Arkolith/Funds/Martin Capital Advisors, LLP

Martin Capital Advisors, LLP

CIK 1904126
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Martin Capital Advisors, LLP holds a focused book of 77 stocks worth $190.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Axon Enterprise Inc and trimmed Invesco QQQ Trust Series 1. Their largest long position is Apple Inc at 21% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Martin Capital Advisors, LLP's latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
34
existing
Trimmed
16
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.3%
+10.8%/yr · since Oct '24
Their reported book
+20.6%
held from quarter-end
S&P 500
+29.8%
same window
$8K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Martin Capital Advisors, LLP (copied at disclosure) S&P 500

Growth of $10,000 cloning Martin Capital Advisors, LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
58%
Top 20 holdings
73%

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

Direct sector allocation

87% mapped to company sectors

Information Technology
46%
ETF / fund or unclassified
13%
Consumer Discretionary
11%
Health Care
10%
Financials
10%
Industrials
8%
Materials
1%
Communication Services
1%

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

Holdings: largest first

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

77 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$39.6M136.8K
20.8%
+0.3%
Added · +393 sh
2Nvidia Corporation
COM
$14.1M70.5K
7.4%
+0.8%
Added · +544 sh
3Lam Research Corp
COM NEW
$11.8M27.3K
6.2%
+0.3%
Added · +77 sh
4Invesco QQQ TR
UNIT SER 1
$9.8M13.3K
5.1%
−0.5%
Reduced · −72 sh
5Intuitive Surgical Inc
COM NEW
$8.1M20.3K
4.2%
+1.1%
Added · +232 sh
6Vanguard Index FDS
TOTAL STK MKT
$6.8M18.3K
3.5%
−0.4%
Reduced · −71 sh
7Williams Sonoma Inc
COM
$5.8M25.1K
3.1%
+2.4%
Added · +582 sh
8Alphabet Inc
CAP STK CL A
$5.5M15.5K
2.9%
+1.6%
Added · +252 sh
9Mastercard Incorporated
CL A
$5.2M10.0K
2.7%
+2.1%
Added · +210 sh
10Costco Wholesale Corporation
COM
$4.3M4.6K
2.3%
+2.3%
Added · +103 sh
11Visa Inc
COM CL A
$4.1M11.9K
2.1%
+2.9%
Added · +341 sh
12Texas Instrs Inc
COM
$3.6M12.0K
1.9%
+3.7%
Added · +428 sh
13Starbucks Corp
COM
$3.3M32.1K
1.7%
~0%
Reduced · −15 sh
14Amazon Com Inc
COM
$2.7M11.5K
1.4%
+2.4%
Added · +269 sh
15Schwab Charles Corp
COM
$2.6M28.1K
1.4%
Held
16Oracle Corp
COM
$2.6M17.4K
1.3%
+3.9%
Added · +653 sh
17Ishares TR
ISHARES BIOTECH
$2.6M13.4K
1.3%
Held
18Edwards Lifesciences Corp
COM
$2.5M27.5K
1.3%
+4.8%
Added · +1K sh
19Caterpillar Inc
COM
$2.4M2.3K
1.3%
+7.5%
Added · +159 sh
20Intel Corp
COM
$2.3M16.8K
1.2%
Held
21Block Inc
CL A
$2.3M30.9K
1.2%
−0.9%
Reduced · −272 sh
22Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.2M27.8K
1.2%
−0.2%
Reduced · −60 sh
23Idexx Labs Inc
COM
$2.2M4.1K
1.1%
Held
24BlackRock Inc
COM
$2.1M2.2K
1.1%
+4.9%
Added · +103 sh
25Applied Matls Inc
COM
$2.1M2.9K
1.1%
+11%
Added · +283 sh
26Davita Inc
COM
$2.0M8.9K
1.0%
Held
27Alphabet Inc
CAP STK CL C
$1.7M4.8K
0.9%
+0.3%
Added · +15 sh
28Crowdstrike Hldgs Inc
CL A
$1.7M2.2K
0.9%
+12%
Added · +238 sh
29Sandisk Corp
COM
$1.6M698
0.8%
+5.3%
Added · +35 sh
30Lantheus Hldgs Inc
COM
$1.6M14.3K
0.8%
+9.8%
Added · +1K sh
31Cisco Sys Inc
COM
$1.6M13.2K
0.8%
+1.8%
Added · +230 sh
32Intuit
COM
$1.5M5.9K
0.8%
+3.0%
Added · +170 sh
33Advanced Micro Devices Inc
COM
$1.4M2.5K
0.8%
+20%
Added · +409 sh
34Chipotle Mexican Grill Inc
COM
$1.4M40.1K
0.7%
Held
35Tractor Supply Co
COM
$1.2M37.1K
0.6%
−4.0%
Reduced · −2K sh
36Western Digital Corp
COM
$1.1M1.7K
0.6%
Held
37Nasdaq Inc
COM
$1.1M13.6K
0.6%
Held
38Stryker Corporation
COM
$1.1M3.4K
0.6%
+11%
Added · +322 sh
39State STR SPDR S&P 500 ETF T
TR UNIT
$985K1.3K
0.5%
Held
40Dicks Sporting Goods Inc
COM
$923K4.1K
0.5%
~0%
Reduced · −2 sh
41Ishares TR
RUSSELL 3000 ETF
$870K2.0K
0.5%
Held
42Toll Brothers Inc
COM
$869K5.3K
0.5%
+16%
Added · +745 sh
43Berkshire Hathaway Inc Del
CL B NEW
$836K1.7K
0.4%
−2.7%
Reduced · −46 sh
44Trex Inc
COM
$815K16.3K
0.4%
−1.9%
Reduced · −320 sh
45U S Physical Therapy
COM
$797K11.6K
0.4%
−8.4%
Reduced · −1K sh
46Godaddy Inc
CL A
$775K9.1K
0.4%
Held
47Corning Inc
COM
$774K3.0K
0.4%
+9.0%
Added · +250 sh
48Palo Alto Networks Inc
COM
$754K2.2K
0.4%
+37%
Added · +594 sh
49Intercontinental Exchange In
COM
$718K5.8K
0.4%
+7.3%
Added · +395 sh
50Quest Diagnostics Inc
COM
$667K3.1K
0.3%
Held
Showing 50 of 77 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202677$190.8M13F-HR
Q1 2026Mar 31, 2026May 5, 202673$158.3M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202672$170.5M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202574$165.7M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202570$153.7M13F-HR
Q1 2025Mar 31, 2025May 1, 202567$140.2M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202569$155.2M13F-HR
Q3 2024Sep 30, 2024Oct 11, 202467$140.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.