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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MARATHON CAPITAL MANAGEMENT

Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001172661-26-000374

Total Value
$464.7M
Positions
171
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (171)

#IssuerTicker / CUSIPSharesValue% of Filing
1PRICE T ROWE GROUP INCTROW653,125$66.9M14.39%
2CORNING INCGLW185,415$16.2M3.49%
3SPDR SERIES TRUST78468R663161,415$14.8M3.17%
4ASTRAZENECA PLCAZN157,747$14.5M3.12%
5ALPHABET INCGOOG43,155$13.5M2.91%
6APPLE INCAAPL48,820$13.3M2.86%
7TETRA TECHNOLOGIES INC DEL88162F1051,191,195$11.2M2.40%
8MICROSOFT CORPMSFT22,942$11.1M2.39%
9QUALCOMM INCQCOM60,104$10.3M2.21%
10DIAMONDBACK ENERGY INCFANG62,678$9.4M2.03%
11INTERNATIONAL BUSINESS MACHSINTR31,648$9.4M2.02%
12VANGUARD WHITEHALL FDS921946794104,027$9.4M2.01%
13CHEVRON CORP NEWCVX58,759$9.0M1.93%
14ADMA BIOLOGICS INCADMA465,315$8.5M1.83%
15METLIFE INCMET-PF103,653$8.2M1.76%
16ALLISON TRANSMISSION HLDGS IALSN74,458$7.3M1.57%
17AMAZON COM INCAMZN30,257$7.0M1.50%
18JPMORGAN CHASE & CO.VYLD21,199$6.8M1.47%
19REALTY INCOME CORPO113,208$6.4M1.37%
20COPA HOLDINGS SACPA51,553$6.2M1.34%
21BUILDERS FIRSTSOURCE INCBLDR59,153$6.1M1.31%
22CECO ENVIRONMENTAL CORPCECO101,685$6.1M1.31%
23FIDELITY NATL INFORMATION SV31620M10688,868$5.9M1.27%
24SPROTT ASSET MANAGEMENT LPSII125,100$5.7M1.23%
25BERKSHIRE HATHAWAY INC DELBRK-A11,319$5.7M1.22%
26BARRICK MNG CORP06849F108129,825$5.7M1.22%
27ANI PHARMACEUTICALS INCANIP69,665$5.5M1.18%
28WILLIS TOWERS WATSON PLC LTDWTW16,580$5.4M1.17%
29JOHNSON & JOHNSONJNJ26,186$5.4M1.17%
30DANAHER CORPORATION23585110223,039$5.3M1.14%
31ALMONTY INDS INC020398707593,515$5.2M1.13%
32ARCOSA INCACA47,525$5.1M1.09%
33ADOBE INCADBE13,081$4.6M0.99%
34ZETA GLOBAL HOLDINGS CORPZETA221,905$4.5M0.97%
35ZOETIS INCZTS35,150$4.4M0.95%
36SPDR GOLD TRGLD10,988$4.4M0.94%
37CALIX INCCALX80,585$4.3M0.92%
38NPK INTERNATIONAL INCNPKI357,390$4.3M0.92%
39NOVO-NORDISK A SNONOF82,705$4.2M0.91%
40ALPHATEC HLDGS INCATEC198,900$4.2M0.90%
41HEALTHPEAK PROPERTIES INCDOC247,542$4.0M0.86%
42CHUBB LIMITEDCB12,740$4.0M0.86%
43MERCK & CO INCMRK33,665$3.5M0.76%
44ARES CAPITAL CORPARCC164,845$3.3M0.72%
45PAR TECHNOLOGY CORPPAR76,835$2.8M0.60%
46ELI LILLY & COLLY2,548$2.7M0.59%
47ALPHABET INCGOOG7,835$2.5M0.53%
48MICRON TECHNOLOGY INCMU8,295$2.4M0.51%
49SYMBOTIC INCSYM39,570$2.4M0.51%
50PROCTER AND GAMBLE CO74271810916,293$2.3M0.50%
51SLB LIMITEDSLB58,735$2.3M0.49%
52TARGA RES CORPTRGP11,750$2.2M0.47%
53DARLING INGREDIENTS INCDAR55,775$2.0M0.43%
