MARIETTA INVESTMENT PARTNERS LLC Diversified Active

CIK: 0001114702 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 9, 2018

Total Value ($000): $322,099 (100.0% shares, 0.0% debt)

Holdings (138)

AOS A O SMITH 5.7%
Value ($000) $18,355 Shares 310,312 Est. Cost $30.18 Unrealized +81.8%
HDB HDFC BANK LIMITD 4.4%
Value ($000) $14,061 Shares 133,893 Est. Cost $44.83 Unrealized
EW EDWARDS LIFESCIENCES CORP 3.3%
Value ($000) $10,771 Shares 73,993 Est. Cost $30.83 Unrealized +51.4%
AAPL APPLE INC 3.2%
Value ($000) $10,340 Shares 55,856 Est. Cost $18.85 Unrealized +126.8%
LAM RESEARCH CORP 3.1%
Value ($000) $10,056 Shares 58,177 Est. Cost $124.87 Unrealized
CFG CITIZENS FINL GROUP 3.0%
Value ($000) $9,761 Shares 250,932 Est. Cost $21.76 Unrealized +38.5%
BABA ALIBABA GROUP HLDG LTD 2.8%
Value ($000) $9,089 Shares 48,990 Est. Cost $136.43 Unrealized
CAT CATERPILLAR INC 2.6%
Value ($000) $8,520 Shares 62,803 Est. Cost $100.86 Unrealized +25.4%
FANG DIAMONDBACK ENERGY INC 2.6%
Value ($000) $8,461 Shares 64,307 Est. Cost $77.70 Unrealized +23.5%
TAL TAL EDUCATION GROUP 2.6%
Value ($000) $8,372 Shares 227,506 Est. Cost $39.81 Unrealized
MPWR MONOLITHIC POWER SYS INC 2.6%
Value ($000) $8,294 Shares 62,052 Est. Cost $88.16 Unrealized +35.7%
FISV FISERV INC 2.5%
Value ($000) $8,173 Shares 110,310 Est. Cost $47.40 Unrealized +53.2%
TMO THERMO FISHER SCNTFC 2.4%
Value ($000) $7,695 Shares 37,151 Est. Cost $199.34 Unrealized +4.4%
HD HOME DEPOT INC 2.1%
Value ($000) $6,919 Shares 35,464 Est. Cost $96.00 Unrealized +61.5%
CVX CHEVRON CORPORATION 2.1%
Value ($000) $6,910 Shares 54,655 Est. Cost $78.44 Unrealized +13.6%
PGR PROGRESSIVE CORP OHIO 2.0%
Value ($000) $6,488 Shares 109,691 Est. Cost $43.97 Unrealized +9.8%
MSFT MICROSOFT CORP 2.0%
Value ($000) $6,358 Shares 64,479 Est. Cost $58.05 Unrealized +54.6%
EWBC EAST WEST BANCORP 2.0%
Value ($000) $6,300 Shares 96,624 Est. Cost $44.93 Unrealized +24.4%
URI UNITED RENTALS INC 2.0%
Value ($000) $6,296 Shares 42,651 Est. Cost $125.91 Unrealized +25.7%
TX TERNIUM SA 1.9%
Value ($000) $6,192 Shares 177,819 Est. Cost $23.42 Unrealized
APTIV PLC 1.8%
Value ($000) $5,798 Shares 63,272 Est. Cost $85.46 Unrealized
MA MASTERCARD INC 1.6%
Value ($000) $5,125 Shares 26,080 Est. Cost $74.31 Unrealized +142.7%
ADBE ADOBE SYS INC 1.6%
Value ($000) $5,095 Shares 20,896 Est. Cost $236.55 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $4,928 Shares 59,572 Est. Cost $53.60 Unrealized +4.7%
COP CONOCOPHILLIPS 1.3%
Value ($000) $4,218 Shares 60,590 Est. Cost $50.24 Unrealized +3.1%
BRK/B BERKSHIRE HATHAWAY INC 1.3%
Value ($000) $4,103 Shares 21,980 Est. Cost $110.02 Unrealized +77.2%
KB KB FINANCIAL GROUP INC 1.2%
Value ($000) $3,802 Shares 81,793 Est. Cost $46.92 Unrealized
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $3,496 Shares 68,410 Est. Cost $32.46 Unrealized +53.6%
ABBV ABBVIE INC 1.1%
Value ($000) $3,447 Shares 37,203 Est. Cost $36.94 Unrealized +90.9%
RCL ROYAL CARIBBEAN CRUISE LTD 1.0%
Value ($000) $3,348 Shares 32,316 Est. Cost $109.68 Unrealized -6.4%
XPO XPO LOGISTICS INC 0.9%
Value ($000) $2,847 Shares 28,418 Est. Cost $34.71 Unrealized +4.5%
ASML ASML HOLDING NV 0.8%
Value ($000) $2,734 Shares 13,809 Est. Cost $182.77 Unrealized
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $2,716 Shares 24,950 Est. Cost $56.45 Unrealized +44.8%
