Martin Investment Management, LLC

CIK

1511888

Location

PALM BEACH GARDENS, FL

Portfolio Value

Small $330,505,846

Diversification

Diversified

Filing Date

Global Rank

#3,274 / 8,607 ▲ 163 · as of Mar 2026

Top Industry

Drug Manufacturers - General 17.6%

3Y Alpha vs SPY

-14.8%

Period ended 3 months ago

Filed May 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.2%

SPY

+75.2%

Annualised alpha

-15.4%

Max drawdown

−15.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−1.0 pts

Top 5

33.7%

−5.9 pts

Top 10

58.2%

−7.2 pts

HHI

452

Diversified−74

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$80,917,379	13
Financial Services	22.0%	$72,769,876	7
Healthcare	21.7%	$71,745,840	7
Industrials	13.3%	$44,117,426	5
Consumer Cyclical	10.2%	$33,649,676	5
Communication Services	5.5%	$18,326,773	1
Energy	2.6%	$8,451,441	2
Consumer Defensive	0.2%	$527,435	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
APTV	Aptiv PLC	+1,508	77,277	$5,366,114
MRK	Merck & Co., Inc.	+788	47,018	$5,655,795
LDOS	Leidos Holdings, Inc.	+732	35,323	$5,493,432
WAB	Westinghouse Air Brake Technologies Corp	+528	41,604	$10,397,255
AME	Ametek Inc/	+491	34,327	$7,358,335
CBOE	Cboe Global Markets, Inc.	+473	32,385	$9,102,451
LNG	Cheniere Energy, Inc.	+430	26,701	$7,576,675
LHX	L3harris Technologies, Inc. /De/	+401	29,494	$10,179,854
ADBE	Adobe Inc.	+291	13,486	$3,278,176
ROP	Roper Technologies Inc	+247	11,508	$4,072,220
GOOGL	Alphabet Inc.	+209	63,732	$18,326,773
SYK	Stryker Corp	+147	18,067	$5,936,635
AXP	American Express Co	+98	31,862	$9,637,617
BKNG	Booking Holdings Inc.	+41	2,168	$365,118
AZO	Autozone Inc	+38	1,902	$6,424,537
NXPI	NXP Semiconductors N.V.	+9	26,072	$5,132,533
TMO	Thermo Fisher Scientific Inc.	+7	14,586	$7,169,456
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
SONY	Sony Group Corp	−77,030	891,165	$18,447,115
DB	Deutsche Bank Aktiengesellschaft	−50,190	475,760	$14,168,132
NVS	Novartis AG	−49,300	162,204	$24,776,661
CHKP	Check Point Software Technologies Ltd	−12,330	114,636	$16,375,752
TM	Toyota Motor Corp/	−10,655	101,925	$21,005,723
HLN	Haleon plc	−9,175	33,170	$332,031
NVDA	Nvidia Corp	−7,936	13,112	$2,286,732
AAPL	Apple Inc.	−3,061	77,182	$19,588,019
RELX	Relx PLC	−2,970	7,815	$259,067
BRK-B	Berkshire Hathaway Inc	−1,342	19,238	$9,218,849
MA	Mastercard Inc	−1,225	30,123	$15,051,258
MDT	Medtronic plc	−880	2,870	$248,685
AMZN	Amazon Com Inc	−800	2,344	$488,184
ACN	Accenture plc	−289	18,944	$3,756,405
AON	Aon plc	−265	1,060	$342,146
ASML	Asml Holding NV	−137	698	$921,939
XOM	ExxonMobil Holdings Corp	−15	5,156	$874,766
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−15	2,125	$718,143
KMB	Kimberly Clark Corp	−5	2,410	$232,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	140,080	$27,626,577
STN	Stantec Inc	184,293	$15,922,915
FUTU	Futu Holdings Ltd	111,505	$15,249,423
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VRSK	Verisk Analytics, Inc.	2,170	$485,407
V	Visa Inc.	1,120	$392,795
ALLE	Allegion plc	1,841	$293,124
NVO	Novo Nordisk A S	4,484	$228,145
CRH	Crh Public Ltd Co	1,660	$207,168
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $330,505,846 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AZN	Astrazeneca PLC Healthcare	NEW	140,080	NEW	$27,626,577	NEW	8.36%
