Martin Investment Management
Latest statistics and disclosures from Martin Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVS, SONY, CHKP, AZN, AAPL, and represent 32.90% of Martin Investment Management's stock portfolio.
- Added to shares of these 10 stocks: CRH, JPLD, META, JCPB, NVDA, AVGO, MSFT, AMZN, TSM, AON.
- Started 3 new stock positions in CRH, JPLD, JCPB.
- Reduced shares in these 10 stocks: SONY, WAB, MA, FDS, AAPL, BKNG, SYK, NXPI, GOOGL, NVS.
- Sold out of its position in FDS.
- Martin Investment Management was a net seller of stock by $-5.0M.
- Martin Investment Management has $394M in assets under management (AUM), dropping by 0.88%.
- Central Index Key (CIK): 0001511888
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Portfolio Holdings for Martin Investment Management
Martin Investment Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Novartis Sponsored Adr (NVS) | 7.1 | $28M | 218k | 128.24 |
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| Sony Group Corp Sponsored Adr (SONY) | 7.1 | $28M | -6% | 965k | 28.79 |
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| Check Point Software Tech Lt Ord (CHKP) | 6.9 | $27M | 131k | 206.91 |
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| Astrazeneca Sponsored Adr (AZN) | 6.2 | $25M | 320k | 76.72 |
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| Apple (AAPL) | 5.6 | $22M | 87k | 254.63 |
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| Toyota Motor Corp Ads (TM) | 5.6 | $22M | 115k | 191.09 |
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| Mastercard Incorporated Cl A (MA) | 4.8 | $19M | 34k | 568.81 |
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| Alcon Ord Shs (ALC) | 4.8 | $19M | 256k | 74.51 |
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| Nice Sponsored Adr (NICE) | 4.6 | $18M | 124k | 144.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $17M | 69k | 243.10 |
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| Novo-nordisk A S Adr (NVO) | 3.9 | $15M | 275k | 55.49 |
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| Booking Holdings (BKNG) | 3.1 | $12M | 2.3k | 5399.27 |
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| American Express Company (AXP) | 2.9 | $11M | 34k | 332.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $11M | 22k | 502.74 |
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| L3harris Technologies (LHX) | 2.4 | $9.5M | 31k | 305.41 |
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| Wabtec Corporation (WAB) | 2.2 | $8.7M | -3% | 43k | 200.47 |
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| AutoZone (AZO) | 2.2 | $8.5M | 2.0k | 4290.24 |
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| CBOE Holdings (CBOE) | 2.1 | $8.4M | 34k | 245.25 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $7.4M | -2% | 15k | 485.02 |
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| Stryker Corporation (SYK) | 1.8 | $6.9M | -3% | 19k | 369.67 |
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| Verisk Analytics (VRSK) | 1.7 | $6.9M | 27k | 251.51 |
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| Leidos Holdings (LDOS) | 1.7 | $6.9M | 36k | 188.96 |
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| Ametek (AME) | 1.7 | $6.8M | 36k | 188.00 |
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| Cheniere Energy Com New (LNG) | 1.7 | $6.5M | -2% | 28k | 234.98 |
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| Nxp Semiconductors N V (NXPI) | 1.6 | $6.5M | -3% | 28k | 227.73 |
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| Roper Industries (ROP) | 1.5 | $6.0M | 12k | 498.69 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $5.2M | 21k | 246.60 |
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| Adobe Systems Incorporated (ADBE) | 1.3 | $5.0M | 14k | 352.75 |
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| NVIDIA Corporation (NVDA) | 1.1 | $4.3M | +5% | 23k | 186.58 |
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| Merck & Co (MRK) | 1.1 | $4.1M | -2% | 49k | 83.93 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.2M | +9% | 2.2k | 517.95 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.2M | -4% | 1.2k | 968.09 |
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| Amazon (AMZN) | 0.2 | $947k | +10% | 4.3k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $931k | -10% | 3.8k | 243.55 |
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| Aon Shs Cl A (AON) | 0.2 | $708k | 2.0k | 356.58 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $654k | +3% | 2.3k | 279.29 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $636k | -17% | 5.6k | 112.75 |
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| Relx Sponsored Adr (RELX) | 0.1 | $549k | 12k | 47.76 |
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| Medtronic SHS (MDT) | 0.1 | $539k | 5.7k | 95.24 |
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| Allegion Ord Shs (ALLE) | 0.1 | $522k | 2.9k | 177.35 |
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| Meta Platforms Cl A (META) | 0.1 | $485k | +99% | 661.00 | 734.38 |
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| Visa Com Cl A (V) | 0.1 | $444k | 1.3k | 341.38 |
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| Haleon Spon Ads (HLN) | 0.1 | $420k | +2% | 47k | 8.97 |
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| Broadcom (AVGO) | 0.1 | $412k | +56% | 1.3k | 329.91 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $346k | 2.8k | 124.34 |
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| Costco Wholesale Corporation (COST) | 0.1 | $292k | -7% | 315.00 | 925.63 |
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| Suncor Energy (SU) | 0.1 | $289k | 6.9k | 41.81 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $281k | 1.5k | 182.42 |
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| CRH Ord (CRH) | 0.1 | $263k | NEW | 2.2k | 119.90 |
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| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.1 | $254k | NEW | 4.8k | 52.48 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $224k | NEW | 4.7k | 47.55 |
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Past Filings by Martin Investment Management
SEC 13F filings are viewable for Martin Investment Management going back to 2011
- Martin Investment Management 2025 Q3 filed Nov. 4, 2025
- Martin Investment Management 2025 Q2 filed Aug. 7, 2025
- Martin Investment Management 2025 Q1 filed May 14, 2025
- Martin Investment Management 2024 Q4 filed Feb. 12, 2025
- Martin Investment Management 2024 Q3 filed Oct. 30, 2024
- Martin Investment Management 2024 Q2 filed Aug. 5, 2024
- Martin Investment Management 2024 Q1 filed May 9, 2024
- Martin Investment Management 2023 Q4 filed Feb. 6, 2024
- Martin Investment Management 2023 Q3 filed Nov. 1, 2023
- Martin Investment Management 2023 Q2 filed July 31, 2023
- Martin Investment Management 2023 Q1 filed May 9, 2023
- Martin Investment Management 2022 Q4 filed Feb. 1, 2023
- Martin Investment Management 2022 Q3 filed Nov. 4, 2022
- Martin Investment Management 2022 Q2 filed Aug. 11, 2022
- Martin Investment Management 2022 Q1 filed May 10, 2022
- Martin Investment Management 2021 Q4 filed Feb. 9, 2022