Marathon Strategic Advisors, LLC
Net buyer this quarter
$177M
25
+$6.89M
40.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 INTC | $32.6M | 18.42% | 0.00% | +30.2% | Q2 2024 |
 SPMD | $23.2M | 13.11% | Not reported | +5.2% | Q4 2023 |
 FRA | $4.82M | 2.72% | Not reported | +11.6% | Q4 2023 |
 CHI | $3.95M | 2.23% | Not reported | +1.9% | Q4 2023 |
 XOM | $1.87M | 1.06% | 0.00% | Not reported | Q3 2025 |
 LIN | $1.2M | 0.68% | 0.00% | Not reported | Q3 2025 |
 COP | $1.07M | 0.60% | 0.00% | Not reported | Q3 2025 |
 AEP | $961K | 0.54% | 0.00% | Not reported | Q4 2023 |
 MSFT | $914K | 0.52% | 0.00% | -0.3% | Q4 2023 |
 PSX | $686K | 0.39% | 0.00% | Not reported | Q3 2025 |
 ROK | $606K | 0.34% | 0.00% | Not reported | Q4 2023 |
 EMXC | $602K | 0.34% | Not reported | -25.0% | Q3 2024 |
| DUK | $591K | 0.33% | 0.00% | Not reported | Q2 2024 |
 MU | $486K | 0.27% | 0.00% | New | Q2 2026 |
 BC | $463K | 0.26% | 0.01% | Not reported | Q3 2025 |
 AMZN | $445K | 0.25% | 0.00% | Not reported | Q4 2024 |
 MCK | $424K | 0.24% | 0.00% | Not reported | Q4 2023 |
 AAPL | $397K | 0.22% | 0.00% | Not reported | Q4 2023 |
 SYK | $363K | 0.21% | 0.00% | Not reported | Q2 2025 |
 PPL | $335K | 0.19% | 0.00% | Not reported | Q3 2025 |
 PEP | $322K | 0.18% | 0.00% | -0.4% | Q4 2023 |
 TT | $312K | 0.18% | 0.00% | -3.3% | Q1 2024 |
 IBM | $290K | 0.16% | 0.00% | Not reported | Q2 2024 |
 UBSI | $255K | 0.14% | 0.00% | Not reported | Q3 2024 |
 GS | $212K | 0.12% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SPMD | $19.3M | 13.91% | Not reported | +8.5% | Q4 2023 |
| INTC | $7.92M | 5.70% | 0.00% | +63.3% | Q2 2024 |
| FRA | $4.33M | 3.11% | Not reported | +6.3% | Q4 2023 |
| CHI | $3.1M | 2.23% | Not reported | +4.1% | Q4 2023 |
| XOM | $2.33M | 1.67% | 0.00% | Not reported | Q3 2025 |
| COP | $1.36M | 0.98% | 0.00% | Not reported | Q3 2025 |
| LIN | $1.15M | 0.82% | 0.00% | Not reported | Q3 2025 |
| AEP | $921K | 0.66% | 0.00% | Not reported | Q4 2023 |
| MSFT | $910K | 0.65% | 0.00% | Not reported | Q4 2023 |
 CRDO | $794K | 0.57% | 0.00% | -19.1% | Q2 2024 |
| PSX | $739K | 0.53% | 0.00% | Not reported | Q3 2025 |
| EMXC | $617K | 0.44% | Not reported | Not reported | Q3 2024 |
| DUK | $611K | 0.44% | 0.00% | Not reported | Q2 2024 |
| MCK | $485K | 0.35% | 0.00% | Not reported | Q4 2023 |
| ROK | $440K | 0.32% | 0.00% | Not reported | Q4 2023 |
| BC | $400K | 0.29% | 0.01% | Not reported | Q3 2025 |
| AMZN | $388K | 0.28% | 0.00% | Not reported | Q4 2024 |
| SYK | $379K | 0.27% | 0.00% | -7.5% | Q2 2025 |
| PEP | $370K | 0.27% | 0.00% | Not reported | Q4 2023 |
| PPL | $352K | 0.25% | 0.00% | Not reported | Q3 2025 |
| AAPL | $348K | 0.25% | 0.00% | +7.0% | Q4 2023 |
| TT | $274K | 0.20% | 0.00% | Not reported | Q1 2024 |
| IBM | $250K | 0.18% | 0.00% | Not reported | Q2 2024 |
| UBSI | $231K | 0.17% | 0.00% | Not reported | Q3 2024 |
