Filed: 2/10/2026ACC: 0000892712-26-000074
📋 What this filing means
MARIETTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $503.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$503.69M
Total AUM (reported)
4.27M
Total Shares
Allocation by class
COM$310.13M61.6%
CL A$43.07M8.6%
CAP STK CL A$21.64M4.3%
SHS$20.25M4.0%
COM CL A$15.75M3.1%
COM SHS$14.90M3.0%
SPONSORED ADR$14.78M2.9%
Portfolio Concentration
Top 3$89.71M17.8%
4–10$92.18M18.3%
11–25$118.35M23.5%
Rest$203.44M40.4%
Top 3 weight
17.8%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Sole
Full voting authority
4.02M
shares
% of voting shares94.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
252.56K
shares
% of voting shares5.9%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeSole · 94.1% of voting shares
Institutional Holdings162
Rows:
APPLE INC
SOLEShares143.79K
TypeSH
Market value$39.09M
7.76%
Sole
136.47K
Shared
0.00
None
7.33K
NVIDIA CORPORATION
SOLEShares136.48K
TypeSH
Market value$25.45M
5.05%
Sole
131.45K
Shared
0.00
None
5.04K
MICROSOFT CORP
SOLEShares52.04K
TypeSH
Market value$25.17M
5.00%
Sole
50.04K
Shared
0.00
None
2K
ALPHABET INC
SOLEShares69.14K
TypeSH
Market value$21.64M
4.30%
Sole
65.05K
Shared
0.00
None
4.10K
MASTERCARD INCORPORATED
SOLEShares23.29K
TypeSH
Market value$13.29M
2.64%
Sole
21.58K
Shared
0.00
None
1.70K
ARISTA NETWORKS INC
SOLEShares98.20K
TypeSH
Market value$12.87M
2.55%
Sole
90.32K
Shared
0.00
None
7.88K
META PLATFORMS INC
SOLEShares18.39K
TypeSH
Market value$12.14M
2.41%
Sole
17.30K
Shared
0.00
None
1.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.82K
TypeSH
Market value$11.47M
2.28%
Sole
22.82K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares45.37K
TypeSH
Market value$10.47M
2.08%
Sole
42.15K
Shared
0.00
None
3.22K
HOWMET AEROSPACE INC
SOLEShares50.21K
TypeSH
Market value$10.29M
2.04%
Sole
49.46K
Shared
0.00
None
753.00
GE VERNOVA INC
SOLEShares14.49K
TypeSH
Market value$9.47M
1.88%
Sole
12.47K
Shared
0.00
None
2.02K
JPMORGAN CHASE & CO.
SOLEShares29.30K
TypeSH
Market value$9.44M
1.87%
Sole
28.96K
Shared
0.00
None
339.00
BLOOM ENERGY CORP
SOLEShares104.76K
TypeSH
Market value$9.10M
1.81%
Sole
94.89K
Shared
0.00
None
9.87K
WW GRAINGER INC
SOLEShares8.92K
TypeSH
Market value$9.00M
1.79%
Sole
8.84K
Shared
0.00
None
82.00
PALANTIR TECHNOLOGIES INC
SOLEShares50.57K
TypeSH
Market value$8.99M
1.78%
Sole
40.81K
Shared
0.00
None
9.76K
EATON CORP PLC
SOLEShares27.30K
TypeSH
Market value$8.70M
1.73%
Sole
24.78K
Shared
0.00
None
2.52K
BROADCOM INC
SOLEShares23.80K
TypeSH
Market value$8.24M
1.64%
Sole
20.36K
Shared
0.00
None
3.44K
ABBVIE INC
SOLEShares34.07K
TypeSH
Market value$7.78M
1.55%
Sole
33.67K
Shared
0.00
None
400.00
TRANE TECHNOLOGIES PLC
SOLEShares19.78K
TypeSH
Market value$7.70M
1.53%
Sole
18.03K
Shared
0.00
None
1.75K
AMETEK INC