KEYS KEYSIGHT TECHNOLOGIES 0.8%
Value ($000) $2,714 Shares 45,980 Est. Cost $54.38 Unrealized +2.2%
MMM 3M COMPANY 0.8%
Value ($000) $2,646 Shares 13,452 Est. Cost $61.45 Unrealized +111.8%
NVO NOVO-NORDISK A-S 0.8%
Value ($000) $2,644 Shares 57,330 Est. Cost $66.62 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.8%
Value ($000) $2,564 Shares 17,896 Est. Cost $147.27 Unrealized 0.0%
CTRIP COM INTL LTD 0.8%
Value ($000) $2,431 Shares 51,030 Est. Cost $58.36 Unrealized
UNP UNION PACIFIC CORP 0.7%
Value ($000) $2,414 Shares 17,038 Est. Cost $78.00 Unrealized +50.9%
SONY SONY CORPORATION 0.7%
Value ($000) $2,248 Shares 43,847 Est. Cost $45.17 Unrealized
CTAS CINTAS CORP 0.7%
Value ($000) $2,176 Shares 11,758 Est. Cost $41.65 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $2,149 Shares 20,396 Est. Cost $66.95 Unrealized +18.6%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $2,085 Shares 26,706 Est. Cost $57.02 Unrealized +8.4%
DOWDUPONT INC 0.6%
Value ($000) $1,993 Shares 30,241 Est. Cost $69.23 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $1,925 Shares 20,410 Est. Cost $96.25 Unrealized -10.3%
CNC CENTENE CORP DEL 0.6%
Value ($000) $1,901 Shares 15,427 Est. Cost $55.26 Unrealized +4.4%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $1,832 Shares 21,999 Est. Cost $76.69 Unrealized +3.7%
SNA SNAP ON INC 0.5%
Value ($000) $1,723 Shares 10,723 Est. Cost $66.38 Unrealized +87.3%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $1,684 Shares 24,328 Est. Cost $58.88 Unrealized
RACE FERRARI N V F 0.5%
Value ($000) $1,579 Shares 11,694 Est. Cost $100.42 Unrealized +30.9%
NFLX NETFLIX INC 0.5%
Value ($000) $1,475 Shares 3,769 Est. Cost $34.09 Unrealized 0.0%
EXPRESS SCRIPTS HLDG 0.5%
Value ($000) $1,459 Shares 18,899 Est. Cost $61.75 Unrealized
BAP CREDICORP LTD 0.4%
Value ($000) $1,439 Shares 6,391 Est. Cost $135.10 Unrealized +39.0%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $1,438 Shares 20,988 Est. Cost $58.37 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $1,400 Shares 22,948 Est. Cost $29.27 Unrealized +81.6%
TPR TAPESTRY INC 0.4%
Value ($000) $1,386 Shares 29,680 Est. Cost $32.95 Unrealized +18.4%
FIS FIDELITY NATL INFO 0.4%
Value ($000) $1,338 Shares 12,622 Est. Cost $34.36 Unrealized +157.4%
CC CHEMOURS CO 0.4%
Value ($000) $1,311 Shares 29,546 Est. Cost $36.57 Unrealized +0.3%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,303 Shares 9,043 Est. Cost $55.45 Unrealized +104.8%
BA BOEING CO 0.4%
Value ($000) $1,292 Shares 3,852 Est. Cost $115.14 Unrealized +186.9%
GM GENERAL MOTORS CO 0.4%
Value ($000) $1,291 Shares 32,772 Est. Cost $28.47 Unrealized +23.1%
D DOMINION ENERGY INC 0.4%
Value ($000) $1,288 Shares 18,884 Est. Cost $34.53 Unrealized +34.3%
WNS HOLDINGS LTD 0.4%
Value ($000) $1,250 Shares 23,958 Est. Cost $46.66 Unrealized
WB WEIBO CORP 0.4%
Value ($000) $1,206 Shares 13,591 Est. Cost $68.28 Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $1,186 Shares 24,632 Est. Cost $8.84 Unrealized +20.2%
SQM SOCIEDAD QUIMICA Y MINERA DE C 0.3%
Value ($000) $1,056 Shares 21,968 Est. Cost $35.96 Unrealized
PPG PPG INDS INC 0.3%
Value ($000) $1,051 Shares 10,128 Est. Cost $77.00 Unrealized +19.0%
DVY ISHARES TR 0.3%
