MARIETTA INVESTMENT PARTNERS LLC Diversified Active

CIK: 0001114702 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 13, 2019

Total Value ($000): $303,998 (100.0% shares, 0.0% debt)

Holdings (140)

HDB HDFC BANK LIMITD 4.9%
Value ($000) $14,972 Shares 115,130 Est. Cost $49.34 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $11,772 Shares 87,880 Est. Cost $71.79 Unrealized +66.5%
EW EDWARDS LIFESCIENCES CORP 3.7%
Value ($000) $11,172 Shares 60,474 Est. Cost $30.83 Unrealized +96.2%
AAPL APPLE INC 3.6%
Value ($000) $10,839 Shares 54,764 Est. Cost $20.26 Unrealized +130.1%
TMO THERMO FISHER SCNTFC 3.4%
Value ($000) $10,377 Shares 35,333 Est. Cost $200.33 Unrealized +35.1%
PGR PROGRESSIVE CORP OHIO 3.0%
Value ($000) $9,231 Shares 115,484 Est. Cost $44.53 Unrealized +42.5%
TAL TAL EDUCATION GROUP 2.8%
Value ($000) $8,606 Shares 225,883 Est. Cost $38.21 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 2.7%
Value ($000) $8,082 Shares 38,579 Est. Cost $156.18 Unrealized +29.1%
MA MASTERCARD INC 2.6%
Value ($000) $8,006 Shares 30,264 Est. Cost $109.79 Unrealized +119.8%
ZTS ZOETIS INC 2.5%
Value ($000) $7,717 Shares 67,994 Est. Cost $87.70 Unrealized +13.2%
BABA ALIBABA GRP HLDG LTD 2.5%
Value ($000) $7,716 Shares 45,534 Est. Cost $137.13 Unrealized
KEYS KEYSIGHT TECHNOLOGIES 2.5%
Value ($000) $7,506 Shares 83,575 Est. Cost $60.00 Unrealized +41.5%
CSCO CISCO SYSTEMS INC 2.4%
Value ($000) $7,251 Shares 132,488 Est. Cost $42.63 Unrealized +6.0%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $6,883 Shares 60,132 Est. Cost $88.11 Unrealized +25.5%
SYK STRYKER CORP 2.1%
Value ($000) $6,420 Shares 31,231 Est. Cost $167.09 Unrealized +6.4%
AME AMETEK INC NEW 2.0%
Value ($000) $6,100 Shares 67,154 Est. Cost $74.69 Unrealized +9.7%
CTAS CINTAS CORP 1.9%
Value ($000) $5,865 Shares 24,715 Est. Cost $46.17 Unrealized +12.2%
CHD CHURCH & DWIGHT INC 1.9%
Value ($000) $5,661 Shares 77,490 Est. Cost $59.64 Unrealized +15.2%
HD HOME DEPOT INC 1.8%
Value ($000) $5,592 Shares 26,889 Est. Cost $96.00 Unrealized +76.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $4,685 Shares 21,980 Est. Cost $110.02 Unrealized +88.1%
FISV FISERV INC 1.5%
Value ($000) $4,618 Shares 50,660 Est. Cost $47.40 Unrealized +84.8%
ADBE ADOBE INC COM 1.5%
Value ($000) $4,456 Shares 15,123 Est. Cost $237.42 Unrealized +17.0%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $4,443 Shares 57,986 Est. Cost $53.60 Unrealized +6.1%
CANADIAN PAC RY LTD 1.4%
Value ($000) $4,307 Shares 18,307 Est. Cost $206.05 Unrealized
CFG CITIZENS FINL GROUP 1.3%
Value ($000) $3,847 Shares 108,788 Est. Cost $22.08 Unrealized +17.8%
FANG DIAMONDBACK ENERGY 1.2%
Value ($000) $3,697 Shares 33,925 Est. Cost $77.70 Unrealized +4.4%
PEP PEPSICO INCORPORATED 1.1%
Value ($000) $3,283 Shares 25,037 Est. Cost $56.45 Unrealized +85.6%
AMZN AMAZON COM INC 1.1%
Value ($000) $3,204 Shares 1,692 Est. Cost $92.76 Unrealized +0.4%
AOS A O SMITH 1.0%
Value ($000) $3,172 Shares 67,267 Est. Cost $30.18 Unrealized +43.8%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $3,133 Shares 18,526 Est. Cost $92.13 Unrealized +60.4%
PG PROCTER & GAMBLE 1.0%
Value ($000) $3,121 Shares 28,464 Est. Cost $58.09 Unrealized +55.8%
BBD BANCO BRADESCO S A 1.0%
Value ($000) $3,068 Shares 312,427 Est. Cost $10.73 Unrealized
WWD WOODWARD INC 1.0%
Value ($000) $2,908 Shares 25,697 Est. Cost $85.57 Unrealized +20.0%
INGERSOLL RAND PLC 0.8%
Value ($000) $2,575 Shares 20,327 Est. Cost $97.67 Unrealized
KMB KIMBERLY-CLARK CORP 0.8%
Value ($000) $2,518 Shares 18,896 Est. Cost $68.06 Unrealized +50.1%
LULU LULULEMON ATHLETICA 0.8%
Value ($000) $2,361 Shares 13,102 Est. Cost $160.07 Unrealized +8.5%
SPG SIMON PROPERTY GROUP 0.8%
Value ($000) $2,287 Shares 14,314 Est. Cost $120.90 Unrealized -1.5%
NVO NOVO-NORDISK A-S 0.7%
Value ($000) $2,099 Shares 41,130 Est. Cost $66.62 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value ($000) $2,033 Shares 16,337 Est. Cost $78.44 Unrealized +15.0%
MMM 3M COMPANY 0.7%
Value ($000) $1,986 Shares 11,456 Est. Cost $61.45 Unrealized +96.3%
STE STERIS PLC 0.7%
Value ($000) $1,976 Shares 13,270 Est. Cost $121.90 Unrealized +3.2%
ABBV ABBVIE INC 0.6%
Value ($000) $1,951 Shares 26,833 Est. Cost $36.94 Unrealized +60.7%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $1,871 Shares 22,247 Est. Cost $29.27 Unrealized +139.9%
MRK MERCK & CO INC 0.6%
Value ($000) $1,843 Shares 21,981 Est. Cost $57.22 Unrealized +8.6%
SNA SNAP ON INC 0.6%
Value ($000) $1,776 Shares 10,723 Est. Cost $66.38 Unrealized +105.8%
AEP AMER ELECTRIC PWR CO 0.6%
Value ($000) $1,738 Shares 19,744 Est. Cost $65.18 Unrealized +4.7%
LLY ELI LILLY & COMPANY 0.6%
Value ($000) $1,714 Shares 15,471 Est. Cost $97.21 Unrealized +11.1%
RACE FERRARI N V 0.6%
Value ($000) $1,711 Shares 10,534 Est. Cost $104.14 Unrealized +38.2%
SONY SONY CORP 0.5%
Value ($000) $1,638 Shares 31,259 Est. Cost $45.17 Unrealized
FAST FASTENAL CO 0.5%
Value ($000) $1,606 Shares 49,264 Est. Cost $11.39 Unrealized +22.3%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $1,583 Shares 24,328 Est. Cost $58.88 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,573 Shares 9,012 Est. Cost $56.71 Unrealized +144.5%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,521 Shares 13,605 Est. Cost $87.10 Unrealized +5.6%
FIS FIDELITY NATL INFO 0.5%
Value ($000) $1,519 Shares 12,382 Est. Cost $34.36 Unrealized +200.6%
D DOMINION ENERGY INC 0.5%
Value ($000) $1,460 Shares 18,884 Est. Cost $34.53 Unrealized +64.6%
XEL XCEL ENERGY INC 0.5%
Value ($000) $1,443 Shares 24,250 Est. Cost $46.93 Unrealized 0.0%
BA BOEING CO 0.5%
Value ($000) $1,420 Shares 3,900 Est. Cost $156.79 Unrealized +127.8%
ATLASSIAN CORP PLC 0.5%
Value ($000) $1,397 Shares 10,678 Est. Cost $109.44 Unrealized
DTE DTE ENERGY CO 0.4%
Value ($000) $1,358 Shares 10,620 Est. Cost $85.76 Unrealized 0.0%
ILMN ILLUMINA INC 0.4%
Value ($000) $1,312 Shares 3,563 Est. Cost $315.75 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $1,298 Shares 2,122 Est. Cost $335.49 Unrealized +65.9%
DIS WALT DISNEY CO 0.4%
Value ($000) $1,257 Shares 9,003 Est. Cost $85.51 Unrealized +49.7%
VZ VERIZON COMMUNICATN 0.4%
Value ($000) $1,201 Shares 21,027 Est. Cost $34.55 Unrealized +15.9%
URI UNITED RENTALS INC 0.4%
Value ($000) $1,185 Shares 8,938 Est. Cost $125.67 Unrealized -2.2%
PPG PPG INDS INC 0.4%
Value ($000) $1,182 Shares 10,128 Est. Cost $77.00 Unrealized +30.4%
WEC W E C ENERGY GROUP INC 0.4%
Value ($000) $1,179 Shares 14,141 Est. Cost $39.17 Unrealized +65.9%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $1,145 Shares 18,070 Est. Cost $63.36 Unrealized -6.0%
NFLX NETFLIX INC 0.4%
Value ($000) $1,095 Shares 2,980 Est. Cost $30.18 Unrealized +19.5%
NSP INSPERITY INC 0.4%
Value ($000) $1,079 Shares 8,838 Est. Cost $95.61 Unrealized +5.6%
EWZ ISHARES INC 0.3%
Value ($000) $1,004 Shares 22,958 Est. Cost $39.34 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $964 Shares 11,498 Est. Cost $44.62 Unrealized +52.2%
DVY ISHARES TR 0.3%
Value ($000) $963 Shares 9,670 Est. Cost $69.61 Unrealized
TPR TAPESTRY INC COM 0.3%
Value ($000) $942 Shares 29,680 Est. Cost $32.95 Unrealized -20.6%
MAN MANPOWERGROUP 0.3%
Value ($000) $935 Shares 9,677 Est. Cost $56.56 Unrealized +61.1%
CYBERARK SOFTWARE LTD 0.3%
Value ($000) $912 Shares 7,134 Est. Cost $127.84 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $859 Shares 6,300 Est. Cost $100.86 Unrealized +13.7%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $803 Shares 4,819 Est. Cost $118.34 Unrealized +16.6%
IBM IBM CORP 0.3%
Value ($000) $770 Shares 5,586 Est. Cost $118.16 Unrealized -16.5%
CI CIGNA CORP NEW 0.2%
Value ($000) $725 Shares 4,601 Est. Cost $190.77 Unrealized -24.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $713 Shares 5,121 Est. Cost $106.86 Unrealized +7.4%
LAM RESEARCH CORP 0.2%
Value ($000) $683 Shares 3,634 Est. Cost $124.87 Unrealized
USB U S BANCORP 0.2%
Value ($000) $658 Shares 12,548 Est. Cost $27.00 Unrealized +44.2%
GM GENERAL MOTORS CO 0.2%
Value ($000) $636 Shares 16,500 Est. Cost $28.47 Unrealized +22.0%
TOTAL SA 0.2%
Value ($000) $616 Shares 11,046 Est. Cost $52.78 Unrealized
MPT MEDICAL PPTYS TR INC 0.2%
Value ($000) $586 Shares 33,586 Est. Cost $18.02 Unrealized
BP BP PLC 0.2%
Value ($000) $584 Shares 13,997 Est. Cost $40.78 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $584 Shares 4,800 Est. Cost $94.51 Unrealized +4.8%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $575 Shares 7,658 Est. Cost $27.24 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.2%
Value ($000) $568 Shares 12,302 Est. Cost $39.39 Unrealized +10.2%
INTC INTEL CORP 0.2%
Value ($000) $546 Shares 11,396 Est. Cost $19.58 Unrealized +120.1%
TGT TARGET CORP COM 0.2%
Value ($000) $537 Shares 6,195 Est. Cost $67.95 Unrealized -0.3%
KO COCA COLA COMPANY 0.2%
Value ($000) $521 Shares 10,222 Est. Cost $32.07 Unrealized +24.5%
GIS GENERAL MILLS INC 0.2%
Value ($000) $520 Shares 9,910 Est. Cost $38.24 Unrealized +7.8%
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $511 Shares 4,328 Est. Cost $53.82 Unrealized +87.2%
PFE PFIZER INCORPORATED 0.2%
Value ($000) $510 Shares 11,763 Est. Cost $26.04 Unrealized +12.2%
NPK NATIONAL PRESTO INDS 0.2%
Value ($000) $507 Shares 5,437 Est. Cost $76.01 Unrealized +34.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $505 Shares 4,642 Est. Cost $16.15 Unrealized +15.3%
YUM YUM BRANDS INC 0.2%
Value ($000) $489 Shares 4,423 Est. Cost $38.97 Unrealized +135.8%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $467 Shares 10,300 Est. Cost $28.67 Unrealized +26.0%
ICLR ICON PLC 0.1%
Value ($000) $453 Shares 2,941 Est. Cost $122.32 Unrealized +14.7%
VMWARE INC 0.1%
Value ($000) $450 Shares 2,690 Est. Cost $146.91 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $444 Shares 11,100 Est. Cost $38.83 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $437 Shares 10,880 Est. Cost $32.62 Unrealized +21.6%
BAP CREDICORP LTD 0.1%
Value ($000) $437 Shares 1,910 Est. Cost $175.32 Unrealized +10.3%
IFF INTERNATIONAL FLAV&FRA 0.1%
