Marathon Capital Management Purchases in Q2 2024

Marathon Capital Management

  • $380 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
94.8K
+ 627.41%
$50.8 - $55.45 $4.82M - $5.26M
110K $5.81M
FMX
Mexican Economic Development Inc

Consumer Defensive
34.5K
New
$105.82 - $129.65 $3.65M - $4.47M
34.5K $3.71M
ATEC
Alphatec Holdings, Inc.

Healthcare
268K
New
$9.49 - $14.26 $2.54M - $3.82M
268K $2.8M
AAPL
Apple Inc.

Technology
22
+ 0.04%
$165.0 - $216.67 $3.63K - $4.77K
59K $12.4M
MSFT
Microsoft Corp

Technology
1.01K
+ 4.14%
$389.33 - $452.85 $395K - $459K
25.5K $11.4M
GOOG
Alphabet Inc.

Communication Services
755
+ 7.15%
$151.94 - $186.86 $115K - $141K
11.3K $2.08M
CALX
Calix, Inc

Technology
6.78K
+ 8.1%
$27.73 - $36.37 $188K - $246K
90.4K $3.2M
BXP
Boston Properties Inc

Real Estate
6.93K
New
$57.17 - $65.3 $396K - $453K
6.93K $426K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.34K
New
$91.42 - $91.82 $305K - $306K
3.34K $306K
KRNT
Kornit Digital Ltd.

Industrials
35.4K
+ 52.5%
$13.92 - $17.93 $492K - $634K
103K $1.5M
NEM
Newmont Corp

Basic Materials
5.09K
New
$36.43 - $44.44 $186K - $226K
5.09K $213K
SELF
Global Self Storage, Inc.

Real Estate
1.69K
+ 0.46%
$4.17 - $5.33 $7.06K - $9.02K
370K $1.8M
FANG
Diamondback Energy, Inc.

Energy
300
+ 0.71%
$185.97 - $208.26 $55.8K - $62.5K
42.6K $8.54M
CPA
Copa Holdings, S.A.

Industrials
7.31K
+ 11.75%
$93.38 - $109.84 $683K - $803K
69.5K $6.62M
JPM
Jpmorgan Chase & CO

Financial Services
401
+ 1.89%
$180.08 - $204.79 $72.2K - $82.1K
21.6K $4.37M
AMGN
Amgen Inc

Healthcare
275
+ 30.12%
$262.75 - $319.31 $72.3K - $87.8K
1.19K $371K
NVDA
Nvidia Corp

Technology
7.2K
+ 701.95%
$118.11 - $1224.4 $850K - $8.81M
8.22K $1.02M
FCNCA
First Citizens Bancshares Inc

Financial Services
30
+ 10.17%
$1532.51 - $1800.35 $46K - $54K
325 $547K
LAND
Gladstone Land Corp

Real Estate
781
+ 0.51%
$12.39 - $13.85 $9.68K - $10.8K
154K $2.11M
LUNA
Luna Innovations Inc

Technology
15K
+ 9.84%
$1.99 - $3.73 $29.9K - $56K
168K $536K
RTX
Raytheon Technologies Corp

Industrials
253
+ 4.64%
$97.55 - $108.44 $24.7K - $27.4K
5.7K $572K
XOM
Exxon Mobil Corp

Energy
400
+ 4.16%
$108.36 - $122.2 $43.3K - $48.9K
10K $1.15M
GE
General Electric CO

Industrials
350
+ 25.79%
$136.47 - $175.36 $47.8K - $61.4K
1.71K $271K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
225
+ 5.04%
$46.69 - $54.23 $10.5K - $12.2K
4.69K $252K
CARR
Carrier Global Corp

Industrials
156
+ 4.14%
$53.38 - $66.22 $8.33K - $10.3K
3.92K $247K
PFE
Pfizer Inc

Healthcare
119
+ 0.11%
$25.26 - $29.6 $3.01K - $3.52K
105K $2.95M
PXLW
Pixelworks, Inc

Technology
25K
New
$0.89 - $2.61 $22.3K - $65.3K
25K $24K
EMR
Emerson Electric CO

Industrials
192
+ 9.04%
$105.97 - $115.59 $20.3K - $22.2K
2.32K $255K
VZ
Verizon Communications Inc

Communication Services
853
+ 2.8%
$38.6 - $42.84 $32.9K - $36.5K
31.3K $1.29M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
400
+ 2.68%
$24.98 - $25.13 $9.99K - $10.1K
15.3K $384K
PNC
Pnc Financial Services Group, Inc.

Financial Services
190
+ 5.76%
$146.54 - $161.4 $27.8K - $30.7K
3.49K $542K
ENB
Enbridge Inc

Energy
200
+ 3.04%
$32.97 - $37.83 $6.59K - $7.57K
6.78K $241K
LODE
Comstock Inc.

Real Estate
25K
New
$0.16 - $0.38 $4K - $9.5K
25K $4K
Newpark Res Inc
3.03K
+ 1.15%
N/A
266K $0
Kenvue Inc
514
+ 0.34%
N/A
150K $0
Canadian Pacific Kansas City
2.91K
New
N/A
2.91K $0
ALL
Allstate Corp

Financial Services
325
+ 8.24%
$157.07 - $175.41 $51K - $57K
4.27K $681K
KOPN
Kopin Corp

Technology
10K
+ 100.0%
$0.69 - $1.75 $6.9K - $17.5K
20K $16K
CVX
Chevron Corp

Energy
481
+ 0.76%
$152.57 - $166.33 $73.4K - $80K
63.5K $9.93M
PPG
Ppg Industries Inc

Basic Materials
128
+ 7.98%
$124.9 - $143.38 $16K - $18.4K
1.73K $218K
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 8.78%
$325.1 - $368.03 $48.8K - $55.2K
1.86K $639K
AKTS
Akoustis Technologies, Inc.

Technology
13.5K
+ 24.28%
$0.12 - $0.6 $1.62K - $8.1K
69.1K $8K
ABBV
Abb Vie Inc.

Healthcare
205
+ 3.3%
$154.79 - $180.76 $31.7K - $37.1K
6.42K $1.1M
PEP
Pepsico Inc

Consumer Defensive
50
+ 0.8%
$163.33 - $183.11 $8.17K - $9.16K
6.27K $1.03M
DIS
Walt Disney CO

Communication Services
100
+ 3.43%
$99.29 - $122.82 $9.93K - $12.3K
3.01K $299K
PLD
Prologis, Inc.

Real Estate
67
+ 1.29%
$101.88 - $127.92 $6.83K - $8.57K
5.25K $589K
JNJ
Johnson & Johnson

Healthcare
940
+ 3.27%
$144.38 - $157.78 $136K - $148K
29.7K $4.34M
DCGO
Doc Go Inc.

Healthcare
6.29K
+ 2.32%
$2.87 - $4.04 $18K - $25.4K
277K $856K
SYM
Symbotic Inc.

Financial Services
3.12K
+ 8.0%
$31.77 - $48.36 $99K - $151K
42.1K $1.48M
Activity Summary
Buys All Purchases 54 New Holdings 9 Increased Positions 45 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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