54SPDR S&P 500 ETF TRSPY2,851$1.9M0.42%
55ENPHASE ENERGY INCENPH57,188$1.8M0.39%
56VANECK ETF TRUST92189F10618,861$1.6M0.35%
57ABBVIE INCABBV6,957$1.6M0.34%
58LOCKHEED MARTIN CORPLMT2,885$1.4M0.30%
59GLOBAL SELF STORAGE INCSELF261,151$1.3M0.29%
60EXPAND ENERGY CORPORATIONEXE11,911$1.3M0.28%
61WELLS FARGO CO NEW9497468041,034$1.3M0.27%
62CINCINNATI FINL CORP1720621017,513$1.2M0.26%
63VERIZON COMMUNICATIONS INCVZ29,929$1.2M0.26%
64COCA COLA COKO17,327$1.2M0.26%
65HUDSON TECHNOLOGIES INCHDSN175,325$1.2M0.26%
66EXXON MOBIL CORPXOM9,808$1.2M0.25%
67WEYERHAEUSER CO MTN BEWY49,548$1.2M0.25%
68NVIDIA CORPORATIONNVDA5,960$1.1M0.24%
69ADVANCED MICRO DEVICES INCAMD5,149$1.1M0.24%
70HONEYWELL INTL INC4385161065,610$1.1M0.24%
71KORNIT DIGITAL LTDKRNT72,405$1.0M0.22%
72ANTERO RESOURCES CORPAR30,000$1.0M0.22%
73AMPLITUDE INCAMPL88,600$1.0M0.22%
74GE HEALTHCARE TECHNOLOGIES IGEHC12,055$988,7510.21%
75PEPSICO INCPEP6,371$914,3660.20%
76RTX CORPORATIONRTX4,957$909,0730.20%
77GE AEROSPACE3696043012,945$907,1480.20%
78ROYAL GOLD INCRGLD4,080$906,9430.20%
79ENBRIDGE INCENNPF18,575$888,4420.19%
80GLADSTONE LD CORP37654910195,628$875,0000.19%
81AMGEN INCAMGN2,592$848,2460.18%
82CRYOPORT INCCYRX87,225$837,3600.18%
83ALLSTATE CORPALL-PJ3,923$816,5720.18%
84ISHARES SILVER TRSLV12,525$806,8610.17%
85LOWES COS INC5486611073,249$783,5290.17%
86SANMINA CORPORATIONSANM5,000$750,3500.16%
87LATTICE SEMICONDUCTOR CORPLSCC10,100$743,1580.16%
88BROWN FORMAN CORPBF-B28,006$729,8360.16%
89HOME DEPOT INCHD2,079$715,3840.15%
90NUSCALE PWR CORPNU50,000$708,5000.15%
91PROLOGIS INC.PLDGP5,250$670,2150.14%
92MCDONALDS CORPMCD2,150$657,1110.14%
93THERMO FISHER SCIENTIFIC INCTMO1,127$653,0400.14%
94PNC FINL SVCS GROUP INC6934751053,077$642,2620.14%
95FIRST CTZNS BANCSHARES INC D31946M103295$633,1230.14%
96EOG RES INCEOG5,791$608,1130.13%
97RECURSION PHARMACEUTICALS INRXRX144,595$591,3940.13%
98SSGA ACTIVE TR78470P81223,595$590,8460.13%
99ABBOTT LABSABLZF4,705$589,5020.13%
100SOUTHERN COSOMN6,600$575,5200.12%
101CLEAR SECURE INCYOU16,000$561,2800.12%
102EATON CORP PLCETN1,688$537,6450.12%
103TXO PARTNERS LPTXO50,000$533,5000.11%
104DENTSPLY SIRONA INCXRAY46,040$526,2370.11%
105SSGA ACTIVE TR78470P82020,295$508,1480.11%
106CSX CORPCSX13,548$491,1150.11%
107BANK AMERICA CORP060505682390$488,2800.11%
108DUKE ENERGY CORP NEWDUKB4,141$485,3970.10%
109POTLATCHDELTIC CORPORATION73763010312,010$477,7580.10%
110BROADCOM INCAVGO1,380$477,6180.10%
111RIO TINTO PLCRTNTF5,831$466,6550.10%
112CISCO SYS INCCSCO6,022$463,8760.10%
