MARATHON CAPITAL MANAGEMENT
Top Portfolio Positions
153 positions ·
$392,156,313 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HDSN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,025,031 | 174,325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,200,976 | 175,325 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,930,888 | 194,450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,025,534 | 249,450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,361,259 | 382,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,180,106 | 390,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,325,992 | 398,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,551,599 | 404,050 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,607,651 | 600,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,203,269 | 608,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,990,295 | 751,150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,566,610 | 890,500 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,769,700 | 890,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,477,997 | 936,561 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,883,723 | 936,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,911,295 | 254,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,682,910 | 271,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,425,240 | 321,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,133,130 | 321,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,111,205 | 326,825 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $563,218 | 349,825 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $486,221 | 446,075 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,121,083 | 974,855 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,031,063 | 1,020,855 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $713,704 | 1,034,355 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||