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Latest Marathon Strategic Advisors, LLC Stock Portfolio

Marathon Strategic Advisors, LLC Performance:
2025 Q4: 0.78%YTD: 17.17%2024: 5.87%
Performance for 2025 Q4 is 0.78%, and YTD is 17.17%, and 2024 is 5.87%.

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

On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Marathon Strategic Advisors, LLC reported an equity portfolio of $131 Millions as of 31 Dec, 2025.

The top stock holdings of Marathon Strategic Advisors, LLC are BIL, BIL, CWI. The fund has invested 13.3% of it's portfolio in SPDR SERIES TRUST and 9.2% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), CREDO TECHNOLOGY GROUP HOLDI (CRDO) and ROCKWELL AUTOMATION INC (ROK). Marathon Strategic Advisors, LLC opened new stock positions in ARCH CAP GROUP LTD (ACGL). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), INTEL CORP (INTC) and VANGUARD INDEX FDS (VB).

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

Our best estimate is that Marathon Strategic Advisors, LLC made a return of 0.78% in the last quarter. In trailing 12 months, it's portfolio return was 17.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
arch cap group ltd206,670
New stocks bought by Marathon Strategic Advisors, LLC

Additions

Ticker% Inc.
microsoft corp75.39
intel corp70.98
vanguard index fds37.65
spdr series trust35.11
vanguard index fds27.57
blackrock floating rate inco11.59
spdr series trust8.18
calamos conv opportunities &3.46
Additions to existing portfolio by Marathon Strategic Advisors, LLC

Reductions

Ticker% Reduced
vaneck etf trust-53.31
credo technology group holdi-21.56
rockwell automation inc-18.33
ishares inc-11.71
ishares tr-8.8
ishares tr-7.35
spdr series trust-4.46
ishares tr-3.82
Marathon Strategic Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
berkshire hathaway inc del-298,125
Marathon Strategic Advisors, LLC got rid off the above stocks

Sector Distribution

Marathon Strategic Advisors, LLC has about 87.4% of it's holdings in Others sector.

Sector%
Others87.4
Technology5.7
Energy2.4
Utilities1.3

Market Cap. Distribution

Marathon Strategic Advisors, LLC has about 11% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87.4
LARGE-CAP7.2
MEGA-CAP3.8
MID-CAP1.6

Stocks belong to which Index?

About 12.2% of the stocks held by Marathon Strategic Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87.8
S&P 50010.9
RUSSELL 20001.3
Top 5 Winners (%)%
BC
brunswick corp
17.4 %
AFK
vaneck etf trust
10.9 %
ROK
rockwell automation inc
10.3 %
INTC
intel corp
7.8 %
EMGF
ishares inc
7.2 %
Top 5 Winners ($)$
CWI
spdr index shs fds
0.4 M
AFK
vaneck etf trust
0.3 M
INTC
intel corp
0.3 M
BIL
spdr series trust
0.3 M
VEA
vanguard tax-managed fds
0.3 M
Top 5 Losers (%)%
LIN
linde plc
-10.2 %
blackrock floating rate inco
-8.8 %
TT
trane technologies plc
-7.7 %
PPL
ppl corp
-5.8 %
DUK
duke energy corp new
-5.3 %
Top 5 Losers ($)$
blackrock floating rate inco
-0.4 M
VEU
vanguard intl equity index f
-0.2 M
VB
vanguard index fds
-0.2 M
LIN
linde plc
-0.1 M
calamos conv opportunities &
-0.1 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 68.9% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Marathon Strategic Advisors, LLC last quarter.

Last Reported on: 11 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions