Marietta Investment Partners LLC - Q42025 Holdings

Marietta Investment Partners LLC holds 162 stocks with a total portfolio value of $ 503.69M as of Q42025. In Q42025, Marietta Investment Partners LLC added 14 new positions, increased stakes in 48 stocks, reduced 86 holdings, and fully exited 19 positions. The largest holding is Apple Inc (AAPL), representing 7.76% of the total portfolio.