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Portfolio (Quarterly) Guide ↗

Marathon Strategic Advisors, LLC

· CIK 0002021711
13F Portfolio $177M AUM 50 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 50 New
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 2,375.0 $322K 0.18% NEW $135.40 +4.2%
42 TT TRANE TECHNOLOGIES PLC Industrials 636.0 $312K 0.18% NEW $491.16 -8.6%
43 SCHF SCHWAB STRATEGIC TR 10,812.0 $299K 0.17% NEW $27.70 +2.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 1,033.0 $290K 0.16% NEW $281.21 -16.2%
45 IWM ISHARES TR 957.0 $288K 0.16% NEW $300.48 -1.6%
46 STPZ PIMCO ETF TR 4,964.0 $265K 0.15% NEW $53.34 -1.5%
47 EEM ISHARES TR 3,853.0 $264K 0.15% NEW $68.41 -1.9%
48 UBSI UNITED BANKSHARES INC WEST V Financial Services 5,565.0 $255K 0.14% NEW $45.83 +3.9%
49 EFA ISHARES TR 2,112.0 $219K 0.12% NEW $103.89 +3.7%
50 GS GOLDMAN SACHS GROUP INC Financial Services 210.0 $212K 0.12% NEW $1011.37 +2.2%
Page 3 of 3  ·  50 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 64.8%
Financial Services 17.2%
Energy 6.8%
Utilities 3.5%
Basic Materials 2.2%
Consumer Cyclical 1.7%
Industrials 1.7%
Healthcare 1.5%
Consumer Defensive 0.6%