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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
LULULululemon Athletica Inc
Recent Activity
New Position
1.19%
$4.878M
17,975 shares@ $271.35 avg price
DARDarling Ingredients Inc
Recent Activity
New Position
0.38%
$1.557M
41,900 shares@ $37.16 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
0.17%
$676,616
1,179 shares@ $573.89 avg price
TXOTxo Partners Lp
Recent Activity
New Position
0.12%
$494,500
25,000 shares@ $19.78 avg price
CIVICivitas Resources Inc
Recent Activity
New Position
0.11%
$445,389
8,790 shares@ $50.67 avg price
MXLMaxlinear Inc
Recent Activity
New Position
0.08%
$325,800
22,500 shares@ $14.48 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
New Position
0.07%
$285,119
8,575 shares@ $33.26 avg price
IBDQIshares Tr
Recent Activity
New Position
0.07%
$259,785
10,350 shares@ $25.1 avg price
SMRIEa Series Trust
Recent Activity
New Position
0.06%
$246,016
8,045 shares@ $30.58 avg price
COPXGlobal X Fds
Recent Activity
New Position
0.06%
$242,684
5,134 shares@ $47.27 avg price