Marietta Investment Partners LLC

13F filer · CIK 0001114702

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$582MU.S. long equity reported on 13F

Positions15514 new · 7 closed

Net flow last quarter+$4.15MBuys minus sells

Top 10 positions weight36.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026155 positions
AAPLApple Inc.	$41.2M	7.09%	0.00%	-0.6%	Q2 2013
BEBloom Energy Corp	$29.2M	5.03%	0.03%	-2.3%	Q3 2025
NVDANvidia Corp	$27.9M	4.79%	0.00%	-1.2%	Q3 2020
GOOGLAlphabet Inc.	$23.8M	4.09%	0.00%	-1.4%	Q4 2017
MSFTMicrosoft Corp	$19.2M	3.30%	0.00%	-1.5%	Q2 2013
ANETArista Networks, Inc.	$15.8M	2.72%	0.01%	-3.5%	Q4 2022
HWMHowmet Aerospace Inc.	$15.1M	2.60%	0.01%	+12.4%	Q3 2024
GEVGE Vernova Inc.	$14.3M	2.47%	0.00%	-0.3%	Q4 2024
GWWW.W. Grainger, Inc.	$12.1M	2.09%	0.02%	+0.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$11.4M	1.96%	Not reported	Not reported	Q2 2013
AMZNAmazon Com Inc	$11.4M	1.96%	0.00%	+1.2%	Q2 2018
MAMastercard Inc	$10.8M	1.86%	0.00%	+0.3%	Q2 2013
METAMeta Platforms, Inc.	$10M	1.73%	Not reported	-0.4%	Q3 2014
APHAmphenol Corp	$9.91M	1.70%	0.00%	-2.0%	Q2 2013
ASMLAsml Holding NV	$9.5M	1.63%	0.00%	+0.2%	Q2 2013
TTTrane Technologies plc	$9.46M	1.63%	0.01%	0.0%	Q1 2020
JPMJPMorgan Chase & Co	$9.31M	1.60%	0.00%	+0.3%	Q1 2017
AVGOBroadcom Inc.	$8.54M	1.47%	0.00%	-5.7%	Q1 2016
ABBVAbbVie Inc.	$8.4M	1.44%	0.00%	-0.9%	Q2 2013
AMEAmetek Inc/	$8.38M	1.44%	0.02%	-2.5%	Q2 2013
FIXComfort Systems USA Inc	$8.09M	1.39%	0.01%	+9.2%	Q2 2025
LRCXLam Research Corp	$7.96M	1.37%	0.00%	+2.2%	Q1 2016
XOMExxonMobil Holdings Corp	$7.88M	1.35%	0.00%	-1.8%	Q2 2013
