Marathon Strategic Advisors

PITTSBURGH, PAfiles as Marathon Strategic Advisors, LLC

$177m in 50 US stocks at the end of 30 June 2026. The top 10 are 74.9% of the money. It changed about 13.1% of the portfolio this quarter.

Value

$177m

Stocks

Top 10 share

74.9%

Turnover

13.1%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.3% of the fund
Goldman Sachs GroupGS
0.1% of the fund

Added

Bought more of a stock they already held.

IntelINTC
18.4% of the fund
+30%
Spdr Series TrustSPMD
13.1% of the fund
+5%
Vanguard Index FDSVNQ
4.9% of the fund
+7%
Vanguard Intl Equity Index FVNQI
3.4% of the fund
+5%
Blackrock Floating Rate IncoXFRAX
2.7% of the fund
+12%

Cut

Sold some of their stake.

Ishares TRIVV
6.1% of the fund
-3%
Vanguard Intl Equity Index FVWO
3.0% of the fund
-3%
Vaneck ETF TrustGDXJ
0.4% of the fund
-26%
IsharesEMXC
0.3% of the fund
-25%
Trane TechnologiesTT
0.2% of the fund
-3%
Ishares TREFA
0.1% of the fund
-5%

Sold out

Sold their entire stake.

Credo Technology Group HoldingCRDO
-100%
ShellSHEL
-100%
Graniteshares Gold TRBAR
-100%
Arch Capital GroupACGL
-100%

Holdings

IntelINTC
Share
18.4%
Value
$33m
Shares
233,660
+30%
Spdr Series TrustSPMD
Share
13.1%
Value
$23m
Shares
343,706
+5%
Spdr Series TrustSPYM
Share
7.6%
Value
$13m
Shares
153,363
Held
Spdr Index SHS FDSSPEM
Share
7.4%
Value
$13m
Shares
252,223
Held
Spdr Index SHS FDSSPDW
Share
6.9%
Value
$12m
Shares
242,827
Held
Ishares TRIVV
Share
6.1%
Value
$11m
Shares
14,417
-3%
Vanguard Index FDSVNQ
Share
4.9%
Value
$9m
Shares
89,500
+7%
Vanguard Tax-Managed FDSVEA
Share
4.0%
Value
$7m
Shares
98,580
Held
Vanguard Intl Equity Index FVNQI
Share
3.4%
Value
$6m
Shares
135,847
+5%
Vanguard Index FDSVO
Share
3.1%
Value
$5m
Shares
68,161
Held
Vanguard Intl Equity Index FVWO
Share
3.0%
Value
$5m
Shares
88,304
-3%
Blackrock Floating Rate IncoXFRAX
Share
2.7%
Value
$5m
Shares
438,310
+12%
Calamos Convertible Opportunities & Income FundCHI
Share
2.2%
Value
$4m
Shares
293,821
Held
Spdr Series TrustSPSM
Share
1.8%
Value
$3m
Shares
56,146
Held
Wisdomtree TRDES
Share
1.5%
Value
$3m
Shares
66,967
Held
Wisdomtree TRDGS
Share
1.3%
Value
$2m
Shares
34,561
Held
Wisdomtree TRDLS
Share
1.2%
Value
$2m
Shares
25,385
Held
ExxonMobil HoldingsXOM
Share
1.1%
Value
$2m
Shares
13,713
Held
Vanguard Malvern FDSVTIP
Share
0.7%
Value
$1m
Shares
25,995
Held
LindeLIN
Share
0.7%
Value
$1m
Shares
2,313
Held
ConocoPhillipsCOP
Share
0.6%
Value
$1m
Shares
10,295
Held
American Electric PowerAEP
Share
0.5%
Value
$961,364
Shares
7,027
Held
Vanguard Index FDSVTI
Share
0.5%
Value
$942,122
Shares
2,546
Held
Vanguard Index FDSVB
Share
0.5%
Value
$916,635
Shares
3,024
Held
MicrosoftMSFT
Share
0.5%
Value
$914,269
Shares
2,451
Held
Wisdomtree TRDON
Share
0.5%
Value
$881,147
Shares
15,590
Held
Ishares TRIJH
Share
0.5%
Value
$818,986
Shares
10,621
Held
Vaneck ETF TrustGDXJ
Share
0.4%
Value
$689,814
Shares
7,021
-26%
Phillips 66PSX
Share
0.4%
Value
$686,174
Shares
4,059
Held
Rockwell AutomationROK
Share
0.3%
Value
$606,473
Shares
1,225
Held
IsharesEMXC
Share
0.3%
Value
$601,831
Shares
5,883
-25%
Duke EnergyDUK
Share
0.3%
Value
$590,648
Shares
4,666
Held
Micron TechnologyMU
Share
0.3%
Value
$485,957
Shares
421
New
BrunswickBC
Share
0.3%
Value
$463,320
Shares
5,500
Held
Amazon.comAMZN
Share
0.3%
Value
$444,505
Shares
1,865
Held
MckessonMCK
Share
0.2%
Value
$423,892
Shares
561
Held
Ishares TRIGSB
Share
0.2%
Value
$421,324
Shares
8,039
Held
AppleAAPL
Share
0.2%
Value
$397,351
Shares
1,373
Held
StrykerSYK
Share
0.2%
Value
$363,326
Shares
1,154
Held
PPLPPL
Share
0.2%
Value
$334,566
Shares
9,204
Held
PepsiCoPEP
Share
0.2%
Value
$321,575
Shares
2,375
Held
Trane TechnologiesTT
Share
0.2%
Value
$312,378
Shares
636
-3%
Schwab Strategic TRSCHF
Share
0.2%
Value
$299,493
Shares
10,812
Held
International Business MachinesIBM
Share
0.2%
Value
$290,490
Shares
1,033
Held
Ishares TRIWM
Share
0.2%
Value
$287,559
Shares
957
Held
Pimco ETF TRSTPZ
Share
0.1%
Value
$264,780
Shares
4,964
Held
Ishares TREEM
Share
0.1%
Value
$263,598
Shares
3,853
Held
United BanksharesUBSI
Share
0.1%
Value
$255,044
Shares
5,565
Held
Ishares TREFA
Share
0.1%
Value
$219,415
Shares
2,112
-5%
Goldman Sachs GroupGS
Share
0.1%
Value
$212,388
Shares
210
New

