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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 578.0 $556K 0.28% -40.0 -6.5% $961.56 +17.7%
42 EBAY EBAY INC. Consumer Cyclical 4,719.0 $527K 0.26% +143.0 +3.1% $111.75 -5.7%
43 MGK VANGUARD WORLD FD 5,840.0 $513K 0.26% +5K +400.0% $87.91 +1.3%
44 VRT VERTIV HOLDINGS CO Industrials 1,396.0 $467K 0.23% $334.82 -23.7%
45 CRS CARPENTER TECHNOLOGY CORP Industrials 730.0 $450K 0.23% $616.84 -24.0%
46 SPYM SPDR SERIES TRUST 4,398.0 $386K 0.19% -52.0 -1.2% $87.88 +2.0%
47 EWBC EAST WEST BANCORP INC Financial Services 2,566.0 $331K 0.17% +93.0 +3.8% $129.09 -2.0%
48 AN AUTONATION INC Consumer Cyclical 1,680.0 $312K 0.16% $185.79 +9.2%
49 GOOG ALPHABET INC 868.0 $307K 0.15% $353.33
50 ATI ATI INC Industrials 1,488.0 $293K 0.15% $197.10 +2.1%
51 LLY ELI LILLY & CO Healthcare 233.0 $279K 0.14% +15.0 +6.9% $1199.43 -2.9%
52 PSTG EVERPURE INC 3,532.0 $278K 0.14% -706.0 -16.7% $78.79
53 CGNX COGNEX CORP Technology 3,768.0 $273K 0.14% NEW $72.42 -17.8%
54 GD GENERAL DYNAMICS CORP Industrials 642.0 $227K 0.11% $354.24 +4.0%
55 NXPI NXP SEMICONDUCTORS N V Technology 767.0 $216K 0.11% NEW $281.03 -21.4%
56 V VISA INC Financial Services 616.0 $211K 0.10% NEW $343.09 +9.4%
57 CACI CACI INTL INC Technology 443.0 $205K 0.10% -19.0 -4.1% $463.26 +34.8%
Page 3 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%