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Mariner, LLC

SEC CIK
0001373442
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
3,517
−28 vs. Q1 2026
Portfolio value
$95.2B
+$9.54B (+11.1%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Mariner, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock18,017,024$5.21B5.5%+321,808+1.8%AddedHistory
NVDANVIDIA CorpStock25,953,279$5.19B5.5%−229,106−0.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF5,571,768$4.17B4.4%+98,754+1.8%Added–
Vanguard Ftse Developed Markets ETF921943858ETF37,068,072$2.64B2.8%+1,501,083+4.2%Added–
MSFTMicrosoft CorpStock5,468,639$2.04B2.1%−318,042−5.5%ReducedHistory
GOOGLAlphabet Inc.Stock4,585,539$1.64B1.7%−86,616−1.9%ReducedHistory
AMZNAmazon Com IncStock6,573,838$1.57B1.6%−107,769−1.6%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF14,864,310$1.47B1.5%+1,116,093+8.1%Added–
AVGOBroadcom Inc.Stock3,565,721$1.35B1.4%+22,064+0.6%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF16,401,450$1.26B1.3%+288,903+1.8%Added–
MUMicron Technology IncStock945,793$1.09B1.1%+423,624+81.1%AddedHistory
Vanguard Morningstar Value ETF922908744ETF4,957,163$1.08B1.1%−103,548−2.0%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,435,507$1.07B1.1%−72,425−4.8%ReducedHistory
JPMJPMorgan Chase & CoStock3,158,977$1.03B1.1%+73,001+2.4%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF10,178,869$983.0M1.0%+431,930+4.4%Added–
Vanguard Morningstar Growth ETF922908736ETF11,171,893$962.3M1.0%−217,277−1.9%ReducedConverted for a 6-for-1 split–
iShares Tr46434V613CORE UNIVRSL USD20,743,278$957.3M1.0%+1,795,085+9.5%Added–
GOOGAlphabet Inc.Stock2,475,279$874.6M0.9%−96,848−3.8%ReducedHistory
LLYEli Lilly & CoStock716,755$859.9M0.9%+22,894+3.3%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF14,143,575$844.1M0.9%+116,272+0.8%Added–
METAMeta Platforms, Inc.Stock1,428,971$804.9M0.8%+5,957+0.4%AddedHistory
TSLATesla, Inc.Stock1,893,990$796.5M0.8%+15,718+0.8%AddedHistory
GLWCorning IncCOM2,868,833$732.8M0.8%−693,919−19.5%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF8,850,651$732.5M0.8%+152,099+1.7%Added–
Invesco QQQ Trust Series I46090E103ETF981,334$722.6M0.8%−134,460−12.1%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF8,738,252$704.0M0.7%+202,528+2.4%AddedConverted for a 4-for-1 split–
Vanguard Morningstar Small-Cap ETF922908751ETF2,278,949$690.8M0.7%+63,264+2.9%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,822,272$674.3M0.7%−32,409−1.7%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF19,308,603$653.4M0.7%−455,590−2.3%Reduced–
BRK.BBerkshire Hathaway IncStock1,244,906$622.9M0.7%−11,171−0.9%ReducedHistory
Vanguard S&P 500 ETF922908363ETF816,784$560.9M0.6%−81,621−9.1%Reduced–
GEVGE Vernova Inc.Stock461,705$542.1M0.6%−90,457−16.4%ReducedHistory
APOApollo Global Management, Inc.COM4,681,672$538.8M0.6%+35,698+0.8%AddedHistory
WMTWalmart Inc.Stock4,743,493$537.3M0.6%−165,724−3.4%ReducedHistory
JNJJohnson & JohnsonStock1,940,998$493.0M0.5%+12,673+0.7%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock637,275$486.1M0.5%+12,869+2.1%AddedHistory
AMATApplied Materials IncStock649,877$469.7M0.5%+147,780+29.4%AddedHistory
iShares S&P 500 Growth ETF464287309ETF3,269,520$449.7M0.5%−296,174−8.3%Reduced–
PGProcter & Gamble CoStock2,841,060$416.6M0.4%−99,452−3.4%ReducedHistory
AMGNAmgen IncStock1,094,241$396.2M0.4%+17,884+1.7%AddedHistory
AMDAdvanced Micro Devices IncStock678,695$394.2M0.4%−68,563−9.2%ReducedHistory
COSTCostco Wholesale CorpStock419,996$392.9M0.4%−17,092−3.9%ReducedHistory
LRCXLam Research CorpStock884,666$383.3M0.4%−23,208−2.6%ReducedHistory
KLACKLA CorpCOM NEW1,254,871$378.4M0.4%+7,211+0.6%AddedConverted for a 10-for-1 splitHistory
PNCPNC Financial Services Group, Inc.Stock1,497,825$368.8M0.4%+45,842+3.2%AddedHistory
TJXTJX Companies IncStock2,429,911$368.1M0.4%+758,492+45.4%AddedHistory
VVisa Inc.Stock1,055,840$362.2M0.4%−3,778−0.4%ReducedHistory
MRKMerck & Co., Inc.Stock2,781,786$357.5M0.4%−13,435−0.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM2,533,698$346.4M0.4%−49,895−1.9%ReducedHistory
