Marathon Mission Inc.'s Investment Activity Analysis for Q2 2026

Investment Changes Observed

In this quarter, as of June 30th, 2026, Marathon Mission Inc. has shown activity in several holdings. The filing details specific changes to shares and values for certain stocks, providing insight into the investor's strategy during this period.

New Positions Added

The most notable change involves new positions initiated by Marathon Mission Inc.. This quarter saw significant purchases in several funds:

• ISHares TR (IBHI), where the investor acquired shares representing a new allocation of approximately $5.1 million, or about 2.6% of their portfolio.
• Vanguard World FD (MGK), adding shares valued at around $0.5 million with a substantial increase in percentage allocation, indicating strong confidence in this fund.
• Cognex Corp (CGNX), acquiring shares worth approximately $0.3 million, adding exposure to the Technology sector.

Increased Holdings and Allocations

Marathon Mission Inc. also increased its stake in several existing holdings:

• The allocation for SPDR Series Trust (SPYV) rose to 14.98%, suggesting continued interest or growth within this fund structure.
• ISHares TR (IBDX) saw a slight decrease, but its portfolio percentage remained stable at around 2.63%.
• The allocation for SPDR Series Trust (SPYG) increased to approximately 14.5%, indicating another significant addition or value appreciation in this fund.
• WISDOMTREE TR (XSOE) allocation grew from its previous level, now accounting for about 12.6% of the portfolio.

Decreased Holdings and Exits

In contrast to new positions, there were also decreases observed in certain holdings:

• The allocation for ISHares TR (IBDX) decreased slightly from prior period levels.
• SPDR Series Trust (MDYG) saw an increase in its portfolio percentage, while Vanguard Tax-Managed FDS (VEA) allocation remained steady at around 11.07%.

Sectoral Shifts and Technology Exposure

The filing indicates that Marathon Mission Inc.'s portfolio includes holdings across various sectors, with a significant portion classified as 'Unknown'. However, the investor has added specific exposure to Technology through direct stock purchases in Cognex Corp (CGNX), which now contributes about 0.14% of the total value. This suggests an interest beyond broad market funds.

Additionally, the allocation for Vanguard Tax-Managed FDS (VEA) remained steady at approximately $22 million, representing around 11.1% of the portfolio. The investor also maintained positions in SPDR Series Trust products like MDYV and SLYG, which saw increases but smaller percentage changes.

Conclusion

This quarter's filing reveals a mixed strategy for Marathon Mission Inc., involving both the initiation of new fund positions (IBHI, MGK) and direct stock additions (CGNX), alongside continued investment in established funds like SPYV and VEA. The investor appears to favor broad market exposure through ETFs while also seeking targeted opportunities in specific sectors or stocks where they perceive value.