StockDriftsStockDriftsTop 50 Marathon Strategic Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | 18.42% | 233.7K | $32.6M | +30.15%(+54.13K) | $50.23(+93.57%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 13.11% | 343.7K | $23.2M | +5.20%(+17.00K) | $52.92(+29.01%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 7.61% | 153.4K | $13.5M | -1.28%(-1.99K) | $55.00(+65.54%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 7.37% | 252.2K | $13.1M | +1.12%(+2.80K) | $36.02(+45.29%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.91% | 242.8K | $12.2M | -0.58%(-1.41K) | $33.83(+52.92%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.09% | 14.4K | $10.8M | -3.36%(-502) | $457.31(+69.98%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.87% | 89.5K | $8.6M | +6.90%(+5.78K) | $87.04(+11.22%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.97% | 98.6K | $7.0M | -0.90%(-892) | $45.87(+59.10%) | 2026-06-30 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 3.44% | 135.8K | $6.1M | +5.04%(+6.51K) | $41.76(+9.25%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.1% | 68.2K | $5.5M | -0.27%(-187) | $55.31(+50.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +62.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +59.13% |
Marathon Strategic Advisors, LLC reports $177.14M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are INTC (18.4%), SPMD (13.1%) and SPYM (7.6%). The top 20 holdings account for 91.13% of reported assets. Its disclosed equity book has returned +62.07% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marathon Strategic Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021711). View Marathon Strategic Advisors, LLC’s 13F filings on SEC