MARIETTA INVESTMENT PARTNERS LLC Diversified Active

CIK: 0001114702 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $336,795 (100.0% shares, 0.0% debt)

Holdings (137)

AOS A O SMITH 3.9%
Value ($000) $13,213 Shares 247,576 Est. Cost $30.18 Unrealized +69.9%
EW EDWARDS LIFESCIENCES 3.8%
Value ($000) $12,914 Shares 74,173 Est. Cost $30.83 Unrealized +58.7%
AAPL APPLE INC 3.8%
Value ($000) $12,780 Shares 56,614 Est. Cost $19.26 Unrealized +155.9%
HDB HDFC BANK LIMITD 3.0%
Value ($000) $10,107 Shares 107,405 Est. Cost $44.83 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $10,032 Shares 87,716 Est. Cost $69.38 Unrealized +45.3%
TMO THERMO FISHER SCNTFC 2.7%
Value ($000) $9,242 Shares 37,866 Est. Cost $199.83 Unrealized +12.9%
FISV FISERV INC 2.7%
Value ($000) $9,087 Shares 110,310 Est. Cost $47.40 Unrealized +65.6%
CNC CENTENE CORP DEL 2.6%
Value ($000) $8,608 Shares 59,456 Est. Cost $65.75 Unrealized +5.6%
FANG DIAMONDBACK ENERGY 2.4%
Value ($000) $8,229 Shares 60,867 Est. Cost $77.70 Unrealized +27.2%
PGR PROGRESSIVE CORP OHIO 2.4%
Value ($000) $8,027 Shares 112,991 Est. Cost $44.17 Unrealized +14.9%
EHC ENCOMPASS HEALTH CORP 2.3%
Value ($000) $7,882 Shares 101,122 Est. Cost $54.01 Unrealized +2.3%
MPWR MONOLITHIC POWER SYS 2.3%
Value ($000) $7,602 Shares 60,562 Est. Cost $88.16 Unrealized +48.8%
BABA ALIBABA GRP HLDG 2.2%
Value ($000) $7,505 Shares 45,550 Est. Cost $136.43 Unrealized
COP CONOCOPHILLIPS 2.1%
Value ($000) $7,175 Shares 92,703 Est. Cost $52.36 Unrealized +7.6%
AMZN AMAZON COM INC 2.1%
Value ($000) $7,039 Shares 3,514 Est. Cost $92.99 Unrealized +1.1%
MA MASTERCARD INC 2.0%
Value ($000) $6,768 Shares 30,403 Est. Cost $92.23 Unrealized +117.2%
HD HOME DEPOT INC 1.9%
Value ($000) $6,559 Shares 31,664 Est. Cost $96.00 Unrealized +74.9%
CTAS CINTAS CORP 1.9%
Value ($000) $6,453 Shares 32,621 Est. Cost $45.60 Unrealized +4.9%
ZBRA ZEBRA TECHNOLOGIES CORP 1.9%
Value ($000) $6,348 Shares 35,901 Est. Cost $153.76 Unrealized +4.2%
URI UNITED RENTALS INC 1.8%
Value ($000) $6,088 Shares 37,212 Est. Cost $125.91 Unrealized +19.7%
ADBE ADOBE INC 1.7%
Value ($000) $5,881 Shares 21,786 Est. Cost $237.42 Unrealized +8.6%
KEYS KEYSIGHT TECHNOLOGIES 1.7%
Value ($000) $5,766 Shares 87,000 Est. Cost $58.00 Unrealized +7.0%
LAM RESEARCH CORP 1.7%
Value ($000) $5,659 Shares 37,307 Est. Cost $124.87 Unrealized
TAL TAL EDUCATION GROUP 1.6%
Value ($000) $5,293 Shares 205,876 Est. Cost $39.81 Unrealized
APTIV PLC F 1.5%
Value ($000) $5,111 Shares 60,912 Est. Cost $85.46 Unrealized
XOM EXXON MOBIL CORP 1.5%
Value ($000) $5,054 Shares 59,447 Est. Cost $53.60 Unrealized +8.6%
TX TERNIUM SA 1.4%
Value ($000) $4,778 Shares 157,739 Est. Cost $23.42 Unrealized
BRK/B BERKSHIRE HATHAWAY 1.4%
Value ($000) $4,706 Shares 21,980 Est. Cost $110.02 Unrealized +86.5%
EWBC EAST WEST BANCORP 1.4%
Value ($000) $4,548 Shares 75,328 Est. Cost $44.93 Unrealized +18.5%
BSX BOSTON SCIENTIFIC CO 1.3%
Value ($000) $4,491 Shares 116,639 Est. Cost $34.93 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISE 1.2%
Value ($000) $3,965 Shares 30,516 Est. Cost $109.68 Unrealized +0.3%
CFG CITIZENS FINL GROUP 1.1%
Value ($000) $3,865 Shares 100,218 Est. Cost $21.76 Unrealized +34.9%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $3,812 Shares 31,173 Est. Cost $78.44 Unrealized +12.1%
