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Portfolio (Quarterly) Guide ↗

Marathon Mission, Inc.

· CIK 0001987261
13F Portfolio $173M AUM 55 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTB M & T BK CORP Financial Services 1,873.0 $377K 0.22% NEW $201.48 +25.7%
42 AN AUTONATION INC Consumer Cyclical 1,679.0 $347K 0.20% NEW $206.48 +1.4%
43 ETN EATON CORP PLC Industrials 1,075.0 $342K 0.20% NEW $318.51 +25.0%
44 PSTG PURE STORAGE INC 4,411.0 $296K 0.17% NEW $67.01
45 EWBC EAST WEST BANCORP INC Financial Services 2,471.0 $278K 0.16% NEW $112.39 +20.1%
46 GOOG ALPHABET INC Communication Services 868.0 $272K 0.16% NEW $313.80 +18.6%
47 CACI CACI INTL INC Technology 462.0 $246K 0.14% NEW $532.81 -12.1%
48 MRVL MARVELL TECHNOLOGY INC Technology 2,746.0 $233K 0.14% NEW $84.98 +126.8%
49 CRS CARPENTER TECHNOLOGY CORP Industrials 730.0 $230K 0.13% NEW $314.84 +81.6%
50 LLY ELI LILLY & CO Healthcare 213.0 $229K 0.13% NEW $1074.68 +9.8%
51 VRT VERTIV HOLDINGS CO Industrials 1,395.0 $226K 0.13% NEW $162.01 +83.6%
52 V VISA INC Financial Services 612.0 $215K 0.12% NEW $350.71 +3.0%
53 GD GENERAL DYNAMICS CORP Industrials 635.0 $214K 0.12% NEW $336.66 +9.2%
54 AMD ADVANCED MICRO DEVICES INC Technology 993.0 $213K 0.12% NEW $214.16 +138.2%
55 AXP AMERICAN EXPRESS CO Financial Services 570.0 $211K 0.12% NEW $369.95 -2.2%
Page 3 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.4%
Financial Services 15.5%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 5.4%
Healthcare 5.0%
Consumer Defensive 3.3%