Marietta Investment Partners LLC Top Holdings and 13F Report (2026) About Marietta Investment Partners LLCInvestment ActivityMarietta Investment Partners LLC has $499.44 million in total holdings as of March 31, 2026.Marietta Investment Partners LLC owns shares of 161 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 15.43% of the portfolio was purchased this quarter.About 6.09% of the portfolio was sold this quarter.This quarter, Marietta Investment Partners LLC has purchased 156 new stocks and bought additional shares in 37 stocks.Marietta Investment Partners LLC sold shares of 61 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $36,390,365NVIDIA $24,572,831Alphabet $19,408,243Microsoft $19,367,666Bloom Energy $13,390,748 Largest New Holdings this Quarter 02079K305 - Alphabet $19,408,243 Holding00287Y109 - AbbVie $7,327,891 HoldingN07059210 - ASML $6,293,755 HoldingL8681T102 - Spotify Technology $5,165,261 Holding064058100 - BNY $3,974,342 Holding Largest Purchases this Quarter Alphabet 67,493 shares (about $19.41M)AbbVie 33,693 shares (about $7.33M)ASML 4,765 shares (about $6.29M)Spotify Technology 10,652 shares (about $5.17M)McKesson 5,051 shares (about $4.37M) Largest Sales this Quarter Eaton 10,460 shares (about $3.74M)Ferrari 9,385 shares (about $3.18M)GE VERNOVA INC 2,248 shares (about $1.96M)Pegasystems 31,833 shares (about $1.35M)HDFC Bank 54,360 shares (about $1.35M) 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$36,390,365$103,292 â–¼-0.3%143,3887.3%Computer and TechnologyNVDANVIDIA$24,572,831$769,977 â–²3.2%140,8994.9%Computer and TechnologyGOOGLAlphabet$19,408,243$19,408,243 â–²New Holding67,4933.9%Computer and TechnologyMSFTMicrosoft$19,367,666$103,648 â–²0.5%52,3213.9%Computer and TechnologyBEBloom Energy$13,390,748$802,643 â–¼-5.7%98,8322.7%EnergyARISTA NETWORKS INC$11,827,889$229,353 â–¼-1.9%96,3342.4%COM SHSHWMHowmet Aerospace$11,531,527$40,791 â–¼-0.4%50,0372.3%AerospaceBRK.BBerkshire Hathaway$10,934,3860.0%22,8182.2%FinanceGE VERNOVA INC$10,685,169$1,962,279 â–¼-15.5%12,2412.1%COMMAMastercard$10,505,352$1,130,731 â–¼-9.7%21,0252.1%Business ServicesMETAMeta Platforms$10,233,117$288,354 â–¼-2.7%17,8862.0%Computer and TechnologyXOMExxonMobil$9,954,631$1,811,969 â–²22.3%58,6742.0%EnergyAMZNAmazon.com$9,836,384$387,174 â–²4.1%47,2292.0%Retail/WholesaleGWWW.W. Grainger$9,654,759$74,175 â–¼-0.8%8,8511.9%IndustrialsJPMJPMorgan Chase & Co.$8,339,730$279,452 â–¼-3.2%28,3511.7%FinanceTTTrane Technologies$8,025,579$216,288 â–¼-2.6%19,2581.6%ConstructionAMEAMETEK$7,609,780$220,791 â–¼-2.8%35,5001.