ABBVAbbVie Inc.Stock1,371,290$345.1M0.4%+55,020+4.2%AddedHistory
CATCaterpillar IncStock308,771$328.8M0.3%−11,938−3.7%ReducedHistory
MAMastercard IncStock631,340$324.2M0.3%−3,514−0.6%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF9,144,880$318.3M0.3%−30,892−0.3%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF10,313,474$303.5M0.3%−68,053−0.7%Reduced–
iShares MSCI Eafe ETF464287465ETF2,891,642$300.4M0.3%−236,040−7.5%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF1,241,734$293.8M0.3%−121,672−8.9%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF992,209$288.4M0.3%−401,790−28.8%Reduced–
CVXChevron CorpStock1,734,558$287.5M0.3%+69,695+4.2%AddedHistory
CDNSCadence Design Systems IncStock763,085$286.4M0.3%+51,958+7.3%AddedHistory
FASTFastenal CoStock5,897,822$283.2M0.3%+1,693,162+40.3%AddedHistory
CMICummins IncStock394,628$281.4M0.3%+149,461+61.0%AddedHistory
NEENextera Energy IncStock3,186,646$279.7M0.3%−6,419−0.2%ReducedHistory
BRK.ABerkshire Hathaway IncCL A369$276.3M0.3%+19+5.4%AddedHistory
Schwab International Equity ETF808524805ETF9,681,325$268.1M0.3%−314,356−3.1%Reduced–
PLTRPalantir Technologies Inc.Stock2,264,855$264.2M0.3%+302,852+15.4%AddedHistory
CSCOCisco Systems, Inc.Stock2,221,449$260.9M0.3%−187,535−7.8%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD2,161,388$253.9M0.3%+124,297+6.1%Added–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF5,400,464$253.5M0.3%+672,849+14.2%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR521,480$248.9M0.3%−42,329−7.5%ReducedHistory
NDAQNasdaq, Inc.COM3,159,120$248.9M0.3%+187,208+6.3%AddedHistory
HDHome Depot, Inc.Stock699,267$246.6M0.3%−427,913−38.0%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF1,984,815$246.4M0.3%−286,721−12.6%ReducedConverted for a 4-for-1 split–
iShares Core S&P Small Cap ETF464287804ETF1,645,376$244.0M0.3%−89,465−5.2%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,779,573$241.8M0.3%+512,423+12.0%Added–
iShares Russell 2000 ETF464287655ETF799,545$240.2M0.3%+123,890+18.3%Added–
iShares S&P 500 Value ETF464287408ETF1,052,224$238.9M0.3%−74,484−6.6%Reduced–
NFLXNetflix IncStock3,286,132$234.7M0.2%+583,041+21.6%AddedHistory
LINLinde PLCStock452,125$234.6M0.2%+7,644+1.7%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF2,455,521$233.9M0.2%−23,676−1.0%Reduced–
iShares Tr464287622RUS 1000 ETF566,204$231.9M0.2%−14,487−2.5%Reduced–
iShares Tr464288414NATIONAL MUN ETF2,096,093$225.6M0.2%−12,121−0.6%Reduced–
PSXPhillips 66Stock1,311,840$221.8M0.2%+89,513+7.3%AddedHistory
PEverpure, Inc.CL A2,814,800$221.5M0.2%+23,300+0.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF6,973,748$221.1M0.2%−632,571−8.3%Reduced–
TTTrane Technologies plcSHS446,447$219.2M0.2%+32,676+7.9%AddedHistory
SCHWSchwab Charles CorpStock2,375,832$219.2M0.2%+254,501+12.0%AddedHistory
MCDMcDonalds CorpStock803,614$217.2M0.2%−34,288−4.1%ReducedHistory
TXNTexas Instruments IncStock723,682$215.7M0.2%+68,537+10.5%AddedHistory
SYKStryker CorpStock683,511$215.3M0.2%−43,179−5.9%ReducedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF2,618,024$214.5M0.2%−376,306−12.6%Reduced–
Vanguard Real Estate ETF922908553ETF2,222,799$214.4M0.2%+102,780+4.8%Added–
TDYTeledyne Technologies IncCOM317,467$211.6M0.2%−11,714−3.6%ReducedHistory
GSGoldman Sachs Group IncStock209,144$211.5M0.2%+12,066+6.1%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,164,706$209.9M0.2%−309,337−6.9%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF582,014$200.1M0.2%−21,933−3.6%Reduced–
PANWPalo Alto Networks IncStock579,977$197.7M0.2%−34,197−5.6%ReducedHistory
INTCIntel CorpStock1,393,260$194.5M0.2%+32,586+2.4%AddedHistory
MSMorgan StanleyStock927,484$193.9M0.2%+30,629+3.4%AddedHistory
GEGeneral Electric CoStock514,297$192.2M0.2%−10,628−2.0%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF2,527,648$191.6M0.2%−191,049−7.0%Reduced–

Sold out since Q1 2026 (491)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 491 by value last quarter.

