Martin Investment Management, LLC holds a focused book of 47 stocks worth $299.6M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be -4% (-5.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1511888/holdings"
Use Arkolith to show Martin Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.6 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 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.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
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.