Stock Taper 
MARIETTA INVESTMENT PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 4.78K | $9.5M |
 ConocoPhillips | COP | 4.72K | $490.69K |
 Credo Technology Group Holding Ltd | CRDO | 4.6K | $1.25M |
 Mueller Industries, Inc. | MLI | 4.43K | $544.83K |
 Yum! Brands, Inc. | YUM | 4.4K | $702.75K |
 Cigna Corporation | CI | 4.35K | $1.2M |
 Xylem Inc. | XYL | 4.2K | $496.36K |
 Advanced Micro Devices, Inc. | AMD | 4.18K | $2.43M |
 Badger Meter, Inc. | BMI | 4.09K | $606.58K |
 Comfort Systems USA, Inc. | FIX | 4.08K | $8.09M |
 Wells Fargo & Company | WFC | 3.9K | $322.3K |
 National Presto Industries, Inc. | NPK | 3.83K | $478.09K |
 Qnity Electronics, Inc. | Q | 3.78K | $617.31K |
 Netflix, Inc. | NFLX | 3.5K | $249.9K |
 Rockwell Automation, Inc. | ROK | 3.47K | $1.72M |
 Walmart Inc. | WMT | 3.44K | $389.95K |
 Cintas Corporation | CTAS | 3.3K | $560.58K |
 GE Aerospace | GE | 3.28K | $1.22M |
 The Home Depot, Inc. | HD | 3.26K | $1.15M |
 Johnson & Johnson | JNJ | 3.14K | $797.47K |