Fund HoldingsMARATHON CAPITAL MANAGEMENT

Total Portfolio Value
$397.39M
Total Bought
$40.89M
Total Sold
$47.22M
Net Transaction
-$6.33M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TRANSOCEAN LTD(RIG)183,0001,490,115+1,307,1151,28312,2343.08%+10,951
SPROTT PHYSICAL GOLD & SILVE(CEF)0211,000+211,00003,6550.92%+3,655
WILLIS TOWERS WATSON PLC LTD(WTW)4,71320,373+15,6601,1104,2571.07%+3,147
TETRA TECHNOLOGIES INC DEL(TTI)1,795,6951,442,120-353,5756,0699,2012.32%+3,131
KENVUE INC(KVUE)0132,478+132,47802,6600.67%+2,660
CALIX INC(CALX)054,080+54,08002,4790.62%+2,479
CHUBB LIMITED
COM
09,760+9,76002,0320.51%+2,032
HUDSON TECHNOLOGIES INC890,500751,150-139,3508,5679,9902.51%+1,424
CRYOPORT INC0176,800+176,80002,4240.61%+2,424
RECURSION PHARMACEUTICALS IN(RXRX)0170,615+170,61501,3050.33%+1,305
HELMERICH & PAYNE INC(HP)0108,906+108,90604,5911.16%+4,591
METLIFE INC(MET)0117,017+117,01707,3621.85%+7,362
MARATHON OIL CORP0169,306+169,30604,5291.14%+4,529
QUANTERIX CORP101,920106,420+4,5002,2982,8880.73%+590
CHEVRON CORP NEW(CVX)45,62545,906+2817,1797,7411.95%+562
CECO ENVIRONMENTAL CORP(CECO)0164,275+164,27502,6230.66%+2,623
ANI PHARMACEUTICALS INC(ANIP)68,64571,670+3,0253,6954,1611.05%+466
REALTY INCOME CORP(O)06,153+6,15303070.08%+307
DIAMONDBACK ENERGY INC(FANG)5,9456,940+9957811,0750.27%+294
INTERNATIONAL BUSINESS MACHS(IBM)43,29743,326+295,7946,0791.53%+285
IDENTIV INC714,280743,751+29,4716,0076,2771.58%+270
FIRST CTZNS BANCSHARES INC N(FCNCA)0155+15502140.05%+214
CARRIER GLOBAL CORPORATION(CARR)03,753+3,75302070.05%+207
EMERSON ELEC CO(EMR)02,125+2,12502050.05%+205
CVS HEALTH CORP(CVS)02,913+2,91302030.05%+203
FVCBANKCORP INC015,000+15,00001920.05%+192
ELI LILLY & CO(LLY)2,5902,59001,2151,3910.35%+177
ZETA GLOBAL HOLDINGS CORP(ZETA)225,075251,050+25,9751,9222,0960.53%+174
BERKSHIRE HATHAWAY INC DEL12,25912,416+1574,1804,3491.09%+169
XEROX HOLDINGS CORP0190,860+190,86002,9950.75%+2,995
ARES CAPITAL CORP(ARCC)168,365169,040+6753,1643,2910.83%+128
EXXON MOBIL CORP8,9549,153+1999601,0760.27%+116
SOUTHWESTERN ENERGY CO156,050161,400+5,3509381,0410.26%+103
ALPHABET INC(GOOG)10,62910,509-1201,2861,3860.35%+100
ALPHABET INC(GOOG)7,2757,355+808719620.24%+92
ROYAL GOLD INC(RGLD)03,000+3,00003190.08%+319
FRONTLINE PLC(FRO)020,000+20,00003760.09%+376
CONOCOPHILLIPS(COP)7,9867,536-4508279030.23%+75
ALLISON TRANSMISSION HLDGS I(ALSN)117,519113,604-3,9156,6356,7091.69%+74
ABBVIE INC(ABBV)06,492+6,49209680.24%+968
ANTERO RESOURCES CORP(AR)30,00030,00006917610.19%+71
MARATHON PETE CORP(MPC)2,1002,000-1002453030.08%+58
BP PLC(BP)07,531+7,53102920.07%+292
SIGNET JEWELERS LIMITED
SHS
07,500+7,50005390.14%+539
HECLA MNG CO(HL)012,500+12,5000490.01%+49
