Martin Investment Management, LLC
Martin Investment Management, LLC reported 47 holdings worth US$300M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Martin Investment Management, LLC reported 47 holdings worth US$300M as of Jun 30, 2026. Largest: Novartis Ag, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$300M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Novartis Ag | 157K | US$24.6M | 8.2% |
| Apple Inc | 67,514 | US$19.5M | 6.5% |
| Alphabet Inc (google) Class C | 52,586 | US$18.8M | 6.3% |
| Sony Group Corporation | 869K | US$17.4M | 5.8% |
| Toyota Motor Corp. | 98,860 | US$16.7M | 5.6% |
| Mastercard Incorporated | 29,653 | US$15.2M | 5.1% |
| Stantec Inc | 178K | US$12.3M | 4.1% |
| American Express Company | 31,174 | US$10.5M | 3.5% |
| Westinghouse Air Brake Technologies Corporation | 39,048 | US$10.5M | 3.5% |
| Booking Holdings Inc. Common Stock | 53,125 | US$9.47M | 3.2% |
| Berkshire Hathaway Inc. | 18,834 | US$9.42M | 3.1% |
| L3harris Technologies, Inc. | 28,855 | US$8.39M | 2.8% |
| Ametek, Inc. | 33,704 | US$8.15M | 2.7% |
| Cboe Global Markets, Inc. | 31,863 | US$7.73M | 2.6% |
| Thermo Fisher Scientific Inc | 14,252 | US$7.15M | 2.4% |
| Cheniere Energy, Inc. | 26,181 | US$6.26M | 2.1% |
| Autozone, Inc. | 1,861 | US$5.95M | 2.0% |
| Merck & Company, Inc. | 46,280 | US$5.95M | 2.0% |
| Stryker Corporation | 17,782 | US$5.6M | 1.9% |
| Newmont Corporation | 40,828 | US$3.81M | 1.3% |
| Roper Technologies, Inc. | 11,264 | US$3.81M | 1.3% |
| Leidos Holdings, Inc. | 34,735 | US$3.58M | 1.2% |
| Adobe Inc. | 13,218 | US$2.71M | 0.90% |
| Nvidia Corporation | 12,709 | US$2.54M | 0.85% |
| Asml Holding Nv | 600 | US$1.19M | 0.40% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,865 | US$891K | 0.30% |
| Exxon Mobil Corporation | 5,131 | US$702K | 0.23% |
| Microsoft Corp. | 1,619 | US$604K | 0.20% |
| Amazon.com, Inc. | 2,344 | US$559K | 0.19% |
| Haleon Plc | 33,170 | US$309K | 0.10% |
| Kimberly-clark Corporation | 2,350 | US$258K | 0.09% |
| Broadcom Inc. | 675 | US$255K | 0.09% |
| Relx Plc | 7,815 | US$248K | 0.08% |
| Costco Wholesale Corporation | 246 | US$230K | 0.08% |
| Monopar Therapeutics Inc. | 2,327 | US$215K | 0.07% |
Source
View original at SEC
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