Martin Investment Management
Latest statistics and disclosures from Martin Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVS, AstraZeneca, SONY, TM, CHKP, and represent 36.39% of Martin Investment Management's stock portfolio.
- Added to shares of these 4 stocks: DB (+$20M), APTV (+$5.8M), JPST, SONY.
- Started 3 new stock positions in DB, APTV, JPST.
- Reduced shares in these 10 stocks: ALC (-$19M), NICE (-$18M), NVO (-$14M), VRSK (-$5.6M), AAPL, GOOGL, MA, AstraZeneca, AXP, BKNG.
- Sold out of its positions in META, NICE, PLTR, SU, ALC.
- Martin Investment Management was a net seller of stock by $-45M.
- Martin Investment Management has $357M in assets under management (AUM), dropping by -9.18%.
- Central Index Key (CIK): 0001511888
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Portfolio Holdings for Martin Investment Management
Martin Investment Management holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Novartis Sponsored Adr (NVS) | 8.2 | $29M | -2% | 212k | 137.87 |
|
| Astrazeneca Sponsored Adr | 8.0 | $29M | -3% | 310k | 91.93 |
|
| Sony Group Corp Sponsored Adr (SONY) | 6.9 | $25M | 968k | 25.60 |
|
|
| Toyota Motor Corp Ads (TM) | 6.7 | $24M | -2% | 113k | 214.06 |
|
| Check Point Software Tech Lt Ord (CHKP) | 6.6 | $24M | -3% | 127k | 185.56 |
|
| Apple (AAPL) | 6.1 | $22M | -7% | 80k | 271.86 |
|
| Deutsche Bank A G Namen Akt (DB) | 5.7 | $20M | NEW | 526k | 38.56 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $20M | -7% | 64k | 313.00 |
|
| Mastercard Incorporated Cl A (MA) | 5.0 | $18M | -6% | 31k | 570.88 |
|
| American Express Company (AXP) | 3.3 | $12M | -7% | 32k | 369.95 |
|
| Booking Holdings (BKNG) | 3.2 | $11M | -7% | 2.1k | 5355.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $10M | -6% | 21k | 502.65 |
|
| Wabtec Corporation (WAB) | 2.5 | $8.8M | -5% | 41k | 213.45 |
|
| L3harris Technologies (LHX) | 2.4 | $8.5M | -5% | 29k | 293.57 |
|
| Thermo Fisher Scientific (TMO) | 2.4 | $8.4M | -4% | 15k | 579.45 |
|
| CBOE Holdings (CBOE) | 2.2 | $8.0M | -6% | 32k | 251.00 |
|
| Ametek (AME) | 1.9 | $6.9M | -6% | 34k | 205.31 |
|
| AutoZone (AZO) | 1.8 | $6.3M | -6% | 1.9k | 3391.50 |
|
| Stryker Corporation (SYK) | 1.8 | $6.3M | -4% | 18k | 351.47 |
|
| Leidos Holdings (LDOS) | 1.7 | $6.2M | -4% | 35k | 180.40 |
|
| Aptiv Com Shs (APTV) | 1.6 | $5.8M | NEW | 76k | 76.09 |
|
| Nxp Semiconductors N V (NXPI) | 1.6 | $5.7M | -8% | 26k | 217.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $5.2M | -9% | 19k | 268.30 |
|
| Cheniere Energy Com New (LNG) | 1.4 | $5.1M | -4% | 26k | 194.39 |
|
| Roper Industries (ROP) | 1.4 | $5.0M | -6% | 11k | 445.13 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $5.0M | NEW | 98k | 50.59 |
|
| Merck & Co (MRK) | 1.4 | $4.9M | -6% | 46k | 105.26 |
|
| Adobe Systems Incorporated (ADBE) | 1.3 | $4.6M | -6% | 13k | 349.99 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $3.9M | -7% | 21k | 186.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | -6% | 3.6k | 313.80 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $893k | -29% | 835.00 | 1069.86 |
|
| Microsoft Corporation (MSFT) | 0.2 | $783k | -27% | 1.6k | 483.62 |
|
| Amazon (AMZN) | 0.2 | $726k | -27% | 3.1k | 230.82 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $650k | -8% | 2.1k | 303.89 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $622k | -8% | 5.2k | 120.34 |
|
| Verisk Analytics (VRSK) | 0.1 | $485k | -92% | 2.2k | 223.69 |
|
| Aon Shs Cl A (AON) | 0.1 | $468k | -33% | 1.3k | 352.88 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $436k | -6% | 11k | 40.42 |
|
| Haleon Spon Ads (HLN) | 0.1 | $428k | -9% | 42k | 10.11 |
|
| Visa Com Cl A (V) | 0.1 | $393k | -13% | 1.1k | 350.71 |
|
| Medtronic SHS (MDT) | 0.1 | $360k | -33% | 3.8k | 96.06 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $293k | -37% | 1.8k | 159.22 |
|
| Broadcom (AVGO) | 0.1 | $277k | -36% | 800.00 | 346.10 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $255k | -6% | 296.00 | 862.34 |
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.1 | $253k | 4.8k | 52.34 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $244k | -13% | 2.4k | 100.89 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $228k | -98% | 4.5k | 50.88 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $223k | 4.7k | 47.35 |
|
|
| CRH Ord (CRH) | 0.1 | $207k | -24% | 1.7k | 124.80 |
|
Past Filings by Martin Investment Management
SEC 13F filings are viewable for Martin Investment Management going back to 2011
- Martin Investment Management 2025 Q4 filed Feb. 10, 2026
- 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