Company	Share of fund	Value	Shares	Change
IntelINTC	18.4%	$33m	233,660	+30%
Spdr Series TrustSPMD	13.1%	$23m	343,706	+5%
Spdr Series TrustSPYM	7.6%	$13m	153,363	Held
Spdr Index SHS FDSSPEM	7.4%	$13m	252,223	Held
Spdr Index SHS FDSSPDW	6.9%	$12m	242,827	Held
Ishares TRIVV	6.1%	$11m	14,417	-3%
Vanguard Index FDSVNQ	4.9%	$9m	89,500	+7%
Vanguard Tax-Managed FDSVEA	4.0%	$7m	98,580	Held
Vanguard Intl Equity Index FVNQI	3.4%	$6m	135,847	+5%
Vanguard Index FDSVO	3.1%	$5m	68,161	Held
Vanguard Intl Equity Index FVWO	3.0%	$5m	88,304	-3%
Blackrock Floating Rate IncoXFRAX	2.7%	$5m	438,310	+12%
Calamos Convertible Opportunities & Income FundCHI	2.2%	$4m	293,821	Held
Spdr Series TrustSPSM	1.8%	$3m	56,146	Held
Wisdomtree TRDES	1.5%	$3m	66,967	Held
Wisdomtree TRDGS	1.3%	$2m	34,561	Held
Wisdomtree TRDLS	1.2%	$2m	25,385	Held
ExxonMobil HoldingsXOM	1.1%	$2m	13,713	Held
Vanguard Malvern FDSVTIP	0.7%	$1m	25,995	Held
LindeLIN	0.7%	$1m	2,313	Held
ConocoPhillipsCOP	0.6%	$1m	10,295	Held
American Electric PowerAEP	0.5%	$961,364	7,027	Held
Vanguard Index FDSVTI	0.5%	$942,122	2,546	Held
Vanguard Index FDSVB	0.5%	$916,635	3,024	Held
MicrosoftMSFT	0.5%	$914,269	2,451	Held
Wisdomtree TRDON	0.5%	$881,147	15,590	Held
Ishares TRIJH	0.5%	$818,986	10,621	Held
Vaneck ETF TrustGDXJ	0.4%	$689,814	7,021	-26%
Phillips 66PSX	0.4%	$686,174	4,059	Held
Rockwell AutomationROK	0.3%	$606,473	1,225	Held
IsharesEMXC	0.3%	$601,831	5,883	-25%
Duke EnergyDUK	0.3%	$590,648	4,666	Held
Micron TechnologyMU	0.3%	$485,957	421	New
BrunswickBC	0.3%	$463,320	5,500	Held
Amazon.comAMZN	0.3%	$444,505	1,865	Held
MckessonMCK	0.2%	$423,892	561	Held
Ishares TRIGSB	0.2%	$421,324	8,039	Held
AppleAAPL	0.2%	$397,351	1,373	Held
StrykerSYK	0.2%	$363,326	1,154	Held
PPLPPL	0.2%	$334,566	9,204	Held
PepsiCoPEP	0.2%	$321,575	2,375	Held
Trane TechnologiesTT	0.2%	$312,378	636	-3%
Schwab Strategic TRSCHF	0.2%	$299,493	10,812	Held
International Business MachinesIBM	0.2%	$290,490	1,033	Held
Ishares TRIWM	0.2%	$287,559	957	Held
Pimco ETF TRSTPZ	0.1%	$264,780	4,964	Held
Ishares TREEM	0.1%	$263,598	3,853	Held
United BanksharesUBSI	0.1%	$255,044	5,565	Held
Ishares TREFA	0.1%	$219,415	2,112	-5%
Goldman Sachs GroupGS	0.1%	$212,388	210	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 64.6% since 30 June 2025.

Where the money is

Technology19.6%

Energy2.0%

Utilities1.1%

Materials0.7%

Industrials0.5%

Retail & consumer0.5%

Health care0.4%

Financial services0.3%

Everyday goods0.2%

Other74.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.