CNX RES CORP(CNX)10,00010,00001772260.06%+49
BLUE BIRD CORP0122,135+122,13502,6080.66%+2,608
AMGEN INC(AMGN)91391302032450.06%+43
JPMORGAN CHASE & CO(JPM)20,05920,394+3352,9172,9580.74%+40
CINCINNATI FINL CORP(CINF)06,730+6,73006880.17%+688
MAGNOLIA OIL & GAS CORP(MGY)16,00016,00003343670.09%+32
MICRON TECHNOLOGY INC(MU)6,0006,00003794080.10%+30
TARGA RES CORP(TRGP)32,26028,974-3,2862,4552,4840.62%+29
FIDELITY NATL INFORMATION SV(FIS)112,067111,343-7246,1306,1541.55%+24
DANAHER CORPORATION(DHR)02,300+2,30005710.14%+571
NVIDIA CORPORATION(NVDA)1,4451,44506116290.16%+17
URBAN-GRO INC0150,000+150,00002040.05%+204
BRIGHTHOUSE FINL INC(BHF)8,0868,091+53833960.10%+13
AKOUSTIS TECHNOLOGIES INC017,100+17,1000130.00%+13
KOPIN CORP010,000+10,0000120.00%+12
DOW INC(DOW)072,751+72,75103,7510.94%+3,751
CISCO SYS INC(CSCO)4,6944,659-352432500.06%+8
BLACKROCK RES & COMMODITIES(BCX)054,561+54,56105030.13%+503
THE CIGNA GROUP(CI)834844+102342410.06%+7
ONEOK INC NEW(OKE)5,1005,000-1003153170.08%+2
CONDUENT INC83,77582,075-1,7002852860.07%+1
ISHARES TR33,00033,00008198190.21%0
PNC FINL SVCS GROUP INC(PNC)03,501+3,50104300.11%+430
ALLSTATE CORP(ALL)03,978+3,97804430.11%+443
SANDSTORM GOLD LTD10,00010,000051470.01%-5
ISHARES SILVER TR(SLV)016,550+16,55003370.08%+337
DUKE ENERGY CORP NEW(DUK)03,347+3,34702950.07%+295
NOKIA CORP(NOK)022,950+22,9500860.02%+86
MORGAN STANLEY(MS)3,2773,307+302802700.07%-10
BARFRESH FOOD GROUP INC26,13615,384-10,75239290.01%-10
FLOTEK INDS INC DEL15,0000-15,000110-11
ISHARES TR014,899+14,8993813680.09%-12
AQUA METALS INC25,00015,000-10,00029170.00%-12
PHILIP MORRIS INTL INC(PM)2,4672,46702412280.06%-12
RBB FD INC
MOTLEY FOL ETF
5,8865,761-1252402260.06%-13
DESKTOP METAL INC37,00035,000-2,00065510.01%-14
AON PLC(AON)70070002422270.06%-15
SPDR GOLD TR(GLD)016,178+16,17802,7740.70%+2,774
F N B CORP(FNB)24,00024,00002752590.07%-16
THERMO FISHER SCIENTIFIC INC(TMO)01,200+1,20006070.15%+607
NANO DIMENSION LTD30,00025,000-5,00087680.02%-19
AMAZON COM INC(AMZN)13,55013,740+1901,7661,7470.44%-20
CERUS CORP26,00026,000064420.01%-22
HOME DEPOT INC(HD)1,8831,859-245855620.14%-23
LOCKHEED MARTIN CORP(LMT)547551+42522250.06%-26
COMSCORE INC012,500+12,500080.00%+8
STRYKER CORPORATION(SYK)945953+82882600.07%-28
PPG INDS INC(PPG)1,5961,599+32372080.05%-29
ENBRIDGE INC(ENB)9,4779,47703523180.08%-34
QUANTUM CORP60,00050,000-10,00065310.01%-34
HP INC(HPQ)8,4258,625+2002592220.06%-37
STEREOTAXIS INC37,25012,250-25,00057190.00%-38
ONDAS HLDGS INC(ONDS)0257,700+257,70001570.04%+157
LOWES COS INC(LOW)3,2123,299+877256860.17%-39
KNOWLES CORP(KN)12,70012,70002291880.05%-41
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