MARATHON CAPITAL MANAGEMENT
Sector Allocation
- Technology23.5%$114.9M
- Financials23.1%$113.0M
- Healthcare12.1%$59.0M
- Other9.3%$45.2M
- Industrials8.8%$42.8M
- Energy7.1%$34.7M
- Materials5.5%$26.7M
- Consumer Discretionary5.0%$24.6M
- Real Estate2.9%$14.0M
- Consumer Staples1.4%$7.1M
AUM History
13fpro.ai/research/fund/marathon-capital-management-1213206
Conviction and streaks
Stable · top 10 = 38.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
TROW
$60.3M- SPDR$19.5M
ZETA
$15.0MAMZN
$14.1MGLW
$14.0MGOOG
$14.0MAAPL
$13.7MZS
$13.1MMSFT
$12.1MAZN
$10.6M- VANGUARD$10.4M
MET
$9.5MCVX
$8.5MALSN
$8.1MFANG
$8.1MWAY
$7.9M- ISHARES$7.2M
IBM
$7.0MALM
$6.9MJPM
$6.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/marathon-capital-management-1213206
MARATHON CAPITAL MANAGEMENT 13F holdings — Q3 2026
$488.4M portfolio (-1.1% QoQ) · 182 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
Includes $6K of put/call options ($0 puts, $6K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $488.4M. Weights use the stock portfolio.
$60.3M
12.4% of stocks
-0.1%This quarter—Since Q-end—HeldAIQuality68.8#282Est. buy—- 2
SPDR SERIES TRUST - ST STR BLO 1 ETF
$19.5M
4.0% of stocks
+1%This quarter—Since Q-end—HeldAIQuality—Est. buy— $15.0M
3.1% of stocks
+99%This quarter—Since Q-end—HeldAIQuality63.3#626Est. buy—$14.1M
2.9% of stocks
-0.2%This quarter—Since Q-end—HeldAIQuality67.5#361Est. buy—$14.0M
2.9% of stocks
-2%This quarter—Since Q-end—HeldAIQuality75.2#97Est. buy—$14.0M
2.9% of stocks
-0.9%This quarter—Since Q-end—Held$13.7M
2.8% of stocks
-3%This quarter—Since Q-end—Held$13.1M
2.7% of stocks
-0.9%This quarter—Since Q-end—Held$12.1M
2.5% of stocks
-1%This quarter—Since Q-end—Held$10.6M
2.2% of stocks
+0.9%This quarter—Since Q-end—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $60.3M | 12.4% | -0.1% | — | — | 68.8#282 | — | ||
| 2 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $19.5M | 4.0% | +1% | — | — | — | — | |
| 3 | $15.0M | 3.1% | +99% | — | — | 63.3#626 | — | ||
| 4 | $14.1M | 2.9% | -0.2% | — | — | 67.5#361 | — | ||
| 5 | $14.0M | 2.9% | -2% | — | — | 75.2#97 | — | ||
| 6 | $14.0M | 2.9% | -0.9% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $13.7M | 2.8% | -3% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $13.1M | 2.7% | -0.9% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $12.1M | 2.5% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $10.6M | 2.2% | +0.9% | — | — | — | — |
All holdings — MARATHON CAPITAL MANAGEMENT (Q3 2026)
182 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $10.4M | 2.1% | 103K | -1% | — | — | 13F |
| 12 | METLIFE INC | Financials | $9.5M | 1.9% | 101K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CHEVRON CORP | Energy | $8.5M | 1.7% | 41K | -0.8% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Allison Transmission Holdings Inc | Industrials | $8.1M | 1.7% | 72K | -0.7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Diamondback Energy, Inc. | Energy | $8.1M | 1.7% | 44K | -0.0% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Waystar Holding Corp. | Technology | $7.9M | 1.6% | 314K | -0.5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $7.2M | 1.5% | 72K | +58% | — | — | 13F |
