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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 $445,244,252
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Price T Rowe Group Inc
 TROW 638,525 $57,556,644 12.93%
2.
Spdr Series Trust
 195,446 $17,910,712 4.02%
3.
Corning Inc
 GLW 105,187 $14,302,253 3.21%
4.
Astrazeneca Plc
 65,175 $12,853,833 2.89%
5.
Apple Inc.
 AAPL 48,992 $12,433,683 2.79%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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