Arkolith/Funds/Martin & Co Inc

Martin & Co Inc

CIK 1008868
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Martin & Co Inc holds a focused book of 100 stocks worth $640.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Utz Brands Inc and trimmed SS Technology Select Sector. Their largest long position is Ishares Tips Bond ETF at 11% of the equity book.

Opened
1
bought for the first time
Added to
47
already held, bought more
Trimmed
49
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
44%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

47% mapped to company sectors

ETF / fund or unclassified
53%
Information Technology
12%
Industrials
11%
Financials
9%
Health Care
5%
Consumer Discretionary
3%
Consumer Staples
2%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Martin & Co Inc

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$475.2B
MORGAN STANLEY80 / 80$339.2B
BANK OF AMERICA CORP /DE/80 / 80$225.7B
ROYAL BANK OF CANADA80 / 80$98.6B
UBS Group AG80 / 80$90.8B
Creative Planning80 / 80$13.7B
FIRST HORIZON CORP80 / 80$589.4M
BlackRock, Inc.79 / 80$1.5T

Ranked by how many of Martin & Co Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

100 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
TIPS BD ETF
$71.8M656.2K
11.2%
+0.3%
Added · +2K sh
2Ishares TR
0-5 YR TIPS ETF
$54.9M537.5K
8.6%
Held
3Select Sector SPDR TR
ST STR TECHN ETF
$44.2M232.2K
6.9%
−0.9%
Reduced · −2K sh
4Select Sector SPDR TR
ST STR DISCR ETF
$20.8M177.6K
3.3%
−0.1%
Reduced · −195 sh
5Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$18.9M316.0K
2.9%
+0.1%
Added · +344 sh
6Select Sector SPDR TR
ST STR INDL ETF
$16.8M90.6K
2.6%
+0.2%
Added · +181 sh
7Ishares TR
MSCI EAFE ETF
$16.2M156.1K
2.5%
+0.2%
Added · +316 sh
8Alphabet Inc
CAP STK CL C
$15.0M42.4K
2.3%
−0.1%
Reduced · −33 sh
9Trubridge Inc
COM
$11.6M440.7K
1.8%
−1.8%
Reduced · −8K sh
10Apple Inc
COM
$11.5M39.7K
1.8%
+0.6%
Added · +219 sh
11Trane Technologies PLC
SHS
$10.5M21.4K
1.6%
−0.4%
Reduced · −84 sh
12Select Sector SPDR TR
ST STR CARE ETF
$10.5M66.1K
1.6%
−0.3%
Reduced · −223 sh
13Ishares TR
ISHARES SEMICDTR
$10.4M16.2K
1.6%
−0.7%
Reduced · −120 sh
14Ceco Environmental Corp
COM
$10.1M111.4K
1.6%
−55%
Reduced · −138K sh
15Select Sector SPDR TR
ST STR SVC ETF
$9.6M89.8K
1.5%
−0.1%
Reduced · −59 sh
16Ishares TR
MSCI ACWI EX US
$9.5M125.1K
1.5%
+0.6%
Added · +761 sh
17McKesson Corp
COM
$9.2M12.2K
1.4%
−0.1%
Reduced · −8 sh
18TD Synnex Corporation
COM
$8.4M31.3K
1.3%
−0.1%
Reduced · −31 sh
19Microsoft Corp
COM
$7.6M20.3K
1.2%
+0.3%
Added · +71 sh
20Berkshire Hathaway Inc Del
CL B NEW
$7.0M14.0K
1.1%
+6.3%
Added · +831 sh
21Capital One Finl Corp
COM
$6.9M34.6K
1.1%
−0.1%
Reduced · −20 sh
22Corpay Inc
COM SHS
$6.1M18.2K
0.9%
+0.5%
Added · +98 sh
23Select Sector SPDR TR
ST STR MATER ETF
$6.1M119.2K
0.9%
+0.1%
Added · +186 sh
24Ameris Bancorp
COM
$6.0M66.2K
0.9%
−0.3%
Reduced · −177 sh
25Sanfilippo John B & Son Inc
COM
$5.9M69.0K
0.9%
+0.5%
Added · +313 sh
26Labcorp Holdings Inc
COM SHS
$5.9M21.2K
0.9%
+1.1%
Added · +221 sh
27Select Sector SPDR TR
ST STR UTIL ETF
$5.9M130.4K
0.9%
~0%
Reduced · −51 sh
28Halliburton Co
COM
$5.6M165.3K
0.9%
+0.6%
Added · +941 sh
29Select Sector SPDR TR
ST STR FINL ETF
$5.3M99.7K
0.8%
−0.3%
Reduced · −291 sh
30JPMorgan Chase & Co
COM
$5.3M16.2K
0.8%
+0.3%
Added · +48 sh
31Omnicell Com
COM
$5.3M126.7K
0.8%
~0%
Added · +25 sh
32SLB Limited
COM STK
$5.2M111.7K
0.8%
+0.4%
Added · +498 sh
33Astec Inds Inc
COM
$5.2M84.4K
0.8%
−0.1%
Reduced · −43 sh
34Amdocs Ltd
SHS
$5.1M101.6K
0.8%
+51%
Added · +34K sh
35Gencor Inds Inc
COM
$5.0M332.7K
0.8%
−0.2%
Reduced · −731 sh
36Ishares TR
US HLTHCR PR ETF
$4.9M88.0K
0.8%
−0.9%
Reduced · −821 sh
37Select Sector SPDR TR
ST STR STAPL ETF
$4.7M56.2K
0.7%
−0.2%
Reduced · −130 sh
38Merit Med Sys Inc
COM
$4.6M65.6K
0.7%
+46%
Added · +21K sh
39First Bancorp N C
COM
$4.3M67.4K
0.7%
−0.4%
Reduced · −302 sh
40Walmart Inc
COM
$4.2M37.5K
0.7%
+0.1%
Added · +39 sh
41Johnson & Johnson
COM
$4.2M16.6K
0.7%
−0.5%
Reduced · −89 sh
42Gen Digital Inc
COM
$4.2M168.2K
0.7%
+0.5%
Added · +857 sh
43Ishares TR
EAFE SML CP ETF
$4.1M50.0K
0.6%
+0.7%
Added · +371 sh
44Msa Safety Inc
COM
$4.1M23.4K
0.6%
−0.4%
Reduced · −89 sh
45Ishares TR
U.S. INSRNCE ETF
$4.1M29.0K
0.6%
−0.5%
Reduced · −134 sh
46Heritage Finl Corp Wash
COM
$4.0M136.1K
0.6%
−1.3%
Reduced · −2K sh
47Ishares TR
ISHARES BIOTECH
$4.0M21.0K
0.6%
+0.1%
Added · +18 sh
48Ishares TR
US REGNL BKS ETF
$4.0M63.8K
0.6%
−0.4%
Reduced · −249 sh
49Southstate BK Corp
COM
$4.0M39.6K
0.6%
−0.4%
Reduced · −148 sh
50Viemed Healthcare Inc
COM
$3.9M340.8K
0.6%
+25%
Added · +68K sh
Showing 50 of 100 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026100$640.1M13F-HR
Q1 2026Mar 31, 2026May 14, 2026101$587.4M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026100$582.7M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025101$561.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.