Marathon Mission, Inc. portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · $198,227,894 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $198,227,894 | +$4,292,619 | -$2,023,558 | +$2,269,061 | SPYV, SPYG, XSOE, VEA, MDYV | 13F-HR | 01 Oct 2026, 11:22 |
| Q2 2026 | 57 | $200,346,059 | +$14,771,838 | -$9,025,871 | +$5,745,967 | SPYV, SPYG, XSOE, VEA, MDYV | 13F-HR | 01 Jul 2026, 10:37 |
| Q1 2026 | 55 | $171,780,958 | +$5,664,668 | -$5,351,793 | +$312,875 | SPYV, SPYG, XSOE, VEA, MDYV | 13F-HR | 17 Apr 2026, 14:33 |
| Q4 2025 | 55 | $172,882,318 | +$3,046,638 | -$1,360,557 | +$1,686,081 | SPYV, SPYG, VEA, XSOE, MDYV | 13F-HR | 05 Jan 2026, 09:03 |
| Q3 2025 | 53 | $167,578,836 | +$10,422,641 | -$10,391,537 | +$31,104 | SPYV, SPYG, VEA, XSOE, MDYV | 13F-HR | 15 Oct 2025, 15:33 |
| Q2 2025 | 48 | $157,362,514 | +$22,241,486 | -$18,506,726 | +$3,734,760 | SPYV, SPYG, VEA, XSOE, MDYV | 13F-HR | 02 Jul 2025, 15:19 |
| Q1 2025 | 45 | $142,947,672 | +$8,025,164 | -$8,050,699 | -$25,535 | SPYV, VEA, SLYV, MDYV, SPLG | 13F-HR | 15 Apr 2025, 11:37 |
| Q4 2024 | 48 | $146,914,579 | +$5,802,343 | -$681,787 | +$5,120,556 | SPYV, SLYV, VEA, MDYV, SPLG | 13F-HR | 08 Jan 2025, 15:48 |
| Q3 2024 | 45 | $143,529,006 | +$12,929,826 | -$8,007,869 | +$4,921,957 | SPYV, VEA, SLYV, MDYV, SPLG | 13F-HR | 11 Oct 2024, 11:47 |
| Q2 2024 | 45 | $131,951,239 | +$14,445,910 | -$8,098,021 | +$6,347,889 | SPYV, VEA, SLYV, MDYV, SPLG | 13F-HR | 01 Jul 2024, 09:43 |
| Q1 2024 | 46 | $126,745,280 | +$12,515,361 | -$11,526,543 | +$988,818 | SPYV, SLYV, MDYV, VEA, SPLG | 13F-HR | 01 Apr 2024, 14:17 |
| Q4 2023 | 50 | $120,541,148 | +$8,430,687 | -$5,360,467 | +$3,070,220 | SPYV, SLYV, MDYV, VEA, SPLG | 13F-HR | 05 Jan 2024, 15:09 |
| Q3 2023 | 49 | $104,783,723 | +$15,687,627 | -$13,338,065 | +$2,349,562 | SPYV, SLYV, MDYV, VEA, SPLG | 13F-HR | 01 Nov 2023, 11:30 |
| Q2 2023 | 53 | $108,180,757 | $0 | $0 | $0 | SPYV, SLYV, MDYV, IOCT, SPLG | 13F-HR | 26 Jul 2023, 15:37 |
Showing 1-14 of 14 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 01 Oct 2026
- Latest reported 13F value
- $198,227,894
- Largest 13F holdings
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SPYV SPYG XSOE VEA MDYV MDYG SLYV IBHI IBHJ SLYG IBDX AVGO
+8 more
NVDA IBDS IBDT IBDW IBDZ IBDY IBCA IBCB - Form 13F summary
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- Marathon Mission, Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Marathon Mission, Inc. reported 56 equity holdings with a total reported market value of $198,227,894 for Q3 2026. Top reported holdings included SPYV, SPYG, XSOE, VEA, and MDYV.
- Manager signature
- Laura Sodorsky - Financial Advisor
- Manager location
- Latham, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value