Marathon Strategic Advisors, LLC
CIK
2021711
City
PITTSBURGH
State / Country
PA
Top Portfolio Positions
25 positions ·
$28,713,706 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| INTC |
Intel Corp
Technology
|
179,525 | $7,922,438 | 27.59% | |
| FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
Financial Services
|
392,654 | $4,327,047 | 15.07% | |
| CHI |
Calamos Convertible Opportunities & Income Fund
Financial Services
|
288,327 | $3,096,631 | 10.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
13,713 | $2,326,547 | 8.10% | |
| COP |
Conocophillips
Energy
|
10,295 | $1,358,940 | 4.73% | |
| LIN |
Linde PLC
Basic Materials
|
2,313 | $1,146,692 | 3.99% | |
| AEP |
American Electric Power Co Inc
Utilities
|
7,027 | $921,099 | 3.21% | |
| MSFT |
Microsoft Corp
Technology
|
2,459 | $910,248 | 3.17% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
8,458 | $793,952 | 2.77% | |
| PSX |
Phillips 66
Energy
|
4,059 | $739,468 | 2.58% |
Portfolio Trend
10 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,096,631 | 288,327 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,902,184 | 276,926 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,888,072 | 267,662 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,335,629 | 222,018 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,970,188 | 205,442 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,371,976 | 198,658 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,247,986 | 193,126 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,185,398 | 187,749 | Shares | Sole | 2024-07-08 | |
| 2023-12-31 | $1,879,449 | 181,414 | Shares | Sole | 2024-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||