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Mariner, LLC

SEC CIK
0001373442
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
3,545
+21 vs. Q4 2025
Portfolio value
$85.7B
+$1.66B (+2.0%) vs. Q4 2025
Filed
May 13, 2026
SEC
Holdings of Mariner, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock26,182,385$4.57B5.3%+697,325+2.7%AddedHistory
AAPLApple Inc.Stock17,695,216$4.49B5.2%+426,988+2.5%AddedHistory
iShares Core S&P 500 ETF464287200ETF5,473,014$3.57B4.2%+44,017+0.8%Added–
Vanguard Ftse Developed Markets ETF921943858ETF35,566,989$2.28B2.7%+2,569,595+7.8%Added–
MSFTMicrosoft CorpStock5,786,681$2.14B2.5%+412,037+7.7%AddedHistory
AMZNAmazon Com IncStock6,681,607$1.39B1.6%+416,700+6.7%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF13,748,217$1.36B1.6%+1,687,584+14.0%Added–
GOOGLAlphabet Inc.Stock4,672,155$1.34B1.6%+252,330+5.7%AddedHistory
AVGOBroadcom Inc.Stock3,543,657$1.10B1.3%−323,362−8.4%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF16,112,547$1.09B1.3%+1,070,257+7.1%Added–
Vanguard Morningstar Value ETF922908744ETF5,060,711$992.8M1.2%+5,332+0.1%Added–
SPYSPDR S&P 500 ETF TrustETF1,507,932$979.3M1.1%−1,240−0.1%ReducedHistory
JPMJPMorgan Chase & CoStock3,085,976$907.6M1.1%+57,338+1.9%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF9,746,939$881.9M1.0%+20,179+0.2%Added–
iShares Tr46434V613CORE UNIVRSL USD18,948,193$875.2M1.0%+2,827,907+17.5%Added–
Vanguard Morningstar Growth ETF922908736ETF1,898,195$829.1M1.0%+65,835+3.6%Added–
METAMeta Platforms, Inc.Stock1,423,014$813.8M1.0%−44,603−3.0%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF14,027,303$757.8M0.9%+983,949+7.5%Added–
GOOGAlphabet Inc.Stock2,572,127$737.8M0.9%+182,911+7.7%AddedHistory
TSLATesla, Inc.Stock1,878,272$698.1M0.8%+52,914+2.9%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,115,794$643.9M0.8%+31,294+2.9%Added–
LLYEli Lilly & CoStock693,861$638.0M0.7%+29,882+4.5%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF2,133,931$612.8M0.7%+127,325+6.3%Added–
WMTWalmart Inc.Stock4,909,217$610.1M0.7%+224,202+4.8%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF8,698,552$606.0M0.7%+360,376+4.3%Added–
BRK.BBerkshire Hathaway IncStock1,256,077$601.9M0.7%+39,927+3.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,854,681$594.5M0.7%+66,626+3.7%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF2,215,685$580.3M0.7%+249,753+12.7%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF19,764,193$575.7M0.7%−314,399−1.6%Reduced–
Vanguard S&P 500 ETF922908363ETF898,405$536.8M0.6%+39,665+4.6%Added–
APOApollo Global Management, Inc.COM4,645,974$517.5M0.6%+2,212,351+90.9%AddedHistory
GLWCorning IncCOM3,562,752$484.3M0.6%+40,850+1.2%AddedHistory
GEVGE Vernova Inc.Stock552,162$481.7M0.6%+52,875+10.6%AddedHistory
JNJJohnson & JohnsonStock1,928,325$471.3M0.6%+29,183+1.5%AddedHistory
XOMExxonMobil Holdings CorpCOM2,583,593$438.4M0.5%+28,280+1.1%AddedHistory
COSTCostco Wholesale CorpStock437,088$435.5M0.5%+40,755+10.3%AddedHistory
PGProcter & Gamble CoStock2,940,512$424.7M0.5%+107,089+3.8%AddedHistory
iShares S&P 500 Growth ETF464287309ETF3,565,694$403.3M0.5%−99,843−2.7%Reduced–
AMGNAmgen IncStock1,076,357$378.7M0.4%+4,964+0.5%AddedHistory
HDHome Depot, Inc.Stock1,127,180$370.7M0.4%−1,839−0.2%ReducedHistory
iShares Russell Top 200 Growth ETF464289438ETF1,393,999$346.9M0.4%−72,055−4.9%Reduced–
CVXChevron CorpStock1,664,863$344.5M0.4%+41,958+2.6%AddedHistory
MRKMerck & Co., Inc.Stock2,795,221$336.2M0.4%+41,991+1.5%AddedHistory
VVisa Inc.Stock1,059,618$320.2M0.4%+48,661+4.8%AddedHistory
MAMastercard IncStock634,854$317.2M0.4%−13,821−2.1%ReducedHistory
iShares MSCI Eafe ETF464287465ETF3,127,682$303.7M0.4%−149,759−4.6%Reduced–
PNCPNC Financial Services Group, Inc.Stock1,451,983$302.1M0.4%+82,921+6.1%AddedHistory
NEENextera Energy IncStock3,193,065$296.6M0.3%+26,958+0.9%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,363,406$293.2M0.3%−28,892−2.1%Reduced–
