MARATHON CAPITAL MANAGEMENT

CIK
1213206
City
Hunt Valley
State / Country
MD

Top Portfolio Positions

153 positions · $392,156,313 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TROW
Price T Rowe Group Inc
Financial Services
638,525 $57,556,643 14.68%
GLW
Corning Inc /Ny
Technology
105,187 $14,302,276 3.65%
AZN
Astrazeneca Plc
Healthcare
65,175 $12,853,813 3.28%
AAPL
Apple Inc.
Technology
48,992 $12,433,679 3.17%
AMZN
Amazon Com Inc
Consumer Cyclical
55,724 $11,605,637 2.96%
CVX
Chevron Corp
Energy
49,304 $10,200,997 2.60%
FANG
Diamondback Energy, Inc.
Energy
47,951 $9,484,228 2.42%
ZS
Zscaler, Inc.
Technology
66,345 $9,307,540 2.37%
ALSN
Allison Transmission Holdings Inc
Consumer Cyclical
72,235 $8,455,829 2.16%
MSFT
Microsoft Corp
Technology
22,710 $8,406,560 2.14%

Holdings in ALM

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Report Date Value (USD) Shares
2026-03-31 $7,662,164 529,155