Martin Investment Management, LLC holds a focused book of 47 reported positions worth $299.6M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Newmont Corp and trimmed Novartis AG-Sponsored ADR. Their largest long position is Novartis AG-Sponsored ADR at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be -2% (-1.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Martin Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+1 sector below the cut, under 0.5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Martin Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 7 / 47 | $160.4M |
| Evelyn Partners Group Ltd | 39 / 47 | $44.1B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 47 | $436.4M |
| Voyager Global Management LP | 6 / 47 | $3.3B |
| Ketron Financial | 11 / 47 | $262.9M |
| Noked Israel Ltd | 5 / 47 | $768.5M |
| Emerald Advisors, LLC | 18 / 47 | $625.7M |
| BlueSpruce Investments, LP | 9 / 47 | $509.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Martin Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Novartis AG SPONSORED ADR | $24.6M | 157.2K | 8.2% | ▼−3.1% Reduced · −5K sh | |
| 2 | AstraZeneca PLC ORD | $24.0M | 126.6K | 8.0% | ▼−9.7% Reduced · −14K sh | |
| 3 | Apple Inc COM | $19.5M | 67.5K | 6.5% | ▼−13% Reduced · −10K sh | |
| 4 | Alphabet Inc CAP STK CL A | $18.1M | 50.7K | 6.0% | ▼−20% Reduced · −13K sh | |
| 5 | Sony Group Corp SPONSORED ADR | $17.4M | 869.3K | 5.8% | ▼−2.5% Reduced · −22K sh | |
| 6 | Toyota Motor Corp ADS | $16.7M | 98.9K | 5.6% | ▼−3.0% Reduced · −3K sh | |
| 7 | Deutsche BK AG NAMEN AKT | $15.6M | 461.3K | 5.2% | ▼−3.0% Reduced · −14K sh | |
| 8 | Mastercard Incorporated CL A | $15.2M | 29.7K | 5.1% | ▼−1.6% Reduced · −470 sh | |
| 9 | Stantec Inc COM | $12.3M | 178.4K | 4.1% | ▼−3.2% Reduced · −6K sh | |
| 10 | American Express Co COM | $10.5M | 31.2K | 3.5% | ▼−2.1% Reduced · −688 sh | |
| 11 | Wabtec COM | $10.5M | 39.0K | 3.5% | ▼−6.1% Reduced · −3K sh | |
| 12 | Booking Holdings Inc COM | $9.5M | 53.1K | 3.2% | ▲25× Added · +51K sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $9.4M | 18.8K | 3.1% | ▼−2.1% Reduced · −404 sh | |
| 14 | L3harris Technologies Inc COM | $8.4M | 28.9K | 2.8% | ▼−2.2% Reduced · −639 sh | |
| 15 | Ametek Inc COM | $8.2M | 33.7K | 2.7% | ▼−1.8% Reduced · −623 sh | |
| 16 | Cboe Global MKTS Inc COM | $7.7M | 31.9K | 2.6% | ▼−1.6% Reduced · −522 sh | |
| 17 | Thermo Fisher Scientific Inc COM | $7.1M | 14.3K | 2.4% | ▼−2.3% Reduced · −334 sh | |
| 18 | NXP Semiconductors N V COM | $7.1M | 25.4K | 2.4% | ▼−2.6% Reduced · −672 sh | |
| 19 | Cheniere Energy Inc COM NEW | $6.3M | 26.2K | 2.1% | ▼−1.9% Reduced · −520 sh | |
| 20 | Autozone Inc COM | $5.9M | 1.9K | 2.0% | ▼−2.1% Reduced · −41 sh | |
| 21 | Merck & Co Inc COM | $5.9M | 46.3K | 2.0% | ▼−1.6% Reduced · −738 sh | |
| 22 | Stryker Corporation COM | $5.6M | 17.8K | 1.9% | ▼−1.6% Reduced · −285 sh | |
| 23 | Aptiv PLC COM SHS | $4.7M | 76.3K | 1.6% | ▼−1.2% Reduced · −952 sh | |
| 24 | Newmont Corp COM | $3.8M | 40.8K | 1.3% | ▲New New position | |
| 25 | Roper Technologies Inc COM | $3.8M | 11.3K | 1.3% | ▼−2.1% Reduced · −244 sh | |
| 26 | Leidos Holdings Inc COM | $3.6M | 34.7K | 1.2% | ▼−1.7% Reduced · −588 sh | |
| 27 | Adobe Inc COM | $2.7M | 13.2K | 0.9% | ▼−2.0% Reduced · −268 sh | |
| 28 | Nvidia Corporation COM | $2.5M | 12.7K | 0.8% | ▼−3.1% Reduced · −403 sh | |
| 29 | Accenture PLC Ireland SHS CLASS A | $2.3M | 18.7K | 0.8% | ▼−1.5% Reduced · −293 sh | |
| 30 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.0M | 38.7K | 0.7% | ▼−4.1% Reduced · −2K sh | |
| 31 | ASML Hldg NV N Y REGISTRY SHS | $1.2M | 600 | 0.4% | ▼−14% Reduced · −98 sh | |
| 32 | Versigent PLC ORDINARY SHARES | $1.1M | 25.4K | 0.4% | ▲New New position | |
| 33 | Taiwan Semiconductor Manufac SPONSORED ADS | $891K | 1.9K | 0.3% | ▼−12% Reduced · −260 sh | |
| 34 | Exxon Mobil Corp COM | $702K | 5.1K | 0.2% | ▼−0.5% Reduced · −25 sh | |
| 35 | Alphabet Inc CAP STK CL C | $681K | 1.9K | 0.2% | ▼−42% Reduced · −1K sh | |
| 36 | Microsoft Corp COM | $604K | 1.6K | 0.2% | —Held | |
| 37 | Amazon Com Inc COM | $559K | 2.3K | 0.2% | —Held | |
| 38 | Aon PLC SHS CL A | $352K | 1.1K | 0.1% | —Held | |
| 39 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $318K | 6.1K | 0.1% | —Held | |
| 40 | Haleon PLC SPON ADS | $309K | 33.2K | 0.1% | —Held | |
| 41 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $287K | 6.1K | 0.1% | —Held | |
| 42 | Kimberly-Clark Corp COM | $258K | 2.4K | 0.1% | ▼−2.5% Reduced · −60 sh | |
| 43 | Broadcom Inc COM | $255K | 675 | 0.1% | ▼−16% Reduced · −125 sh | |
| 44 | Relx PLC SPONSORED ADR | $248K | 7.8K | 0.1% | —Held | |
| 45 | Costco Wholesale Corporation COM | $230K | 246 | 0.1% | ▼−17% Reduced · −50 sh | |
| 46 | Medtronic PLC SHS | $227K | 2.9K | 0.1% | ▲+1.3% Added · +36 sh | |
| 47 | Monopar Therapeutics Inc COM NEW | $215K | 2.3K | 0.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.