Marathon Strategic Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$177,140
Net value change ($000)
+38,092 (27.4%)
New positions
2
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTC 24,704 311.8%
SPMD 3,873 20.0%
SPYM 1,587 13.3%
SPEM 1,360 11.6%
VNQ 1,205 16.2%
SPDW 1,087 9.7%
IVV 1,052 10.8%
CHI 852 27.5%
VEA 650 10.2%
VO 585 11.9%
Top Reduces (Value $000, Stocks/ETFs)
CRDO -794 -100.0%
XOM -452 -19.4%
GDXJ -443 -39.1%
COP -289 -21.3%
SHEL -222 -100.0%
BAR -213 -100.0%
ACGL -207 -100.0%
MCK -61 -12.6%
PSX -53 -7.2%
PEP -48 -13.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type