SOLEShares36.53K
TypeSH
Market value$7.50M
1.49%
Sole
31.26K
Shared
0.00
None
5.27K
AMPHENOL CORP NEW
SOLEShares54.97K
TypeSH
Market value$7.43M
1.47%
Sole
49.41K
Shared
0.00
None
5.56K
MERCADOLIBRE INC
SOLEShares3.35K
TypeSH
Market value$6.75M
1.34%
Sole
2.88K
Shared
0.00
None
467.00
HDFC BANK LTD
SOLEShares180.10K
TypeSH
Market value$6.58M
1.31%
Sole
179.24K
Shared
0.00
None
866.00
FERRARI N V
SOLEShares15.98K
TypeSH
Market value$5.91M
1.17%
Sole
13.90K
Shared
0.00
None
2.08K
EXXON MOBIL CORP
SOLEShares47.99K
TypeSH
Market value$5.78M
1.15%
Sole
47.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 143.79K | SH | $39.09M 7.76% | 136.47K | 0.00 | 7.33K |
NVIDIA CORPORATIONSOLE | COM | 136.48K | SH | $25.45M 5.05% | 131.45K | 0.00 | 5.04K |
MICROSOFT CORPSOLE | COM | 52.04K | SH | $25.17M 5.00% | 50.04K | 0.00 | 2K |
ALPHABET INCSOLE | CAP STK CL A | 69.14K | SH | $21.64M 4.30% | 65.05K | 0.00 | 4.10K |
MASTERCARD INCORPORATEDSOLE | CL A | 23.29K | SH | $13.29M 2.64% | 21.58K | 0.00 | 1.70K |
ARISTA NETWORKS INCSOLE | COM SHS | 98.20K | SH | $12.87M 2.55% | 90.32K | 0.00 | 7.88K |
META PLATFORMS INCSOLE | CL A | 18.39K | SH | $12.14M 2.41% | 17.30K | 0.00 | 1.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.82K | SH | $11.47M 2.28% | 22.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 45.37K | SH | $10.47M 2.08% | 42.15K | 0.00 | 3.22K |
HOWMET AEROSPACE INCSOLE | COM | 50.21K | SH | $10.29M 2.04% | 49.46K | 0.00 | 753.00 |
GE VERNOVA INCSOLE | COM | 14.49K | SH | $9.47M 1.88% | 12.47K | 0.00 | 2.02K |
JPMORGAN CHASE & CO.SOLE | COM | 29.30K | SH | $9.44M 1.87% | 28.96K | 0.00 | 339.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 104.76K | SH | $9.10M 1.81% | 94.89K | 0.00 | 9.87K |
WW GRAINGER INCSOLE | COM | 8.92K | SH | $9.00M 1.79% | 8.84K | 0.00 | 82.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 50.57K | SH | $8.99M 1.78% | 40.81K | 0.00 | 9.76K |
EATON CORP PLCSOLE | SHS | 27.30K | SH | $8.70M 1.73% | 24.78K | 0.00 | 2.52K |
BROADCOM INCSOLE | COM | 23.80K | SH | $8.24M 1.64% | 20.36K | 0.00 | 3.44K |
ABBVIE INCSOLE | COM | 34.07K | SH | $7.78M 1.55% | 33.67K | 0.00 | 400.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 19.78K | SH | $7.70M 1.53% | 18.03K | 0.00 | 1.75K |
AMETEK INCSOLE | COM | 36.53K | SH | $7.50M 1.49% | 31.26K | 0.00 | 5.27K |
AMPHENOL CORP NEWSOLE | CL A | 54.97K | SH | $7.43M 1.47% | 49.41K | 0.00 | 5.56K |
MERCADOLIBRE INCSOLE | COM | 3.35K | SH | $6.75M 1.34% | 2.88K | 0.00 | 467.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 180.10K | SH | $6.58M 1.31% | 179.24K | 0.00 | 866.00 |
FERRARI N VSOLE | COM | 15.98K | SH | $5.91M 1.17% | 13.90K | 0.00 | 2.08K |
EXXON MOBIL CORPSOLE | COM | 47.99K | SH | $5.78M 1.15% | 47.99K | 0.00 | 0.00 |
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