HoldingsChannel.com
Marietta Investment Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 59,021 +8,897 $15,008
     AAPL59,021+8,897$15,008
MICROSOFT CORP 80,446 -309 $12,687
     MSFT80,446-309$12,687
EDWARDS LIFESCIENCES CORP 52,933 -2,032 $9,984
     EW52,933-2,032$9,984
TAL EDUCATION GROUP 175,355 -29,877 $9,339
     TAL175,355-29,877$9,339
THERMO FISHER SCNTFC 29,377 -1,283 $8,331
     TMO29,377-1,283$8,331
MASTERCARD INC 34,321 -596 $8,291
     MA34,321-596$8,291
ALIBABA GROUP HLDG LTD 41,140 +415 $8,001
     BABA41,140+415$8,001
HDFC BANK LTD 206,042 -7,400 $7,924
     HDB206,042-7,400$7,924
ZOETIS INC 62,911 +570 $7,404
     ZTS62,911+570$7,404
KEYSIGHT TECHNOLOGIES INC 80,288 -7,090 $6,718
     KEYS80,288-7,090$6,718
ADOBE INC 21,055 +890 $6,701
     ADBE21,055+890$6,701
MSCI INC 19,895 +690 $5,749
     MSCI19,895+690$5,749
PAYPAL HLDGS INC 55,208 -475 $5,286
     PYPL55,208-475$5,286
FISERV INC 51,630 UNCH $4,904
     FISV51,630UNCH$4,904
TELEDYNE TECHNOLOGIES INC 16,439 -730 $4,887
     TDY16,439-730$4,887
AMEDISYS INC 24,113 +15,082 $4,426
     AMED24,113+15,082$4,426
CINTAS CORP 25,401 +20 $4,400
     CTAS25,401+20$4,400
HOME DEPOT INC 22,392 -896 $4,181
     HD22,392-896$4,181
BERKSHIRE HATHAWAY INC DEL      $4,028
     BRK.B22,030+50$4,028
AMETEK INC NEW 46,863 -16,070 $3,375
     AME46,863-16,070$3,375
PROCTER & GAMBLE CO 28,911 +468 $3,180
     PG28,911+468$3,180
LULULEMON ATHLETICA 16,635 -12,589 $3,153
     LULU16,635-12,589$3,153
PEPSICO INCORPORATED 24,700 -225 $2,966
     PEP24,700-225$2,966
NOVO NORDISK A S 48,925 +7,095 $2,945
     NVO48,925+7,095$2,945
NICE LTD 19,554 +17,318 $2,807
     NICE19,554+17,318$2,807
STERIS PLC 19,559 -230 $2,738
     STE19,559-230$2,738
PROGRESSIVE CORP OHIO 36,409 +108 $2,688
     PGR36,409+108$2,688
KIMBERLY CLARK CORP 18,896 UNCH $2,416
     KMB18,896UNCH$2,416
A O SMITH CORP 59,667 -600 $2,256
     AOS59,667-600$2,256
ABBVIE INC 28,333 UNCH $2,159
     ABBV28,333UNCH$2,159
KLA CORPORATION 14,103 -5,080 $2,027
     KLAC14,103-5,080$2,027
YUM CHINA HLDGS INC 44,335 +30,715 $1,890
     YUMC44,335+30,715$1,890
EXXON MOBIL CORP 46,572 -2,800 $1,768
     XOM46,572-2,800$1,768
ABBOTT LABORATORIES 21,522 -500 $1,698
     ABT21,522-500$1,698
3M COMPANY 11,456 UNCH $1,564
     MMM11,456UNCH$1,564
AMER ELECTRIC PWR CO 19,385 -59 $1,550
     AEP19,385-59$1,550
CHURCH & DWIGHT INC 23,950 -8,871 $1,537
     CHD23,950-8,871$1,537
FASTENAL CO 47,858 -1 $1,496
     FAST47,858-1$1,496
JPMORGAN CHASE & CO 16,431 -25,048 $1,479
     JPM16,431-25,048$1,479
FIDELITY NATL INFO 12,082 -150 $1,470
     FIS12,082-150$1,470
UNION PACIFIC CORP 10,220 -6,336 $1,441
     UNP10,220-6,336$1,441
TAIWAN SEMICONDUCTOR MFG LTD 30,036 +397 $1,435
     TSM30,036+397$1,435
FERRARI N V 9,118 -300 $1,391
     RACE9,118-300$1,391
DOMINION ENERGY INC 18,884 UNCH $1,363
     D18,884UNCH$1,363
W E C ENERGY GROUP INC 14,141 UNCH $1,246
     WEC14,141UNCH$1,246
HONEYWELL INTL INC 8,737 -275 $1,169
     HON8,737-275$1,169
SNAP ON INC 10,398 UNCH $1,132
     SNA10,398UNCH$1,132
VERIZON COMMUNICATNS INC 20,970 -327 $1,127
     VZ20,970-327$1,127
TRANE TECHNOLOGIES PLC 13,495 +13,495 $1,115
     TT13,495+13,495$1,115
MOTOROLA SOLUTIONS INC 8,260 +401 $1,098
     MSI8,260+401$1,098

See Full List: All Stocks Held By Marietta Investment Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Marietta Investment Partners LLC

Size ($ in 1000's)
At 03/31/2020: $232,935
At 12/31/2019: $305,875

Marietta Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marietta Investment Partners LLC 13F filings. Link to 13F filings: SEC filings

Marietta Investment Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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