MARIETTA INVESTMENT PARTNERS LLC
Top Portfolio Positions
146 positions ·
$489,080,073 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
143,388 | $36,390,440 | 7.44% | |
| NVDA |
Nvidia Corp
Technology
|
140,899 | $24,572,785 | 5.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
67,493 | $19,408,287 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
52,321 | $19,367,664 | 3.96% | |
| BE |
Bloom Energy Corp
Industrials
|
98,832 | $13,390,747 | 2.74% | |
| ANET |
Arista Networks, Inc.
Technology
|
96,334 | $11,827,888 | 2.42% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
50,037 | $11,531,527 | 2.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
22,818 | $10,934,385 | 2.24% | |
| GEV |
GE Vernova Inc.
Industrials
|
12,241 | $10,685,168 | 2.18% | |
| MA |
Mastercard Inc
Financial Services
|
21,025 | $10,505,351 | 2.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,025,915 | 20,314 | Shares | Sole | 2026-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||