Stock Taper

MARATHON CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ulta Beauty, Inc.ULTA798$359.88K
Tesla, Inc.TSLA767$322.6K
Applied Materials, Inc.AMAT523$378.13K
Taiwan Semiconductor Manufacturing Company LimitedTSM462$220.64K
Northrop Grumman CorporationNOC407$207.29K
Bank of America CorporationBAC-PL385$482.98K
GE Vernova Inc.GEV330$387.7K
W.W. Grainger, Inc.GWW156$212.23K
ASML Holding N.V.ASML137$272.55K
First Citizens BancShares, Inc.FCNCA125$260.1K