Position in ELV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$540,261
+$191,889 QoQ
Shares Held
1,397
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#949
of 1,597 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $766,869 across 2 Healthcare Plans names. ELV ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
1,397 | $540,261 | |
| 2 | CI |
Cigna Group
|
822 | $226,608 |
All Filings in ELV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,261 | 1,397 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $348,372 | 1,190 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $347,044 | 990 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $306,640 | 949 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||