Marquette Asset Management’s Loar Holdings LOAR Stock Holding History

Marquette Asset Management’s Portfolio LOAR Stock Details LOAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$645	Buy	+8	New	+$510	﹤0.01%	772

Other funds holding LOAR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

Marquette Asset Management's LOAR Position: Q2 2026 in Review

Marquette Asset Management opened a new position in Loar Holdings (LOAR) in Q2 2026: 8 shares worth $645. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

37 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Marquette Asset Management held 8 shares of Loar Holdings worth $645 as of Q2 2026.
Loar Holdings was a new Marquette Asset Management position in Q2 2026.
Loar Holdings made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #772 holding.
37 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.