Marathon Mission, Inc.
SEC Form 13F institutional filer · CIK 0001987261
13F-HR · 29 reported holdings · 2026-03-31
Reported long-US-equity value
$0.02B
Top-10 concentration
67.0%
Marathon Mission, Inc. — $23.4M AUM allocation strategy
Marathon Mission, Inc. files SEC Form 13F and reports $23.4M of long US equity value across 29 reported holdings for 2026-03-31.
Its largest sector bet is Financials 34.1%, followed by Information Technology 33.3% and Consumer Discretionary 7.5%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Marathon Mission, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$23.4M
total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TXT +1.06K sh · +$94.9K+$PNC +597 sh · +$123K+$MTB +429 sh · +$98.5K
Biggest trims (shares)
−$SPYM −58.5K sh · −$4.71M−$MSFT −564 sh · −$498K−$NVDA −510 sh · −$215K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data21.6%—
- Semiconductors19.1%—
- Investment Banking & Brokerage5.4%—
- Technology Hardware, Storage & Peripherals5.2%—
- Broadline Retail3.9%—
- Leisure Products3.6%—
- Interactive Media & Services3.6%—
- Biotechnology3.6%—
- Other holdings34.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 53.8K | $5.09M | -155 | 21.7% |
| $AVGO | Broadcom Inc | 8.93K | $2.76M | +33 | 11.8% |
| $NVDA | NVIDIA Corporation | 9.89K | $1.72M | -510 | 7.4% |
| $AAPL | Apple Inc | 4.82K | $1.22M | +123 | 5.2% |
| $HAS | Hasbro Inc | 9.02K | $845K | -51 | 3.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.91K | $838K | +26 | 3.6% |
| $ABBV | AbbVie Inc | 3.85K | $837K | +48 | 3.6% |
| $LRCX | Lam Research Corporation | 3.89K | $831K | +0 | 3.5% |
| $WMT | Walmart Inc | 6.57K | $816K | +40 | 3.5% |
| $MSFT | Microsoft Corporation | 1.99K | $735K | -564 | 3.1% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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