PLTRPalantir Technologies Inc.Stock1,962,003$286.9M0.3%+709,640+56.7%AddedHistory
ABBVAbbVie Inc.Stock1,316,270$286.2M0.3%−54,123−3.9%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF9,175,772$279.8M0.3%+72,744+0.8%Added–
TJXTJX Companies IncStock1,671,419$266.9M0.3%+171,370+11.4%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF10,381,527$266.2M0.3%+146,072+1.4%Added–
MCDMcDonalds CorpStock837,902$260.4M0.3%−8,106−1.0%ReducedHistory
NFLXNetflix IncStock2,703,091$259.9M0.3%+1,043,005+62.8%AddedHistory
NDAQNasdaq, Inc.COM2,971,912$252.3M0.3%+95,985+3.3%AddedHistory
BRK.ABerkshire Hathaway IncCL A350$251.3M0.3%+4+1.2%AddedHistory
Schwab International Equity ETF808524805ETF9,995,681$247.2M0.3%+1,044,246+11.7%Added–
CRWDCrowdStrike Holdings, Inc.Stock624,406$243.7M0.3%+86,857+16.2%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF567,884$242.1M0.3%−16,745−2.9%Reduced–
iShares Tr4642886613 7 YR TREAS BD2,037,091$241.6M0.3%+1,542,184+311.6%Added–
SYKStryker CorpStock726,690$238.8M0.3%+120,282+19.8%AddedHistory
iShares S&P 500 Value ETF464287408ETF1,126,708$237.8M0.3%−64,368−5.4%Reduced–
Schwab US Dividend Equity ETF808524797ETF7,606,319$233.4M0.3%+706,876+10.2%Added–
CATCaterpillar IncStock320,709$227.2M0.3%−2,213−0.7%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF2,108,214$223.8M0.3%+59,282+2.9%Added–
PSXPhillips 66Stock1,222,327$222.7M0.3%+42,939+3.6%AddedHistory
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF4,727,615$222.6M0.3%+1,094,659+30.1%Added–
LINLinde PLCStock444,481$220.4M0.3%+51,250+13.0%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF1,734,841$215.6M0.3%−7,614−0.4%Reduced–
iShares Core MSCI Total International Stock ETF46432F834ETF2,479,197$213.8M0.2%−122,028−4.7%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,267,150$212.9M0.2%+309,361+7.8%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF2,994,330$212.3M0.2%+282,601+10.4%Added–
iShares Tr464287622RUS 1000 ETF580,691$207.1M0.2%+33,867+6.2%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,474,043$204.2M0.2%−185,006−4.0%Reduced–
SCHWSchwab Charles CorpStock2,121,331$199.3M0.2%+1,566,744+282.5%AddedHistory
TDYTeledyne Technologies IncCOM329,181$199.1M0.2%+14,805+4.7%AddedHistory
CDNSCadence Design Systems IncStock711,127$197.5M0.2%−9,891−1.4%ReducedHistory
FASTFastenal CoStock4,204,660$195.1M0.2%+2,598,583+161.8%AddedHistory
LRCXLam Research CorpStock907,874$193.9M0.2%−13,368−1.5%ReducedHistory
GLDSPDR Gold TrustETF447,240$192.3M0.2%+23,325+5.5%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF2,718,697$190.8M0.2%+119,926+4.6%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR563,809$190.3M0.2%+1,177+0.2%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF2,462,918$188.4M0.2%+146,739+6.3%Added–
Vanguard Real Estate ETF922908553ETF2,120,019$188.0M0.2%+133,959+6.7%Added–
CSCOCisco Systems, Inc.Stock2,408,984$186.9M0.2%+8,904+0.4%AddedHistory
KLACKLA CorpCOM NEW124,766$183.6M0.2%−28,456−18.6%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF603,947$180.4M0.2%+15,649+2.7%Added–
MUMicron Technology IncStock522,169$176.4M0.2%+157,871+43.3%AddedHistory
TTTrane Technologies plcSHS413,771$172.4M0.2%−5,864−1.4%ReducedHistory
AMATApplied Materials IncStock502,097$171.5M0.2%+193,274+62.6%AddedHistory
iShares Russell Midcap ETF464287499ETF1,748,719$170.0M0.2%−26,595−1.5%Reduced–
iShares Russell 2000 ETF464287655ETF675,655$167.6M0.2%+2,423+0.4%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK4,279,724$166.7M0.2%+421,672+10.9%Added–
GSGoldman Sachs Group IncStock197,078$166.6M0.2%+16,639+9.2%AddedHistory
PEverpure, Inc.CL A2,791,500$164.8M0.2%+112,339+4.2%AddedHistory
KOCoca Cola CoStock2,134,839$162.4M0.2%+183,509+9.4%AddedHistory
PEPPepsiCo IncStock1,034,418$160.6M0.2%+51,897+5.3%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF4,117,890$160.0M0.2%+353,224+9.4%Added–

Sold out since Q4 2025 (368)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 368 by value last quarter.

