Martin Investment Management
Latest statistics and disclosures from Martin Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AZN, NVS, TM, AAPL, SONY, and represent 33.36% of Martin Investment Management's stock portfolio.
- Added to shares of these 10 stocks: AZN (+$28M), STN (+$16M), FUTU (+$15M), LHX, CBOE, WAB, AZO, LNG, LDOS, AME.
- Started 3 new stock positions in FUTU, STN, AZN.
- Reduced shares in these 10 stocks: AstraZeneca (-$29M), NVS (-$7.5M), JPST, TM, CHKP, SONY, DB, NVDA, AAPL, BRK.B.
- Sold out of its positions in AstraZeneca, NVO, VRSK, V, ALLE, CRH.
- Martin Investment Management was a net buyer of stock by $8.5M.
- Martin Investment Management has $334M in assets under management (AUM), dropping by -6.52%.
- Central Index Key (CIK): 0001511888
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Portfolio Holdings for Martin Investment Management
Martin Investment Management holds 46 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Astrazeneca Ord (AZN) | 8.3 | $28M | NEW | 140k | 197.22 |
|
| Novartis Sponsored Adr (NVS) | 7.4 | $25M | -23% | 162k | 152.75 |
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| Toyota Motor Corp Ads (TM) | 6.3 | $21M | -9% | 102k | 206.09 |
|
| Apple (AAPL) | 5.9 | $20M | -3% | 77k | 253.79 |
|
| Sony Group Corp Sponsored Adr (SONY) | 5.5 | $18M | -7% | 891k | 20.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $18M | 64k | 287.56 |
|
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| Check Point Software Tech Lt Ord (CHKP) | 4.9 | $16M | -9% | 115k | 142.85 |
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| Stantec (STN) | 4.8 | $16M | NEW | 184k | 86.40 |
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| Futu Hldgs Spon Ads Cl A (FUTU) | 4.6 | $15M | NEW | 112k | 136.76 |
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| Mastercard Incorporated Cl A (MA) | 4.5 | $15M | -3% | 30k | 499.66 |
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| Deutsche Bk Namen Akt (DB) | 4.2 | $14M | -9% | 476k | 29.78 |
|
| Wabtec Corporation (WAB) | 3.1 | $10M | 42k | 249.91 |
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| L3harris Technologies (LHX) | 3.0 | $10M | 30k | 345.15 |
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| American Express Company (AXP) | 2.9 | $9.6M | 32k | 302.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $9.2M | -6% | 19k | 479.20 |
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| CBOE Holdings (CBOE) | 2.7 | $9.1M | 32k | 281.07 |
|
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| Cheniere Energy Com New (LNG) | 2.3 | $7.6M | 27k | 283.76 |
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| Ametek (AME) | 2.2 | $7.4M | 34k | 214.36 |
|
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| Thermo Fisher Scientific (TMO) | 2.1 | $7.2M | 15k | 491.53 |
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| AutoZone (AZO) | 1.9 | $6.4M | +2% | 1.9k | 3377.78 |
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| Stryker Corporation (SYK) | 1.8 | $5.9M | 18k | 328.59 |
|
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| Merck & Co (MRK) | 1.7 | $5.7M | 47k | 120.29 |
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| Leidos Holdings (LDOS) | 1.6 | $5.5M | +2% | 35k | 155.52 |
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| Aptiv Com Shs (APTV) | 1.6 | $5.4M | 77k | 69.44 |
|
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| Nxp Semiconductors N V (NXPI) | 1.5 | $5.1M | 26k | 196.86 |
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| Roper Industries (ROP) | 1.2 | $4.1M | +2% | 12k | 353.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $3.8M | 19k | 198.29 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $3.3M | +2% | 14k | 243.08 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.3M | -37% | 13k | 174.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $2.0M | -58% | 40k | 50.61 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $947k | -7% | 3.3k | 286.86 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $922k | -16% | 698.00 | 1320.83 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $875k | 5.2k | 169.66 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $718k | 2.1k | 337.95 |
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| Microsoft Corporation (MSFT) | 0.2 | $599k | 1.6k | 370.17 |
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| Amazon (AMZN) | 0.1 | $488k | -25% | 2.3k | 208.27 |
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| Booking Holdings (BKNG) | 0.1 | $365k | 2.2k | 168.41 |
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| Aon Shs Cl A (AON) | 0.1 | $342k | -20% | 1.1k | 322.78 |
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| Haleon Spon Ads (HLN) | 0.1 | $332k | -21% | 33k | 10.01 |
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| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.1 | $318k | +25% | 6.1k | 52.19 |
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| Costco Wholesale Corporation (COST) | 0.1 | $295k | 296.00 | 996.43 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $288k | +29% | 6.1k | 47.08 |
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| Relx Sponsored Adr (RELX) | 0.1 | $259k | -27% | 7.8k | 33.15 |
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| Medtronic SHS (MDT) | 0.1 | $249k | -23% | 2.9k | 86.65 |
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| Broadcom (AVGO) | 0.1 | $248k | 800.00 | 309.51 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $233k | 2.4k | 96.47 |
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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 2026 Q1 filed May 13, 2026
- 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