Martin Investment Management, LLC
CIK
1511888
Location
PALM BEACH GARDENS, FL
Portfolio Value
Micro
$527,435
Diversification
Diversified
Filing Date
Global Rank
#3,234
/ 8,588
▲ 149
Top Industry
Drug Manufacturers - General
17.1%
3Y Alpha vs SPY
-16.7%
Period ended 3 months ago
Filed May 13, 2026 · 35d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.1%
SPY
+76.8%
Annualised alpha
-16.7%
Max drawdown
−15.0%
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, 2025Top Position
8.1%
−0.9 pts
Top 5
32.8%
−5.4 pts
Top 10
56.7%
−6.8 pts
HHI
436
Diversified−68
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.9% | $80,917,379 |
| Financial Services | 21.4% | $72,769,876 |
| Healthcare | 21.1% | $71,745,840 |
| Industrials | 13.0% | $44,117,426 |
| Consumer Cyclical | 12.5% | $42,412,531 |
| Communication Services | 5.4% | $18,326,773 |
| Energy | 2.5% | $8,451,441 |
| Consumer Defensive | 0.2% | $527,435 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $9,127,973 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −15 | 2,125 | $718,143 | |
| XOM | Exxon Mobil Corp | −15 | 5,156 | $874,766 | |
| KMB | Kimberly Clark Corp | −5 | 2,410 | $232,492 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
2 positions ·
$527,435 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 296 | $294,943 | 55.92% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 2,410 | $232,492 | 44.08% |