Martin Investment Management as of Sept. 30, 2023
Portfolio Holdings for Martin Investment Management
Martin Investment Management holds 48 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Novo-nordisk A S Adr (NVO) | 7.9 | $27M | 291k | 90.94 | |
| Novartis Sponsored Adr (NVS) | 7.0 | $23M | 229k | 101.86 | |
| Check Point Software Tech Lt Ord (CHKP) | 6.4 | $21M | 161k | 133.28 | |
| Toyota Motor Corp Ads (TM) | 6.3 | $21M | 117k | 179.75 | |
| Apple (AAPL) | 6.2 | $21M | 120k | 171.21 | |
| Alcon Ord Shs (ALC) | 6.0 | $20M | 259k | 77.06 | |
| Mastercard Incorporated Cl A (MA) | 5.3 | $18M | 45k | 395.91 | |
| Sony Group Corp Sponsored Adr (SONY) | 5.1 | $17M | 206k | 82.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $12M | 93k | 130.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $11M | 30k | 350.30 | |
| Booking Holdings (BKNG) | 3.0 | $10M | 3.3k | 3083.57 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $9.7M | 19k | 506.17 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.4 | $8.1M | 26k | 307.11 | |
| Verisk Analytics (VRSK) | 2.4 | $8.0M | 34k | 236.24 | |
| American Express Company (AXP) | 2.2 | $7.4M | 50k | 149.19 | |
| Nxp Semiconductors N V (NXPI) | 2.1 | $7.1M | 36k | 199.92 | |
| General Dynamics Corporation (GD) | 2.1 | $6.9M | 31k | 220.97 | |
| Bristol Myers Squibb (BMY) | 2.1 | $6.9M | 119k | 58.04 | |
| Procter & Gamble Company (PG) | 2.0 | $6.8M | 47k | 145.86 | |
| Johnson & Johnson (JNJ) | 2.0 | $6.8M | 44k | 155.75 | |
| Marathon Oil Corporation (MRO) | 2.0 | $6.7M | 249k | 26.75 | |
| Verisign (VRSN) | 2.0 | $6.6M | 33k | 202.53 | |
| Stryker Corporation (SYK) | 1.9 | $6.5M | 24k | 273.27 | |
| Roper Industries (ROP) | 1.9 | $6.5M | 13k | 484.28 | |
| L3harris Technologies (LHX) | 1.9 | $6.3M | 36k | 174.12 | |
| Carrier Global Corporation (CARR) | 1.8 | $6.1M | 111k | 55.20 | |
| Merck & Co (MRK) | 1.5 | $5.0M | 49k | 102.95 | |
| Helmerich & Payne (HP) | 1.5 | $4.9M | 115k | 42.16 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $3.6M | 50k | 71.97 | |
| Fmc Corp Com New (FMC) | 1.0 | $3.5M | 52k | 66.97 | |
| BP Sponsored Adr (BP) | 0.4 | $1.3M | 34k | 38.72 | |
| Medtronic SHS (MDT) | 0.3 | $1.0M | 13k | 78.36 | |
| GSK Sponsored Adr (GSK) | 0.3 | $933k | 26k | 36.25 | |
| Aon Shs Cl A (AON) | 0.2 | $730k | 2.3k | 324.22 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $685k | 1.2k | 588.66 | |
| Cheniere Energy Com New (LNG) | 0.2 | $667k | 4.0k | 165.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $655k | 5.0k | 131.85 | |
| Microsoft Corporation (MSFT) | 0.2 | $586k | 1.9k | 315.75 | |
| Pioneer Natural Resources | 0.2 | $556k | 2.4k | 229.55 | |
| NVIDIA Corporation (NVDA) | 0.2 | $505k | 1.2k | 434.99 | |
| Amazon (AMZN) | 0.1 | $455k | 3.6k | 127.12 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $416k | 4.8k | 86.90 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $370k | 3.1k | 120.85 | |
| Costco Wholesale Corporation (COST) | 0.1 | $344k | 608.00 | 564.96 | |
| Visa Com Cl A (V) | 0.1 | $322k | 1.4k | 230.01 | |
| Relx Sponsored Adr (RELX) | 0.1 | $283k | 8.4k | 33.70 | |
| FactSet Research Systems (FDS) | 0.1 | $251k | 575.00 | 437.26 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $248k | 3.8k | 65.76 |
