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Portfolio (Quarterly) Guide ↗

MARATHON CAPITAL MANAGEMENT

· CIK 0001213206
13F Portfolio $494M AUM 187 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 42 Added 59 Reduced 12 Exited
Page 10 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KOPN KOPIN CORP Technology 10,000.0 $45K 0.01% -15K -60.0% $4.48 +5.8%
182 BTBT BIT DIGITAL INC Financial Services 15,000.0 $27K 0.01% $1.80 -16.1%
183 KLTR KALTURA INC Technology 15,000.0 $20K 0.00% NEW $1.30 +25.4%
184 CNDT CONDUENT INC Technology 12,500.0 $18K 0.00% +2K +25.0% $1.46 +10.3%
185 ELUTIA INC 10,000.0 $10K 0.00% NEW $0.98
186 MEDICUS PHARMA LTD 15,500.0 $7K 0.00% $0.45
187 CTSO CYTOSORBENTS CORP Healthcare 10,000.0 $4K 0.00% $0.37 -1.0%
Page 10 of 10  ·  187 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.0%
Financial Services 25.7%
Healthcare 14.6%
Energy 9.5%
Industrials 9.1%
Consumer Cyclical 6.2%
Real Estate 3.9%
Basic Materials 1.7%
Consumer Defensive 1.5%
Communication Services 1.4%