113BRISTOL-MYERS SQUIBB COCELG-RI8,564$461,9290.10%
114ISHARES TR4642875562,650$447,2410.10%
115GETTY RLTY CORP NEW37429710916,340$447,2260.10%
116PFIZER INCPFE16,983$422,8780.09%
117STRYKER CORPORATIONSYK1,181$415,0860.09%
118TAYLOR MORRISON HOME CORPTMHC7,000$412,0900.09%
119STARBUCKS CORPSBUX4,850$408,4190.09%
120NABORS INDUSTRIES LTDNBRWF7,500$407,2500.09%
121COREBRIDGE FINL INC21871X10913,385$403,8250.09%
122NEWMONT CORPNEMCL4,042$403,5940.09%
123MAXLINEAR INCMXL22,500$392,1750.08%
124CNX RES CORPCNX10,000$367,7000.08%
125ELEVANCE HEALTH INC FORMERLYELV990$347,0450.07%
126CORPAY INCCPAY1,137$342,1570.07%
127ONEOK INC NEWOKE4,300$316,0500.07%
128CAPITAL ONE FINL CORP14040H1051,299$314,8260.07%
129KEYSIGHT TECHNOLOGIES INCKEYS1,529$310,6780.07%
130DISNEY WALT CO2546871062,728$310,3650.07%
131F N B CORP30252010118,000$307,8000.07%
132EA SERIES TRUST02072L4258,510$307,5500.07%
133ROYALTY PHARMA PLCRPRX7,598$293,5870.06%
134OLD DOMINION FREIGHT LINE INODFL1,817$284,9060.06%
135TOLL BROTHERS INCTOL2,075$280,5820.06%
136MARATHON PETE CORPMARA1,700$276,4710.06%
137RBB FD INC74933W6013,851$276,3680.06%
138EMERSON ELEC COEMR2,067$274,3320.06%
139T ROWE PRICE ETF INC87283Q8676,825$260,8520.06%
140MEDTRONIC PLCMDT2,714$260,7070.06%
141NEXTERA ENERGY INCNEE-PW3,159$253,6050.05%
142VANGUARD SPECIALIZED FUNDS9219088441,144$251,4280.05%
143AT&T INCT-PC9,857$244,8440.05%
144HILLMAN SOLUTIONS CORPHLMN28,150$243,7790.05%
145NORTHROP GRUMMAN CORPNOC407$232,0750.05%
146ULTA BEAUTY INCULTA381$230,5090.05%
147THE CIGNA GROUP125523100822$226,2390.05%
148VANGUARD INDEX FDS922908363360$225,7670.05%
1493M COMMM1,406$225,1010.05%
150INVESCO EXCHANGE TRADED FD TIVZ1,163$222,7840.05%
151AMERICAN EXPRESS COAXP600$221,9700.05%
152MAGNOLIA OIL & GAS CORPMGY10,000$218,9000.05%
153GLOBAL X FDS37954Y8303,049$218,8880.05%
154GE VERNOVA INCGEV330$215,6780.05%
155AMERIPRISE FINL INC03076C106435$213,2980.05%
156FACTSET RESH SYS INC303075105730$211,8390.05%
157AECOMACM2,155$205,4360.04%
158VISA INCV584$204,8150.04%
159INVESCO QQQ TRIVZ331$203,3370.04%
160CLEVELAND-CLIFFS INC NEWCLF15,000$199,2000.04%
161ONDAS HLDGS INCONDS17,625$172,0200.04%
162LIGHTPATH TECHNOLOGIES INCLPTH11,250$121,5000.03%
163MARCHEX INCMCHX61,500$102,0900.02%
164IDENTIV INCINVE21,000$80,6400.02%
165DYADIC INTL INC DEL26745T10185,000$79,9000.02%
166KOPIN CORPKOPN30,000$70,2000.02%
167COMSTOCK INCLODE17,500$65,8000.01%
168BARFRESH FOOD GROUP INCBRFH15,384$45,0750.01%
169AIRGAIN INCAIRG11,000$44,6600.01%
170NANO DIMENSION LTDNNDM20,000$30,8000.01%
171BIT DIGITAL INCBTBT15,000$28,3500.01%