Value ($000) $945 Shares 9,670 Est. Cost $69.61 Unrealized
TOTAL SA 0.3%
Value ($000) $938 Shares 15,489 Est. Cost $52.78 Unrealized
MAS MASCO CORP 0.3%
Value ($000) $930 Shares 24,840 Est. Cost $30.05 Unrealized +13.4%
DIS WALT DISNEY CO 0.3%
Value ($000) $919 Shares 8,769 Est. Cost $83.99 Unrealized +15.7%
WEC W E C ENERGY GROUP INC 0.3%
Value ($000) $914 Shares 14,141 Est. Cost $39.17 Unrealized +24.4%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $905 Shares 6,416 Est. Cost $93.40 Unrealized +35.2%
EHC ENCOMPASS HEALTH CORP 0.3%
Value ($000) $847 Shares 12,510 Est. Cost $45.24 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC. 0.3%
Value ($000) $840 Shares 3,836 Est. Cost $180.36 Unrealized +10.7%
MAN MANPOWERGROUP INC 0.3%
Value ($000) $833 Shares 9,677 Est. Cost $56.56 Unrealized +73.6%
IBM IBM CORP 0.2%
Value ($000) $803 Shares 5,745 Est. Cost $118.58 Unrealized -15.7%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $791 Shares 27,560 Est. Cost $22.69 Unrealized +4.2%
BP BP PLC 0.2%
Value ($000) $791 Shares 17,320 Est. Cost $39.20 Unrealized
TFX TELEFLEX INC 0.2%
Value ($000) $778 Shares 2,900 Est. Cost $244.77 Unrealized +4.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $777 Shares 15,898 Est. Cost $44.62 Unrealized +7.7%
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $770 Shares 15,314 Est. Cost $32.92 Unrealized -2.2%
LYB LYONDELLBASELL INDS 0.2%
Value ($000) $746 Shares 6,790 Est. Cost $58.25 Unrealized +17.4%
SVB FINANCIAL GROUP INC 0.2%
Value ($000) $687 Shares 2,380 Est. Cost $234.94 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $681 Shares 2,305 Est. Cost $190.83 Unrealized +37.6%
NPK NATIONAL PRESTO INDS 0.2%
Value ($000) $674 Shares 5,437 Est. Cost $76.01 Unrealized +42.1%
WAB WABTEC CORP 0.2%
Value ($000) $664 Shares 6,740 Est. Cost $49.35 Unrealized +80.1%
THO THOR INDUSTRIES INC 0.2%
Value ($000) $649 Shares 6,662 Est. Cost $91.36 Unrealized -5.2%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $633 Shares 6,770 Est. Cost $63.83 Unrealized +9.2%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value ($000) $632 Shares 2,914 Est. Cost $157.53 Unrealized +25.5%
VMWARE INC 0.2%
Value ($000) $590 Shares 4,016 Est. Cost $146.91 Unrealized
T A T & T INC 0.2%
Value ($000) $573 Shares 17,842 Est. Cost $14.51 Unrealized +0.2%
INTC INTEL CORP 0.2%
Value ($000) $573 Shares 11,526 Est. Cost $19.58 Unrealized +130.1%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $570 Shares 10,300 Est. Cost $28.67 Unrealized +41.8%
USB U S BANCORP 0.2%
Value ($000) $544 Shares 10,868 Est. Cost $24.21 Unrealized +53.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $526 Shares 5,050 Est. Cost $75.54 Unrealized +17.9%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $480 Shares 10,449 Est. Cost $40.25 Unrealized 0.0%
GIS GENERAL MILLS INC 0.1%
Value ($000) $443 Shares 10,000 Est. Cost $36.47 Unrealized -8.4%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $436 Shares 5,760 Est. Cost $64.28 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $425 Shares 250 Est. Cost $79.37 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $410 Shares 3,376 Est. Cost $103.02 Unrealized -2.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $408 Shares 2,456 Est. Cost $92.91 Unrealized +62.4%
EQNR EQUINOR ASA 0.1%
