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%HealthcareAZNCFAstraZeneca$23,997,359$2,564,610 â–¼-9.7%126,5558.0%HealthcareAAPLApple$19,535,835$2,797,530 â–¼-12.5%67,5146.5%TechnologyGOOGLAlphabet$18,112,226$4,663,678 â–¼-20.5%50,6826.0%Communication ServicesSONYSony$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%Consumer DiscretionaryDBDeutsche 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%FinanceSTNStantec$12,295,405$404,226 â–¼-3.2%178,4274.1%IndustrialsAXPAmerican 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%IndustrialsBKNGBooking$9,469,000$9,082,576 â–²2,350.4%53,1253.2%Consumer DiscretionaryBRK.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%IndustrialsAMEAMETEK$8,154,346$150,729 â–¼-1.8%33,7042.7%TechnologyCBOECboe Global Markets$7,732,194$126,674 â–¼-1.6%31,8632.6%FinanceTMOThermo Fisher Scientific$7,145,383$167,454 â–¼-2.3%14,2522.4%HealthcareNXPINXP Semiconductors$7,138,162$188,852 â–¼-2.6%25,4002.4%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%Consumer DiscretionaryMRKMerck & Co., Inc.$5,946,945$94,832 â–¼-1.6%46,2802.0%HealthcareSYKStryker$5,598,485$89,729 â–¼-1.6%17,7821.9%HealthcareAPTIV 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%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%IndustrialsADBEAdobe$2,709,954$54,945 â–¼-2.0%13,2180.9%TechnologyNVDANVIDIA$2,542,944$80,636 â–¼-3.1%12,7090.8%TechnologyACNAccenture$2,320,930$36,461 â–¼-1.5%18,6510.8%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%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%TechnologyXOMExxonMobil$701,510$3,418 â–¼-0.5%5,1310.2%EnergyGOOGAlphabet$680,514$485,829 â–¼-41.7%1,9260.2%Communication ServicesMSFTMicrosoft$603,9190.0%1,6190.2%TechnologyAMZNAmazon.com$558,6690.0%2,3440.2%Consumer DiscretionaryAONAON$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%Consumer StaplesJCPBJPMorgan 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%TechnologyRELXRelx$247,5010.0%7,8150.1%IndustrialsCOSTCostco Wholesale$230,126$46,774 â–¼-16.9%2460.1%Consumer StaplesMDTMedtronic$227,336$2,816 â–²1.3%2,9060.1%HealthcareMONOPAR 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%TechnologyFUTUFutu$0$15,249,424 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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