Positions of Mariner, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
EXASExact Sciences CorpCOM109,131$11.1M<0.1%History
PIMCO ETF Tr72201R627SR LN ACTIVE ETF161,872$8.14M<0.1%–
CFLTConfluent, Inc.CLASS A COM261,504$7.90M<0.1%History
DAYDayforce, Inc.COM108,856$7.53M<0.1%History
BROBrown & Brown, Inc.Stock78,182$6.23M<0.1%History
SNVSynovus Financial CorpCOM NEW113,654$5.70M<0.1%History
DDSDillard's, Inc.CL A8,719$5.29M<0.1%History
ROLRollins IncCOM79,930$4.80M<0.1%History
PLNTPlanet Fitness, Inc.CL A38,026$4.12M<0.1%History
TEMTempus AI, Inc.CL A68,858$4.06M<0.1%History
CAGConagra Brands Inc.Stock223,993$3.88M<0.1%History
JKHYJack Henry & Associates IncStock21,081$3.84M<0.1%History
RIVNRivian Automotive, Inc.Stock192,747$3.80M<0.1%History
IONSIonis Pharmaceuticals IncCOM47,740$3.78M<0.1%History
STLDSteel Dynamics IncCOM21,120$3.58M<0.1%History
AOSSmith A O CorpCOM53,267$3.56M<0.1%History
RJFRaymond James Financial IncCOM21,493$3.45M<0.1%History
DUOLDuolingo, Inc.CL A COM19,171$3.37M<0.1%History
Ssga Active Tr78470P846ST STR BLACK ETF116,337$3.31M<0.1%–
Cyberark Software LtdM2682V108SHS7,414$3.31M<0.1%–
RNRRenaissancere Holdings LtdCOM10,952$3.08M<0.1%History
New Gold Inc Cda644535106COM332,946$2.90M<0.1%–
LIILennox International IncCOM5,848$2.84M<0.1%History
UUnity Software Inc.COM63,943$2.83M<0.1%History
ETSYEtsy IncCOM50,232$2.78M<0.1%History
SBACSba Communications CorpCL A13,630$2.64M<0.1%History
ELEstee Lauder Companies IncCL A23,812$2.49M<0.1%History
AIZAssurant, Inc.Stock9,710$2.34M<0.1%History
SPDR Series Trust78464A771ST STR SP CAPMKT15,453$2.32M<0.1%–
CNPCenterpoint Energy IncCOM60,433$2.32M<0.1%History
Aspen Insurance Holdings LtdG05384501ORD SHS CL A61,980$2.30M<0.1%–
AVYAvery Dennison CorpCOM12,187$2.22M<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S34,346$2.21M<0.1%–
SUISun Communities IncCOM17,254$2.14M<0.1%History
NCLHNorwegian Cruise Line Holdings Ltd.SHS93,715$2.09M<0.1%History
CELHCelsius Holdings, Inc.COM NEW42,964$1.97M<0.1%History
FAFFirst American Financial CorpStock30,150$1.85M<0.1%History
LOPEGrand Canyon Education, Inc.COM10,754$1.79M<0.1%History
FYBRFrontier Communications Parent, Inc.COM45,381$1.73M<0.1%History
CROXCrocs, Inc.COM19,811$1.70M<0.1%History
TNLTravel & Leisure Co.COM24,004$1.70M<0.1%History
LYVLive Nation Entertainment, Inc.COM11,740$1.67M<0.1%History
PNFPPinnacle Financial Partners, Inc.COM17,074$1.66M<0.1%History
REVGREV Group, Inc.COM27,178$1.65M<0.1%History
VOYAVoya Financial, Inc.COM22,173$1.65M<0.1%History
WTFCWintrust Financial CorpCOM11,725$1.64M<0.1%History
TDCTeradata CorpStock53,401$1.63M<0.1%History
RYNRayonier IncCOM72,661$1.57M<0.1%History
FLUTFlutter Entertainment plcSHS7,128$1.53M<0.1%History
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG68,327$1.48M<0.1%–
