13F Insight
DOSSIER · 13F-HR · Q1 2026

MARATHON CAPITAL MANAGEMENT

MARATHON's family office based in San Francisco, CA — $445M in tracked AUM across 171 positions as of Q1 2026.

M
MARATHON·San Francisco, CA·Family Office
CIK 0001213206 · last filed Mar 31, 2026
Total AUM
$445M
▲ 11.6%
vs prior
Holdings
171
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MARATHON CAPITAL MANAGEMENT filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TROW
PRICE T ROWE GROUP INC
$58M639K12.9%
02
BIL
SPDR SERIES TRUST
$18M195K4.0%
03
GLW
CORNING INC
$14M105K3.2%
04
G0593M107
ASTRAZENECA PLC
$13M65K2.9%
05
AAPL
APPLE INC
$12M49K2.8%
06
GOOG
ALPHABET INC
$12M42K2.7%
07
AMZN
AMAZON COM INC
$12M56K2.6%
08
CVX
CHEVRON CORPORATION
$10M49K2.3%
09
VYMI
VANGUARD WHITEHALL FDS
$10M104K2.2%
10
FANG
DIAMONDBACK ENERGY INC
$9M48K2.1%

Filing history

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