13F Insight
DOSSIER · 13F-HR · Q2 2026

MARIETTA INVESTMENT PARTNERS LLC

$582M in tracked AUM across 170 positions as of Q2 2026.

MI
CIK 0001114702 · last filed Jun 30, 2026
Total AUM
$582M
as of Q2 2026
Holdings
170
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MARIETTA INVESTMENT PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$41M143K7.1%02
BE
BLOOM ENERGY CORP
$29M97K5.0%03
NVDA
NVIDIA CORPORATION
$28M139K4.8%04
GOOGL
ALPHABET INC
$24M67K4.1%05
MSFT
MICROSOFT CORP
$19M52K3.3%06
ANET
ARISTA NETWORKS INC
$16M93K2.7%07
HWM
HOWMET AEROSPACE INC
$15M56K2.6%08
GEV
GE VERNOVA INC
$14M12K2.5%09
GWW
WW GRAINGER INC
$12M9K2.1%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$11M23K2.0%

Filing history

2026Q2Jun 30
$582M▲ 16.5%
170 positionsView →2026Q1Mar 31
$499M▼ 0.8%
161 positionsView →2025Q4Dec 31
$504M▼ 2.9%
162 positionsView →2025Q3Sep 30
$519M▲ 13.6%
167 positionsView →2025Q2Jun 30
$457M▲ 10.1%
155 positionsLocked2025Q1Mar 31
$415M▼ 8.6%
155 positionsLocked2024Q4Dec 31
$454M▼ 3.7%
158 positionsLocked2024Q3Sep 30
$471M▲ 3.5%
162 positionsLocked2024Q2Jun 30
$455M▼ 0.4%
160 positionsLocked2024Q1Mar 31
$457M▲ 13.9%
164 positionsLocked2023Q4Dec 31
$402M▲ 12.6%
156 positionsLocked2023Q3Sep 30
$357M▼ 7.5%
162 positionsLocked
Showing 12 of 99