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Marathon Strategic Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002021711

$177.1M

disclosed book value

50

positions

18.4%

largest position share

Positions, as of 2026-06-30

top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1INTCINTEL CORP233,660$32.6M18.4%
2SPMDSPDR SERIES TRUST343,706$23.2M13.1%
3SPYMSPDR SERIES TRUST153,363$13.5M7.6%
4SPEMSPDR INDEX SHS FDS252,223$13.1M7.4%
5SPDWSPDR INDEX SHS FDS242,827$12.2M6.9%
6IVVISHARES TR14,417$10.8M6.1%
7VNQVANGUARD INDEX FDS89,500$8.6M4.9%
8VEAVANGUARD TAX-MANAGED FDS98,580$7.0M4%
9VNQIVANGUARD INTL EQUITY INDEX F135,847$6.1M3.4%
10VOVANGUARD INDEX FDS68,161$5.5M3.1%
11VWOVANGUARD INTL EQUITY INDEX F88,304$5.3M3%
12XFRAXBLACKROCK FLOATING RATE INCO438,310$4.8M2.7%
13CHICALAMOS CONV OPPORTUNITIES &293,821$3.9M2.2%
14SPSMSPDR SERIES TRUST56,146$3.2M1.8%
15DESWISDOMTREE TR66,967$2.7M1.5%
16DGSWISDOMTREE TR34,561$2.2M1.3%
17DLSWISDOMTREE TR25,385$2.1M1.2%
18EXMOCEXXON MOBIL CORP13,713$1.9M1.1%
19VTIPVANGUARD MALVERN FDS25,995$1.3M0.7%
20LINDE PLC2,313$1.2M0.7%
21COPCONOCOPHILLIPS10,295$1.1M0.6%
22AEPAMERICAN ELEC PWR CO INC7,027$961,3640.5%
23VTIVANGUARD INDEX FDS2,546$942,1220.5%
24VBVANGUARD INDEX FDS3,024$916,6350.5%
25MSFTMICROSOFT CORP2,451$914,2690.5%
26DONWISDOMTREE TR15,590$881,1470.5%
27IJHISHARES TR10,621$818,9860.5%
28GDXJVANECK ETF TRUST7,021$689,8140.4%
29PSXPHILLIPS 664,059$686,1740.4%
30ROKROCKWELL AUTOMATION INC1,225$606,4730.3%
31EMXCISHARES INC5,883$601,8310.3%
32DUKDUKE ENERGY CORP NEW4,666$590,6480.3%
33MUMICRON TECHNOLOGY INC421$485,9570.3%
34BCBRUNSWICK CORP5,500$463,3200.3%
35AMZNAMAZON COM INC1,865$444,5050.3%
36MCKMCKESSON CORP561$423,8920.2%
37IGSBISHARES TR8,039$421,3240.2%
38AAPLAPPLE INC1,373$397,3510.2%
39SYKSTRYKER CORPORATION1,154$363,3260.2%
40PPLPPL CORP9,204$334,5660.2%
41PEPPEPSICO INC2,375$321,5750.2%
42TRANE TECHNOLOGIES PLC636$312,3780.2%
43SCHFSCHWAB STRATEGIC TR10,812$299,4930.2%
44IBMINTERNATIONAL BUSINESS MACHS1,033$290,4900.2%
45IWMISHARES TR957$287,5590.2%
46STPZPIMCO ETF TR4,964$264,7800.1%
47EEMISHARES TR3,853$263,5980.1%
48UBSIUNITED BANKSHARES INC WEST V5,565$255,0440.1%
49EFAISHARES TR2,112$219,4150.1%
50GSGOLDMAN SACHS GROUP INC210$212,3880.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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