Marietta Investment Partners LLC Top Holdings and 13F Report (2025) About Marietta Investment Partners LLCInvestment ActivityMarietta Investment Partners LLC has $453.92 million in total holdings as of December 31, 2024.Marietta Investment Partners LLC owns shares of 158 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 8.47% of the portfolio was purchased this quarter.About 11.10% of the portfolio was sold this quarter.This quarter, Marietta Investment Partners LLC has purchased 162 new stocks and bought additional shares in 31 stocks.Marietta Investment Partners LLC sold shares of 69 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apple $36,243,463Microsoft $22,153,205NVIDIA $17,006,888W.W. Grainger $14,461,566Alphabet $14,090,179 Largest New Holdings this Quarter ARISTA NETWORKS INC $12,485,911 HoldingGE VERNOVA INC $4,343,850 HoldingFlowserve $2,703,843 HoldingExelixis $1,807,990 HoldingWix.com $1,250,827 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 112,964 shares (about $12.49M)GE VERNOVA INC 13,206 shares (about $4.34M)Flowserve 47,007 shares (about $2.70M)PALANTIR TECHNOLOGIES INC 35,039 shares (about $2.65M)JPMorgan Chase & Co. 8,200 shares (about $1.97M) Largest Sales this Quarter Banco Bilbao Vizcaya Argentaria 347,388 shares (about $3.38M)Halozyme Therapeutics 52,728 shares (about $2.52M)Eli Lilly and Company 2,635 shares (about $2.03M)Novo Nordisk A/S 19,595 shares (about $1.69M)Merck & Co., Inc. 12,559 shares (about $1.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarietta Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$36,243,463$1,076,053 ▼-2.9%144,7318.0%Computer and TechnologyMSFTMicrosoft$22,153,205$740,997 ▼-3.2%52,5584.9%Computer and TechnologyNVDANVIDIA$17,006,888$180,754 ▲1.1%126,6433.7%Computer and TechnologyGWWW.W. Grainger$14,461,566$389,999 ▼-2.6%13,7203.2%Industrial ProductsGOOGLAlphabet$14,090,179$109,415 ▼-0.8%74,4333.1%Computer and TechnologyNVONovo Nordisk A/S$12,532,942$1,685,562 ▼-11.9%145,6982.8%MedicalARISTA NETWORKS INC$12,485,911$12,485,911 ▲New Holding112,9642.8%COM SHSMAMastercard$11,844,666$37,913 ▲0.3%22,4942.6%Business ServicesMETAMeta Platforms$11,659,261$189,120 ▲1.6%19,9132.6%Computer and TechnologyBRK.BBerkshire Hathaway$9,923,6590.0%21,8932.2%FinanceCDNSCadence Design Systems$9,820,836$25,840 ▼-0.3%32,6862.2%Computer and TechnologyFIFiserv$9,716,777$18,282 ▲0.2%47,3022.1%Business ServicesETNEaton$9,123,438$830,671 ▲10.0%27,4912.0%Industrial ProductsTTTrane Technologies$8,802,349$583,573 ▲7.1%23,8321.9%ConstructionFLEXFlex$8,507,454$15,164 ▲0.2%221,6061.9%Computer and TechnologyAMZNAmazon.com$8,136,298$182,532 ▲2.3%37,0861.8%Retail/WholesaleFANGDiamondback Energy$7,424,776$44,398 ▼-0.6%45,3201.6%Oils/EnergyRACEFerrari$7,139,436$12,320 ▲0.2%16,8051.6%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$7,101,409$1,965,622 ▲38.3%29,6251.6%FinanceMANHManhattan Associates$6,717,626$21,619 ▼-0.3%24,8581.5%Computer and TechnologyURIUnited Rentals$6,664,707$359,969 ▼-5.1%9,4611.5%ConstructionAMEAMETEK$6,637,894$43,983 ▼-0.7%36,8241.5%Computer and TechnologyXOMExxon Mobil$5,913,768$150,598 ▼-2.5%54,9761.3%Oils/EnergyHDBHDFC Bank$5,900,983$710,442 ▼-10.7%92,4051.3%FinancePALANTIR TECHNOLOGIES INC$5,811,939$2,650,000 ▲83.8%76,8471.3%CL AAVGOBroadcom$5,783,944$124,730 ▲2.2%24,9481.3%Computer and TechnologyMELIMercadoLibre$5,706,677$49,313 ▲0.9%3,3561.3%Retail/WholesaleMLMMartin Marietta Materials$5,014,699$854,808 ▼-14.6%9,7091.1%ConstructionOCOwens Corning$4,924,122$201,829 ▼-3.9%28,9111.1%ConstructionABBVAbbVie$4,607,050$355 ▼0.0%25,9261.0%MedicalPGProcter & Gamble$4,603,8370.0%27,4611.0%Consumer StaplesGE VERNOVA INC$4,343,850$4,343,850 ▲New Holding13,2061.0%COMBMIBadger Meter$4,242,400$212 ▼0.0%20,0000.9%Computer and TechnologyLLYEli Lilly and Company$4,094,688$2,034,220 ▼-33.2%5,3040.9%MedicalHWMHowmet Aerospace$4,041,878$928,989 ▲29.8%36,9560.9%AerospacePEPPepsiCo$4,035,064$108,571 ▼-2.6%26,5360.9%Consumer StaplesPHParker-Hannifin$3,613,286$159,007 ▼-4.2%5,6810.8%Industrial ProductsSNASnap-on$3,528,895$679 ▼0.0%10,3950.8%Consumer DiscretionaryFASTFastenal$3,441,4690.0%47,8580.8%Retail/WholesaleASMLASML$3,430,053$809,517 ▼-19.1%4,9490.8%Computer and TechnologyIHGInterContinental Hotels Group$3,301,511$113,802 ▼-3.3%26,4290.7%Consumer DiscretionaryTMOThermo Fisher Scientific$3,099,010$894,796 ▼-22.4%5,9570.7%MedicalAOSA. O. Smith$2,899,4020.0%42,5070.6%Industrial ProductsMARMarriott International$2,818,6890.0%10,1050.6%Consumer DiscretionaryFLSFlowserve$2,703,843$2,703,843 ▲New Holding47,0070.6%Industrial ProductsAPHAmphenol$2,622,988$91,257 ▼-3.4%37,7680.6%Computer and TechnologyCIThe Cigna Group$2,497,686$109,075 ▼-4.2%9,0450.6%MedicalCNQCanadian Natural Resources$2,435,983$658,519 ▼-21.3%78,9110.5%Oils/EnergyABTAbbott Laboratories$2,237,316$50,447 ▼-2.2%19,7800.5%MedicalHONHoneywell International$2,210,560$452 ▼0.0%9,7860.5%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$2,117,432$1,249,369 ▼-37.1%21,2850.5%MedicalCVXChevron$2,104,670$63,730 ▼-2.9%14,5310.5%Oils/EnergyBACBank of America$2,090,877$365,093 ▲21.2%47,5740.5%FinanceALSNAllison Transmission$2,065,027$151,284 ▼-6.8%19,1100.5%Auto/Tires/TrucksKMBKimberly-Clark$2,038,065$471,744 ▼-18.8%15,5530.4%Consumer StaplesHUBBHubbell$1,996,4300.0%4,7660.4%Industrial ProductsTPRTapestry$1,833,1600.0%28,0600.4%Retail/WholesaleEXELExelixis$1,807,990$1,807,990 ▲New Holding54,2940.4%MedicalNVSNovartis$1,733,480$325,015 ▼-15.8%17,8140.4%MedicalHDHome