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$7,570,868$173,488 â–²2.3%51,7561.5%CL AAVGOBroadcom$7,414,931$49,522 â–²0.7%23,9571.5%Computer and TechnologyABBVAbbVie$7,327,891$7,327,891 â–²New Holding33,6931.5%MedicalAPHAmphenol$7,245,541$299,955 â–²4.3%57,3451.5%Computer and TechnologyASMLASML$6,293,755$6,293,755 â–²New Holding4,7651.3%Computer and TechnologyMELIMercadoLibre$6,112,086$321,598 â–²5.6%3,5351.2%Retail/WholesaleETNEaton$6,023,520$3,741,228 â–¼-38.3%16,8411.2%IndustrialsSANBanco Santander$5,874,331$500,065 â–²9.3%520,7741.2%FinanceFTITechnipFMC$5,743,666$1,493,623 â–²35.1%83,0851.2%EnergyPHParker-Hannifin$5,565,707$16,114 â–¼-0.3%6,2171.1%IndustrialsFANGDiamondback Energy$5,498,562$99,291 â–¼-1.8%27,8001.1%EnergyMCKMcKesson$5,451,768$4,370,933 â–²404.4%6,3001.1%MedicalSPOTSpotify Technology$5,165,261$5,165,261 â–²New Holding10,6521.0%Computer and TechnologyFIXComfort Systems USA$5,156,044$13,790 â–¼-0.3%3,7391.0%ConstructionFASTFastenal$4,441,2220.0%95,7160.9%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,396,730$1,124,698 â–²34.4%13,0100.9%Computer and TechnologyBACBank of America$4,318,031$246,821 â–¼-5.4%88,5750.9%FinanceHMYHarmony Gold Mining$4,125,462$24,853 â–¼-0.6%268,4100.8%Basic MaterialsBKBNY$3,974,342$3,974,342 â–²New Holding33,5020.8%FinanceTPRTapestry$3,959,5470.0%28,0600.8%Retail/WholesaleBMYBristol Myers Squibb$3,941,765$632,580 â–²19.1%64,9920.8%MedicalBABAAlibaba Group$3,866,803$3,866,803 â–²New Holding30,8210.8%Retail/WholesaleLAM RESEARCH CORP$3,840,325$252,546 â–²7.0%17,9740.8%COM NEWSNASnap-On$3,775,6720.0%10,3950.8%Consumer DiscretionaryPEPPepsiCo$3,726,960$186,348 â–¼-4.8%24,0000.7%Consumer StaplesKRKroger$3,648,102$91,535 â–¼-2.4%50,4160.7%Retail/WholesaleLLYEli Lilly and Company$3,555,831$116,811 â–¼-3.2%3,8660.7%MedicalPGProcter & Gamble$3,532,569$46,221 â–¼-1.3%24,4570.7%Consumer StaplesAROCArchrock$3,407,894$1,253,774 â–²58.2%97,9280.7%EnergyGOOGAlphabet$3,280,766$3,280,766 â–²New Holding11,4370.7%Computer and TechnologyHALOHalozyme Therapeutics$3,169,584$888,081 â–²38.9%49,0420.6%MedicalHDBHDFC Bank$3,128,461$1,352,477 â–¼-30.2%125,7420.6%FinanceEQTEQT$3,070,948$70,322 â–¼-2.2%48,2550.6%EnergyNVSNovartis$3,057,902$272,200 â–²9.8%20,0190.6%MedicalINGING Group$2,923,852$70,179 â–¼-2.3%112,2400.6%FinanceWECWEC Energy Group$2,904,554$50,244 â–¼-1.7%25,0890.6%UtilitiesPRIMORIS SVCS CORP$2,849,071$23,459 â–¼-0.8%19,9180.6%COMPANWPalo Alto Networks$2,837,344$417,313 â–²17.2%17,6980.6%Computer and TechnologyCVXChevron$2,831,633$442,766 â–²18.5%13,6860.6%EnergyAOSA. O. Smith$2,795,328$7,583 â–¼-0.3%42,3920.6%IndustrialsTMOThermo Fisher Scientific$2,635,092$599,667 â–¼-18.5%5,3610.5%MedicalCHDChurch & Dwight$2,600,828$1,452,992 â–²126.6%27,8700.5%Consumer StaplesSOSouthern$2,551,796$344,576 