Marathon Mission, Inc. — 13F Holdings & Portfolio

CIK 1987261 · latest 13F-HR filed 2026-04-17

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$171.8M

Long-equity book

Holdings

55

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+2 / −2 / ↑14 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WISDOMTREE TR$2.0M +11.1%
  • TAIWAN SEMICONDUCTOR MANUFAC$167.8K +17.3%
  • LAM RESEARCH CORP$165.3K +24.8%
  • ASML HLDG NV$155.1K +25.2%
  • EATON CORP PLC$144.0K +42.1%
Show all 14

Top Trims

  • SPDR SERIES TRUST-$4.7M -93.3%
  • MICROSOFT CORP-$498.1K -40.4%
  • BROADCOM INC-$315.3K -10.2%
  • NVIDIA CORPORATION-$214.8K -11.1%
  • ALPHABET INC-$66.0K -7.3%
Show all 13

New Positions

  • ATI INC$216.4K
  • T-MOBILE US INC$204.4K
Show all 2

Exited Positions

  • VISA INC$214.6K
  • AMERICAN EXPRESS CO$210.9K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYV 78464A508 $26.2M 15.23% 462,531 SH
2 SPDR SERIES TRUST SPYG 78464A409 $22.9M 13.31% 233,593 SH
3 WISDOMTREE TR XSOE 97717X578 $20.4M 11.86% 508,156 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $19.7M 11.45% 307,040 SH
5 SPDR SERIES TRUST MDYV 78464A839 $10.5M 6.10% 122,996 SH
6 SPDR SERIES TRUST MDYG 78464A821 $7.6M 4.45% 79,646 SH
7 ISHARES TR IBDX 46436E312 $5.5M 3.19% 216,708 SH
8 ISHARES TR IBHJ 46436E122 $5.3M 3.11% 203,575 SH
9 ISHARES TR IBHF 46436E528 $5.1M 2.98% 223,377 SH
10 SPDR SERIES TRUST SLYV 78464A300 $5.1M 2.96% 53,773 SH
11 SPDR SERIES TRUST SLYG 78464A201 $4.5M 2.62% 46,669 SH
12 BROADCOM INC AVGO 11135F101 $2.8M 1.61% 8,928 SH
13 ISHARES TR IBDW 46436E486 $2.7M 1.59% 130,566 SH
14 ISHARES TR IBDS 46435UAA9 $2.7M 1.56% 110,552 SH
15 ISHARES TR IBDT 46435U515 $2.7M 1.56% 105,730 SH
16 ISHARES TR IBDU 46436E205 $2.7M 1.55% 114,818 SH
17 ISHARES TR IBDZ 46438G653 $2.7M 1.54% 101,809 SH
18 ISHARES TR IBDY 46436E130 $2.6M 1.52% 101,044 SH
19 NVIDIA CORPORATION NVDA 67066G104 $1.7M 1.00% 9,888 SH
20 APPLE INC AAPL 037833100 $1.2M 0.71% 4,816 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.1M 0.66% 3,365 SH
22 HASBRO INC HAS 418056107 $844.6K 0.49% 9,024 SH
23 ALPHABET INC GOOGL 02079K305 $838.0K 0.49% 2,914 SH
24 ABBVIE INC ABBV 00287Y109 $837.3K 0.49% 3,850 SH
25 LAM RESEARCH CORP LRCX 512807306 $831.4K 0.48% 3,891 SH
26 WALMART INC WMT 931142103 $815.9K 0.47% 6,565 SH
27 ASML HLDG NV ASML N07059210 $771.4K 0.45% 584 SH
28 MICROSOFT CORP MSFT 594918104 $735.2K 0.43% 1,986 SH
29 FLOWSERVE CORP FLS 34354P105 $713.7K 0.42% 9,709 SH
30 GOLDMAN SACHS GROUP INC GS 38141G104 $648.9K 0.38% 767 SH
31 SCHWAB CHARLES CORP SCHW 808513105 $618.1K 0.36% 6,577 SH
32 BLACKROCK INC BLK 09290D101 $594.3K 0.35% 618 SH
33 PNC FINL SVCS GROUP INC PNC 693475105 $587.2K 0.34% 2,822 SH
34 INTERNATIONAL BUSINESS MACHS IBM 459200101 $547.8K 0.32% 2,260 SH
35 TEXTRON INC TXT 883203101 $503.7K 0.29% 5,753 SH
36 EATON CORP PLC ETN G29183103 $486.4K 0.28% 1,360 SH
37 AMAZON COM INC AMZN 023135106 $485.9K 0.28% 2,333 SH
38 M & T BK CORP MTB 55261F104 $475.9K 0.28% 2,302 SH
39 VANGUARD WORLD FD MGK 921910816 $429.2K 0.25% 1,168 SH
40 EBAY INC. EBAY 278642103 $416.5K 0.24% 4,576 SH
41 VERTIV HOLDINGS CO VRT 92537N108 $349.6K 0.20% 1,395 SH
42 SPDR SERIES TRUST SPYM 78464A854 $340.6K 0.20% 4,450 SH
43 XYLEM INC XYL 98419M100 $334.1K 0.19% 2,796 SH
44 AUTONATION INC AN 05329W102 $328.0K 0.19% 1,680 SH
45 CARPENTER TECHNOLOGY CORP CRS 144285103 $287.7K 0.17% 730 SH
46 MARVELL TECHNOLOGY INC MRVL 573874104 $272.0K 0.16% 2,746 SH
47 EAST WEST BANCORP INC EWBC 27579R104 $264.0K 0.15% 2,473 SH
48 CACI INTL INC CACI 127190304 $251.3K 0.15% 462 SH
49 EVERPURE INC P 74624M102 $250.2K 0.15% 4,238 SH
50 ALPHABET INC GOOG 02079K107 $249.0K 0.14% 868 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $171.8M 55 0001987261-26-000002
2025-12-31 2026-01-05 $172.9M 55 0001987261-26-000001