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Latest Marathon Strategic Advisors, LLC Stock Portfolio

Marathon Strategic Advisors, LLC Performance:
2025 Q3: 2.13%YTD: 3.3%2024: 0.76%
Performance for 2025 Q3 is 2.13%, and YTD is 3.3%, and 2024 is 0.76%.

About Marathon Strategic Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Marathon Strategic Advisors, LLC reported an equity portfolio of $124.9 Millions as of 30 Sep, 2025.

The top stock holdings of Marathon Strategic Advisors, LLC are BIL, BIL, CWI. The fund has invested 10.2% of it's portfolio in SPDR SERIES TRUST and 9.8% of portfolio in SPDR SERIES TRUST.

They significantly reduced their stock positions in VANECK ETF TRUST (AFK), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB). Marathon Strategic Advisors, LLC opened new stock positions in EXXON MOBIL CORP (XOM), LINDE PLC (LIN) and CONOCOPHILLIPS (COP). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN ELEC PWR CO INC (AEP), VANGUARD INDEX FDS (VB) and PEPSICO INC (PEP).

Marathon Strategic Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Marathon Strategic Advisors, LLC made a return of 2.13% in the last quarter. In trailing 12 months, it's portfolio return was 3.5%.

New Buys

Ticker$ Bought
exxon mobil corp1,546,140
linde plc1,098,680
conocophillips973,805
duke energy corp new577,443
phillips 66552,106
brunswick corp347,820
ppl corp342,021
international business machs291,472
New stocks bought by Marathon Strategic Advisors, LLC

Additions

Ticker% Inc.
american elec pwr co inc74.71
vanguard index fds27.1
pepsico inc25.13
calamos conv opportunities &20.56
blackrock floating rate inco18.08
ishares tr16.67
spdr series trust15.19
spdr series trust10.92
Additions to existing portfolio by Marathon Strategic Advisors, LLC

Reductions

Ticker% Reduced
vaneck etf trust-48.2
schwab strategic tr-42.57
vanguard index fds-29.38
apple inc-24.75
ishares tr-8.9
stryker corporation-5.24
mckesson corp-3.77
berkshire hathaway inc del-3.73
Marathon Strategic Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Marathon Strategic Advisors, LLC

Sector Distribution

Marathon Strategic Advisors, LLC has about 88.5% of it's holdings in Others sector.

Sector%
Others88.5
Technology4.4
Energy2.5
Utilities1.4

Market Cap. Distribution

Marathon Strategic Advisors, LLC has about 9.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED88.5
LARGE-CAP5.9
MEGA-CAP3.6
MID-CAP2

Stocks belong to which Index?

About 11.2% of the stocks held by Marathon Strategic Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others88.8
S&P 5009.5
RUSSELL 20001.7
Top 5 Winners (%)%
CRDO
credo technology group holdi
57.3 %
INTC
intel corp
49.7 %
AAPL
apple inc
24.1 %
IJR
ishares tr
12.1 %
IJR
ishares tr
7.6 %
Top 5 Winners ($)$
IJR
ishares tr
0.8 M
INTC
intel corp
0.7 M
CRDO
credo technology group holdi
0.7 M
AAPL
apple inc
0.1 M
IJR
ishares tr
0.0 M
Top 5 Losers (%)%
SYK
stryker corporation
-6.6 %
TT
trane technologies plc
-3.5 %
Top 5 Losers ($)$
SYK
stryker corporation
0.0 M
TT
trane technologies plc
0.0 M

Marathon Strategic Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Marathon Strategic Advisors, LLC

Marathon Strategic Advisors, LLC has 50 stocks in it's portfolio. About 68.3% of the portfolio is in top 10 stocks. SYK proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Marathon Strategic Advisors, LLC last quarter.

Last Reported on: 09 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions