13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001987261
Total reported value
$200.3M
$200.3M
45 檔
33.9%
According to the latest 13F quarterly dataset, Marathon Mission, Inc. managed an equity portfolio of $200.3M at the end of Q2 2024, spanning 45 distinct U.S. exchange-listed positions.
During Q2 2024, Marathon Mission, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 15.93% | -0.25% | +4.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.93% | -0.38% | +5.34% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 9.09% | +0.01% | -14.29% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 8.36% | -0.16% | -14.34% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.16% | -0.01% | +9.36% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 6.63% | +0.69% | +6.04% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.93% | +1.18% | +28.33% | |
| 8 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 3.96% | — | +2.72% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 3.48% | -0.23% | -0.97% | |
| 10 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 3.40% | — | -8.35% | |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.54% | -0.23% | +0.20% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.42% | — | +1.52% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.30% | +0.26% | — | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 2.25% | +0.20% | — | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.93% | -1.55% | EXIT | |
| 16 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | ETF-Other | 1.13% | -0.45% | +45.59% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.06% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.04% | -0.01% | -6.19% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.15% | +900.92% | |
| 20 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.91% | -0.56% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.11% | -36.41% | |
| 22 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.57% | -0.28% | +233.48% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | — | -0.30% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.01% | -8.72% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.14% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | — | -10.71% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.10% | +3.07% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | — | — | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.33% | -0.05% | -0.69% | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 0.32% | — | -2.53% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | — | -3.24% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | — | -28.18% | |
| 34 | BLKCHF | Blackrock Inc | Stock-Other | 0.30% | — | -1.57% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.28% | +0.01% | — | |
| 36 | PLD | Prologis Inc | Stock-Real Estate | 0.28% | — | — | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.27% | — | -10.52% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | — | — | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.23% | +0.03% | +5.26% | |
| 40 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.23% | — | -3.80% | |
| 41 | P | Everpure Inc-a | Stock-Tech | 0.22% | -0.01% | +4.80% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | — | -11.31% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.20% | — | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.20% | +0.18% | — | |
| 45 | AN | Autonation Inc | Stock-Consumer Disc | 0.18% | -0.03% | +3.67% |
According to official SEC Form 13F filings, Marathon Mission, Inc. reported a total U.S. public equity portfolio value of $200.3M across 45 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, VEA, SLYV) accounted for 33.9% of total reported equity market value during Q2 2024.
During Q2 2024, Marathon Mission, Inc.'s top holdings by market value included SPYV (15.9%)、VEA (9.9%)、SLYV (9.1%). The largest single position, SPYV, represented 15.9% of total portfolio value.
In Q2 2024, Marathon Mission, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.