Holdings
Marietta Investment Partners LLC
As of Jun 30, 2026, Marietta Investment Partners LLC reported 143 positions worth US$536M. Largest: Apple Inc, Bloom Energy Corporation and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 143K | US$41.2M | −849 | Jun 30, 2026 |
| Bloom Energy Corporation | 96,602 | US$29.2M | −2,230 | Jun 30, 2026 |
| Nvidia Corporation | 139K | US$27.9M | −1,629 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 77,555 | US$27.7M | −1,348 | Jun 30, 2026 |
| Microsoft Corp. | 51,526 | US$19.2M | −795 | Jun 30, 2026 |
| Arista Networks, Inc. | 93,009 | US$15.8M | −3,325 | Jun 30, 2026 |
| Howmet Aerospace Inc. | 56,263 | US$15.1M | +6,226 | Jun 30, 2026 |
| Ge Vernova Inc. | 12,206 | US$14.3M | −35 | Jun 30, 2026 |
| W.w. Grainger, Inc. | 8,923 | US$12.1M | +72 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 22,818 | US$11.4M | no change | Jun 30, 2026 |