Marathon Strategic Advisors, LLC

CIK

2021711

Location

PITTSBURGH, PA

Portfolio Value

Micro $26,387,159

Diversification

Diversified

Filing Date

Global Rank

#7,515 / 8,603 ▲ 243 · as of Mar 2026

Top Industry

Semiconductors 33.3%

3Y Alpha vs SPY

+13.1%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+94.7%

SPY

+54.1%

Annualised alpha

+12.3%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.0%

+10.3 pts

Top 5

67.7%

+4.1 pts

Top 10

82.7%

+1.8 pts

HHI

1,423

Diversified+349

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.8%	$10,225,479	5
Financial Services	29.8%	$7,861,038	4
Energy	8.8%	$2,320,027	3
Utilities	7.1%	$1,883,657	3
Basic Materials	4.3%	$1,146,692	1
Healthcare	3.3%	$864,658	2
Consumer Cyclical	3.0%	$788,603	2
Industrials	2.7%	$713,842	2
Consumer Defensive	1.4%	$370,366	1
Unclassified	0.8%	$212,797	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+69,589	179,525	$7,922,438
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	+23,411	392,654	$4,327,047
CHI	Calamos Convertible Opportunities & Income Fund	+11,401	288,327	$3,096,631
AAPL	Apple Inc.	+90	1,373	$348,453
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
CRDO	Credo Technology Group Holding Ltd	−2,000	8,458	$793,952
SYK	Stryker Corp	−93	1,154	$379,192
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SHEL	Shell plc	2,383	$221,619
BAR	GraniteShares Gold Trust	4,613	$212,797
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $26,387,159 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
INTC	Intel Corp Technology	Added	179,525	+69,589	$7,922,438	+95.3%	30.02%
FRA	Blackrock Floating Rate Income Strategies Fund, Inc. Financial Services	Added	392,654	+23,411	$4,327,047	−0.5%	16.40%
CHI	Calamos Convertible Opportunities & Income Fund Financial Services	Added	288,327	+11,401	$3,096,631	+6.7%	11.74%
COP	Conocophillips Energy	Held	10,295	0	$1,358,940	+41.0%	5.15%
LIN	Linde PLC Basic Materials	Held	2,313	0	$1,146,692	+16.3%	4.35%
AEP	American Electric Power Co Inc Utilities	Held	7,027	0	$921,099	+13.7%	3.49%
MSFT	Microsoft Corp Technology	Held	2,459	0	$910,248	−23.5%	3.45%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	8,458	-2,000	$793,952	−47.2%	3.01%
PSX	Phillips 66 Energy	Held	4,059	0	$739,468	+41.2%	2.80%
DUK	Duke Energy CORP Utilities	Held	4,666	0	$610,966	+11.7%	2.32%
MCK	Mckesson Corp Healthcare	Held	561	0	$485,466	+5.5%	1.84%
ROK	Rockwell Automation, Inc Industrials	Held	1,225	0	$439,628	−7.8%	1.67%
BC	Brunswick Corp Consumer Cyclical	Held	5,500	0	$400,180	−2.0%	1.52%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,865	0	$388,423	−9.8%	1.47%
SYK	Stryker Corp Healthcare	Reduced	1,154	-93	$379,192	−13.5%	1.44%
PEP	Pepsico Inc Consumer Defensive	Held	2,385	0	$370,366	+8.2%	1.40%
PPL	PPL Corp Utilities	Held	9,204	0	$351,592	+9.1%	1.33%
AAPL	Apple Inc. Technology	Added	1,373	+90	$348,453	−0.1%	1.32%
TT	Trane Technologies plc Industrials	Held	658	0	$274,214	+7.1%	1.04%
IBM	International Business Machines Corp Technology	Held	1,033	0	$250,388	−18.2%	0.95%
UBSI	United Bankshares Inc/Wv Financial Services	Held	5,565	0	$230,502	+7.9%	0.87%
SHEL	Shell plc Energy	NEW	2,383	NEW	$221,619	NEW	0.84%
BAR	GraniteShares Gold Trust	NEW	4,613	NEW	$212,797	NEW	0.81%
ACGL	Arch Capital Group Ltd. Financial Services	Held	2,155	0	$206,858	+0.1%	0.78%