SANBanco Santander, S.A.	$7.37M	1.27%	0.00%	+2.6%	Q1 2025
ETNEaton Corp plc	$7.17M	1.23%	0.00%	-0.1%	Q1 2021
LLYELI LILLY & Co	$7.06M	1.21%	0.00%	+52.2%	Q2 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.57M	1.13%	0.00%	+5.8%	Q4 2019
PLTRPalantir Technologies Inc.	$6.02M	1.04%	0.00%	-0.2%	Q2 2023
PHParker-Hannifin Corp	$6M	1.03%	0.00%	-1.3%	Q4 2020
SNOWSnowflake Inc.	$5.98M	1.03%	0.01%	+51.3%	Q3 2025
PANWPalo Alto Networks Inc	$5.89M	1.01%	0.00%	-2.4%	Q4 2015
FTITechnipFMC plc	$5.52M	0.95%	0.02%	+0.1%	Q4 2025
FANGDiamondback Energy, Inc.	$4.92M	0.85%	0.01%	+0.7%	Q4 2016
MELIMercadolibre Inc	$4.89M	0.84%	0.01%	-18.5%	Q1 2017
SPOTSpotify Technology S.A.	$4.89M	0.84%	0.01%	-0.1%	Q1 2026
BACBank of America Corp	$4.85M	0.83%	0.00%	-3.8%	Q3 2024
BNYBank of New York Mellon Corp	$4.82M	0.83%	0.00%	-0.5%	Q4 2024
FASTFastenal Co	$4.6M	0.79%	0.01%	Not reported	Q2 2013
SNASnap-on Inc	$4.18M	0.72%	0.02%	Not reported	Q2 2013
TPRTapestry, Inc.	$4.11M	0.71%	0.01%	Not reported	Q4 2017
HMYHarmony Gold Mining Co Ltd	$4.07M	0.70%	0.04%	-0.3%	Q1 2025
MCKMckesson Corp	$4M	0.69%	0.00%	-16.0%	Q4 2014
AROCArchrock, Inc.	$3.99M	0.69%	0.06%	Not reported	Q4 2025
GOOGAlphabet Inc.	$3.92M	0.67%	Not reported	-3.0%	Q1 2016
BMYBristol Myers Squibb Co	$3.82M	0.66%	0.00%	+2.0%	Q2 2013
PGPROCTER & GAMBLE Co	$3.59M	0.62%	0.00%	Not reported	Q2 2013
HALOHalozyme Therapeutics, Inc.	$3.55M	0.61%	0.04%	-7.5%	Q2 2024
INGING Groep NV	$3.52M	0.60%	0.00%	-0.1%	Q3 2015
MUMicron Technology Inc	$3.41M	0.59%	0.00%	+194.6%	Q1 2026
PEPPepsico Inc	$3.25M	0.56%	0.00%	Not reported	Q2 2013