Value ($000) $435 Shares 3,000 Est. Cost $58.18 Unrealized +99.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $417 Shares 4,722 Est. Cost $61.18 Unrealized +10.8%
EXC EXELON CORP 0.1%
Value ($000) $407 Shares 8,500 Est. Cost $24.93 Unrealized +12.0%
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $402 Shares 2,456 Est. Cost $92.91 Unrealized +61.3%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $397 Shares 4,768 Est. Cost $64.62 Unrealized
ASML ASML HOLDING NV 0.1%
Value ($000) $393 Shares 1,889 Est. Cost $182.77 Unrealized
DOW DOW INC 0.1%
Value ($000) $378 Shares 7,658 Est. Cost $36.37 Unrealized 0.0%
HTHT HUAZHU GROUP LTD 0.1%
Value ($000) $376 Shares 10,369 Est. Cost $30.44 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $373 Shares 8,830 Est. Cost $31.33 Unrealized +13.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $365 Shares 5,984 Est. Cost $52.98 Unrealized -7.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $346 Shares 2,800 Est. Cost $60.98 Unrealized +76.2%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $345 Shares 2,931 Est. Cost $67.30 Unrealized +64.8%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $344 Shares 3,000 Est. Cost $53.06 Unrealized +74.8%
KSS KOHLS CORP 0.1%
Value ($000) $319 Shares 6,700 Est. Cost $50.58 Unrealized +19.3%
WNS HOLDINGS LTD 0.1%
Value ($000) $314 Shares 5,304 Est. Cost $46.66 Unrealized
NICE NICE LTD 0.1%
Value ($000) $312 Shares 2,276 Est. Cost $103.82 Unrealized
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $310 Shares 22,400 Est. Cost $7.94 Unrealized +23.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $308 Shares 1,051 Est. Cost $228.27 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $304 Shares 1,245 Est. Cost $227.63 Unrealized -5.3%
SJM J M SMUCKER CO 0.1%
Value ($000) $297 Shares 2,578 Est. Cost $70.84 Unrealized +38.9%
WMT WAL-MART STORES INC 0.1%
Value ($000) $291 Shares 2,631 Est. Cost $27.13 Unrealized +15.4%
LYV LIVE NATION INC 0.1%
Value ($000) $288 Shares 4,350 Est. Cost $57.41 Unrealized +11.9%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $278 Shares 7,230 Est. Cost $18.17 Unrealized +53.8%
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $265 Shares 1,576 Est. Cost $124.65 Unrealized +22.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $260 Shares 2,340 Est. Cost $111.11 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $255 Shares 3,700 Est. Cost $41.63 Unrealized +5.4%
GOOG ALPHABET INC 0.1%
Value ($000) $253 Shares 234 Est. Cost $39.69 Unrealized +44.3%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $248 Shares 1,540 Est. Cost $133.30 Unrealized +5.2%
CINF CINCINNATI FINANCIAL 0.1%
Value ($000) $238 Shares 2,300 Est. Cost $80.87 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $230 Shares 2,457 Est. Cost $56.29 Unrealized +21.7%
CTVA CORTEVA INC 0.1%
Value ($000) $226 Shares 7,658 Est. Cost $25.02 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $221 Shares 204 Est. Cost $51.24 Unrealized +12.1%
GXC SPDR INDEX SHS FDS 0.1%
Value ($000) $218 Shares 2,280 Est. Cost $85.50 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $218 Shares 6,300 Est. Cost $31.90 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $200 Shares 3,848 Est. Cost $48.26 Unrealized 0.0%
F FORD MOTOR COMPANY 0.1%
Value ($000) $153 Shares 15,000 Est. Cost $7.10 Unrealized 0.0%