Martin Investment Management as of June 30, 2020
Portfolio Holdings for Martin Investment Management
Martin Investment Management holds 45 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $17M | 46k | 364.79 | |
| Check Point Software Tech Lt Ord (CHKP) | 6.5 | $16M | 146k | 107.43 | |
| Nxp Semiconductors N V (NXPI) | 6.2 | $15M | 130k | 114.04 | |
| Sap Se Spon Adr (SAP) | 5.5 | $13M | 94k | 140.00 | |
| Mastercard Incorporated Cl A (MA) | 5.3 | $13M | 43k | 295.70 | |
| Novartis Sponsored Adr (NVS) | 5.2 | $13M | 144k | 87.34 | |
| Alcon Ord Shs (ALC) | 4.6 | $11M | 193k | 57.32 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 3.5 | $8.5M | 67k | 125.64 | |
| Facebook Cl A (META) | 3.1 | $7.5M | 33k | 227.07 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $7.4M | 20k | 362.35 | |
| Target Corporation (TGT) | 3.0 | $7.2M | 60k | 119.94 | |
| Sony Corp Sponsored Adr (SONY) | 3.0 | $7.2M | 104k | 69.13 | |
| Msci (MSCI) | 2.8 | $6.7M | 20k | 333.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $6.4M | 4.5k | 1418.07 | |
| Verisk Analytics (VRSK) | 2.7 | $6.4M | 38k | 170.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.6 | $6.3M | 29k | 214.70 | |
| Bristol Myers Squibb (BMY) | 2.5 | $6.1M | 104k | 58.80 | |
| IAC/InterActive | 2.5 | $6.1M | 19k | 323.38 | |
| Gilead Sciences (GILD) | 2.4 | $5.8M | 76k | 76.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $5.5M | 31k | 178.51 | |
| Royal Dutch Shell Spon Adr B | 2.2 | $5.2M | 171k | 30.45 | |
| Stryker Corporation (SYK) | 2.1 | $5.0M | 28k | 180.17 | |
| American Express Company (AXP) | 2.0 | $4.9M | 51k | 95.20 | |
| Procter & Gamble Company (PG) | 2.0 | $4.8M | 40k | 119.57 | |
| Lauder Estee Cos Cl A (EL) | 1.9 | $4.7M | 25k | 188.66 | |
| Johnson & Johnson (JNJ) | 1.9 | $4.6M | 33k | 140.63 | |
| L3harris Technologies (LHX) | 1.9 | $4.5M | 27k | 169.67 | |
| Fiserv (FI) | 1.7 | $4.1M | 42k | 97.61 | |
| General Dynamics Corporation (GD) | 1.5 | $3.6M | 24k | 149.44 | |
| Booking Holdings (BKNG) | 1.3 | $3.2M | 2.0k | 1592.26 | |
| Carrier Global Corporation (CARR) | 1.0 | $2.5M | 112k | 22.22 | |
| Raytheon Technologies Corp (RTX) | 1.0 | $2.5M | 40k | 61.63 | |
| Otis Worldwide Corp (OTIS) | 0.9 | $2.2M | 40k | 56.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $847k | 599.00 | 1414.02 | |
| Ihs Markit SHS | 0.2 | $496k | 6.6k | 75.49 | |
| Microsoft Corporation (MSFT) | 0.2 | $496k | 2.4k | 203.36 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $456k | 3.2k | 141.40 | |
| Intel Corporation (INTC) | 0.2 | $388k | 6.5k | 59.90 | |
| Medtronic SHS (MDT) | 0.1 | $315k | 3.4k | 91.76 | |
| Amazon (AMZN) | 0.1 | $279k | 101.00 | 2762.38 | |
| Visa Com Cl A (V) | 0.1 | $278k | 1.4k | 192.92 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $272k | 4.8k | 56.78 | |
| Sensata Technologies Hldng P SHS (ST) | 0.1 | $241k | 6.5k | 37.23 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $236k | 1.9k | 126.81 | |
| Costco Wholesale Corporation (COST) | 0.1 | $212k | 699.00 | 303.29 |