â–²15.6%26,4380.5%UtilitiesKTOSKratos Defense & Security Solutions$2,387,751$659,551 â–²38.2%33,8640.5%AerospaceSNOWSnowflake$2,343,592$946,848 â–²67.8%15,5390.5%Computer and TechnologyPEGAPegasystems$2,296,793$1,354,813 â–¼-37.1%53,9660.5%Computer and TechnologyRACEFerrari$2,233,770$3,176,353 â–¼-58.7%6,6000.4%Auto/Tires/TrucksHONHoneywell International$2,190,231$9,493 â–¼-0.4%9,6900.4%Multi-Sector ConglomeratesLNTAlliant Energy$2,168,731$35,880 â–²1.7%30,2220.4%UtilitiesBCSBarclays$2,154,934$233,818 â–²12.2%101,8400.4%FinanceBBVABanco Bilbao Viscaya Argentaria$2,114,969$112,979 â–¼-5.1%97,6440.4%FinanceAPPLOVIN CORP$2,113,380$928,136 â–¼-30.5%5,3100.4%COM CL ACCJCameco$2,085,638$512,422 â–²32.6%19,2030.4%Basic MaterialsKBKB Financial Group$2,025,915$2,025,915 â–²New Holding20,3140.4%FinanceABTAbbott Laboratories$1,969,211$98,974 â–¼-4.8%19,1800.4%MedicalJCIJohnson Controls International$1,777,515$79,094 â–¼-4.3%13,5740.4%ConstructionEWYiShares MSCI South Korea ETF$1,745,512$1,745,512 â–²New Holding14,1900.3%ETFNTRSNorthern Trust$1,614,8250.0%11,5700.3%FinanceIBMInternational Business Machines$1,558,568$16,967 â–²1.1%6,4300.3%Computer and TechnologySHELShell$1,480,9320.0%15,9240.3%EnergyKIMBERLY-CLARK CORP$1,399,1040.0%14,5030.3%COMCNQCanadian Natural Resources$1,393,532$44,637 â–²3.3%28,5970.3%EnergyDDominion Energy$1,167,4090.0%18,8840.2%UtilitiesCELESTICA INC$1,164,183$48,449 â–¼-4.0%4,1330.2%COMCICigna Group$1,160,3630.0%4,3500.2%MedicalFCXFreeport-McMoRan$1,151,500$233,357 â–²25.4%19,5900.2%Basic MaterialsQBTSD-Wave Quantum$1,122,077$15,873 â–²1.4%77,7600.2%Computer and TechnologyROKRockwell Automation$1,121,5000.0%3,1250.2%Computer and TechnologyMMM3M$1,095,615$1,095,615 â–²New Holding7,5440.2%Multi-Sector ConglomeratesPPGPPG Industries$1,082,4810.0%10,1280.2%Basic MaterialsHDHome Depot$1,071,753$94,712 â–¼-8.1%3,2590.2%Retail/WholesaleCPCanadian Pacific Kansas City$978,530$27,059 â–²2.8%12,4400.2%TransportationGEGE Aerospace$922,820$71,794 â–¼-7.2%3,2520.2%AerospaceSCHXSchwab US Large-Cap ETF$887,631$114,918 â–¼-11.5%34,6190.2%ETFVVisa$885,0920.0%2,9280.2%Business ServicesAMDAdvanced Micro Devices$866,612$28,480 â–¼-3.2%4,2600.2%Computer and TechnologyNMRNomura$858,053$56,603 â–¼-6.2%108,7520.2%FinanceDVYiShares Select Dividend ETF$847,8960.0%5,6000.2%ETFCPACopa$817,878$53,169 â–¼-6.1%7,1990.2%TransportationKMIKinder Morgan$794,661$794,661 â–²New Holding23,7000.2%EnergyAXPAmerican Express$785,8430.0%2,5980.2%FinanceJNJJohnson & Johnson$767,5420.0%3,1400.2%MedicalBMIBadger Meter$749,714$251,377 â–¼-25.1%4,9210.2%Computer and TechnologyShowing largest 100 holdings. 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