Stock Taper 
MARATHON CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Citizens BancShares, Inc. | FCNCA | 125 | $260.1K |
 ASML Holding N.V. | ASML | 137 | $272.55K |
 W.W. Grainger, Inc. | GWW | 156 | $212.23K |
 GE Vernova Inc. | GEV | 330 | $387.7K |
 Bank of America Corporation | BAC-PL | 385 | $482.98K |
 Northrop Grumman Corporation | NOC | 407 | $207.29K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 462 | $220.64K |
 Applied Materials, Inc. | AMAT | 523 | $378.13K |
 Tesla, Inc. | TSLA | 767 | $322.6K |
 Ulta Beauty, Inc. | ULTA | 798 | $359.88K |
 Meta Platforms, Inc. | META | 812 | $457.4K |
 Cigna Corporation | CI | 822 | $226.61K |
 Waste Management, Inc. | WM | 910 | $202.82K |
 Thermo Fisher Scientific Inc. | TMO | 960 | $481.31K |
 Palo Alto Networks, Inc. | PANW | 976 | $332.84K |
 Wells Fargo & Company | WFC-PL | 1.01K | $1.17M |
 Texas Instruments Incorporated | TXN | 1.19K | $353.21K |
 Capital One Financial Corporation | COF | 1.19K | $238.54K |
 Automatic Data Processing, Inc. | ADP | 1.25K | $280.83K |
 Stryker Corporation | SYK | 1.27K | $400.79K |