Marathon Mission, Inc.
Net buyer this quarter
$200M
38
+$2.47M
8.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVGO | $3.35M | 1.67% | 0.00% | -0.7% | Q2 2023 |
 NVDA | $2.31M | 1.15% | 0.00% | +16.9% | Q2 2023 |
 IBCA | $1.8M | 0.90% | 0.32% | New | Q2 2026 |
 LRCX | $1.7M | 0.85% | 0.00% | +0.6% | Q3 2025 |
 TSM | $1.59M | 0.79% | 0.00% | -0.9% | Q3 2023 |
 AAPL | $1.41M | 0.70% | 0.00% | +1.1% | Q2 2023 |
 ASML | $1.15M | 0.57% | 0.00% | -0.9% | Q1 2025 |
 GOOGL | $1.04M | 0.52% | 0.00% | 0.0% | Q2 2023 |
 ABBV | $970K | 0.48% | 0.00% | +0.1% | Q2 2023 |
 MRVL | $818K | 0.41% | 0.00% | Not reported | Q3 2025 |
 GS | $788K | 0.39% | 0.00% | +1.6% | Q2 2023 |
 HAS | $756K | 0.38% | 0.01% | +1.4% | Q1 2025 |
 WMT | $753K | 0.38% | 0.00% | +1.3% | Q2 2023 |
 PNC | $738K | 0.37% | 0.00% | +6.3% | Q3 2023 |
 FLS | $719K | 0.36% | 0.01% | -0.1% | Q3 2024 |
 ETN | $670K | 0.33% | 0.00% | +15.7% | Q3 2025 |
 MSFT | $647K | 0.32% | 0.00% | -12.7% | Q2 2023 |
 IBM | $636K | 0.32% | 0.00% | Not reported | Q2 2023 |
 SCHW | $628K | 0.31% | 0.00% | +3.4% | Q2 2023 |
 AMD | $609K | 0.30% | 0.00% | Not reported | Q4 2023 |
 TXT | $598K | 0.30% | 0.00% | +13.4% | Q4 2025 |
 MTB | $598K | 0.30% | 0.00% | +9.2% | Q3 2025 |
 AMZN | $556K | 0.28% | 0.00% | 0.0% | Q2 2023 |
 BLK | $556K | 0.28% | 0.00% | -6.5% | Q2 2023 |
 EBAY | $527K | 0.26% | 0.00% | +3.1% | Q1 2025 |
 VRT | $467K | 0.23% | 0.00% | +0.1% | Q3 2025 |
 CRS | $450K | 0.22% | 0.00% | Not reported | Q4 2025 |
 EWBC | $331K | 0.17% | 0.00% | +3.8% | Q3 2024 |
 AN | $312K | 0.16% | 0.01% | Not reported | Q2 2023 |
| GOOG | $307K | 0.15% | Not reported | Not reported | Q3 2025 |
 ATI | $293K | 0.15% | 0.00% | Not reported | Q1 2026 |
 LLY | $279K | 0.14% | 0.00% | +6.9% | Q4 2025 |
 P | $278K | 0.14% | 0.00% | -16.7% | Q1 2024 |
 CGNX | $273K | 0.14% | 0.00% | New | Q2 2026 |
 GD | $227K | 0.11% | 0.00% | +0.2% | Q3 2025 |
 NXPI | $216K | 0.11% | 0.00% | New | Q2 2026 |
 V | $211K | 0.11% | 0.00% | Not reported | Q3 2025 |
 CACI | $205K | 0.10% | 0.00% | -4.1% | Q3 2025 |
| Q1 2026 | |||||
| AVGO | $2.76M | 1.61% | 0.00% | +0.4% | Q2 2023 |
| NVDA | $1.72M | 1.00% | 0.00% | -4.9% | Q2 2023 |
| AAPL | $1.22M | 0.71% | 0.00% | +2.6% | Q2 2023 |
| TSM | $1.14M | 0.66% | 0.00% | +5.5% | Q3 2023 |
| HAS | $845K | 0.49% | 0.01% | -0.6% | Q1 2025 |
| GOOGL | $838K | 0.49% | 0.00% | +0.9% | Q2 2023 |
| ABBV | $837K | 0.49% | 0.00% | +1.3% | Q2 2023 |
| LRCX | $831K | 0.48% | 0.00% | Not reported | Q3 2025 |
| WMT | $816K | 0.47% | 0.00% | +0.6% | Q2 2023 |
| ASML | $771K | 0.45% | 0.00% | +1.4% | Q1 2025 |
| MSFT | $735K | 0.43% | 0.00% | -22.1% | Q2 2023 |
| FLS | $714K | 0.42% | 0.01% | +3.4% | Q3 2024 |
| GS | $649K | 0.38% | 0.00% | +5.9% | Q2 2023 |
| SCHW | $618K | 0.36% | 0.00% | +3.1% | Q2 2023 |
| BLK | $594K | 0.35% | 0.00% | +13.4% | Q2 2023 |
| PNC | $587K | 0.34% | 0.00% | +26.8% | Q3 2023 |
| IBM | $548K | 0.32% | 0.00% | +10.5% | Q2 2023 |
| TXT | $504K | 0.29% | 0.00% | +22.7% | Q4 2025 |
| ETN | $486K | 0.28% | 0.00% | +26.5% | Q3 2025 |
| AMZN | $486K | 0.28% | 0.00% | Not reported | Q2 2023 |
| MTB | $476K | 0.28% | 0.00% | +22.9% | Q3 2025 |
| EBAY | $417K | 0.24% | 0.00% | -2.0% | Q1 2025 |
| VRT | $350K | 0.20% | 0.00% | Not reported | Q3 2025 |
 XYL | $334K | 0.19% | 0.00% | Not reported | Q3 2025 |
| AN | $328K | 0.19% | 0.01% | +0.1% | Q2 2023 |
| CRS | $288K | 0.17% | 0.00% | Not reported | Q4 2025 |
| MRVL | $272K | 0.16% | 0.00% | Not reported | Q3 2025 |
| EWBC | $264K | 0.15% | 0.00% | +0.1% | Q3 2024 |
| CACI | $251K | 0.15% | 0.00% | Not reported | Q3 2025 |
| P | $250K | 0.15% | 0.00% | -3.9% | Q1 2024 |
| GOOG | $249K | 0.14% | Not reported | Not reported | Q3 2025 |
| GD | $220K | 0.13% | 0.00% | +0.9% | Q3 2025 |
| ATI | $216K | 0.13% | 0.00% | New | Q1 2026 |
| AMD | $213K | 0.12% | 0.00% | +5.6% | Q4 2023 |
 TMUS | $204K | 0.12% | 0.00% | Not reported | Q3 2024 |
| LLY | $201K | 0.12% | 0.00% | +2.4% | Q4 2025 |
| Q4 2025 | |||||
| AVGO | $3.08M | 1.78% | 0.00% | -0.6% | Q2 2023 |
| NVDA | $1.94M | 1.12% | 0.00% | +2.8% | Q2 2023 |
| AAPL | $1.28M | 0.74% | 0.00% | +0.2% | Q2 2023 |
| MSFT | $1.23M | 0.71% | 0.00% | Not reported | Q2 2023 |
| TSM | $969K | 0.56% | 0.00% | +0.4% | Q3 2023 |
| GOOGL | $904K | 0.52% | 0.00% | -0.8% | Q2 2023 |
| ABBV | $869K | 0.50% | 0.00% | -0.2% | Q2 2023 |
| HAS | $744K | 0.43% | 0.01% | +0.7% | Q1 2025 |
| WMT | $727K | 0.42% | 0.00% | +2.0% | Q2 2023 |
| LRCX | $666K | 0.39% | 0.00% | +5.3% | Q3 2025 |
| FLS | $651K | 0.38% | 0.01% | +0.2% | Q3 2024 |
| SCHW | $637K | 0.37% | 0.00% | +0.2% | Q2 2023 |
| GS | $636K | 0.37% | 0.00% | +2.6% | Q2 2023 |
| ASML | $616K | 0.36% | 0.00% | +5.1% | Q1 2025 |
| IBM | $606K | 0.35% | 0.00% | +1.5% | Q2 2023 |
| BLK | $583K | 0.34% | 0.00% | +1.3% | Q2 2023 |
| AMZN | $539K | 0.31% | 0.00% | -0.8% | Q2 2023 |
| PNC | $464K | 0.27% | 0.00% | +0.2% | Q3 2023 |
| TXT | $409K | 0.24% | 0.00% | New | Q4 2025 |
| EBAY | $407K | 0.24% | 0.00% | +1.4% | Q1 2025 |
| XYL | $381K | 0.22% | 0.00% | +6.0% | Q3 2025 |
| MTB | $377K | 0.22% | 0.00% | +0.6% | Q3 2025 |
| AN | $347K | 0.20% | 0.00% | -0.2% | Q2 2023 |
| ETN | $342K | 0.20% | 0.00% | +4.3% | Q3 2025 |
| P | $296K | 0.17% | 0.00% | +0.1% | Q1 2024 |
| EWBC | $278K | 0.16% | 0.00% | -1.0% | Q3 2024 |
| GOOG | $272K | 0.16% | Not reported | Not reported | Q3 2025 |
| CACI | $246K | 0.14% | 0.00% | +3.8% | Q3 2025 |
| MRVL | $233K | 0.13% | 0.00% | +8.0% | Q3 2025 |
| CRS | $230K | 0.13% | 0.00% | New | Q4 2025 |
| LLY | $229K | 0.13% | 0.00% | New | Q4 2025 |
| VRT | $226K | 0.13% | 0.00% | Not reported | Q3 2025 |
| V | $215K | 0.12% | 0.00% | +3.7% | Q3 2025 |
| GD | $214K | 0.12% | 0.00% | +3.6% | Q3 2025 |
| AMD | $213K | 0.12% | 0.00% | Not reported | Q4 2023 |
 AXP | $211K | 0.12% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| AVGO | $2.95M | 1.76% | 0.00% | Not reported | Q2 2023 |
| NVDA | $1.89M | 1.13% | 0.00% | Not reported | Q2 2023 |
| MSFT | $1.32M | 0.79% | 0.00% | Not reported | Q2 2023 |
| AAPL | $1.19M | 0.71% | 0.00% | Not reported | Q2 2023 |
| TSM | $887K | 0.53% | 0.00% | Not reported | Q3 2023 |
| ABBV | $882K | 0.53% | 0.00% | Not reported | Q2 2023 |
| GOOGL | $707K | 0.42% | 0.00% | Not reported | Q2 2023 |
| HAS | $683K | 0.41% | 0.01% | Not reported | Q1 2025 |
| WMT | $659K | 0.39% | 0.00% | Not reported | Q2 2023 |
| BLK | $627K | 0.37% | 0.00% | Not reported | Q2 2023 |
| SCHW | $608K | 0.36% | 0.00% | Not reported | Q2 2023 |
| IBM | $568K | 0.34% | 0.00% | Not reported | Q2 2023 |
| GS | $562K | 0.34% | 0.00% | Not reported | Q2 2023 |
 PAYC | $550K | 0.33% | 0.00% | Not reported | Q3 2024 |
| ASML | $531K | 0.32% | 0.00% | Not reported | Q1 2025 |
| AMZN | $516K | 0.31% | 0.00% | Not reported | Q2 2023 |
| FLS | $498K | 0.30% | 0.01% | Not reported | Q3 2024 |
| LRCX | $495K | 0.30% | 0.00% | New | Q3 2025 |
| PNC | $446K | 0.27% | 0.00% | Not reported | Q3 2023 |
| EBAY | $419K | 0.25% | 0.00% | Not reported | Q1 2025 |
| XYL | $389K | 0.23% | 0.00% | New | Q3 2025 |
| ETN | $386K | 0.23% | 0.00% | New | Q3 2025 |
| P | $370K | 0.22% | 0.00% | Not reported | Q1 2024 |
| AN | $368K | 0.22% | 0.00% | Not reported | Q2 2023 |
| MTB | $368K | 0.22% | 0.00% | New | Q3 2025 |
| EWBC | $266K | 0.16% | 0.00% | Not reported | Q3 2024 |
| TMUS | $260K | 0.16% | 0.00% | Not reported | Q3 2024 |
| CACI | $222K | 0.13% | 0.00% | New | Q3 2025 |
 CHWY | $217K | 0.13% | 5373.00% | New | Q3 2025 |
| MRVL | $214K | 0.13% | 0.00% | New | Q3 2025 |
| GOOG | $211K | 0.13% | Not reported | New | Q3 2025 |
| VRT | $210K | 0.13% | 0.00% | New | Q3 2025 |
| GD | $209K | 0.12% | 0.00% | New | Q3 2025 |
| V | $201K | 0.12% | 0.00% | New | Q3 2025 |