 SHEL | $222K | 0.16% | 0.00% | New | Q1 2026 |
 BAR | $213K | 0.15% | 0.01% | New | Q1 2026 |
 ACGL | $207K | 0.15% | 0.00% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| SPMD | $17.4M | 13.32% | Not reported | +35.1% | Q4 2023 |
| FRA | $4.35M | 3.32% | Not reported | +11.6% | Q4 2023 |
| INTC | $4.06M | 3.10% | 0.00% | +71.0% | Q2 2024 |
| CHI | $2.9M | 2.22% | Not reported | +3.5% | Q4 2023 |
| XOM | $1.65M | 1.26% | 0.00% | Not reported | Q3 2025 |
| CRDO | $1.5M | 1.15% | 0.01% | -21.6% | Q2 2024 |
| MSFT | $1.19M | 0.91% | 0.00% | +75.4% | Q4 2023 |
| LIN | $986K | 0.75% | 0.00% | Not reported | Q3 2025 |
| COP | $964K | 0.74% | 0.00% | Not reported | Q3 2025 |
| AEP | $810K | 0.62% | 0.00% | Not reported | Q4 2023 |
| EMXC | $570K | 0.44% | Not reported | -11.7% | Q3 2024 |
| DUK | $547K | 0.42% | 0.00% | Not reported | Q2 2024 |
| PSX | $524K | 0.40% | 0.00% | Not reported | Q3 2025 |
| ROK | $477K | 0.36% | 0.00% | -18.3% | Q4 2023 |
| MCK | $460K | 0.35% | 0.00% | Not reported | Q4 2023 |
| SYK | $438K | 0.33% | 0.00% | Not reported | Q2 2025 |
| AMZN | $430K | 0.33% | 0.00% | -1.2% | Q4 2024 |
| BC | $408K | 0.31% | 0.01% | Not reported | Q3 2025 |
| AAPL | $349K | 0.27% | 0.00% | -0.5% | Q4 2023 |
| PEP | $342K | 0.26% | 0.00% | Not reported | Q4 2023 |
| PPL | $322K | 0.25% | 0.00% | Not reported | Q3 2025 |
| IBM | $306K | 0.23% | 0.00% | Not reported | Q2 2024 |
| TT | $256K | 0.20% | 0.00% | -1.9% | Q1 2024 |
| UBSI | $214K | 0.16% | 0.00% | Not reported | Q3 2024 |
| ACGL | $207K | 0.16% | 0.00% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| SPMD | $12.8M | 10.21% | Not reported | +15.2% | Q4 2023 |
| FRA | $4.3M | 3.44% | Not reported | +18.1% | Q4 2023 |
| CHI | $2.89M | 2.31% | Not reported | +20.6% | Q4 2023 |
| INTC | $2.16M | 1.73% | 0.00% | 0.0% | Q2 2024 |
| CRDO | $1.94M | 1.55% | 0.01% | Not reported | Q2 2024 |
| XOM | $1.55M | 1.24% | 0.00% | New | Q3 2025 |
| LIN | $1.1M | 0.88% | 0.00% | New | Q3 2025 |
| COP | $974K | 0.78% | 0.00% | New | Q3 2025 |
| AEP | $791K | 0.63% | 0.00% | +74.7% | Q4 2023 |
| MSFT | $726K | 0.58% | 0.00% | +0.1% | Q4 2023 |
| EMXC | $600K | 0.48% | Not reported | +0.1% | Q3 2024 |
| DUK | $577K | 0.46% | 0.00% | Not reported | Q2 2024 |
| PSX | $552K | 0.44% | 0.00% | New | Q3 2025 |
| ROK | $524K | 0.42% | 0.00% | Not reported | Q4 2023 |
| SYK | $461K | 0.37% | 0.00% | -5.2% | Q2 2025 |
| MCK | $433K | 0.35% | 0.00% | -3.8% | Q4 2023 |
| AMZN | $414K | 0.33% | 0.00% | -1.1% | Q4 2024 |
| BC | $348K | 0.28% | 0.01% | New | Q3 2025 |
| PPL | $342K | 0.27% | 0.00% | New | Q3 2025 |
| PEP | $335K | 0.27% | 0.00% | +25.1% | Q4 2023 |
| AAPL | $328K | 0.26% | 0.00% | -24.8% | Q4 2023 |
 BRK.B | $298K | 0.24% | Not reported | -3.7% | Q3 2024 |
| IBM | $291K | 0.23% | 0.00% | Not reported | Q2 2024 |
| TT | $283K | 0.23% | 0.00% | Not reported | Q1 2024 |
| UBSI | $207K | 0.17% | 0.00% | Not reported | Q3 2024 |