Marathon Strategic Advisors, LLC
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.
Portfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 64.8% | $34,713,953 |
| Financial Services | 17.2% | $9,233,410 |
| Energy | 6.8% | $3,631,282 |
| Utilities | 3.5% | $1,886,550 |
| Basic Materials | 2.2% | $1,200,308 |
| Industrials | 1.7% | $918,850 |
| Consumer Cyclical | 1.7% | $907,824 |
| Healthcare | 1.5% | $787,216 |
| Consumer Defensive | 0.6% | $321,575 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| INTC |
Intel Corp
Technology
|
Added | 233,660 | $32,625,945 | 60.87% | |
| FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
Financial Services
|
Added | 438,310 | $4,817,026 | 8.99% | |
| CHI |
Calamos Convertible Opportunities & Income Fund
Financial Services
|
Added | 293,821 | $3,948,954 | 7.37% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 13,713 | $1,874,841 | 3.50% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 2,313 | $1,200,308 | 2.24% | |
| COP |
Conocophillips
Energy
|
Held | 10,295 | $1,070,268 | 2.00% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 7,027 | $961,363 | 1.79% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,451 | $914,272 | 1.71% | |
| PSX |
Phillips 66
Energy
|
Held | 4,059 | $686,173 | 1.28% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 1,225 | $606,473 | 1.13% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 4,666 | $590,622 | 1.10% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 421 | $485,956 | 0.91% | |
| BC |
Brunswick Corp
Consumer Cyclical
|
Held | 5,500 | $463,320 | 0.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,865 | $444,504 | 0.83% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 561 | $423,891 | 0.79% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,373 | $397,291 | 0.74% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 1,154 | $363,325 | 0.68% | |
| PPL |
PPL Corp
Utilities
|
Held | 9,204 | $334,565 | 0.62% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,375 | $321,575 | 0.60% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 636 | $312,377 | 0.58% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,033 | $290,489 | 0.54% | |
| UBSI |
United Bankshares Inc/Wv
Financial Services
|
Held | 5,565 | $255,043 | 0.48% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 210 | $212,387 | 0.40% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.