Institutional Fund
Marathon Strategic Advisors, LLC
Pittsburgh, PACIK 20217115 filings on record
Portfolio Value
$139.05M
Q1 2026
Holdings
52
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+6.2%
from $130.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust13.9%
- Spdr Series Trust8.6%
- Spdr Index Shs Fds8.4%
- Spdr Index Shs Fds8.0%
- Ishares Tr7.0%
- Intel Corp5.7%
- Other48.4%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 326.7K | $19.35M | 13.9% | +25.5K | Added |
| 2 | Spdr Series Trust | 155.4K | $11.89M | 8.6% | +5.7K | Added |
| 3 | Spdr Index Shs Fds | 249.4K | $11.70M | 8.4% | +8.6K | Added |
| 4 | Spdr Index Shs Fds | 244.2K | $11.15M | 8.0% | +4.8K | Added |
| 5 | Ishares Tr | 14.9K | $9.75M | 7.0% | −95 | Reduced |
| 6 | Intel Corp | 179.5K | $7.92M | 5.7% | +69.6K | Added |
| 7 | Vanguard Index Fds | 83.7K | $7.43M | 5.3% | +7.4K | Added |
| 8 | Vanguard Tax-Managed Fds | 99.5K | $6.37M | 4.6% | −255 | Reduced |
| 9 | Vanguard Intl Equity Index F | 129.3K | $5.75M | 4.1% | +4.7K | Added |
| 10 | Vanguard Index Fds | 17.1K | $4.91M | 3.5% | −21 | Reduced |
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