Marietta Investment Partners LLC Top Holdings and 13F Report (2025) About Marietta Investment Partners LLCInvestment ActivityMarietta Investment Partners LLC has $414.95 million in total holdings as of March 31, 2025.Marietta Investment Partners LLC owns shares of 155 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 11.95% of the portfolio was sold this quarter.This quarter, Marietta Investment Partners LLC has purchased 158 new stocks and bought additional shares in 30 stocks.Marietta Investment Partners LLC sold shares of 65 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $31,958,222Microsoft $19,509,858NVIDIA $13,966,389Mastercard $12,402,311W.W. Grainger $12,141,419 Largest New Holdings this Quarter 501044101 - Kroger $5,764,142 Holding01609W102 - Alibaba Group $3,589,780 Holding413216300 - Harmony Gold Mining $3,336,558 Holding05964H105 - Banco Santander $904,266 Holding22160K105 - Costco Wholesale $557,381 Holding Largest Purchases this Quarter Kroger 85,155 shares (about $5.76M)Bristol-Myers Squibb 66,978 shares (about $4.08M)AbbVie 18,111 shares (about $3.79M)Alibaba Group 27,148 shares (about $3.59M)Harmony Gold Mining 225,901 shares (about $3.34M) Largest Sales this Quarter Cadence Design Systems 23,578 shares (about $6.00M)United Rentals 9,021 shares (about $5.65M)Canadian Natural Resources 56,710 shares (about $1.75M)W.W. Grainger 1,429 shares (about $1.41M)Trane Technologies 4,155 shares (about $1.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarietta Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,958,222$190,809 ▼-0.6%143,8727.7%Computer and TechnologyMSFTMicrosoft$19,509,858$219,980 ▼-1.1%51,9724.7%Computer and TechnologyNVDANVIDIA$13,966,389$240,820 ▲1.8%128,8653.4%Computer and TechnologyMAMastercard$12,402,311$72,900 ▲0.6%22,6273.0%Business ServicesGWWW.W. Grainger$12,141,419$1,411,609 ▼-10.4%12,2912.9%IndustrialsBRK.BBerkshire Hathaway$11,659,7740.0%21,8932.8%FinanceGOOGLAlphabet$11,245,389$264,898 ▼-2.3%72,7202.7%Computer and TechnologyMETAMeta Platforms$10,934,702$542,355 ▼-4.7%18,9722.6%Computer and TechnologyFIFiserv$10,639,810$194,110 ▲1.9%48,1812.6%Business ServicesABBVAbbVie$9,226,632$3,794,617 ▲69.9%44,0372.2%MedicalNVONovo Nordisk A/S$9,113,583$1,003,686 ▼-9.9%131,2442.2%MedicalARISTA NETWORKS INC$8,300,122$452,328 ▼-5.2%107,1262.0%COM SHSJPMJPMorgan Chase & Co.$7,415,910$148,897 ▲2.0%30,2321.8%FinanceETNEaton$7,365,778$107,101 ▼-1.4%27,0971.8%IndustrialsFANGDiamondback Energy$7,288,609$42,848 ▲0.6%45,5881.8%EnergyFLEXFlex$7,157,255$173,472 ▼-2.4%216,3621.7%Computer and TechnologyRACEFerrari$7,097,246$93,278 ▼-1.3%16,5871.7%Auto/Tires/TrucksAMZNAmazon.com$7,027,443$28,539 ▼-0.4%36,9361.7%Retail/WholesaleTTTrane Technologies$6,629,575$1,399,903 ▼-17.4%19,6771.6%ConstructionXOMExxon Mobil$6,538,2960.0%54,9761.6%EnergyMELIMercadoLibre$6,420,313$126,807 ▼-1.9%3,2911.5%Retail/WholesaleAMEAMETEK$6,295,848$43,035 ▼-0.7%36,5741.5%Computer and TechnologyHDBHDFC Bank$6,041,190$98,198 ▼-1.6%90,9271.5%FinancePALANTIR TECHNOLOGIES INC$5,781,316$704,571 ▼-10.9%68,4991.4%CL AKRKroger$5,764,142$5,764,142 ▲New Holding85,1551.4%Retail/WholesaleHWMHowmet Aerospace$4,957,113$162,811 ▲3.4%38,2111.2%AerospacePGProcter & Gamble$4,679,9040.0%27,4611.1%Consumer StaplesBMYBristol-Myers Squibb$4,579,007$4,084,988 ▲826.9%75,0781.1%MedicalAVGOBroadcom$4,178,718$1,674 ▲0.0%24,9581.0%Computer and TechnologyPEPPepsiCo$3,978,8080.0%26,5361.0%Consumer StaplesLLYEli Lilly and Company$3,934,635$445,991 ▼-10.2%4,7640.9%MedicalFASTFastenal$3,711,3880.0%47,8580.9%Retail/WholesaleBABAAlibaba Group$3,589,780$3,589,780 ▲New Holding27,1480.9%Retail/WholesaleBACBank of America$3,542,794$1,557,531 ▲78.5%84,8980.9%FinanceSNASnap-on$3,503,2190.0%10,3950.8%Consumer DiscretionaryPHParker-Hannifin$3,338,920$114,276 ▼-3.3%5,4930.8%IndustrialsHMYHarmony Gold Mining$3,336,558$3,336,558 ▲New Holding225,9010.8%Basic MaterialsGE VERNOVA INC$3,248,484$783,043 ▼-19.4%10,6410.8%COMCIThe Cigna Group$2,975,147$658 ▼0.0%9,0430.7%MedicalTMOThermo Fisher Scientific$2,954,251$9,952 ▼-0.3%5,9370.7%MedicalASMLASML$2,942,077$337,279 ▼-10.3%4,4400.7%Computer and TechnologyIHGInterContinental Hotels Group$2,926,820$30,466 ▲1.1%26,7070.7%Consumer DiscretionaryAOSA. O. Smith$2,778,2580.0%42,5070.7%IndustrialsEXELExelixis$2,646,942$642,408 ▲32.0%71,6940.6%MedicalABTAbbott Laboratories$2,623,8170.0%19,7800.6%MedicalBMIBadger Meter$2,556,009$1,248,991 ▼-32.8%13,4350.6%Computer and TechnologyBKBank of New York Mellon$2,520,377$2,100,943 ▲500.9%30,0510.6%FinanceAPHAmphenol$2,495,831$18,628 ▲0.8%38,0520.6%Computer and TechnologyCVXChevron$2,399,942$30,949 ▼-1.3%14,3460.6%EnergyMARMarriott International$2,389,861$17,150 ▼-0.7%10,0330.6%Consumer DiscretionaryCDNSCadence Design Systems$2,316,438$5,996,594 ▼-72.1%9,1080.6%Computer and TechnologyKMBKimberly-Clark$2,211,9480.0%15,5530.5%Consumer StaplesHONHoneywell International$2,072,1860.0%9,7860.5%Multi-Sector ConglomeratesSOSouthern$2,013,153$1,642,778 ▲443.5%21,8940.5%UtilitiesTPRTapestry$1,975,7050.0%28,0600.5%Retail/WholesaleNVSNovartis$1,973,642$12,263 ▼-0.6%17,7040.5%MedicalIBMInternational Business Machines$1,640,161$54,705 ▲3.5%6,5960.4%Computer and TechnologyHDHome Depot$1,623,573$366 ▲0.0%4,4300.4%Retail/WholesaleFLSFlowserve$1,585,053$710,768 ▼-31.0%32,4540.4%IndustrialsHUBBHubbell$1,577,1170.0%4,7660.4%IndustrialsCHDChurch & Dwight$1,570,984$6,605 ▼-0.4%14,2700.4%Consumer StaplesTFCTruist Financial$1,552,919$13,991 ▼-0.9%37,7380.4%FinanceWECWEC Energy Group$1,507,847$4,359 ▲0.3%13,8360.4%UtilitiesBBVABanco Bilbao Vizcaya Argentaria$1,467,787$410,452 ▼-21.9%107,7670.4%FinanceVOOVanguard S&P 500 ETF$1,407,086$7,195 ▼-0.5%2,7380.3%ETFLINDE PLC$1,391,798$1,863 ▼-0.1%2,9890.3%SHSGOOGAlphabet$1,372,913$156 ▲0.0%8,7880.3%Computer and TechnologyLECOLincoln Electric$1,355,142$24,969 ▼-1.8%7,1640.3%IndustrialsMMM3M$1,352,5810.0%9,2100.3%Multi-Sector ConglomeratesDVYiShares Select Dividend ETF$1,297,9130.0%9,6650.3%ETFVVisa$1,208,113$36,801 ▼-3.0%3,4470.3%Business ServicesINGING Groep$1,187,409$1,646 ▼-0.1%60,6130.3%FinanceSHELShell$1,166,9110.0%15,9240.3%EnergyNTRSNorthern Trust$1,152,232$957,892 ▲492.9%11,6800.3%FinanceMSIMotorola Solutions$1,128,236$18,388 ▲1.7%2,5770.3%Computer and TechnologyPPGPPG Industries$1,107,4970.0%10,1280.3%Basic MaterialsULUnilever$1,070,173$1,310 ▼-0.1%17,9710.3%Consumer StaplesDDominion Energy$1,058,8260.0%18,8840.3%UtilitiesHALOHalozyme Therapeutics$1,046,5480.0%16,4010.3%MedicalJCIJohnson Controls International$995,928$1,282 ▼-0.1%12,4320.2%ConstructionSFMSprouts Farmers Market$984,375$4,579 ▲0.5%6,4490.2%Retail/WholesaleSBUXStarbucks$963,4400.0%9,8220.2%Retail/WholesaleWIXWix.com$950,872$1,634 ▼-0.2%5,8200.2%Computer and TechnologyGEGE Aerospace$929,096$20,015 ▼-2.1%4,6420.2%IndustrialsSANBanco Santander$904,266$904,266 ▲New Holding134,9650.2%FinanceCTASCintas$897,344$30,830 ▼-3.3%4,3660.2%Business ServicesKOCoca-Cola$893,9610.0%12,4820.2%Consumer StaplesCYBRCyberArk Software$861,562$2,028 ▼-0.2%2,5490.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$855,755$70,016 ▼-7.6%38,7570.2%ETFAZNAstraZeneca$830,109$1,029 ▼-0.1%11,2940.2%MedicalTSMTaiwan Semiconductor Manufacturing$828,340$177,288 ▼-17.6%4,9900.2%Computer and TechnologyLAM RESEARCH CORP$817,875$85,786 ▼-9.5%11,2500.2%COM NEWNFLXNetflix$815,9640.0%8750.2%Consumer DiscretionaryPRUPrudential Financial$804,0960.0%7,2000.2%FinanceCPCanadian Pacific Kansas City$795,409$983 ▼-0.1%11,3290.2%TransportationNMRNomura$793,768$136,604 ▲20.8%129,0680.2%FinanceEQTEQT$761,378$962 ▼-0.1%14,2500.2%EnergyADBEAdobe$750,952$34,518 ▼-4.4%1,9580.2%Computer and TechnologyROKRockwell Automation$721,1390.0%2,7910.2%Computer and TechnologyAXPAmerican Express$701,682$4,036 ▼-0.6%2,6080.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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