Marathon Capital Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 182 distinct positions held by the firm, managed from its office in Hunt Valley, Maryland.
The filing details a portfolio that includes a mix of large-cap technology companies, energy firms, and healthcare providers. Among the largest positions disclosed are shares in Alphabet Inc. Class A and Class C, with approximately 8,300 and 40,971 shares held, respectively. Marathon Capital also holds significant stakes in Microsoft Corporation, with 23,606 shares, and NVIDIA Corporation, with 13,911 shares.
The portfolio includes a variety of other prominent names. The firm holds shares in Apple Inc., Amazon.com Inc., JPMorgan Chase & Co., and Eli Lilly & Co. In the energy sector, holdings include Chevron Corporation, ExxonMobil Holdings Corp., and Devon Energy Corp. Additionally, the filing lists positions in healthcare companies such as Merck & Co. and Pfizer Inc.
Marathon Capital Management also holds several exchange-traded funds (ETFs) within its equity portfolio. These include the Invesco S&P 500 Equal Weight ETF, the iShares Silver Trust, and the SPDR Gold Trust. The filing was signed by Angus Burton, President of the firm, on October 23, 2026.
