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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBHI ISHARES TR 220,063.0 $5.1M 2.57% NEW $23.39 -0.7%
2 IBCA ISHARES TR 70,199.0 $1.8M 0.90% NEW $25.61 -3.1%
3 IBCB ISHARES TR 60,121.0 $1.5M 0.76% NEW $25.16 -3.2%
4 CGNX COGNEX CORP Technology 3,768.0 $273K 0.14% NEW $72.42 -17.0%
5 NXPI NXP SEMICONDUCTORS N V Technology 767.0 $216K 0.11% NEW $281.03 -20.9%
6 V VISA INC Financial Services 616.0 $211K 0.10% NEW $343.09 +8.6%

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%