NVS	Novartis AG Healthcare	Reduced	162,204	-49,300	$24,776,661	−15.0%	7.50%
TM	Toyota Motor Corp/ Consumer Cyclical	Reduced	101,925	-10,655	$21,005,723	−12.8%	6.36%
AAPL	Apple Inc. Technology	Reduced	77,182	-3,061	$19,588,019	−10.2%	5.93%
SONY	Sony Group Corp Technology	Reduced	891,165	-77,030	$18,447,115	−25.6%	5.58%
GOOGL	Alphabet Inc. Communication Services	Added	63,732	+209	$18,326,773	−7.8%	5.55%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	114,636	-12,330	$16,375,752	−30.5%	4.95%
STN	Stantec Inc Industrials	NEW	184,293	NEW	$15,922,915	NEW	4.82%
FUTU	Futu Holdings Ltd Financial Services	NEW	111,505	NEW	$15,249,423	NEW	4.61%
MA	Mastercard Inc Financial Services	Reduced	30,123	-1,225	$15,051,258	−15.9%	4.55%
DB	Deutsche Bank Aktiengesellschaft Financial Services	Reduced	475,760	-50,190	$14,168,132	−30.1%	4.29%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	41,604	+528	$10,397,255	+18.6%	3.15%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	29,494	+401	$10,179,854	+19.2%	3.08%
AXP	American Express Co Financial Services	Added	31,862	+98	$9,637,617	−18.0%	2.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,238	-1,342	$9,218,849	−10.9%	2.79%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	32,385	+473	$9,102,451	+13.6%	2.75%
LNG	Cheniere Energy, Inc. Energy	Added	26,701	+430	$7,576,675	+48.4%	2.29%
AME	Ametek Inc/ Industrials	Added	34,327	+491	$7,358,335	+5.9%	2.23%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	14,586	+7	$7,169,456	−15.1%	2.17%
AZO	Autozone Inc Consumer Cyclical	Added	1,902	+38	$6,424,537	+1.6%	1.94%
SYK	Stryker Corp Healthcare	Added	18,067	+147	$5,936,635	−5.7%	1.80%
MRK	Merck & Co., Inc. Healthcare	Added	47,018	+788	$5,655,795	+16.2%	1.71%
LDOS	Leidos Holdings, Inc. Technology	Added	35,323	+732	$5,493,432	−12.0%	1.66%
APTV	Aptiv PLC Consumer Cyclical	Added	77,277	+1,508	$5,366,114	−6.9%	1.62%
NXPI	NXP Semiconductors N.V. Technology	Added	26,072	+9	$5,132,533	−9.3%	1.55%
ROP	Roper Technologies Inc Technology	Added	11,508	+247	$4,072,220	−18.8%	1.23%
ACN	Accenture plc Technology	Reduced	18,944	-289	$3,756,405	−27.2%	1.14%
ADBE	Adobe Inc. Technology	Added	13,486	+291	$3,278,176	−29.0%	0.99%
NVDA	Nvidia Corp Technology	Reduced	13,112	-7,936	$2,286,732	−41.7%	0.69%
ASML	Asml Holding NV Technology	Reduced	698	-137	$921,939	+3.2%	0.28%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,156	-15	$874,766	+40.6%	0.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,125	-15	$718,143	+10.4%	0.22%
MSFT	Microsoft Corp Technology	Held	1,619	0	$599,305	−23.5%	0.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,344	-800	$488,184	−32.7%	0.15%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	2,168	+41	$365,118	−19.9%	0.11%
AON	Aon plc Financial Services	Reduced	1,060	-265	$342,146	−26.8%	0.10%
HLN	Haleon plc Healthcare	Reduced	33,170	-9,175	$332,031	−22.4%	0.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	296	0	$294,943	+15.5%	0.09%
RELX	Relx PLC Industrials	Reduced	7,815	-2,970	$259,067	−40.6%	0.08%
MDT	Medtronic plc Healthcare	Reduced	2,870	-880	$248,685	−31.0%	0.08%
AVGO	Broadcom Inc. Technology	Held	800	0	$247,608	−10.6%	0.07%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	2,410	-5	$232,492	−4.6%	0.07%