| 18 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $7.0M | 1.4% | 32K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Almonty Industries Inc. | Materials | $6.9M | 1.4% | 524K | +0.3% | — | — | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $6.9M | 1.4% | 21K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Arcosa, Inc. | Industrials | $6.5M | 1.3% | 44K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DECKERS OUTDOOR CORP | Consumer Discretionary | $6.5M | 1.3% | 83K | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CECO ENVIRONMENTAL CORP | Industrials | $6.4M | 1.3% | 92K | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $6.4M | 1.3% | 24K | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | REALTY INCOME CORP | Real Estate | $5.9M | 1.2% | 109K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DHR | DANAHER CORP /DE/ | Healthcare | $5.8M | 1.2% | 26K | -2% | |||
| 27 | $TTI | TETRA TECHNOLOGIES INC | Energy | $5.6M | 1.1% | 953K | -0.9% | |||
| 28 | $ZTS | Zoetis Inc. | Healthcare | $5.5M | 1.1% | 79K | -5% | |||
| 29 | $B | BARRICK MINING CORP | Materials | $5.4M | 1.1% | 132K | +1% | |||
| 30 | $FIS | Fidelity National Information Services, Inc. | Financials | $5.2M | 1.1% | 159K | -5% | |||
| 31 | $ANIP | ANI PHARMACEUTICALS INC | Healthcare | $5.2M | 1.1% | 72K | -0.3% | |||
| 32 | $QCOM | QUALCOMM INC/DE | Technology | $5.2M | 1.1% | 28K | +0.4% | |||
| 33 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $5.0M | 1.0% | 120K | -0.1% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.7M | 1.0% | 9,456 | -0.2% | |||
| 35 | $WTW | WILLIS TOWERS WATSON PLC | Financials | $4.7M | 1.0% | 16K | -0.7% | |||
| 36 | $GLD | SPDR GOLD TRUST | Financials | $4.2M | 0.9% | 11K | +0.4% | |||
| 37 | $BLDR | Builders FirstSource, Inc. | Industrials | $4.1M | 0.8% | 72K | -3% | |||
| 38 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $4.0M | 0.8% | 203K | -3% | |||
| 39 | $CB | Chubb Ltd | Financials | $3.9M | 0.8% | 12K | -0.4% | |||
| 40 | $NPKI | NPK International Inc. | Industrials | $3.9M | 0.8% | 341K | -0.8% | |||
| 41 | $ADMA | ADMA BIOLOGICS, INC. | Healthcare | $3.6M | 0.7% | 361K | -32% | |||
| 42 | $MRK | Merck & Co., Inc. | Healthcare | $3.3M | 0.7% | 23K | -3% | |||
| 43 | $NVDA | NVIDIA CORP | Technology | $3.2M | 0.7% | 14K | +22% | |||
| 44 | $CALX | CALIX, INC | Communication Services | $3.1M | 0.6% | 89K | +7% | |||
| 45 | $CPA | Copa Holdings, S.A. | Industrials | $3.1M | 0.6% | 23K | -1% | |||
| 46 | $SYM | Symbotic Inc. | Industrials | $2.9M | 0.6% | 69K | -1.0% | |||
| 47 | $NVO | NOVO NORDISK A S | Healthcare | $2.9M | 0.6% | 76K | -2% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $2.9M | 0.6% | 2,491 | -0.0% | |||
| 49 | $ATEC | Alphatec Holdings, Inc. | Healthcare | $2.9M | 0.6% | 278K | -0.6% | |||
| 50 | $GOOGL | Alphabet Inc. | Technology | $2.9M | 0.6% | 8,300 | -0.4% | |||
| 51 | $MU | MICRON TECHNOLOGY INC | Technology | $2.8M | 0.6% | 2,634 | -2% | |||
| 52 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.5M | 0.5% | 4,129 | +0.1% | |||
| 53 | $TRGP | Targa Resources Corp. | Energy | $2.4M | 0.5% | 8,925 | — | |||
