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Angus Burton

Marathon Capital Management

Assets Managed
$445.244M
Holdings
171
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-4.18%(2Q avg: 1.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marathon Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 171 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 445.244M in assets, with a quarterly growth rate of -4.18% and a 2-quarter average growth rate of 1.08%. The portfolio is managed by Angus Burton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TROW
T Rowe Price Group Inc
Recent Activity
Decreased -2.23%
12.93%
$57.557M
638,525 shares@ $90.15 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 21.09%
4.03%
$17.911M
195,446 shares@ $91.65 avg price
GLW
Corning Inc
Recent Activity
Decreased -43.26%
3.22%
$14.302M
105,187 shares@ $135.97 avg price
AZNCF
Astrazeneca Plc
Recent Activity
New Position
2.89%
$12.854M
65,175 shares@ $197.23 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.36%
2.8%
$12.434M
48,992 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.2%
2.72%
$12.107M
42,205 shares@ $286.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 84.17%
2.61%
$11.606M
55,724 shares@ $208.27 avg price
CVX
Chevron Corp
Recent Activity
Decreased -16.09%
2.3%
$10.201M
49,304 shares@ $206.91 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 0.26%
2.21%
$9.829M
104,295 shares@ $94.24 avg price
FANG
Diamondback Energy Inc
Recent Activity
Decreased -23.49%
2.14%
$9.484M
47,951 shares@ $197.79 avg price

1-10 of 171