Marietta Investment Partners LLC Top Holdings and 13F Report (2026) About Marietta Investment Partners LLCInvestment ActivityMarietta Investment Partners LLC has $581.69 million in total holdings as of June 30, 2026.Marietta Investment Partners LLC owns shares of 170 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 22.33% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, Marietta Investment Partners LLC has purchased 135 new stocks and bought additional shares in 26 stocks.Marietta Investment Partners LLC sold shares of 44 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $41,244,999Bloom Energy $29,241,425NVIDIA $27,866,634Alphabet $23,794,840Microsoft $19,220,319 Largest New Holdings this Quarter 02079k305 - Alphabet $23,794,840 Holding57636q104 - Mastercard $10,833,365 Holdingn07059210 - ASML $9,499,576 Holding46625h100 - JPMorgan Chase & Co. $9,307,956 Holding00287y109 - AbbVie $8,398,737 Holding Largest Purchases this Quarter Alphabet 66,583 shares (about $23.79M)Mastercard 21,093 shares (about $10.83M)ASML 4,775 shares (about $9.50M)JPMorgan Chase & Co. 28,436 shares (about $9.31M)AbbVie 33,376 shares (about $8.40M) Largest Sales this Quarter Pegasystems 44,432 shares (about $1.33M)Honeywell International 4,880 shares (about $1.09M)Church & Dwight 9,680 shares (about $937.80K)Bloom Energy 2,230 shares (about $675.02K)EQT 12,555 shares (about $667.55K) 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$41,244,999$245,666 â–¼-0.6%142,5397.1%TechnologyBEBloom Energy$29,241,425$675,021 â–¼-2.3%96,6025.0%IndustrialsNVDANVIDIA$27,866,634$325,948 â–¼-1.2%139,2704.8%TechnologyGOOGLAlphabet$23,794,840$23,794,840 â–²New Holding66,5834.1%Communication ServicesMSFTMicrosoft$19,220,319$296,552 â–¼-1.5%51,5263.3%TechnologyARISTA NETWORKS INC$15,800,369$564,851 â–¼-3.5%93,0092.7%COM SHSHWMHowmet Aerospace$15,126,870$1,673,922 â–²12.4%56,2632.6%IndustrialsGE VERNOVA INC$14,340,341$41,120 â–¼-0.3%12,2062.5%COMGWWW.W. Grainger$12,138,849$97,949 â–²0.8%8,9232.1%IndustrialsBRK.BBerkshire Hathaway$11,417,8990.0%22,8182.0%FinanceAMZNAmazon.com$11,393,844$137,284 â–²1.2%47,8052.0%Consumer DiscretionaryMAMastercard$10,833,365$10,833,365 â–²New Holding21,0931.9%FinanceMETAMeta Platforms$10,036,701$38,304 â–¼-0.4%17,8181.7%Communication ServicesAPHAmphenol$9,906,716$204,355 â–¼-2.0%56,1861.7%TechnologyASMLASML$9,499,576$9,499,576 â–²New Holding4,7751.6%TechnologyTTTrane Technologies$9,462,689$3,929 â–²0.0%19,2661.6%IndustrialsJPMJPMorgan Chase & Co.$9,307,956$9,307,956 â–²New Holding28,4361.6%FinanceAVGOBroadcom$8,536,017$513,740 â–¼-5.7%22,5971.5%TechnologyABBVAbbVie$8,398,737$8,398,737 â–²New Holding33,3761.4%HealthcareAMEAMETEK$8,375,721$213,149 â–¼-2.5%34,6191.4%TechnologyFIXComfort Systems USA$8,092,302$681,791 â–²9.2%4,0831.4%IndustrialsLAM RESEARCH CORP$7,962,005$173,332 â–²2.2%18,3741.4%COM NEWXOMExxonMobil$7,876,986$144,923 â–¼-1.8%57,6141.4%EnergySANBanco Santander$7,373,671$186,990 â–²2.6%534,3241.3%FinanceETNEaton$7,172,026$7,172,026 â–²New Holding16,8311.2%IndustrialsLLYEli Lilly and Company$7,058,646$2,421,649 â–²52.2%5,8851.2%HealthcareTSMTaiwan Semiconductor Manufacturing$6,573,273$360,088 â–²5.8%13,7641.1%TechnologyPALANTIR TECHNOLOGIES INC$6,024,489$13,884 â–¼-0.2%51,6371.0%CL APHParker-Hannifin$6,002,722$78,250 â–¼-1.3%6,1371.0%IndustrialsSNOWSnowflake$5,984,059$2,029,383 â–²51.3%23,5131.0%TechnologyPANWPalo Alto Networks$5,893,508$141,864 â–¼-2.4%17,2821.0%TechnologyFTITechnipFMC$5,516,094$7,558 â–²0.1%83,1990.9%EnergyFANGDiamondback Energy$4,922,367$4,922,367 â–²New Holding28,0030.8%EnergyMELIMercadoLibre$4,890,181$4,890,181 â–²New Holding2,8810.8%Consumer DiscretionarySPOTSpotify Technology$4,888,357$2,296 â–¼0.0%10,6470.8%Communication ServicesBACBank of America$4,854,183$192,820 â–¼-3.8%85,1910.8%FinanceBANK OF NY MELLON CORP$4,819,562$25,162 