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Angus Burton

Marathon Capital Management

Assets Managed
$493.931M
Holdings
187
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
10.94%(2Q avg: 3.38%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Marathon Capital Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 187 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 2026 - Q2, they manage 493.931M in assets, with a quarterly growth rate of 10.94% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Angus Burton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TROW
T Rowe Price Group Inc
Recent Activity
Decreased -9.11%
13.36%
$65.977M
580,325 shares@ $113.69 avg price
GLW
Corning Inc
Recent Activity
Decreased -11.62%
4.81%
$23.745M
92,961 shares@ $255.44 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 7.85%
3.92%
$19.315M
210,769 shares@ $91.64 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2%
2.96%
$14.613M
41,357 shares@ $353.34 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.67%
2.74%
$13.503M
56,653 shares@ $238.34 avg price
AAPL
Apple Inc
Recent Activity
Decreased -12.93%
2.5%
$12.343M
42,655 shares@ $289.37 avg price
AZNCF
Astrazeneca Plc
Recent Activity
Decreased -0.61%
2.49%
$12.283M
64,777 shares@ $189.62 avg price
TTI
Tetra Technologies Inc
Recent Activity
Decreased -1.72%
2.21%
$10.901M
962,171 shares@ $11.33 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 0.44%
2.09%
$10.287M
104,752 shares@ $98.2 avg price
ZS
Zscaler Inc
Recent Activity
Decreased -0.26%
1.9%
$9.34M
66,172 shares@ $141.16 avg price

1-10 of 187