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| Happy Holidays!! thanks for using AUM13F!! |
| Marietta Investment Partners LLC
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| CRD # | 108479 |
| SEC # | 801-57179 |
| CIK # | 0001114702 |
| AUM | $605.2 M (2025-03-25) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 414-289-9080 |
| Address | 833 East Michigan Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001114702 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.2 | ||
| Microsoft Corp | 25.7 | ||
| Nvidia Corp | 21.9 | ||
| Facebook Inc | 13.2 | ||
| Grainger W W Inc | 12.7 | ||
| Alphabet Inc | 12.6 | ||
| Mastercard Inc | 12.4 | ||
| Arista Networks Inc | 10.6 | ||
| Eaton Corp Ltd | 9.7 | ||
| MercadoLibre Inc | 9.2 | ||
| J P Morgan Chase & Co | 8.6 | ||
| Ingersoll-Rand PLC | 8.5 | ||
| Novo Nordisk A S | 8.4 | ||
| Fiserv Inc | 8.3 | ||
| Alcoa Inc | 8.2 | ||
| Amazon Com Inc | 8.1 | ||
| Ferrari NV | 8.0 | ||
| Palantir Technologies Inc | 7.4 | ||
| Kroger Co | 7.3 | ||
| SAP SE | 7.0 | ||
| HDFC Bank Ltd | 6.9 | ||
| Broadcom Inc | 6.9 | ||
| AbbVie Inc | 6.9 | ||
| Ametek INC/ | 6.4 | ||
| Exxon Mobil Corp | 5.7 | ||
| GE Vernova Inc | 5.6 | ||
| Amphenol Corp /DE/ | 5.3 | ||
| Exelixis Inc | 4.4 | ||
| Procter & Gamble Co | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 33.7 |
| (b) Individuals (high net worth individuals) | 56 | 535.1 |
| (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 | 6 | 26.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 4.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 605.2 |
| By Discretionary | ||
| Discretionary | 144 | 605.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 144 | 605.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 600.9 | |
| Total | 144 | 605.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001114702] |
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|---|---|---|
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Sensible Money LLC
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Safeguard Investment Advisory Group LLC
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Oak Hill Wealth Advisors LLC
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