MARATHON CAPITAL MANAGEMENT

All 13F Filings

Location
Hunt Valley, MD
Most recent 13F
Q4 2025
Holdings value ($000)
464,681
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/29/2026 171 464,681 13F-HR MARATHON CAPITAL MANAGEMENT
Q3 2025 11/14/2025 163 436,993 13F-HR MARATHON CAPITAL MANAGEMENT
Q2 2025 8/14/2025 166 392,633 13F-HR MARATHON CAPITAL MANAGEMENT
Q2 2014 8/8/2014 90 124,307 13F-HR MARATHON CAPITAL MANAGEMENT
Q1 2014 4/30/2014 93 133,087 13F-HR MARATHON CAPITAL MANAGEMENT
Q4 2013 1/28/2014 83 138,625 13F-HR MARATHON CAPITAL MANAGEMENT
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 451.5 K 97.2% 27.65 K 0 27.65 K
ETFs 13.21 K 2.8% 243 0 243
Debt 0 0.0% 0 212 -212
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Fund Snapshot

Q4 2025
Latest filed
1/29/2026
Total value ($000)
464,681
Holdings
171
QoQ value change ($000)
27,688 (6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.