MARTIN & CO INC /TN/
Top Portfolio Positions
74 positions ·
$265,076,013 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CECO |
Ceco Environmental Corp
Industrials
|
249,462 | $14,862,945 | 5.61% | |
| MCK |
Mckesson Corp
Healthcare
|
12,223 | $10,577,295 | 3.99% | |
| AAPL |
Apple Inc.
Technology
|
39,469 | $10,016,837 | 3.78% | |
| TT |
Trane Technologies plc
Industrials
|
21,482 | $8,952,408 | 3.38% | |
| MSFT |
Microsoft Corp
Technology
|
20,259 | $7,499,274 | 2.83% | |
| TBRG |
TruBridge, Inc.
Healthcare
|
448,650 | $6,568,236 | 2.48% | |
| HAL |
Halliburton Co
Energy
|
164,376 | $6,409,020 | 2.42% | |
| COF |
Capital One Financial Corp
Financial Services
|
34,598 | $6,311,713 | 2.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,158 | $6,305,313 | 2.38% | |
| SLB |
Slb Limited/Nv
Energy
|
111,165 | $5,712,769 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VMD
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,514,339 | 273,001 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||