MARIETTA INVESTMENT PARTNERS LLC

RIA/Wealth

MARIETTA INVESTMENT PARTNERS LLC is a RIA/Wealth based in Milwaukee, WI led by Charles Patrick Evans, reporting $605.2M in AUM as of Q3 2025 with 31% Technology concentration.

DirectorCharles Patrick Evans

Portfolio Value: $518.7M
Positions: 167
Top Holding: AAPL at 7.1%
Last Reported: Q3 2025

Address833 East Michigan Street, Suite 980, Milwaukee, WI, 53202, United States

Top Holdings

Largest long holdings in MARIETTA INVESTMENT PARTNERS LLC's portfolio (34.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$36.8M	7.10%	+$589.7K Bought	0.00% 144.7K shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$26.7M	5.14%	-$98.4K Sold	0.00% 51.5K shares	≤ Q2 2013 Held for 12y 5m+
3 Nvidia NVDA	Semiconductors Technology	$25.4M	4.90%	-$415.3K Sold	0.00% 136.2K shares	Q3 2020 Held for 5y 2m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$17.0M	3.27%	-$469.7K Sold	0.00% 69.8K shares	Q4 2017 Held for 7y 11m
5 Arista Networks ANET	Computer Hardware Technology	$14.2M	2.73%	-$985.1K Sold	0.01% 97.3K shares	Q4 2022 Held for 2y 11m
6 Mastercard MA	Financial - Credit Services Financial Services	$13.6M	2.61%	+$1.0M Bought	0.00% 23.8K shares	≤ Q2 2013 Held for 12y 5m+
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$13.4M	2.58%	+$278.3K Bought	0.00% 18.2K shares	Q3 2023 Held for 2y 2m
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$11.5M	2.22%	+$18.6K Bought	0.00% 22.9K shares	Q4 2019 Held for 5y 11m
9 Eaton Corporation ETN	Industrial - Machinery Industrials	$10.3M	1.99%	+$143.0K Bought	0.01% 27.6K shares	Q1 2021 Held for 4y 8m
10 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$9.5M	1.84%	-$386.4K Sold	0.00% 52.2K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MARIETTA INVESTMENT PARTNERS LLC's latest filing

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Market Value

$518.7M

Prior: $456.8M

Q/Q Change

+13.57%

+$62.0M

Net Flows % of MV

+3.28%

Turnover Ratio

6.84%

New Purchases

13 stocks

$16.5M

Added To

76 stocks

+$24.2M

Sold Out Of

5 stocks

$10.6M

Reduced Holdings

60 stocks

-$13.1M

Increased Positions

Position	Shares Δ	Change
1 Bloom Energy BE	New	0 → 102.4K +$8.7M
2 ResMed RMD	New	0 → 9.9K +$2.7M
3 Snowflake SNOW	New	0 → 8.3K +$1.9M
4 Rocket Lab USA, Inc. RKLB	New	0 → 11.0K +$527.0K
5 iShares Core S&P Mid-Cap ETF IJH	New	0 → 6.6K +$429.6K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	48.0K → 0 −$8.3M
2 Flowserve FLS	Sold	29.3K → 0 −$1.5M
3 Lincoln Electric Holdings LECO	Sold	1.5K → 0 −$319.3K
4 Fortinet FTNT	Sold	2.4K → 0 −$255.8K
5 Dow DOW	Sold	7.6K → 0 −$200.2K