Depot$1,722,714$61,845 ▼-3.5%4,4290.4%Retail/WholesaleGOOGAlphabet$1,673,406$35,993 ▼-2.1%8,7870.4%Computer and TechnologyTFCTruist Financial$1,651,824$708,526 ▲75.1%38,0780.4%FinanceCHDChurch & Dwight$1,500,494$548,994 ▼-26.8%14,3300.3%Consumer StaplesVOOVanguard S&P 500 ETF$1,482,805$61,424 ▲4.3%2,7520.3%ETFCRMSalesforce$1,456,007$85,923 ▲6.3%4,3550.3%Computer and TechnologyIBMInternational Business Machines$1,401,636$32,974 ▼-2.3%6,3760.3%Computer and TechnologyLECOLincoln Electric$1,367,781$74,988 ▼-5.2%7,2960.3%Industrial ProductsBBVABanco Bilbao Vizcaya Argentaria$1,340,417$3,376,611 ▼-71.6%137,9030.3%FinanceWECWEC Energy Group$1,297,376$376 ▼0.0%13,7960.3%UtilitiesDVYiShares Select Dividend ETF$1,268,918$8,534 ▲0.7%9,6650.3%ETFLINDE PLC$1,253,079$2,931 ▼-0.2%2,9930.3%SHSWIXWix.com$1,250,827$1,250,827 ▲New Holding5,8300.3%Computer and TechnologyPPGPPG Industries$1,209,7900.0%10,1280.3%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$1,196,394$6,122 ▼-0.5%6,0580.3%Computer and TechnologyMMM3M$1,188,919$258,180 ▼-17.8%9,2100.3%Multi-Sector ConglomeratesMSIMotorola Solutions$1,171,753$766,840 ▲189.4%2,5350.3%Computer and TechnologyAMDAdvanced Micro Devices$1,131,802$15,099 ▼-1.3%9,3700.2%Computer and TechnologyVVisa$1,122,556$71,108 ▼-6.0%3,5520.2%Business ServicesULUnilever$1,020,203$838,083 ▲460.2%17,9930.2%Consumer StaplesDDominion Energy$1,017,0920.0%18,8840.2%UtilitiesSHELShell$997,6390.0%15,9240.2%Oils/EnergyJCIJohnson Controls International$982,521$3,473 ▼-0.4%12,4480.2%ConstructionSCHXSchwab US Large-Cap ETF$971,891$655,414 ▲207.1%41,9280.2%ETFINGING Groep$951,122$162,639 ▲20.6%60,6970.2%FinanceADBEAdobe$910,705$639,895 ▼-41.3%2,0480.2%Computer and TechnologyLAM RESEARCH CORP$897,819$803,342 ▲850.3%12,4300.2%COM NEWSBUXStarbucks$896,258$285,613 ▼-24.2%9,8220.2%Retail/WholesalePRUPrudential Financial$853,4160.0%7,2000.2%FinanceCYBRCyberArk Software$851,198$4,664 ▼-0.5%2,5550.2%Computer and TechnologyCTASCintas$825,073$102,312 ▼-11.0%4,5160.2%Business ServicesCPCanadian Pacific Kansas City$820,893$2,388 ▼-0.3%11,3430.2%TransportationSFMSprouts Farmers Market$815,662$815,662 ▲New Holding6,4190.2%Retail/WholesaleROKRockwell Automation$797,6400.0%2,7910.2%Computer and TechnologyGEGeneral Electric$790,918$1,028,927 ▼-56.5%4,7420.2%TransportationHALOHalozyme Therapeutics$784,132$2,520,926 ▼-76.3%16,4010.2%MedicalCATCaterpillar$783,562$12,697 ▼-1.6%2,1600.2%Industrial ProductsNFLXNetflix$779,905$8,913 ▼-1.1%8750.2%Consumer DiscretionaryAXPAmerican Express$778,480$45,112 ▼-5.5%2,6230.2%FinanceKOCoca-Cola$777,1290.0%12,4820.2%Consumer StaplesXYLXylem$748,213$20,304 ▼-2.6%6,4490.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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