| 54 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.5% | 16K | -3% | |||
| 55 | $SLB | SLB LIMITED/NV | Energy | $2.1M | 0.4% | 44K | +2% | |||
| 56 | $ENPH | Enphase Energy, Inc. | Technology | $1.9M | 0.4% | 57K | -1% | |||
| 57 | $MXL | MAXLINEAR, INC | Technology | $1.8M | 0.4% | 20K | — | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $1.8M | 0.4% | 6,811 | +0.1% | |||
| 59 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.8M | 0.4% | 2,332 | -3% | |||
| 60 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $1.7M | 0.3% | 28K | -1% | |||
| 61 | $PAR | PAR TECHNOLOGY CORP | Technology | $1.6M | 0.3% | 117K | +47% | |||
| 62 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.6M | 0.3% | 18K | -0.5% | |||
| 63 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.3% | 9,276 | -1% | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $1.5M | 0.3% | 17K | -0.0% | |||
| 65 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.4M | 0.3% | 30K | +0.5% | |||
| 66 | $WY | WEYERHAEUSER CO | Real Estate | $1.3M | 0.3% | 68K | +0.0% | |||
| 67 | $LSCC | LATTICE SEMICONDUCTOR CORP | Technology | $1.3M | 0.3% | 10K | — | |||
| 68 | $SELF | Global Self Storage, Inc. | Real Estate | $1.2M | 0.2% | 244K | -7% | |||
| 69 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $1.2M | 0.2% | 7,485 | — | |||
| 70 | $KRNT | Kornit Digital Ltd. | Industrials | $1.2M | 0.2% | 71K | — | |||
| 71 | $CYRX | Cryoport, Inc. | Healthcare | $1.2M | 0.2% | 67K | — | |||
| 72 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.1M | 0.2% | 1,014 | — | |||
| 73 | $AMGN | AMGEN INC | Healthcare | $1.1M | 0.2% | 2,533 | — | |||
| 74 | $EOG | EOG RESOURCES INC | Energy | $1.1M | 0.2% | 7,704 | +4% | |||
| 75 | $RTX | RTX Corp | Industrials | $1.0M | 0.2% | 5,475 | -0.1% | |||
| 76 | $AR | ANTERO RESOURCES Corp | Energy | $1.0M | 0.2% | 30K | — | |||
| 77 | $MDT | Medtronic plc | Healthcare | $995K | 0.2% | 12K | +2% | |||
| 78 | $RGLD | ROYAL GOLD INC | Financials | $963K | 0.2% | 4,080 | — | |||
| 79 | $LMT | LOCKHEED MARTIN CORP | Industrials | $962K | 0.2% | 1,889 | -19% | |||
| 80 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $932K | 0.2% | 36K | +4% | |||
| 81 | $ETN | Eaton Corp plc | Industrials | $918K | 0.2% | 2,136 | — | |||
| 82 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $889K | 0.2% | 14K | -7% | |||
| 83 | $AXTI | AXT INC | Technology | $882K | 0.2% | 11K | New | |||
| 84 | $HDSN | HUDSON TECHNOLOGIES INC /NY | Consumer Discretionary | $867K | 0.2% | 168K | -3% | |||
| 85 | — | SSGA ACTIVE TR - STATE STREET MY | — | $800K | 0.2% | 32K | -0.2% | |||
| 86 | $ENB | ENBRIDGE INC | Energy | $785K | 0.2% | 17K | -0.1% | |||
| 87 | $ACN | Accenture plc | Technology | $759K | 0.2% | 4,141 | -2% | |||
| 88 | $LPTH | LIGHTPATH TECHNOLOGIES INC | Technology | $726K | 0.1% | 70K | New | |||
| 89 | $PEP | PEPSICO INC | Consumer Staples | $705K | 0.1% | 5,563 | -3% | |||
| 90 | $TXO | TXO Partners, L.P. | Energy | $684K | 0.1% | 50K | — | |||
| 91 | $AVGO | Broadcom Inc. | Technology | $667K | 0.1% | 1,900 | +0.6% | |||
| 92 | $PLD | Prologis, Inc. | Real Estate | $662K | 0.1% | 5,100 | — | |||
