StockDriftsStockDriftsTop 50 Marietta Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.09% | 142.5K | $41.2M | -0.59%(-849) | $24.87(+1127.78%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 5.03% | 96.6K | $29.2M | -2.26%(-2.23K) | $54.94(+318.52%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.79% | 139.3K | $27.9M | -1.16%(-1.63K) | $53.30(+324.10%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.3% | 51.5K | $19.2M | -1.52%(-795) | $87.61(+454.79%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 2.72% | 93.0K | $15.8M | -3.45%(-3.33K) | $41.41(+385.67%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC | 2.6% | 56.3K | $15.1M | +12.44%(+6.23K) | $128.49(+126.06%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 2.47% | 12.2K | $14.3M | -0.29%(-35) | $381.06(+183.66%) | 2026-06-30 | |
| GWW | WW GRAINGER INC | 2.09% | 8.9K | $12.1M | +0.81%(+72) | $516.35(+155.08%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.96% | 22.8K | $11.4M | +0.00%(+0) | $165.12(+203.61%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.96% | 47.8K | $11.4M | +1.22%(+576) | $164.79(+59.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.34% | +57.45% | +7.53% | +43.75% |
| Top 20 Holdings Unweighted | +15.97% | +55.99% | +6.99% | +40.17% |
Marietta Investment Partners LLC reports $581.69M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.1%), BE (5.0%) and NVDA (4.8%). The top 20 holdings account for 48.57% of reported assets. Its disclosed equity book has returned +57.45% on a three-year cumulative basis. 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 Marietta Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1114702). View Marietta Investment Partners LLC’s 13F filings on SEC