MM
Marino Management, LLC
13F filer · CIK 0001845680Reported Jul 28, 2026
13F portfolio value$480MU.S. long equity reported on 13F
Positions60 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight89.8%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 28, 20266 positions | |||||
| $408M | 84.92% | 0.31% | Not reported | Q4 2020 | |
| $11.3M | 2.35% | 0.02% | Not reported | Q4 2020 | |
| $5.26M | 1.10% | 0.84% | Not reported | Q1 2026 | |
| $4.14M | 0.86% | 0.26% | Not reported | Q4 2025 | |
| $1.48M | 0.31% | 0.17% | Not reported | Q4 2025 | |
| $1.46M | 0.30% | Not reported | Not reported | Q4 2025 | |
| Q1 2026Reported May 15, 20266 positions | |||||
| $476M | 87.01% | 0.29% | Not reported | Q4 2020 | |
| $12.7M | 2.32% | 0.02% | Not reported | Q4 2020 | |
| $4.62M | 0.84% | 0.84% | New | Q1 2026 | |
| $4.56M | 0.83% | 0.27% | Not reported | Q4 2025 | |
| $1.7M | 0.31% | 0.12% | Not reported | Q4 2025 | |
| $1.62M | 0.30% | Not reported | Not reported | Q4 2025 | |
| Q4 2025Reported Feb 13, 20265 positions | |||||
| $438M | 87.08% | 0.30% | -52.9% | Q4 2020 | |
| $12.2M | 2.43% | 0.02% | -4.3% | Q4 2020 | |
| $3.53M | 0.70% | 0.27% | New | Q4 2025 | |
| $1.29M | 0.26% | Not reported | New | Q4 2025 | |
| $1.21M | 0.24% | 0.11% | New | Q4 2025 | |
| Q1 2021Reported May 11, 20212 positions | |||||
| $376M | 98.67% | 0.59% | -5.2% | Q4 2020 | |
| $5.08M | 1.33% | 0.02% | Not reported | Q4 2020 | |
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