XPO XPO LOGISTICS INC 1.1%
Value ($000) $3,750 Shares 32,848 Est. Cost $34.93 Unrealized +4.1%
LW LAMB WESTON HLDGS INC 1.1%
Value ($000) $3,710 Shares 55,703 Est. Cost $60.28 Unrealized +1.9%
CAT CATERPILLAR INC 1.0%
Value ($000) $3,528 Shares 23,137 Est. Cost $100.86 Unrealized +19.5%
ABBV ABBVIE INC 0.9%
Value ($000) $3,106 Shares 32,843 Est. Cost $36.94 Unrealized +87.2%
SCHW CHARLES SCHWAB CORP 0.9%
Value ($000) $3,020 Shares 61,450 Est. Cost $32.46 Unrealized +41.9%
MMM 3M COMPANY 0.8%
Value ($000) $2,834 Shares 13,452 Est. Cost $61.45 Unrealized +115.1%
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $2,789 Shares 24,950 Est. Cost $56.45 Unrealized +60.0%
NVO NOVO-NORDISK A-S 0.8%
Value ($000) $2,703 Shares 57,330 Est. Cost $66.62 Unrealized
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $2,666 Shares 30,349 Est. Cost $79.77 Unrealized +10.1%
SONY SONY CORP 0.7%
Value ($000) $2,435 Shares 40,147 Est. Cost $45.17 Unrealized
KMB KIMBERLY-CLARK 0.7%
Value ($000) $2,318 Shares 20,396 Est. Cost $66.95 Unrealized +29.3%
UNP UNION PACIFIC CORP 0.7%
Value ($000) $2,304 Shares 14,148 Est. Cost $78.00 Unrealized +63.8%
PG PROCTER & GAMBLE 0.7%
Value ($000) $2,207 Shares 26,512 Est. Cost $57.02 Unrealized +18.9%
SNA SNAP ON INC 0.6%
Value ($000) $1,969 Shares 10,723 Est. Cost $66.38 Unrealized +117.0%
DOWDUPONT INC 0.6%
Value ($000) $1,945 Shares 30,241 Est. Cost $69.23 Unrealized
CTRIP COM INTL LTD 0.6%
Value ($000) $1,878 Shares 50,530 Est. Cost $58.36 Unrealized
EXPRESS SCRIPTS HLDG 0.5%
Value ($000) $1,796 Shares 18,899 Est. Cost $61.75 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,683 Shares 22,948 Est. Cost $29.27 Unrealized +97.5%
NETFLIX INC 0.5%
Value ($000) $1,676 Shares 4,479 Est. Cost $374.19 Unrealized
ROYAL DUTCH SHELL 0.5%
Value ($000) $1,658 Shares 24,328 Est. Cost $58.88 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $1,654 Shares 18,060 Est. Cost $83.00 Unrealized +0.8%
RACE FERRARI N V 0.5%
Value ($000) $1,567 Shares 11,444 Est. Cost $100.42 Unrealized +31.1%
ALB ALBEMARLE CORP 0.4%
Value ($000) $1,506 Shares 15,090 Est. Cost $96.25 Unrealized -9.3%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,505 Shares 9,043 Est. Cost $55.45 Unrealized +119.3%
TPR TAPESTRY INC 0.4%
Value ($000) $1,492 Shares 29,680 Est. Cost $32.95 Unrealized +21.3%
BA BOEING CO 0.4%
Value ($000) $1,433 Shares 3,852 Est. Cost $115.14 Unrealized +194.5%
FAST FASTENAL CO 0.4%
Value ($000) $1,429 Shares 24,632 Est. Cost $8.84 Unrealized +33.2%
FIS FIDELITY NATL INFO 0.4%
Value ($000) $1,361 Shares 12,482 Est. Cost $34.36 Unrealized +173.3%
D DOMINION ENERGY INC 0.4%
Value ($000) $1,327 Shares 18,884 Est. Cost $34.53 Unrealized +47.7%
WNS HOLDINGS LTD 0.4%
Value ($000) $1,204 Shares 23,728 Est. Cost $46.66 Unrealized
PPG PPG INDS INC 0.3%
Value ($000) $1,105 Shares 10,128 Est. Cost $77.00 Unrealized +23.0%
DIS WALT DISNEY CO 0.3%
Value ($000) $1,025 Shares 8,769 Est. Cost $83.99 Unrealized +26.9%
TOTAL SA 0.3%
Value ($000) $997 Shares 15,489 Est. Cost $52.78 Unrealized
WB WEIBO CORP 0.3%
Value ($000) $979 Shares 13,381 Est. Cost $68.28 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $965 Shares 9,670 Est. Cost $69.61 Unrealized