Value ($000) $372 Shares 14,069 Est. Cost $26.44 Unrealized
IFF INTERNATIONAL FLAV&FRA 0.1%
Value ($000) $372 Shares 3,000 Est. Cost $58.18 Unrealized +84.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $346 Shares 4,423 Est. Cost $38.97 Unrealized +86.2%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $333 Shares 8,830 Est. Cost $18.17 Unrealized +72.5%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $331 Shares 3,000 Est. Cost $52.67 Unrealized +65.7%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $331 Shares 22,400 Est. Cost $7.91 Unrealized +34.1%
ICLR ICON PLC 0.1%
Value ($000) $328 Shares 2,472 Est. Cost $116.68 Unrealized +6.8%
KSS KOHLS CORP 0.1%
Value ($000) $328 Shares 4,500 Est. Cost $41.00 Unrealized +62.6%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $327 Shares 9,000 Est. Cost $24.30 Unrealized 0.0%
INGERSOLL RAND PLC 0.1%
Value ($000) $327 Shares 3,648 Est. Cost $79.22 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $327 Shares 2,931 Est. Cost $67.30 Unrealized +51.9%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $305 Shares 1,020 Est. Cost $229.01 Unrealized +37.7%
MAXIM INTEGRATED PRODS INC 0.1%
Value ($000) $305 Shares 5,200 Est. Cost $44.89 Unrealized
SJM J M SMUCKER CO 0.1%
Value ($000) $302 Shares 2,808 Est. Cost $70.84 Unrealized +24.0%
MLCO MELCO RESORT ENTERTAINMENT 0.1%
Value ($000) $298 Shares 10,630 Est. Cost $28.03 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $282 Shares 6,508 Est. Cost $34.28 Unrealized
HPQ HP INC COM 0.1%
Value ($000) $279 Shares 12,300 Est. Cost $17.24 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $276 Shares 2,457 Est. Cost $56.29 Unrealized +47.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $274 Shares 2,800 Est. Cost $60.98 Unrealized +45.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $273 Shares 1,008 Est. Cost $223.76 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $269 Shares 6,132 Est. Cost $27.85 Unrealized +22.1%
GOOG ALPHABET INC 0.1%
Value ($000) $267 Shares 239 Est. Cost $35.56 Unrealized +50.8%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $263 Shares 4,400 Est. Cost $53.82 Unrealized 0.0%
DUKE ENERGY CORP 0.1%
Value ($000) $263 Shares 3,322 Est. Cost $79.17 Unrealized
WEYS WEYCO GROUP INC 0.1%
Value ($000) $262 Shares 7,200 Est. Cost $28.02 Unrealized +26.5%
NICE NICE LTD 0.1%
Value ($000) $250 Shares 2,408 Est. Cost $103.82 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $244 Shares 2,862 Est. Cost $79.49 Unrealized 0.0%
AME AMETEK INC NEW 0.1%
Value ($000) $235 Shares 3,252 Est. Cost $70.34 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $230 Shares 204 Est. Cost $51.24 Unrealized +5.4%
LULU LULULEMON ATHLETICA 0.1%
Value ($000) $230 Shares 1,846 Est. Cost $106.64 Unrealized 0.0%
HTHT HUAZHU GROUP LTD 0.1%
Value ($000) $218 Shares 5,200 Est. Cost $41.92 Unrealized
PUK PRUDENTIAL CORP PLC 0.1%
Value ($000) $211 Shares 4,611 Est. Cost $45.76 Unrealized
WPM WHEATON PRECIOUS MET F 0.1%
Value ($000) $210 Shares 9,500 Est. Cost $19.55 Unrealized 0.0%
WMT WAL-MART STORES INC 0.1%
Value ($000) $206 Shares 2,400 Est. Cost $26.82 Unrealized -5.8%
STM STMICROELECTRONICS N V 0.1%
Value ($000) $202 Shares 9,150 Est. Cost $22.08 Unrealized
CALLON PETE CO DEL 0.0%
Value ($000) $153 Shares 14,280 Est. Cost $10.71 Unrealized