Positions of Mariner, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM479,855$108.5M0.1%History
Fidelity Covington Trust316092360FUN LAR COR ETF1,026,985$52.7M0.1%–
TERNTerns Pharmaceuticals, Inc.COM557,361$29.4M<0.1%History
Thornburg ETF Tr88521L207MULTI SECTOR BD1,107,840$28.3M<0.1%–
CTSHCognizant Technology Solutions CorpCL A344,384$21.1M<0.1%History
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF329,299$21.0M<0.1%–
Pacer FDS Tr69374H436METAURUS CAP 400435,489$17.5M<0.1%–
Ssga Active Tr78470P408STATE STREET US277,050$16.0M<0.1%–
MASIMasimo CorpCOM61,265$10.9M<0.1%History
Natixis ETF Trust II63875W406NATIXIS LOOMIS257,985$10.2M<0.1%–
Hartford FDS Exchange Traded41653L701CORE BD ETF264,026$9.25M<0.1%–
KRMNKarman Holdings Inc.COMMON STOCK111,952$8.96M<0.1%History
WEXWEX Inc.COM54,635$8.36M<0.1%History
Goldman Sachs ETF Tr38149W549MUNI INCOME ETF163,319$8.32M<0.1%–
Fidelity Covington Trust316092337FIDELITY FUND LR286,735$7.97M<0.1%–
First Tr Exchange-Traded FD33738D788CORE INVESTMENT376,444$7.89M<0.1%–
DDDuPont de Nemours, Inc.COM166,698$7.63M<0.1%History
American Centy ETF Tr025072562AVANTIS CORE FI182,226$7.57M<0.1%–
KDPKeurig Dr Pepper Inc.COM283,279$7.46M<0.1%History
Capitol Ser Tr14064D550FAIRLEAD TACTICA241,170$7.33M<0.1%–
MFS Active Exchange Traded F55286W405INTERNATINL ETF241,064$7.16M<0.1%–
SPDR Series Trust78468R705ST STR 1500MOM24,845$6.96M<0.1%–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF187,232$6.32M<0.1%–
CTRACoterra Energy Inc.Stock179,529$6.31M<0.1%History
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN245,168$6.08M<0.1%–
GWREGuidewire Software, Inc.COM40,097$6.00M<0.1%History
MTZMastec IncCOM18,544$5.97M<0.1%History
Janus Detroit STR Tr47103U209HENDERSN SML ETF70,267$5.58M<0.1%–
GMEDGlobus Medical IncStock62,932$5.42M<0.1%History
Pacer US Small Cap Cash Cows ETF69374H857ETF109,901$4.93M<0.1%–
ALSumisho Air Lease CorpCL A75,503$4.90M<0.1%History
J P Morgan Exchange Traded F46654Q781EQUITY FOCUS ETF67,659$4.86M<0.1%–
CACICACI International IncCL A8,931$4.86M<0.1%History
TRUTransUnionCOM68,795$4.76M<0.1%History
First Tr Exchng Traded FD VI33740F870LOW DUR STRTGC241,798$4.57M<0.1%–
Franklin Templeton ETF Tr35473P611LIBERTY INTL214,415$4.34M<0.1%–
Kraneshares Trust500767363PUBLIC-PRIVATE A129,865$4.26M<0.1%–
Fidelity Merrimack STR Tr316188408LOW DURTIN ETF84,993$4.25M<0.1%–
IFFInternational Flavors & Fragrances IncCOM55,447$4.02M<0.1%History
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF425,555$3.96M<0.1%–
AB Active ETFs Inc00039J202TAX AWARE SHRT155,635$3.92M<0.1%–
TYLTyler Technologies IncCOM11,436$3.92M<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock41,536$3.82M<0.1%History
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF73,713$3.82M<0.1%–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY53,960$3.80M<0.1%–
APGAPi Group CorpCOM STK93,083$3.77M<0.1%History
FLSFlowserve CorpCOM50,255$3.69M<0.1%History
SOFISoFi Technologies, Inc.Stock227,251$3.61M<0.1%History
