Marest Capital, LLC — 13F Holdings & Portfolio

CIK 2010315 · latest 13F-HR filed 2026-05-11

Marest Capital, LLC manages $172.9M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (61.97%), SGOV (10.26%), BINC (6.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 3, added to 7, and trimmed 10.

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.

Loading holdings…
AUM

$172.9M

Long-equity book

Holdings

29

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+6 / −3 / ↑7 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$6.3M +55.3%
  • MADISON SQUARE GRDN SPRT COR$864.0K +170.6%
  • AMERICAN EXPRESS CO$289.9K +79.8%
  • ALPHABET INC$204.5K +23.0%
  • WALMART INC$166.7K +11.8%
Show all 7

Top Trims

  • BLACKROCK ETF TRUST II-$5.9M -35.8%
  • MICROSOFT CORP-$2.2M -35.5%
  • ROBINHOOD MKTS INC-$762.2K -79.1%
  • CROWDSTRIKE HLDGS INC-$543.9K -72.7%
  • META PLATFORMS INC-$200.5K -6.3%
Show all 10

New Positions

  • MORGAN STANLEY$401.1K
  • NETFLIX INC.$341.9K
  • INVESCO EXCHANGE TRADED FD T$307.9K
  • DICKS SPORTING GOODS INC$287.3K
  • GE VERNOVA INC$272.4K
Show all 6

Exited Positions

  • BLACKSTONE INC$1.0M
  • INTERNATIONAL BUSINESS MACHS$217.9K
  • FERRARI N V$201.6K
Show all 3
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 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $107.1M 61.97% 164,696 SH
2 ISHARES TR SGOV 46436E718 $17.7M 10.26% 176,212 SH
3 BLACKROCK ETF TRUST II BINC 092528603 $10.6M 6.14% 204,301 SH
4 APPLE INC AAPL 037833100 $6.9M 3.98% 27,086 SH
5 JPMORGAN CHASE & CO JPM 46625H100 $6.5M 3.73% 21,947 SH
6 MICROSOFT CORP MSFT 594918104 $4.0M 2.32% 10,845 SH
7 GOLDMAN SACHS GROUP INC GS 38141G104 $3.4M 1.97% 4,016 SH
8 META PLATFORMS INC META 30303M102 $3.0M 1.72% 5,193 SH
9 AMAZON COM INC AMZN 023135106 $2.6M 1.53% 12,713 SH
10 WALMART INC WMT 931142103 $1.6M 0.91% 12,724 SH
11 MADISON SQUARE GRDN SPRT COR MSGS 55825T103 $1.4M 0.79% 4,264 SH
12 ALPHABET INC GOOG 02079K107 $1.1M 0.63% 3,807 SH
13 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $771.0K 0.45% 2,281 SH
14 AMERICAN EXPRESS CO AXP 025816109 $652.9K 0.38% 2,158 SH
15 CISCO SYS INC CSCO 17275R102 $560.4K 0.32% 7,222 SH
16 NVIDIA CORPORATION NVDA 67066G104 $555.9K 0.32% 3,187 SH
17 BLACKROCK INC BLK 09290D101 $542.2K 0.31% 564 SH
18 BROADCOM INC AVGO 11135F101 $523.6K 0.30% 1,692 SH
19 HOME DEPOT INC HD 437076102 $469.5K 0.27% 1,427 SH
20 MORGAN STANLEY MS 617446448 $401.1K 0.23% 2,437 SH
21 WELLS FARGO & CO WFC 949746101 $386.2K 0.22% 4,852 SH
22 NETFLIX INC. NFLX 64110L106 $341.9K 0.20% 3,556 SH
23 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $307.9K 0.18% 1,604 SH
24 DICKS SPORTING GOODS INC DKS 253393102 $287.3K 0.17% 1,449 SH
25 GE VERNOVA INC GEV 36828A101 $272.4K 0.16% 312 SH
26 INVESCO QQQ TR QQQ 46090E103 $269.8K 0.16% 467 SH
27 PALO ALTO NETWORKS INC PANW 697435105 $245.0K 0.14% 1,528 SH
28 CROWDSTRIKE HLDGS INC CRWD 22788C105 $203.8K 0.12% 522 SH
29 ROBINHOOD MKTS INC HOOD 770700102 $201.4K 0.12% 2,906 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $172.9M 29 0001172661-26-001657
2025-12-31 2026-02-11 $178.8M 26 0001172661-26-000635
2025-09-30 2025-11-06 $164.5M 27 0001172661-25-004598