MARION WEALTH MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 38K | $9.31M |
 | FLXS | 35K | $1.42M |
 | KO | 25K | $1.81M |
 | ADI | 21K | $6.50M |
 | NEE | 21K | $1.79M |
 | TJX | 21K | $3.19M |
 | NVDA | 20K | $3.83M |
 | GOOGL | 20K | $6.60M |
 | UPS | 18K | $1.93M |
 | COP | 17K | $1.71M |
 | BX | 16K | $2.46M |
 | AMZN | 16K | $3.77M |
 | MSFT | 15K | $7.18M |
 | ACN | 15K | $4.13M |
 | EOG | 14K | $1.57M |
 | PSX | 14K | $2.05M |
 | CRM | 14K | $3.21M |
 | JPM | 14K | $4.12M |
 | DGX | 14K | $2.44M |
 | PG | 13K | $1.90M |
Apple Inc.
AAPL
Shares Held
38K
Value
$9.31M
Flexsteel Industries, Inc.
FLXS
Shares Held
35K
Value
$1.42M
The Coca-Cola Company
KO
Shares Held
25K
Value
$1.81M
Analog Devices, Inc.
ADI
Shares Held
21K
Value
$6.50M
NextEra Energy, Inc.
NEE
Shares Held
21K
Value
$1.79M
The TJX Companies, Inc.
TJX
Shares Held
21K
Value
$3.19M
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.83M
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$6.60M
United Parcel Service, Inc.
UPS
Shares Held
18K
Value
$1.93M
ConocoPhillips
COP
Shares Held
17K
Value
$1.71M
Blackstone Inc.
BX
Shares Held
16K
Value
$2.46M
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.77M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.18M
Accenture plc
ACN
Shares Held
15K
Value
$4.13M
EOG Resources, Inc.
EOG
Shares Held
14K
Value
$1.57M
Phillips 66
PSX
Shares Held
14K
Value
$2.05M
Salesforce, Inc.
CRM
Shares Held
14K
Value
$3.21M
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.12M
Quest Diagnostics Incorporated
DGX
Shares Held
14K
Value
$2.44M
The Procter & Gamble Company
PG
Shares Held
13K
Value
$1.90M