| 93 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $649K | 0.1% | 961 | +0.1% | |||
| 94 | $CPAY | CORPAY, INC. | Financials | $636K | 0.1% | 1,637 | +5% | |||
| 95 | $CSX | CSX CORP | Industrials | $627K | 0.1% | 13K | — | |||
| 96 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $620K | 0.1% | 2,296 | +10% | |||
| 97 | $GE | GENERAL ELECTRIC CO | Industrials | $611K | 0.1% | 1,958 | +0.2% | |||
| 98 | $MPC | Marathon Petroleum Corp | Energy | $609K | 0.1% | 1,541 | -9% | |||
| 99 | $ELV | Elevance Health, Inc. | Healthcare | $602K | 0.1% | 1,548 | +11% | |||
| 100 | $META | Meta Platforms, Inc. | Technology | $593K | 0.1% | 818 | +0.7% | |||
| 101 | $ARCC | ARES CAPITAL CORP | Other | $592K | 0.1% | 31K | -0.0% | |||
| 102 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $587K | 0.1% | 3,185 | — | |||
| 103 | $NBR | NABORS INDUSTRIES LTD | Energy | $586K | 0.1% | 7,500 | — | |||
| 104 | $CSCO | CISCO SYSTEMS, INC. | Technology | $586K | 0.1% | 5,443 | +5% | |||
| 105 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $562K | 0.1% | 2,528 | -2% | |||
| 106 | $KEYS | Keysight Technologies, Inc. | Technology | $558K | 0.1% | 1,532 | +0.2% | |||
| 107 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $555K | 0.1% | 2,631 | -0.6% | |||
| 108 | $V | VISA INC. | Financials | $551K | 0.1% | 1,533 | +1% | |||
| 109 | $RPRX | Royalty Pharma plc | Healthcare | $547K | 0.1% | 9,371 | +0.1% | |||
| 110 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $527K | 0.1% | 1,854 | -1% | |||
| 111 | $EXE | EXPAND ENERGY Corp | Energy | $520K | 0.1% | 6,184 | +11% | |||
| 112 | $TOL | Toll Brothers, Inc. | Industrials | $518K | 0.1% | 3,847 | +4% | |||
| 113 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $507K | 0.1% | 8,129 | -2% | |||
| 114 | $CRBD | Corebridge Financial, Inc. | Financials | $507K | 0.1% | 15K | +4% | |||
| 115 | $SO | SOUTHERN CO | Utilities | $501K | 0.1% | 6,050 | -3% | |||
| 116 | $MCD | MCDONALDS CORP | Consumer Discretionary | $497K | 0.1% | 2,152 | +0.1% | |||
| 117 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $487K | 0.1% | 891 | +12% | |||
| 118 | — | SSGA ACTIVE TR - STATE STREET MY | — | $471K | 0.1% | 19K | -0.0% | |||
| 119 | $DUK | Duke Energy CORP | Utilities | $469K | 0.1% | 4,112 | +0.0% | |||
| 120 | $ACM | AECOM | Technology | $466K | 0.1% | 7,905 | +61% | |||
| 121 | $DVN | DEVON ENERGY CORP/DE | Energy | $465K | 0.1% | 10K | +38% | |||
| 122 | $ABT | ABBOTT LABORATORIES | Healthcare | $465K | 0.1% | 4,706 | +0.0% | |||
| 123 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $458K | 0.1% | 375 | -3% | |||
| 124 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $455K | 0.1% | 4,840 | — | |||
| 125 | — | ISHARES INC - MSCI BRAZIL ETF | — | $445K | 0.1% | 12K | -7% | |||
| 126 | $GTY | GETTY REALTY CORP /MD/ | Real Estate | $443K | 0.1% | 16K | -4% | |||
| 127 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $434K | 0.1% | 2,496 | +60% | |||
| 128 | $BXP | BXP, Inc. | Real Estate | $433K | 0.1% | 7,085 | -2% | |||
| 129 | $ZM | Zoom Communications, Inc. | Technology | $410K | 0.1% | 4,518 | +11% | |||
| 130 | $HONA | Honeywell Aerospace Inc. | Industrials | $408K | 0.1% | 2,631 | -0.5% | |||
