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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Marathon Capital Management LLC
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| CRD # | 119416 |
| SEC # | 801-62793 |
| CIK # | 0001213206, 0001937625 |
| AUM | $694.3 M (2025-05-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 410-329-1522 |
| Address | 4 North Park Drive Hunt Valley, MD 21030-1806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Price T Rowe Group Inc | 68.3 | ||
| Microsoft Corp | 12.2 | ||
| Astrazeneca PLC | 11.4 | ||
| Corning Inc /NY | 11.0 | ||
| Apple Inc | 10.9 | ||
| Qualcomm Inc/DE | 9.7 | ||
| International Business Machines Corp | 9.4 | ||
| Chevron Corp | 8.7 | ||
| MetLife Inc | 8.6 | ||
| Diamondback Energy Inc | 8.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 289 | 692.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 683 | 694.3 |
| By Discretionary | ||
| Discretionary | 683 | 694.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 683 | 694.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 694.3 | |
| Total | 683 | 694.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001213206] | |
| 4 | [0001213206] | |
| SC 13G | [0001213206] | |
| D | [0001937625] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Marathon Capital Management | |
| Overland Storage Inc | |
| EnSync, Inc. |
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