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Portfolio (Quarterly) Guide ↗

Marathon Mission, Inc.

· CIK 0001987261
13F Portfolio $200M AUM 57 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 23 Added 14 Reduced 4 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYV SPDR SERIES TRUST 493,644.0 $30.0M 14.98% +31K +6.7% $60.79 +3.7%
2 SPYG SPDR SERIES TRUST 244,049.0 $29.0M 14.49% +10K +4.5% $118.99 +0.3%
3 XSOE WISDOMTREE TR 511,198.0 $25.1M 12.55% +3K +0.6% $49.18 -3.5%
4 VEA VANGUARD TAX-MANAGED FDS 311,245.0 $22.2M 11.07% +4K +1.4% $71.25 +1.0%
5 MDYV SPDR SERIES TRUST 125,387.0 $11.9M 5.94% +2K +1.9% $94.85 -1.7%
6 MDYG SPDR SERIES TRUST 83,077.0 $9.3M 4.65% +3K +4.3% $112.09 -5.0%
7 SLYV SPDR SERIES TRUST 54,505.0 $5.9M 2.97% +732.0 +1.4% $109.11 -1.4%
8 SLYG SPDR SERIES TRUST 48,442.0 $5.8M 2.88% +2K +3.8% $119.13 -6.1%
9 NVDA NVIDIA CORPORATION Technology 11,554.0 $2.3M 1.15% +2K +16.9% $200.09 +8.2%
10 LRCX LAM RESEARCH CORP Technology 3,916.0 $1.7M 0.85% +25.0 +0.6% $433.33 -33.7%
11 AAPL APPLE INC Technology 4,871.0 $1.4M 0.70% +55.0 +1.1% $289.36 +12.2%
12 GS GOLDMAN SACHS GROUP INC Financial Services 779.0 $788K 0.39% +12.0 +1.6% $1011.37 -0.9%
13 HAS HASBRO INC Consumer Cyclical 9,152.0 $756K 0.38% +128.0 +1.4% $82.59 +13.2%
14 WMT WALMART INC Consumer Defensive 6,649.0 $753K 0.38% +84.0 +1.3% $113.26 -6.4%
15 PNC PNC FINL SVCS GROUP INC Financial Services 2,999.0 $738K 0.37% +177.0 +6.3% $246.22 -3.6%
16 ETN EATON CORP PLC Industrials 1,573.0 $670K 0.34% +213.0 +15.7% $426.12 -8.7%
17 SCHW SCHWAB CHARLES CORP Financial Services 6,802.0 $628K 0.31% +225.0 +3.4% $92.27 +17.2%
18 TXT TEXTRON INC Industrials 6,522.0 $598K 0.30% +769.0 +13.4% $91.73 -12.9%
19 MTB M & T BK CORP Financial Services 2,513.0 $598K 0.30% +211.0 +9.2% $238.01 -2.5%
20 EBAY EBAY INC. Consumer Cyclical 4,719.0 $527K 0.26% +143.0 +3.1% $111.75 -5.8%
Page 1 of 2  ·  23 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 54.5%
Financial Services 14.1%
Industrials 12.5%
Consumer Cyclical 7.9%
Healthcare 4.6%
Communication Services 3.8%
Consumer Defensive 2.7%