â–¼-0.5%33,3280.8%COMFASTFastenal$4,597,2390.0%95,7160.8%IndustrialsSNASnap-On$4,182,9480.0%10,3950.7%IndustrialsTPRTapestry$4,107,4230.0%28,0600.7%Consumer DiscretionaryHMYHarmony Gold Mining$4,069,177$13,339 â–¼-0.3%267,5330.7%MaterialsMCKMcKesson$4,000,902$4,000,902 â–²New Holding5,2950.7%HealthcareAROCArchrock$3,986,6490.0%97,9280.7%EnergyGOOGAlphabet$3,920,966$3,920,966 â–²New Holding11,0970.7%Communication ServicesBMYBristol Myers Squibb$3,818,016$73,177 â–²2.0%66,2620.7%HealthcarePGProcter & Gamble$3,586,3740.0%24,4570.6%Consumer StaplesHALOHalozyme Therapeutics$3,552,049$286,468 â–¼-7.5%45,3820.6%HealthcareINGING Group$3,517,447$4,644 â–¼-0.1%112,0920.6%FinanceMUMicron Technology$3,410,927$2,253,174 â–²194.6%2,9550.6%TechnologyPEPPepsiCo$3,249,6000.0%24,0000.6%Consumer StaplesNVSNovartis$3,137,3780.0%20,0190.5%HealthcareHDBHDFC Bank$2,919,307$2,919,307 â–²New Holding113,0200.5%FinanceWECWEC Energy Group$2,899,282$2,899,282 â–²New Holding24,8290.5%UtilitiesEWYiShares MSCI South Korea ETF$2,864,9610.0%14,1900.5%ETFKRKroger$2,777,055$22,545 â–¼-0.8%50,0100.5%Consumer StaplesBCSBarclays$2,735,4220.0%101,8400.5%FinanceTMOThermo Fisher Scientific$2,687,7910.0%5,3610.5%HealthcareSIMOSilicon Motion Technology$2,683,640$2,683,640 â–²New Holding8,0510.5%TechnologyBBVABanco Bilbao Viscaya Argentaria$2,661,222$214,263 â–²8.8%106,1940.5%FinanceAOSA. O. Smith$2,658,8260.0%42,3920.5%IndustrialsAPPLOVIN CORP$2,635,917$99,955 â–¼-3.7%5,1160.5%COM CL ASOSouthern$2,567,708$37,327 â–²1.5%26,8280.4%UtilitiesAMDAdvanced Micro Devices$2,429,366$45,311 â–¼-1.8%4,1820.4%TechnologyLNTAlliant Energy$2,305,6360.0%30,2220.4%UtilitiesKBKB Financial Group$2,129,428$2,129,428 â–²New Holding20,2880.4%FinanceNTRSNorthern Trust$2,011,3290.0%11,5700.3%FinanceJCIJohnson Controls International$1,978,622$1,978,622 â–²New Holding13,5420.3%IndustrialsCCJCameco$1,920,978$35,040 â–¼-1.8%18,8590.3%EnergyEQTEQT$1,898,169$667,549 â–¼-26.0%35,7000.3%EnergyD-WAVE QUANTUM INC$1,841,233$24,230 â–¼-1.3%76,7500.3%COMIBMInternational Business Machines$1,808,1800.0%6,4300.3%TechnologyCELESTICA INC$1,806,854$299,136 â–²19.8%4,9530.3%COMCHDChurch & Dwight$1,762,247$937,798 â–¼-34.7%18,1900.3%Consumer StaplesABTAbbott Laboratories$1,740,3930.0%19,1800.3%HealthcareROKRockwell Automation$1,716,442$169,317 â–²10.9%3,4670.3%IndustrialsCVXChevron$1,638,703$629,888 â–¼-27.8%9,8860.3%EnergyKIMBERLY-CLARK CORP$1,591,9940.0%14,5030.3%COMAZNCFAstraZeneca$1,503,497$1,503,497 â–²New Holding7,9290.3%HealthcareFCXFreeport-McMoRan$1,307,483$75,468 â–²6.1%20,7900.2%MaterialsDDominion Energy$1,289,5880.0%18,8840.2%UtilitiesCRDOCredo Technology Group$1,251,786$1,251,786 â–²New Holding4,6030.2%TechnologySHELShell$1,234,7470.0%15,9240.2%EnergyPPGPPG Industries$1,228,4250.0%10,1280.2%MaterialsGEGE Aerospace$1,224,713$9,343 â–²0.8%3,2770.2%IndustrialsMMM3M$1,221,449$1,221,449 â–²New Holding7,5440.2%IndustrialsCICigna Group$1,199,2080.0%4,3500.2%HealthcareKTOSKratos Defense & Security Solutions$1,165,727$522,732 â–¼-31.0%23,3800.2%IndustrialsHDHome Depot$1,149,826$353 â–²0.0%3,2600.2%Consumer DiscretionaryCASYCasey's General Stores$1,133,371$1,133,371 â–²New Holding1,4260.2%Consumer StaplesROCKET LAB CORP$1,128,3150.0%11,1000.2%COMCNQCanadian Natural Resources$1,126,659$2,923 â–¼-0.3%28,5230.2%EnergyCPACopa$1,115,904$1,115,904 â–²New Holding7,1730.2%IndustrialsHONHoneywell International$1,076,959$1,092,632 â–¼-50.4%4,8100.2%IndustrialsCPCanadian Pacific Kansas City$1,075,327$2,600 â–¼-0.2%12,4100.2%IndustrialsHONEYWELL AEROSPACE INC$1,063,395$1,063,395 â–²New Holding4,8100.2%COMRACEFerrari$1,046,135$1,046,135 â–²New Holding2,8100.2%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$1,035,995$17,158 â–²1.7%35,2020.2%ETFVVisa$1,004,842$1,004,842 â–²New Holding2,9290.2%FinanceNMRNomura$951,489$3,354 â–¼-0.4%108,3700.2%FinanceSXTSensient Technologies$939,470$939,470 â–²New Holding7,6200.2%MaterialsShowing largest 100 holdings. 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