Q1 2026Reported Apr 28, 2026147 positions
AAPLApple Inc.	$36.4M	7.29%	0.00%	-0.3%	Q2 2013
NVDANvidia Corp	$24.6M	4.92%	0.00%	+3.2%	Q3 2020
GOOGLAlphabet Inc.	$19.4M	3.89%	0.00%	-2.4%	Q4 2017
MSFTMicrosoft Corp	$19.4M	3.88%	0.00%	+0.5%	Q2 2013
BEBloom Energy Corp	$13.4M	2.68%	0.04%	-5.7%	Q3 2025
ANETArista Networks, Inc.	$11.8M	2.37%	0.01%	-1.9%	Q4 2022
HWMHowmet Aerospace Inc.	$11.5M	2.31%	0.01%	-0.4%	Q3 2024
BRK.BBerkshire Hathaway Inc	$10.9M	2.19%	Not reported	Not reported	Q2 2013
GEVGE Vernova Inc.	$10.7M	2.14%	0.00%	-15.5%	Q4 2024
MAMastercard Inc	$10.5M	2.10%	0.00%	-9.7%	Q2 2013
METAMeta Platforms, Inc.	$10.2M	2.05%	Not reported	-2.7%	Q3 2014
XOMExxonMobil Holdings Corp	$9.95M	1.99%	0.00%	+22.3%	Q2 2013
AMZNAmazon Com Inc	$9.84M	1.97%	0.00%	+4.1%	Q2 2018
GWWW.W. Grainger, Inc.	$9.65M	1.93%	0.02%	-0.8%	Q2 2013
JPMJPMorgan Chase & Co	$8.34M	1.67%	0.00%	-3.2%	Q1 2017
TTTrane Technologies plc	$8.03M	1.61%	0.01%	-2.6%	Q1 2020
AMEAmetek Inc/	$7.61M	1.52%	0.02%	-2.8%	Q2 2013
PLTRPalantir Technologies Inc.	$7.57M	1.52%	0.00%	+2.4%	Q2 2023
AVGOBroadcom Inc.	$7.41M	1.48%	0.00%	+0.7%	Q1 2016
ABBVAbbVie Inc.	$7.33M	1.47%	0.00%	-1.1%	Q2 2013
APHAmphenol Corp	$7.25M	1.45%	0.00%	+4.3%	Q2 2013
ASMLAsml Holding NV	$6.29M	1.26%	0.00%	-1.6%	Q2 2013
MELIMercadolibre Inc	$6.11M	1.22%	0.01%	+5.6%	Q1 2017
ETNEaton Corp plc	$6.02M	1.21%	0.00%	-38.3%	Q1 2021
SANBanco Santander, S.A.	$5.87M	1.18%	0.00%	+9.3%	Q1 2025
FTITechnipFMC plc	$5.74M	1.15%	0.02%	+35.1%	Q4 2025
PHParker-Hannifin Corp	$5.57M	1.11%	0.00%	-0.3%	Q4 2020
FANGDiamondback Energy, Inc.	$5.5M	1.10%	0.01%	-1.8%	Q4 2016
MCKMckesson Corp	$5.45M	1.09%	0.01%	+404.4%	Q4 2014
SPOTSpotify Technology S.A.	$5.17M	1.03%	0.01%	New	Q1 2026
FIXComfort Systems USA Inc	$5.16M	1.03%	0.01%	-0.3%	Q2 2025
FASTFastenal Co	$4.44M	0.89%	0.01%	Not reported	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.4M	0.88%	0.00%	+34.4%	Q4 2019
BACBank of America Corp	$4.32M	0.86%	0.00%	-5.4%	Q3 2024
HMYHarmony Gold Mining Co Ltd	$4.13M	0.83%	0.04%	-0.6%	Q1 2025
BNYBank of New York Mellon Corp	$3.97M	0.80%	0.00%	Not reported	Q4 2024
TPRTapestry, Inc.	$3.96M	0.79%	0.01%	Not reported	Q4 2017
BMYBristol Myers Squibb Co	$3.94M	0.79%	0.00%	+19.1%	Q2 2013
BABAAlibaba Group Holding Ltd	$3.87M	0.77%	0.00%	-0.4%	Q4 2014
LRCXLam Research Corp	$3.84M	0.77%	0.00%	+7.0%	Q1 2016
SNASnap-on Inc	$3.78M	0.76%	0.02%	Not reported	Q2 2013
PEPPepsico Inc	$3.73M	0.75%	0.00%	-4.8%	Q2 2013
KRKroger Co	$3.65M	0.73%	0.01%	-2.5%	Q4 2014
LLYELI LILLY & Co	$3.56M	0.71%	0.00%	-3.2%	Q2 2015
PGPROCTER & GAMBLE Co	$3.53M	0.71%	0.00%	-1.3%	Q2 2013
AROCArchrock, Inc.	$3.41M	0.68%	0.06%	+58.2%	Q4 2025
GOOGAlphabet Inc.	$3.28M	0.66%	Not reported	-4.5%	Q1 2016
HALOHalozyme Therapeutics, Inc.	$3.17M	0.63%	0.04%	+38.9%	Q2 2024
HDBHDFC Bank Ltd	$3.13M	0.63%	0.00%	-30.2%	Q2 2013
EQTEQT Corp	$3.07M	0.61%	0.01%	-2.2%	Q1 2022

