0.1% | +0% | — |
| 152 |  $YMM | Full Truck Alliance Co. Ltd. | $266,133 | 0.1% | NEW | — |
| 153 | — | RBB FD INC - MOTLEY FOL ETF | $263,570 | 0.1% | -2% | — |
| 154 | — | ISHARES TR - ISHARES BIOTECH | $261,511 | 0.1% | -48% | — |
| 155 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $260,099 | 0.1% | -17% | 52.9 |
| 156 |  $MGY | Magnolia Oil & Gas Corp | $255,800 | 0.1% | +0% | 67.3 |
| 157 |  $DIS | Walt Disney Co | $252,945 | 0.1% | -4% | 60.1 |
| 158 |  $NEE | NEXTERA ENERGY INC | $250,940 | 0.1% | -9% | 64.6 |
| 159 |  $IVZ | Invesco Ltd. | $240,547 | 0.1% | NEW | — |
| 160 |  $COF | CAPITAL ONE FINANCIAL CORP | $238,537 | 0.1% | -8% | 62.4 |
| 161 |  $MMM | 3M CO | $227,645 | 0.1% | +0% | 64.9 |
| 162 |  $CI | Cigna Group | $226,609 | 0.1% | +0% | 66.2 |
| 163 |  $OKE | ONEOK INC /NEW/ | $226,044 | 0.1% | -38% | 71.7 |
| 164 |  $WT | WisdomTree, Inc. | $225,908 | 0.1% | NEW | 59.9 |
| 165 | — | PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL | $225,730 | 0.1% | NEW | — |
| 166 | $IVZ | Invesco Ltd. | $224,629 | 0.1% | NEW | — |
| 167 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $220,637 | 0.0% | NEW | — |
| 168 |  $GWW | W.W. GRAINGER, INC. | $212,233 | 0.0% | NEW | 61.8 |
| 169 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $209,874 | 0.0% | NEW | — |
| 170 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $207,289 | 0.0% | +0% | 62.9 |
| 171 |  $T | AT&T INC. | $203,002 | 0.0% | +0% | 65.7 |
| 172 |  $WM | WASTE MANAGEMENT INC | $202,821 | 0.0% | +0% | 67.6 |
| 173 |  $LODE | Comstock Inc. | $104,000 | 0.0% | +25% | 9 |
| 174 |  $MCHX | MARCHEX INC | $103,040 | 0.0% | +4% | 17.3 |
| 175 |  $DYAI | DYADIC INTERNATIONAL INC | $98,560 | 0.0% | +0% | — |
| 176 |  $ONDS | Ondas Inc. | $97,850 | 0.0% | -4% | 56.4 |
| 177 |  $ATOM | Atomera Inc | $87,100 | 0.0% | NEW | — |
| 178 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $79,621 | 0.0% | -86% | 23.3 |
| 179 |  $AIRG | AIRGAIN INC | $69,300 | 0.0% | +0% | 18.2 |
| 180 |  $SMWB | SIMILARWEB LTD. | $61,300 | 0.0% | NEW | — |
| 181 |  $KOPN | KOPIN CORP | $44,800 | 0.0% | -60% | 32.7 |
| 182 |  $BTBT | Bit Digital, Inc | $27,000 | 0.0% | +0% | 23.4 |
| 183 |  $KLTR | KALTURA INC | $19,500 | 0.0% | NEW | 31.2 |
| 184 |  $CNDT | CONDUENT Inc | $18,250 | 0.0% | +25% | 29.7 |
| 185 |  $ELUT | ELUTIA INC. | $9,796 | 0.0% | NEW | — |
| 186 |  $MDCX | Medicus Pharma Ltd. | $6,918 | 0.0% | +0% | — |
| 187 |  $CTSO | Cytosorbents Corp | $3,740 | 0.0% | +0% | 17.6 |
New Positions (27)
$WAY Waystar Holding Corp.$6.5M ISHARES TR - 0-3 MTH TREASURY$4.6M
$HONA Honeywell Aerospace Inc.$584,536$ACN Accenture plc$523,892$V VISA INC.$518,769$META Meta Platforms, Inc.$457,396$AMAT APPLIED MATERIALS INC /DE$378,129$ULTA Ulta Beauty, Inc.$359,882$TXN TEXAS INSTRUMENTS INC$353,213$PANW Palo Alto Networks Inc$332,836 DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY$331,237
$TSLA Tesla, Inc.$322,600$DVN DEVON ENERGY CORP/DE$303,289$NFLX NETFLIX INC$292,811$ASML ASML HOLDING NV$272,553
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.