Martin Investment Management, LLC Top Holdings and 13F Report (2026) About Martin Investment Management, LLCInvestment ActivityMartin Investment Management, LLC has $299.55 million in total holdings as of June 30, 2026.Martin Investment Management, LLC owns shares of 47 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 16.12% of the portfolio was sold this quarter.This quarter, Martin Investment Management, LLC has purchased 46 new stocks and bought additional shares in 2 stocks.Martin Investment Management, LLC sold shares of 35 stocks and completely divested from 2 stocks this quarter.Largest Holdings Novartis $24,633,093AstraZeneca $23,997,359Apple $19,535,835Alphabet $18,112,226Sony $17,437,957 Largest New Holdings this Quarter 651639106 - Newmont $3,813,335 HoldingG9600F104 - VERSIGENT PLC $1,067,726 Holding61023L207 - MONOPAR THERAPEUTICS INC $215,457 Holding Largest Purchases this Quarter Booking 50,957 shares (about $9.08M)Newmont 40,828 shares (about $3.81M)VERSIGENT PLC 25,416 shares (about $1.07M)MONOPAR THERAPEUTICS INC 2,327 shares (about $215.46K)Medtronic 36 shares (about $2.82K) Largest Sales this Quarter Alphabet 13,050 shares (about $4.66M)Apple 9,668 shares (about $2.80M)AstraZeneca 13,525 shares (about $2.56M)Novartis 5,025 shares (about $787.52K)Wabtec 2,556 shares (about $689.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMartin Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVSNovartis$24,633,093$787,518 â–¼-3.1%157,1798.2%MedicalAZNCFAstraZeneca$23,997,359$2,564,610 â–¼-9.7%126,5558.0%MedicalAAPLApple$19,535,835$2,797,530 â–¼-12.5%67,5146.5%Computer and TechnologyGOOGLAlphabet$18,112,226$4,663,678 â–¼-20.5%50,6826.0%Computer and TechnologySONYSony$17,437,957$438,812 â–¼-2.5%869,2905.8%Consumer DiscretionaryTMToyota Motor$16,650,001$516,207 â–¼-3.0%98,8605.6%Auto/Tires/TrucksDBDeutsche Bank Aktiengesellschaft$15,572,982$488,676 â–¼-3.0%461,2855.2%FinanceMAMastercard$15,229,781$241,392 â–¼-1.6%29,6535.1%Business ServicesSTNStantec$12,295,405$404,226 â–¼-3.2%178,4274.1%Business ServicesAXPAmerican Express$10,544,606$232,716 â–¼-2.2%31,1743.5%FinanceWABWabtec$10,527,341$689,098 â–¼-6.1%39,0483.5%TransportationBKNGBooking$9,469,000$9,082,576 â–²2,350.4%53,1253.2%Retail/WholesaleBRK.BBerkshire Hathaway$9,424,345$202,158 â–¼-2.1%18,8343.1%FinanceLHXL3Harris Technologies$8,385,058$185,689 â–¼-2.2%28,8552.8%AerospaceAMEAMETEK$8,154,346$150,729 â–¼-1.8%33,7042.7%Computer and TechnologyCBOECboe Global Markets$7,732,194$126,674 â–¼-1.6%31,8632.6%Financial ServicesTMOThermo Fisher Scientific$7,145,383$167,454 â–¼-2.3%14,2522.4%MedicalNXPINXP Semiconductors$7,138,162$188,852 â–¼-2.6%25,4002.4%Computer and TechnologyCHENIERE ENERGY INC$6,257,521$124,285 â–¼-1.9%26,1812.1%COM NEWAZOAutoZone$5,947,644$131,034 â–¼-2.2%1,8612.0%Retail/WholesaleMRKMerck & Co., Inc.$5,946,945$94,832 â–¼-1.6%46,2802.0%MedicalSYKStryker$5,598,485$89,729 â–¼-1.6%17,7821.9%MedicalAPTIV PLC$4,684,829$58,434 â–¼-1.2%76,3251.6%COM SHSNEMNewmont$3,813,335$3,813,335 â–²New Holding40,8281.3%Basic MaterialsROPER TECHNOLOGIES INC$3,811,625$82,567 â–¼-2.1%11,2641.3%COMLDOSLeidos$3,576,663$60,546 â–¼-1.7%34,7351.2%Computer and TechnologyADBEAdobe$2,709,954$54,945 â–¼-2.0%13,2180.9%Computer and TechnologyNVDANVIDIA$2,542,944$80,636 â–¼-3.1%12,7090.8%Computer and TechnologyACNAccenture$2,320,930$36,461 â–¼-1.5%18,6510.8%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,959,436$84,502 â–¼-4.1%38,7470.7%ETFASMLASML$1,193,664$194,965 â–¼-14.0%6000.4%Computer and TechnologyVERSIGENT PLC$1,067,726$1,067,726 â–²New Holding25,4160.4%ORDINARY SHARESTSMTaiwan Semiconductor Manufacturing$890,668$124,168 â–¼-12.2%1,8650.3%Computer and TechnologyXOMExxonMobil$701,510$3,418 â–¼-0.5%5,1310.2%EnergyGOOGAlphabet$680,514$485,829 â–¼-41.7%1,9260.2%Computer and TechnologyMSFTMicrosoft$603,9190.0%1,6190.2%Computer and TechnologyAMZNAmazon.com$558,6690.0%2,3440.2%Retail/WholesaleAONAON$351,5910.0%1,0600.1%FinanceJ P MORGAN EXCHANGE TRADED F$317,9940.0%6,0930.1%JPMORGAM LTD DURHLNHaleon$309,4760.0%33,1700.1%MedicalJCPBJPMorgan Core Plus Bond ETF$286,9910.0%6,1140.1%ETFKIMBERLY-CLARK CORP$257,960$6,586 â–¼-2.5%2,3500.1%COMAVGOBroadcom$254,981$47,219 â–¼-15.6%6750.1%Computer and TechnologyRELXRelx$247,5010.0%7,8150.1%Computer and TechnologyCOSTCostco Wholesale$230,126$46,774 â–¼-16.9%2460.1%Retail/WholesaleMDTMedtronic$227,336$2,816 â–²1.3%2,9060.1%MedicalMONOPAR THERAPEUTICS INC$215,457$215,457 â–²New Holding2,3270.1%COM NEWCHKPCheck Point Software Technologies$0$16,375,753 â–¼-100.0%00.0%Computer and TechnologyFUTUFutu$0$15,249,424 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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