INSMINSMED IncCOM PAR $.0122,072$3.61M<0.1%History
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV70,003$3.58M<0.1%–
WisdomTree Tr97717Y857US MULTIFACTOR72,360$3.57M<0.1%–
TRIThomson Reuters CorpCOM NO PAR38,009$3.42M<0.1%History
SGISomnigroup International Inc.COM46,003$3.40M<0.1%History
CGNXCognex CorpCOM68,138$3.34M<0.1%History
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION128,083$3.30M<0.1%–
Invesco Exch Traded FD Tr II46138E636INTL CORP BD139,971$3.23M<0.1%–
iShares Tr46435G250HIGH YLD SYSTM B67,982$3.16M<0.1%–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US36,944$3.13M<0.1%–
FRFirst Industrial Realty Trust IncCOM53,908$3.12M<0.1%History
WSTWest Pharmaceutical Services IncCOM12,434$3.12M<0.1%History
Morgan Stanley ETF Trust61774R817EAT INC OPP ETF61,907$3.07M<0.1%–
WPCW. P. Carey Inc.COM43,622$2.96M<0.1%History
EPAMEPAM Systems, Inc.COM20,994$2.84M<0.1%History
IONQIonQ, Inc.COM94,466$2.72M<0.1%History
VTRSViatris IncStock199,759$2.70M<0.1%History
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF88,944$2.68M<0.1%–
CNMCore & Main, Inc.CL A50,698$2.50M<0.1%History
AFRMAffirm Holdings, Inc.COM CL A53,394$2.45M<0.1%History
ALSNAllison Transmission Holdings IncStock19,744$2.31M<0.1%History
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL14,448$2.23M<0.1%–
American Centy ETF Tr025072687AVANTIS SHFXDINC46,634$2.18M<0.1%–
FOXAFox CorpCL A COM37,361$2.18M<0.1%History
ESABESAB CorpCOM21,799$2.11M<0.1%History
WTWWillis Towers Watson PLCSHS7,234$2.10M<0.1%History
iShares U S ETF Tr46431W838SHOR MAT MUN ETF40,527$2.04M<0.1%–
SONSonoco Products CoCOM37,631$2.04M<0.1%History
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF78,363$1.98M<0.1%–
American Centy ETF Tr025072307US QUALITY GROW18,390$1.93M<0.1%–
TTDTrade Desk, Inc.Stock84,187$1.91M<0.1%History
AUAngloGold Ashanti PLCCOM SHS19,533$1.90M<0.1%History
MTDRMatador Resources CoCOM30,010$1.90M<0.1%History
WMSAdvanced Drainage Systems, Inc.COM13,440$1.84M<0.1%History
Simplify Exchange Traded Fun82889N699MANAGED FUTURES59,657$1.80M<0.1%–
Hartford FDS Exchange Traded41653L883LARGE CAP GRWT72,354$1.77M<0.1%–
AGCOAGCO CorpCOM15,220$1.76M<0.1%History
SPXCSPX Technologies, Inc.COM8,802$1.76M<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW24,840$1.75M<0.1%History
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 202777,706$1.74M<0.1%–
FLXSFlexsteel Industries IncCOM38,302$1.72M<0.1%History
IDXXIDEXX Laboratories IncCOM3,016$1.69M<0.1%History
NXTNextpower Inc.Stock13,826$1.67M<0.1%History
PHMPultegroup IncCOM14,000$1.65M<0.1%History
Thornburg ETF Tr88521L306INTL EQUITY ETF50,599$1.63M<0.1%–
CVGWCalavo Growers IncCOM62,953$1.62M<0.1%History
QSRRestaurant Brands International Inc.COM20,807$1.54M<0.1%History
American Centy ETF Tr025072505DIVERSIFIED MU30,701$1.54M<0.1%–
SWKSSkyworks Solutions, Inc.Stock28,361$1.52M<0.1%History
FCNFti Consulting, IncCOM8,549$1.51M<0.1%History
HUBBHubbell IncCOM3,036$1.49M<0.1%History
ALLEAllegion plcORD SHS10,145$1.47M<0.1%History