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Home > Institutional Investor > Marathon Capital Management > Profile

Instuitional Investor - Marathon Capital Management

Fund Profile
Filing Period:
Fund Name: Marathon Capital Management
Portfolio Value $464,680,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Price T Rowe Group Inc
 TROW 653,125 $66,866,938 14.39%
2.
Corning Inc
 GLW 185,415 $16,234,981 3.49%
3.
Spdr Series Trust
 161,415 $14,750,103 3.17%
4.
Astrazeneca Plc
 AZN 157,747 $14,501,689 3.12%
5.
Alphabet Inc.
 GOOGL 43,155 $13,541,889 2.91%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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