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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 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,335.0 $1.6M 0.80% -30.0 -0.9% $477.57 -13.3%
22 IBCB ISHARES TR 60,121.0 $1.5M 0.76% NEW $25.16 -3.2%
23 AAPL APPLE INC Technology 4,871.0 $1.4M 0.70% +55.0 +1.1% $289.36 +12.4%
24 ASML ASML HLDG NV Technology 579.0 $1.2M 0.57% -5.0 -0.9% $1989.44 -16.3%
25 GOOGL ALPHABET INC Communication Services 2,915.0 $1.0M 0.52% $357.37 -6.3%
26 ABBV ABBVIE INC Healthcare 3,854.0 $970K 0.48% $251.64 +3.3%
27 MRVL MARVELL TECHNOLOGY INC Technology 2,746.0 $818K 0.41% $297.89 -29.4%
28 GS GOLDMAN SACHS GROUP INC Financial Services 779.0 $788K 0.39% +12.0 +1.6% $1011.37 -0.9%
29 HAS HASBRO INC Consumer Cyclical 9,152.0 $756K 0.38% +128.0 +1.4% $82.59 +12.8%
30 WMT WALMART INC Consumer Defensive 6,649.0 $753K 0.38% +84.0 +1.3% $113.26 -6.5%
31 PNC PNC FINL SVCS GROUP INC Financial Services 2,999.0 $738K 0.37% +177.0 +6.3% $246.22 -3.5%
32 FLS FLOWSERVE CORP Industrials 9,699.0 $719K 0.36% $74.16 +3.3%
33 ETN EATON CORP PLC Industrials 1,573.0 $670K 0.34% +213.0 +15.7% $426.12 -8.3%
34 MSFT MICROSOFT CORP Technology 1,734.0 $647K 0.32% -252.0 -12.7% $373.02 +34.3%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 2,260.0 $636K 0.32% $281.21 -17.7%
36 SCHW SCHWAB CHARLES CORP Financial Services 6,802.0 $628K 0.31% +225.0 +3.4% $92.27 +17.4%
37 AMD ADVANCED MICRO DEVICES INC Technology 1,049.0 $609K 0.30% $580.91 -20.9%
38 TXT TEXTRON INC Industrials 6,522.0 $598K 0.30% +769.0 +13.4% $91.73 -13.1%
39 MTB M & T BK CORP Financial Services 2,513.0 $598K 0.30% +211.0 +9.2% $238.01 -2.5%
40 AMZN AMAZON COM INC Consumer Cyclical 2,334.0 $556K 0.28% $238.34 +7.0%
Page 2 of 3  ·  57 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%