MIRMirion Technologies, Inc.COM CL A62,504$1.46M<0.1%History
AMTMAmentum Holdings, Inc.COM48,837$1.42M<0.1%History
PATHUiPath, Inc.Stock83,071$1.36M<0.1%History
WENWendy's CoStock163,458$1.36M<0.1%History
PAGPenske Automotive Group, Inc.COM8,142$1.29M<0.1%History
SMMTSummit Therapeutics Inc.COM73,497$1.29M<0.1%History
Simplify Exchange Traded Fun82889N764HEDGED EQUITY36,643$1.17M<0.1%–
TELFYTelefonica S ASPONSORED ADR285,942$1.16M<0.1%History
IRIngersoll Rand Inc.COM14,279$1.13M<0.1%History
FCNCAFirst Citizens Bancshares IncCL A522$1.12M<0.1%History
HEIHeico CorpCOM3,408$1.10M<0.1%History
TMDXTransMedics Group, Inc.COM9,022$1.10M<0.1%History
REYNReynolds Consumer Products Inc.COM46,388$1.07M<0.1%History
PIMCO ETF Tr72201R569MTG BKD SECS ACT21,400$1.06M<0.1%–
DRVNDriven Brands Holdings Inc.COM71,736$1.06M<0.1%History
VISNVistance Networks, Inc.COM58,501$1.06M<0.1%History
MURMurphy Oil CorpCOM32,856$1.03M<0.1%History
PACSPACS Group, Inc.COM SHS26,319$1.01M<0.1%History
INBXInhibrx Biosciences, Inc.COM12,746$1.01M<0.1%History
INDVIndivior Pharmaceuticals, Inc.ORD27,585$989.6K<0.1%History
KRGKite Realty Group TrustCOM NEW39,469$945.7K<0.1%History
LEUCentrus Energy CorpStock3,895$943.7K<0.1%History
WFRDWeatherford International plcORD SHS12,006$940.7K<0.1%History
AHRAmerican Healthcare REIT, Inc.COM SHS19,703$924.2K<0.1%History
CPBCAMPBELL'S CoCOM32,098$894.7K<0.1%History
PENNPENN Entertainment, Inc.COM59,841$882.6K<0.1%History
SBRASabra Health Care REIT, Inc.REIT46,580$882.6K<0.1%History
Pacer FDS Tr69374H709GLOBL CASH ETF20,539$846.6K<0.1%–
HIMSHims & Hers Health, Inc.Stock25,893$839.9K<0.1%History
CIVICivitas Resources, Inc.EQUITY US CM30,088$815.4K<0.1%History
LNCLincoln National CorpCOM18,286$814.9K<0.1%History
ORAOrmat Technologies, Inc.COM7,360$813.7K<0.1%History
Vanguard Scottsdale FDS92206C573TOTAL CORP BND10,364$804.7K<0.1%–
NXSTNexstar Media Group, Inc.COMMON STOCK3,927$800.0K<0.1%History
TXNMTXNM Energy IncCOM13,531$796.3K<0.1%History
CPTCamden Property TrustREIT7,091$781.3K<0.1%History
AZZAzz IncCOM7,157$765.5K<0.1%History
NINisource Inc.COM18,305$763.4K<0.1%History
FRPTFreshpet, Inc.Stock12,559$762.8K<0.1%History
HIWHighwoods Properties, Inc.COM29,330$757.3K<0.1%History
Schwab Strategic Tr808524615MORTGAGE BACKED29,388$754.5K<0.1%–
PLUSEplus IncCOM8,547$749.5K<0.1%History
RRyder System IncCOM3,903$746.8K<0.1%History
NENoble Corp plcORD SHS A26,264$742.6K<0.1%History
WisdomTree Tr97717Y790US EFFIC CORE FD13,475$738.6K<0.1%–
CNXCNX Resources CorpCOM19,834$730.3K<0.1%History
MRPMillrose Properties, Inc.COM CL A24,270$725.3K<0.1%History
STAGSTAG Industrial, Inc.COM19,280$709.3K<0.1%History
THSTreeHouse Foods, Inc.COM29,781$702.9K<0.1%History
MSGEMadison Square Garden Entertainment Corp.COM CL A12,943$697.5K<0.1%History