MI

MARIETTA INVESTMENT PARTNERS LLC

13F
MARIETTA INVESTMENT PARTNERS LLC
Last update 2024-11-13 162 Stocks (9 new)
Value $471.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(7.37%)MSFT(4.96%)NVO(4.18%)NVDA(3.23%)GWW(3.11%)
Summary Stock Picks Current Portfolio
MARIETTA INVESTMENT PARTNERS L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
149,028
34,723.5
-1.77%
7.370
-0.12%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
MSFT 		Microsoft Corp
54,316
23,372.1
-0.28%
4.960
-0.01%
0.000
+3.16%
+1.79%
3,189,786.9
Software
NVO 		Novo Nordisk AS
165,293
19,681.4
-0.69%
4.180
-0.04%
0.000
-33.44%
-8.52%
349,435.5
Drug Manufacturers
NVDA 		NVIDIA Corp
125,297
15,216.1
+0.58%
3.230
+0.02%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors
GWW 		W.W. Grainger Inc
14,090
14,636.8
-1.12%
3.110
-0.03%
0.030
-0.35%
+5.65%
54,232.5
Industrial Distribution
GOOGL 		Alphabet Inc
75,011
12,440.6
-0.07%
2.640
0%
0.000
+20.43%
+3.54%
2,407,813.7
Interactive Media
META 		Meta Platforms Inc
19,590
11,214.1
-0.57%
2.380
-0.01%
0.000
+6.30%
+4.66%
1,546,930.8
Interactive Media
MA 		Mastercard Inc
22,422
11,072.0
-0.15%
2.350
0%
0.000
+2.28%
-0.21%
481,585.9
Credit Services
ANET 		Arista Networks Inc
113,172
10,859.4
-8.11%
2.300
-0.19%
0.010
+17.77%
+8.52%
151,108.2
Hardware
BRK.B 		Berkshire Hathaway Inc
21,893
10,076.5
0%
2.140
0%
0.000
+0.45%
+3.24%
1,009,553.9
Insurance

MARIETTA INVESTMENT PARTNERS LLC's Historical Top Holdings Breakdowns

MARIETTA INVESTMENT PARTNERS LLC's Top Stock Picks View Full List
Ticker
MSCI
LW
OC
ALB
CI
JD
KEYS
WRB
HSY
RF
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSCI 		MSCI Inc2023-06-30Sold Out
-2.82%
●
456.98 ($488.94) 559.69
$612.02
25.17%
Sold Out
0
-18,123
LW 		Lamb Weston Holdings Inc2023-06-30New Buy
+1.71%
●
103.58 ($111.43) 115.05
$60.08
-46.08%
New holding
57,315
57,315
OC 		Owens-Corning Inc2023-09-30New Buy
+1.67%
●
126.62 ($137.41) 146.75
$182.68
32.95%
New holding
43,569
43,569
ALB 		Albemarle Corp2023-06-30Sold Out
-1.63%
●
172.91 ($204.78) 232.22
$97.49
-52.39%
Sold Out
0
-26,438
CI 		The Cigna Group2023-03-31Reduce
-1.61%
●
254.03 ($291.37) 321.48
$283.99
-2.53%
Reduce -59.51%
11,687
-17,176
JD 		JD.com Inc2023-03-31Sold Out
-1.53%
●
38.5 ($51.65) 66.1
$39.00
-24.49%
Sold Out
0
-96,489
KEYS 		Keysight Technologies Inc2023-09-30Reduce
-1.51%
●
127.7 ($148.1) 172.58
$165.69
11.88%
Reduce -79.25%
9,139
-34,913
WRB 		WR Berkley Corp2023-03-31Reduce
-1.36%
●
39.98 ($44.8) 49.53
$59.50
32.81%
Reduce -86.06%
16,065
-66,103
HSY 		The Hershey Co2023-12-31Sold Out
-1.31%
●
179.52 ($189.48) 199.01
$152.87
-19.32%
Sold Out
0
-23,320
RF 		Regions Financial Corp2023-03-31Sold Out
-1.29%
●
17.53 ($21.77) 24
$24.20
11.16%
Sold Out
0
-210,658

MARIETTA INVESTMENT PARTNERS LLC Total Holding History ($B)

To

MARIETTA INVESTMENT PARTNERS LLC's Asset Allocation

To

MARIETTA INVESTMENT PARTNERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MARIETTA INVESTMENT PARTNERS LLC's Hypothetical Growth since 2024-09-30

MARIETTA INVESTMENT PARTNERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MARIETTA INVESTMENT PARTNERS LLC's Holdings Heat Map

Size field:

MARIETTA INVESTMENT PARTNERS LLC's Holdings Bubble Chart

MARIETTA INVESTMENT PARTNERS LLC News

  • 1

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