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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 IBHJ ISHARES TR 201,259.0 $5.3M 2.66% -2K -1.1% $26.46 -0.9%
2 IBDX ISHARES TR 208,786.0 $5.3M 2.62% -8K -3.7% $25.19 -2.4%
3 AVGO BROADCOM INC Technology 8,866.0 $3.3M 1.67% -62.0 -0.7% $377.75 -2.5%
4 IBDS ISHARES TR 109,984.0 $2.7M 1.33% -568.0 -0.5% $24.22 -0.4%
5 IBDW ISHARES TR 126,006.0 $2.6M 1.31% -5K -3.5% $20.84 -1.9%
6 IBDZ ISHARES TR 100,156.0 $2.6M 1.30% -2K -1.6% $26.05 -2.8%
7 IBDY ISHARES TR 100,193.0 $2.6M 1.29% -851.0 -0.8% $25.75 -2.5%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,335.0 $1.6M 0.80% -30.0 -0.9% $477.57 -13.7%
9 ASML ASML HLDG NV Technology 579.0 $1.2M 0.57% -5.0 -0.9% $1989.44 -16.9%
10 MSFT MICROSOFT CORP Technology 1,734.0 $647K 0.32% -252.0 -12.7% $373.02 +34.1%
11 BLK BLACKROCK INC Financial Services 578.0 $556K 0.28% -40.0 -6.5% $961.56 +17.4%
12 SPYM SPDR SERIES TRUST 4,398.0 $386K 0.19% -52.0 -1.2% $87.88 +1.8%
13 PSTG EVERPURE INC 3,532.0 $278K 0.14% -706.0 -16.7% $78.79
14 CACI CACI INTL INC Technology 443.0 $205K 0.10% -19.0 -4.1% $463.26 +35.0%

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%