Q4 2025Reported Feb 10, 2026148 positions
AAPLApple Inc.	$39.1M	7.76%	0.00%	-0.6%	Q2 2013
NVDANvidia Corp	$25.5M	5.05%	0.00%	+0.2%	Q3 2020
MSFTMicrosoft Corp	$25.2M	5.00%	0.00%	+1.0%	Q2 2013
GOOGLAlphabet Inc.	$21.6M	4.30%	0.00%	-1.0%	Q4 2017
MAMastercard Inc	$13.3M	2.64%	0.00%	-2.3%	Q2 2013
ANETArista Networks, Inc.	$12.9M	2.55%	0.01%	+1.0%	Q4 2022
METAMeta Platforms, Inc.	$12.1M	2.41%	Not reported	+1.0%	Q3 2014
BRK.BBerkshire Hathaway Inc	$11.5M	2.28%	Not reported	-0.2%	Q2 2013
AMZNAmazon Com Inc	$10.5M	2.08%	0.00%	+6.3%	Q2 2018
HWMHowmet Aerospace Inc.	$10.3M	2.04%	0.01%	+11.2%	Q3 2024
GEVGE Vernova Inc.	$9.47M	1.88%	0.01%	+25.2%	Q4 2024
JPMJPMorgan Chase & Co	$9.44M	1.87%	0.00%	+1.8%	Q1 2017
BEBloom Energy Corp	$9.1M	1.81%	0.04%	+2.3%	Q3 2025
GWWW.W. Grainger, Inc.	$9M	1.79%	0.02%	-3.6%	Q2 2013
PLTRPalantir Technologies Inc.	$8.99M	1.78%	0.00%	-3.1%	Q2 2023
ETNEaton Corp plc	$8.7M	1.73%	0.01%	-1.2%	Q1 2021
AVGOBroadcom Inc.	$8.24M	1.64%	0.00%	-12.7%	Q1 2016
ABBVAbbVie Inc.	$7.78M	1.55%	0.00%	-9.0%	Q2 2013
TTTrane Technologies plc	$7.7M	1.53%	0.01%	+1.8%	Q1 2020
AMEAmetek Inc/	$7.5M	1.49%	0.02%	+1.1%	Q2 2013
APHAmphenol Corp	$7.43M	1.47%	0.00%	-3.1%	Q2 2013
MELIMercadolibre Inc	$6.75M	1.34%	0.01%	-6.1%	Q1 2017
HDBHDFC Bank Ltd	$6.58M	1.31%	0.00%	-0.3%	Q2 2013
RACEFerrari N.V.	$5.91M	1.17%	0.01%	-4.6%	Q2 2017
XOMExxonMobil Holdings Corp	$5.78M	1.15%	0.00%	-9.7%	Q2 2013
SANBanco Santander, S.A.	$5.59M	1.11%	0.00%	+35.1%	Q1 2025
PHParker-Hannifin Corp	$5.48M	1.09%	0.00%	+0.7%	Q4 2020
HMYHarmony Gold Mining Co Ltd	$5.37M	1.07%	0.04%	+1.3%	Q1 2025
ASMLAsml Holding NV	$5.18M	1.03%	0.00%	+7.0%	Q2 2013
BACBank of America Corp	$5.15M	1.02%	0.00%	+9.7%	Q3 2024
APPAppLovin Corp	$5.15M	1.02%	0.00%	+2.2%	Q2 2025
PEGAPegasystems Inc	$5.12M	1.02%	0.05%	+5.7%	Q2 2025
BABAAlibaba Group Holding Ltd	$4.54M	0.90%	0.00%	+6.4%	Q4 2014
LLYELI LILLY & Co	$4.29M	0.85%	0.00%	-15.1%	Q2 2015
FANGDiamondback Energy, Inc.	$4.25M	0.84%	0.01%	+94.1%	Q4 2016
NVONovo Nordisk A S	$4.22M	0.84%	Not reported	-16.4%	Q2 2013
FASTFastenal Co	$3.84M	0.76%	0.01%	-1.6%	Q2 2013
TMOThermo Fisher Scientific Inc.	$3.81M	0.76%	0.00%	-1.3%	Q2 2013
GOOGAlphabet Inc.	$3.76M	0.75%	Not reported	Not reported	Q1 2016
PEPPepsico Inc	$3.62M	0.72%	0.00%	-4.9%	Q2 2013
TPRTapestry, Inc.	$3.59M	0.71%	0.01%	0.0%	Q4 2017
SNASnap-on Inc	$3.58M	0.71%	0.02%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$3.55M	0.70%	0.00%	-9.9%	Q2 2013
FIXComfort Systems USA Inc	$3.5M	0.69%	0.01%	+11.6%	Q2 2025
KRKroger Co	$3.23M	0.64%	0.01%	-53.3%	Q4 2014
INGING Groep NV	$3.22M	0.64%	0.00%	-10.3%	Q3 2015
BMYBristol Myers Squibb Co	$2.94M	0.58%	0.00%	+50.8%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.94M	0.58%	0.00%	+9.7%	Q4 2019
LRCXLam Research Corp	$2.87M	0.57%	0.00%	+2.5%	Q1 2016
AOSSmith A O Corp	$2.84M	0.56%	0.03%	Not reported	Q2 2013

