Marietta Investment Partners LLC
Marietta Investment Partners LLC is a 100% employee-owned, SEC-registered investment advisory firm headquartered in Milwaukee, Wisconsin, USA. Founded to serve both individuals and institutions, the firm prioritizes fiduciary responsibility and tailors investment programs for a diverse client base, including high net worth and individual investors, charitable organizations, and insurance companies. The team is composed of experienced financial professionals noted for community involvement and industry leadership. As of 2025, Marietta employs 8 people and manages over half a billion dollars in client assets.
Investment Strategy
Marietta Investment Partners specializes in customized investment programs for individuals and institutions, focusing on fiduciary responsibility and long-term client success. Their approach is highly personalized, emphasizing portfolio diversification across sectors and companies with an allocation to prominent large-cap stocks such as AAPL, MSFT, NVDA, and MA. The firm's strategy is rooted in disciplined asset management and attentive client service, enabling tailored solutions for both high net worth and individual investors, as well as select charitable organizations and institutional accounts.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.39% | $29.2M | 142,351 | $26.56 | $205.17 | -$2.8M |
M MSFT | MICROSOFT CORP | 5.63% | $25.7M | 51,698 | $85.10 | $497.41 | +$6.2M |
N NVDA | NVIDIA CORPORATION | 4.79% | $21.9M | 138,405 | $56.48 | $157.99 | +$7.9M |
M META | META PLATFORMS INC | 2.88% | $13.2M | 17,836 | $347.22 | $738.09 | +$2.2M |
G GWW | GRAINGER W W INC | 2.77% | $12.7M | 12,182 | $539.96 | $1040.24 | +$530.8K |