WEC W E C ENERGY GROUP INC 0.3%
Value ($000) $944 Shares 14,141 Est. Cost $39.17 Unrealized +34.6%
MAS MASCO CORP 0.3%
Value ($000) $909 Shares 24,840 Est. Cost $30.05 Unrealized +13.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $904 Shares 15,898 Est. Cost $44.62 Unrealized +1.0%
IBM IBM CORP 0.3%
Value ($000) $869 Shares 5,745 Est. Cost $118.58 Unrealized -14.6%
MAN MANPOWERGROUP 0.2%
Value ($000) $832 Shares 9,677 Est. Cost $56.56 Unrealized +57.3%
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $818 Shares 15,314 Est. Cost $32.92 Unrealized +8.3%
BP BP PLC 0.2%
Value ($000) $798 Shares 17,320 Est. Cost $39.20 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE C 0.2%
Value ($000) $749 Shares 16,388 Est. Cost $35.96 Unrealized
SVB FINANCIAL GROUP 0.2%
Value ($000) $746 Shares 2,400 Est. Cost $234.94 Unrealized
WAB WABTEC 0.2%
Value ($000) $707 Shares 6,740 Est. Cost $49.35 Unrealized +109.0%
NPK NATIONAL PRESTO INDS 0.2%
Value ($000) $705 Shares 5,437 Est. Cost $76.01 Unrealized +67.0%
LYB LYONDELLBASELL INDS 0.2%
Value ($000) $687 Shares 6,700 Est. Cost $58.25 Unrealized +17.9%
PRU PRUDENTIAL FINANCIAL 0.2%
Value ($000) $668 Shares 6,590 Est. Cost $63.83 Unrealized +7.5%
BAP CREDICORP LTD 0.2%
Value ($000) $650 Shares 2,914 Est. Cost $135.10 Unrealized +36.8%
TGT TARGET CORP 0.2%
Value ($000) $642 Shares 7,273 Est. Cost $67.95 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $639 Shares 10,300 Est. Cost $28.67 Unrealized +56.9%
LLY ELI LILLY & COMPANY 0.2%
Value ($000) $628 Shares 5,850 Est. Cost $90.28 Unrealized 0.0%
LULU LULULEMON ATHLETICA 0.2%
Value ($000) $628 Shares 3,866 Est. Cost $122.55 Unrealized +11.9%
CHINA PETROLEUM&CHEM CORP 0.2%
Value ($000) $605 Shares 6,020 Est. Cost $100.50 Unrealized
T A T & T INC 0.2%
Value ($000) $599 Shares 17,842 Est. Cost $14.51 Unrealized -0.2%
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $591 Shares 13,079 Est. Cost $40.06 Unrealized -1.8%
VMWARE INC 0.2%
Value ($000) $581 Shares 3,726 Est. Cost $146.91 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $570 Shares 5,050 Est. Cost $75.54 Unrealized +22.6%
USB U S BANCORP 0.2%
Value ($000) $563 Shares 10,668 Est. Cost $24.21 Unrealized +61.6%
GM GENERAL MOTORS CO 0.2%
Value ($000) $563 Shares 16,720 Est. Cost $28.47 Unrealized +16.2%
INTC INTEL CORP 0.2%
Value ($000) $545 Shares 11,526 Est. Cost $19.58 Unrealized +112.0%
PFE PFIZER INCORPORATED 0.2%
Value ($000) $529 Shares 12,000 Est. Cost $25.14 Unrealized +10.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $483 Shares 4,010 Est. Cost $93.40 Unrealized +34.2%
IAC INTERACTIVECORP 0.1%
Value ($000) $476 Shares 2,198 Est. Cost $216.56 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $472 Shares 3,072 Est. Cost $121.90 Unrealized +17.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $466 Shares 3,376 Est. Cost $103.02 Unrealized +4.9%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $466 Shares 5,686 Est. Cost $64.28 Unrealized
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $461 Shares 2,456 Est. Cost $92.91 Unrealized +68.1%
ASML ASML HOLDING NV 0.1%
