test

Angus Burton

@Marathon Capital Management

Latest period2024 - Q3ReportedManaged Assets$412.475MTotal holdings154
Assets growth rate5.12%Assets growth rate (2-Q avg)-0.62%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Marathon Capital Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Marathon Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 412.475M in assets, with a quarterly growth rate of 5.12% and a 2-quarter average growth rate of -0.62%. The portfolio is managed by Angus Burton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -4.66%
21.69%
$89.426M
820,949 shares@ $108.94 avg price
AAPLApple Inc
Recent Activity
Decreased -1.72%
3.28%
$13.5M
57,940 shares@ $233.0 avg price
ALSNAllison Transmission Hldgs I
Recent Activity
Decreased -0.58%
2.75%
$11.338M
118,018 shares@ $96.08 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.03%
2.59%
$10.654M
24,759 shares@ $430.3 avg price
GLWCorning Inc
Recent Activity
Decreased -0.97%
2.55%
$10.478M
232,070 shares@ $45.16 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.07%
2.3%
$9.477M
55,733 shares@ $170.06 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.47%
2.23%
$9.18M
41,525 shares@ $221.09 avg price
METMetlife Inc
Recent Activity
Decreased -0.47%
2.21%
$9.103M
110,364 shares@ $82.48 avg price
HLMNHillman Solutions Corp
Recent Activity
Decreased -1.72%
2.04%
$8.413M
796,715 shares@ $10.56 avg price
FISFidelity Natl Information Sv
Recent Activity
Decreased -0.66%
1.88%
$7.738M
92,391 shares@ $83.75 avg price