account_balance
Investment manager · 13F filer · SEC CIK 1114702
Marietta Investment Partners LLC
Reported value$598Mas of Sep 30, 2026
Positions305 138 new, 3 sold out
Top 10 weight36.7%AAPL alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.9%
NVDANVIDIA Corp
5.3%
MSFTMicrosoft Corp
4.4%
BEBloom Energy Corp
4.1%Trimmed −9%
GOOGLAlphabet Inc.
3.8%
ANETArista Networks, Inc.
2.9%Trimmed −9%
METAMeta Platforms, Inc.
2.2%
HWMHowmet Aerospace Inc.
2.1%
AMZNAmazon.com Inc
2.0%
MAMastercard Inc
1.9%
GEVGE Vernova Inc.
1.9%
GWWW.W. Grainger, Inc.
1.9%
AAPLApple Inc.
7.9%
NVDANVIDIA Corp
5.3%
MSFTMicrosoft Corp
4.4%
BEBloom Energy Corp
4.1%
GOOGLAlphabet Inc.
3.8%
ANETArista Networks, Inc.
2.9%
METAMeta Platforms, Inc.
2.2%
HWMHowmet Aerospace Inc.
2.1%
AMZN2.0%MA1.9%GEV1.9%GWW1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.9% HeldNVDA NVIDIA Corp 5.3% HeldMSFT Microsoft Corp 4.4% HeldBE Bloom Energy Corp 4.1% Trimmed −9%GOOGL Alphabet Inc. 3.8% HeldANET Arista Networks, Inc. 2.9% Trimmed −9%META Meta Platforms, Inc. 2.2% HeldHWM Howmet Aerospace Inc. 2.1% HeldAMZN Amazon.com Inc 2.0% HeldMA Mastercard Inc 1.9% HeldGEV GE Vernova Inc. 1.9% HeldGWW W.W. Grainger, Inc. 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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