Q3 2025Reported Nov 12, 2025152 positions
AAPLApple Inc.	$36.8M	7.10%	0.00%	+1.6%	Q2 2013
MSFTMicrosoft Corp	$26.7M	5.14%	0.00%	-0.4%	Q2 2013
NVDANvidia Corp	$25.4M	4.90%	0.00%	-1.6%	Q3 2020
GOOGLAlphabet Inc.	$17M	3.27%	0.00%	-2.7%	Q4 2017
ANETArista Networks, Inc.	$14.2M	2.73%	0.01%	-6.5%	Q4 2022
MAMastercard Inc	$13.6M	2.61%	0.00%	+8.0%	Q2 2013
METAMeta Platforms, Inc.	$13.4M	2.58%	Not reported	+2.1%	Q3 2014
BRK.BBerkshire Hathaway Inc	$11.5M	2.22%	Not reported	+0.2%	Q2 2013
ETNEaton Corp plc	$10.3M	1.99%	0.01%	+1.4%	Q1 2021
PLTRPalantir Technologies Inc.	$9.52M	1.84%	0.00%	-3.9%	Q2 2023
AMZNAmazon Com Inc	$9.37M	1.81%	0.00%	+16.0%	Q2 2018
JPMJPMorgan Chase & Co	$9.08M	1.75%	0.00%	-3.2%	Q1 2017
AVGOBroadcom Inc.	$8.99M	1.73%	0.00%	+8.5%	Q1 2016
HWMHowmet Aerospace Inc.	$8.86M	1.71%	0.01%	+2.5%	Q3 2024
GWWW.W. Grainger, Inc.	$8.82M	1.70%	0.02%	-24.0%	Q2 2013
ABBVAbbVie Inc.	$8.67M	1.67%	0.00%	+0.5%	Q2 2013
BEBloom Energy Corp	$8.66M	1.67%	0.04%	New	Q3 2025
MELIMercadolibre Inc	$8.34M	1.61%	0.01%	+1.5%	Q1 2017
TTTrane Technologies plc	$8.2M	1.58%	0.01%	-0.4%	Q1 2020
RACEFerrari N.V.	$8.13M	1.57%	0.01%	+2.7%	Q2 2017
KRKroger Co	$7.47M	1.44%	0.02%	+9.6%	Q4 2014
GEVGE Vernova Inc.	$7.11M	1.37%	0.00%	+9.9%	Q4 2024
APHAmphenol Corp	$7.02M	1.35%	0.00%	+6.6%	Q2 2013
AMEAmetek Inc/	$6.8M	1.31%	0.02%	+2.0%	Q2 2013
SAPSap SE	$6.19M	1.19%	0.00%	+1.1%	Q2 2013
HDBHDFC Bank Ltd	$6.17M	1.19%	0.00%	-0.2%	Q2 2013
XOMExxonMobil Holdings Corp	$5.99M	1.15%	0.00%	+0.2%	Q2 2013
NVONovo Nordisk A S	$5.51M	1.06%	Not reported	-18.6%	Q2 2013
APPAppLovin Corp	$5.37M	1.04%	0.00%	+28.5%	Q2 2025
BABAAlibaba Group Holding Ltd	$5.2M	1.00%	0.00%	+7.6%	Q4 2014
HMYHarmony Gold Mining Co Ltd	$4.84M	0.93%	0.04%	+0.2%	Q1 2025
FASTFastenal Co	$4.77M	0.92%	0.01%	+1.6%	Q2 2013
PHParker-Hannifin Corp	$4.7M	0.91%	0.00%	+1.9%	Q4 2020
PEGAPegasystems Inc	$4.67M	0.90%	0.05%	+221.8%	Q2 2025
BACBank of America Corp	$4.4M	0.85%	0.00%	+1.3%	Q3 2024
ASMLAsml Holding NV	$4.38M	0.84%	0.00%	-0.5%	Q2 2013
PGPROCTER & GAMBLE Co	$4.23M	0.81%	0.00%	+0.2%	Q2 2013
SOSouthern Co	$3.74M	0.72%	0.00%	+6.6%	Q3 2019
PEPPepsico Inc	$3.72M	0.72%	0.00%	Not reported	Q2 2013
SANBanco Santander, S.A.	$3.7M	0.71%	0.00%	+0.8%	Q1 2025
FISVFiserv Inc	$3.66M	0.70%	0.01%	-41.0%	Q2 2013
SNASnap-on Inc	$3.6M	0.69%	0.02%	Not reported	Q2 2013
LLYELI LILLY & Co	$3.59M	0.69%	0.00%	+2.6%	Q2 2015
BNYBank of New York Mellon Corp	$3.56M	0.69%	0.00%	+9.8%	Q4 2024
WECWec Energy Group, Inc.	$3.45M	0.66%	0.01%	+1.1%	Q2 2015
INGING Groep NV	$3.34M	0.64%	0.00%	+10.1%	Q3 2015
TMOThermo Fisher Scientific Inc.	$3.23M	0.62%	0.00%	+12.3%	Q2 2013
TPRTapestry, Inc.	$3.18M	0.61%	0.01%	0.0%	Q4 2017
EXELExelixis, Inc.	$3.17M	0.61%	0.03%	-23.5%	Q4 2024
AOSSmith A O Corp	$3.12M	0.60%	0.03%	Not reported	Q2 2013

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