MARATHON CAPITAL MANAGEMENT
RIA/Wealth
MARATHON CAPITAL MANAGEMENT is a RIA/Wealth based in Hunt Valley, MD led by Edward George Hart, reporting $694.3M in AUM as of Q3 2025 with 16% allocation to TROW.
PartnerEdward George Hart
- Portfolio Value
- $433.1M
- Positions
- 159
- Top Holding
- TROW at 16.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MARATHON CAPITAL MANAGEMENT's portfolio (40.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Asset Management Financial Services | $70.3M | 16.22% | -$2.4M Sold | 0.31% 684.6K shares | |
Hardware, Equipment & Parts Technology | $15.9M | 3.67% | -$1.3M Sold | 0.02% 193.9K shares | |
Consumer Electronics Technology | $13.1M | 3.01% | -$528.9K Sold | 0.00% 51.3K shares | |
Unknown Unknown | $12.3M | 2.85% | -$188.0K Sold | — 161.0K shares | |
Software - Infrastructure Technology | $12.2M | 2.81% | -$507.6K Sold | 0.00% 23.5K shares | |
ETF ETF | $11.2M | 2.60% | +$7.8M Bought | — 122.6K shares | |
Internet Content & Information Communication Services | $10.8M | 2.50% | -$80.1K Sold | 0.00% 44.4K shares | |
Semiconductors Technology | $10.0M | 2.31% | -$79.7K Sold | 0.01% 60.2K shares | |
Oil & Gas Integrated Energy | $9.3M | 2.15% | -$106.2K Sold | 0.00% 60.0K shares | |
Information Technology Services Technology | $8.9M | 2.06% | -$48.0K Sold | 0.00% 31.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MARATHON CAPITAL MANAGEMENT's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MARATHON CAPITAL MANAGEMENT
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