Value ($000) $431 Shares 2,293 Est. Cost $182.77 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $429 Shares 10,000 Est. Cost $36.47 Unrealized -4.1%
IFF INTERNATIONAL FLAV&FRA 0.1%
Value ($000) $417 Shares 3,000 Est. Cost $58.18 Unrealized +86.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $402 Shares 4,423 Est. Cost $38.97 Unrealized +87.1%
EQNR EQUINOR ASA 0.1%
Value ($000) $397 Shares 14,069 Est. Cost $26.44 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $385 Shares 2,931 Est. Cost $67.30 Unrealized +66.3%
HII HUNTINGTON INGALLS 0.1%
Value ($000) $382 Shares 1,492 Est. Cost $157.53 Unrealized +29.7%
INGERSOLL RAND PLC 0.1%
Value ($000) $373 Shares 3,648 Est. Cost $79.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $345 Shares 289 Est. Cost $39.69 Unrealized +49.8%
EXAS EXACT SCIENCES CORP COM 0.1%
Value ($000) $344 Shares 4,358 Est. Cost $53.82 Unrealized +21.2%
AMD ADVANCED MICRO DEVICES 0.1%
Value ($000) $340 Shares 11,005 Est. Cost $22.57 Unrealized 0.0%
KSS KOHLS CORP 0.1%
Value ($000) $335 Shares 4,500 Est. Cost $41.00 Unrealized +84.5%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $334 Shares 22,400 Est. Cost $7.91 Unrealized +40.5%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $322 Shares 3,000 Est. Cost $52.67 Unrealized +71.3%
AME AMETEK INC NEW 0.1%
Value ($000) $318 Shares 4,022 Est. Cost $70.82 Unrealized +2.9%
HPQ HP INC COM 0.1%
Value ($000) $317 Shares 12,300 Est. Cost $17.24 Unrealized +9.0%
ATLASSIAN CORP PLC 0.1%
Value ($000) $314 Shares 3,266 Est. Cost $96.14 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $314 Shares 1,081 Est. Cost $228.27 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $304 Shares 10,880 Est. Cost $22.69 Unrealized -3.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $298 Shares 2,800 Est. Cost $60.98 Unrealized +54.3%
MAXIM INTEGRATED PRODS INC 0.1%
Value ($000) $293 Shares 5,200 Est. Cost $44.89 Unrealized
PBF PBF ENERGY INC 0.1%
Value ($000) $286 Shares 5,725 Est. Cost $47.52 Unrealized 0.0%
KO COCA COLA COMPANY 0.1%
Value ($000) $283 Shares 6,132 Est. Cost $27.85 Unrealized +30.3%
SJM J M SMUCKER CO 0.1%
Value ($000) $281 Shares 2,738 Est. Cost $70.84 Unrealized +21.4%
EEM ISHARES TR 0.1%
Value ($000) $279 Shares 6,508 Est. Cost $34.28 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $277 Shares 2,457 Est. Cost $56.29 Unrealized +52.9%
NICE NICE LTD 0.1%
Value ($000) $276 Shares 2,408 Est. Cost $103.82 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $267 Shares 8,830 Est. Cost $18.17 Unrealized +49.0%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $266 Shares 3,322 Est. Cost $60.03 Unrealized 0.0%
WEYS WEYCO GROUP INC 0.1%
Value ($000) $253 Shares 7,200 Est. Cost $28.02 Unrealized +29.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $246 Shares 204 Est. Cost $51.24 Unrealized +17.3%
KB KB FINANCIAL GROUP 0.1%
Value ($000) $241 Shares 4,989 Est. Cost $46.92 Unrealized
HELE HELEN OF TROY CORP LTD COM 0.1%
Value ($000) $234 Shares 1,789 Est. Cost $117.80 Unrealized 0.0%
WMT WAL-MART STORES INC 0.1%
Value ($000) $225 Shares 2,400 Est. Cost $26.82 Unrealized +1.9%
PUK PRUDENTIAL CORP PLC 0.1%
Value ($000) $212 Shares 4,611 Est. Cost $45.76 Unrealized
CALLON PETE CO DEL 0.1%
Value ($000) $171 Shares 14,280 Est. Cost $10.71 Unrealized