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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 Strategic Advisors, LLC

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0002021711-25-000003

Total Value
$107.6M
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854154,363$11.2M10.43%
2SPDR SERIES TRUST78464A847193,545$10.5M9.78%
3SPDR INDEX SHS FDS78463X889255,803$10.4M9.62%
4SPDR INDEX SHS FDS78463X509241,408$10.3M9.59%
5ISHARES TR46428720015,885$9.9M9.16%
6VANGUARD TAX-MANAGED FDS921943858100,794$5.7M5.34%
7VANGUARD INTL EQUITY INDEX F922042676121,030$5.6M5.19%
8VANGUARD INDEX FDS92290862916,909$4.7M4.40%
9VANGUARD INTL EQUITY INDEX F92204285892,133$4.6M4.23%
10VANGUARD INDEX FDS92290855347,082$4.2M3.90%
11BLACKROCK FLOATING RATE INCOBLK280,236$3.7M3.42%
12VANECK ETF TRUST92189F79153,079$3.6M3.33%
13CALAMOS CONV OPPORTUNITIES &128117108222,018$2.3M2.17%
14WISDOMTREE TRWT61,793$2.0M1.82%
15SPDR SERIES TRUST78468R85345,428$1.9M1.80%
16WISDOMTREE TRWT23,953$1.8M1.67%
17WISDOMTREE TRWT31,405$1.7M1.61%
18INTEL CORPINTC64,268$1.4M1.34%
19VANGUARD MALVERN FDS92202080526,367$1.3M1.23%
20CREDO TECHNOLOGY GROUP HOLDICRDO13,333$1.2M1.15%
21VANGUARD INDEX FDS9229087693,404$1.0M0.96%
22WISDOMTREE TRWT15,280$765,8340.71%
23VANGUARD INDEX FDS9229087512,992$709,0450.66%
24MICROSOFT CORPMSFT1,401$697,1010.65%
25ISHARES TR46428750711,009$682,7790.63%
26ISHARES INC46434G7648,872$560,1790.52%
27STRYKER CORPORATIONSYK1,316$520,6500.48%
28ROCKWELL AUTOMATION INCROK1,500$498,2550.46%
29ISHARES TR4642886468,135$429,1850.40%
30SCHWAB STRATEGIC TR80852480519,335$427,3040.40%
31MCKESSON CORPMCK583$427,2110.40%
32AMAZON COM INCAMZN1,907$418,3770.39%
33AMERICAN ELEC PWR CO INC0255371014,022$417,3230.39%
34APPLE INCAAPL1,713$351,3750.33%
35BERKSHIRE HATHAWAY INC DELBRK-A616$299,2350.28%
36TRANE TECHNOLOGIES PLCTT671$293,5030.27%
37PIMCO ETF TR72201R2055,067$272,6560.25%
38PEPSICO INCPEP1,906$251,6690.23%
39ISHARES TR4642874652,583$230,9120.21%
40ISHARES TR464287655970$209,4080.19%