| 131 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $399K | 0.1% | 4,709 | -0.2% | |||
| 132 | $SYK | STRYKER CORP | Healthcare | $392K | 0.1% | 1,422 | +12% | |||
| 133 | $PANW | Palo Alto Networks Inc | Technology | $389K | 0.1% | 978 | +0.2% | |||
| 134 | $NEM | NEWMONT Corp /DE/ | Materials | $384K | 0.1% | 3,325 | -0.5% | |||
| 135 | $SLV | iShares Silver Trust | Financials | $377K | 0.1% | 6,912 | +0.5% | |||
| 136 | $IVZ | Invesco Ltd. | Financials | $371K | 0.1% | 1,786 | +69% | |||
| 137 | $PFE | PFIZER INC | Healthcare | $359K | 0.1% | 13K | -21% | |||
| 138 | $CPRT | COPART INC | Consumer Discretionary | $352K | 0.1% | 13K | New | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $347K | 0.1% | 3,104 | +46% | |||
| 140 | $TXN | TEXAS INSTRUMENTS INC | Technology | $333K | 0.1% | 1,189 | +0.3% | |||
| 141 | — | EA SERIES TRUST - BUSHIDO CAP U S | — | $327K | 0.1% | 7,315 | -15% | |||
| 142 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $324K | 0.1% | 1,257 | +0.2% | |||
| 143 | $EMR | EMERSON ELECTRIC CO | Industrials | $321K | 0.1% | 2,067 | — | |||
| 144 | $ALL | ALLSTATE CORP | Financials | $317K | 0.1% | 1,429 | -62% | |||
| 145 | — | DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY | — | $314K | 0.1% | 5,740 | -3% | |||
| 146 | $CNX | CNX Resources Corp | Energy | $312K | 0.1% | 10K | — | |||
| 147 | $GEV | GE Vernova Inc. | Industrials | $311K | 0.1% | 327 | -0.9% | |||
| 148 | $FNB | FNB CORP/PA/ | Financials | $310K | 0.1% | 18K | — | |||
| 149 | $NFLX | NETFLIX INC | Communication Services | $300K | 0.1% | 4,315 | +5% | |||
| 150 | — | ISHARES TR - ISHARES BIOTECH | — | $289K | 0.1% | 1,375 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 61 added to, 80 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$DECKDECKERS OUTDOOR CORP$6.5M
first bought this quarter
$AXTIAXT INC$882K
first bought this quarter
$LPTHLIGHTPATH TECHNOLOGIES INC$726K
first bought this quarter
$CPRTCOPART INC$352K
first bought this quarter
$ANETArista Networks, Inc.$218K
first bought this quarter
$AMPAMERIPRISE FINANCIAL INC$215K
first bought this quarter
+2 more in the Excel export
Added to (61)
now $15.0M
- ISHARES TR - 0-3 MTH TREASURY+58%
now $7.2M
$NVDANVIDIA CORP+22%
now $3.2M
$PARPAR TECHNOLOGY CORP+47%
now $1.6M
- SPDR SERIES TRUST - ST STR BLO 1 ETF+1%
now $19.5M
$CALXCALIX, INC+7%
now $3.1M
+55 more in the Excel export
Holdings by quarter
Every 13F MARATHON CAPITAL MANAGEMENT has filed, 40 earlier quarters. Pick one to see what it held then.
Portfolio Overview
MARATHON CAPITAL MANAGEMENT disclosed 182 positions worth $488.4M in its Form 13F-HR for Q3 2026 — $488.4M in common stock plus $5,688 of put/call option positions (reported at underlying notional value, not premium at risk), led by $TROW (PRICE T ROWE GROUP INC) at 12.4% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 13 — including a new stake in $DECK and a full exit from $SMR. The portfolio is most concentrated in Technology (23.5% of disclosed assets). All figures are sourced directly from MARATHON CAPITAL MANAGEMENT’s Form 13F-HR filing with the SEC under CIK 1213206.
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