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Marathon Strategic Advisors, LLC - Portfolio Stock Holdings

Marathon Strategic Advisors, LLC disclosed 55 stock positions in a recent SEC 13F filing. $177,717,414 of stock holdings were filed, with the largest holdings including INTC, SPMD, and SPYM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $182,742,274 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

55

Est. Stock Holding Value:

$177,717,414

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Marathon Strategic Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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