Martin Investment Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Martin Investment Management, LLC reported 51 stock positions worth $393.5 million. Its top holding was Novartis AG-Sponsored ADR (NVS) at 7.1% of the portfolio, followed by Sony Group Corp. - SP ADR (SONY, 7.1%) and Check Point Software Tech (CHKP, 6.9%). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 11 and reduced 34. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001511888
- Portfolio Value
- $393.5M (Q3 2025)
- SEC Filing
- 0001172661-25-004564 ↗ filed Nov 4, 2025
Holdings Value
Holdings 51 stocks · $393.5M
| NVS Novartis AG-Sponsored ADR | 7.10% | 217,743 | $27.9M | Reduce -0.7% |
| SONY Sony Group Corp. - SP ADR | 7.06% | 964,555 | $27.8M | Reduce -6.7% |
| CHKP Check Point Software Tech | 6.89% | 131,087 | $27.1M | Reduce -0.7% |
| AZN Astrazeneca PLC-Spons ADR | 6.24% | 319,859 | $24.5M | Reduce -0.7% |
| AAPL Apple Inc. | 5.62% | 86,819 | $22.1M | Reduce -1.1% |
| TM Toyota Motor Corp. -Spon ADR | 5.60% | 115,229 | $22.0M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 4.85% | 33,542 | $19.1M | Reduce -1.4% |
| ALC Alcon Inc. filed as ALCON AG | 4.84% | 255,626 | $19.0M | Reduce -0.7% |
| NICE Nice Ltd. - Spon ADR | 4.57% | 124,249 | $18.0M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 4.26% | 68,994 | $16.8M | Reduce -1.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.88% | 275,206 | $15.3M | Reduce -0.6% |
| BKNG Booking Holdings Inc. | 3.15% | 2,294 | $12.4M | Reduce -1.8% |
| AXP American Express Co. | 2.89% | 34,259 | $11.4M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.82% | 22,062 | $11.1M | Reduce -1.6% |
| LHX L3HARRIS Technologies Inc. | 2.40% | 30,946 | $9.5M | Reduce -1.0% |
| WAB Wabtec Corp. | 2.21% | 43,353 | $8.7M | Reduce -3.0% |
| AZO AutoZone Inc. | 2.17% | 1,986 | $8.5M | Reduce -0.8% |
| CBOE Cboe Global Markets Inc. | 2.13% | 34,216 | $8.4M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 1.89% | 15,300 | $7.4M | Reduce -2.3% |
| SYK Stryker Corp. | 1.76% | 18,757 | $6.9M | Reduce -3.0% |
| VRSK Verisk Analytics Inc. | 1.75% | 27,339 | $6.9M | Reduce -1.4% |
| LDOS Leidos Holdings Inc. | 1.75% | 36,359 | $6.9M | Reduce -0.4% |
| AME Ametek Inc. | 1.73% | 36,257 | $6.8M | Reduce -0.9% |
| LNG Cheniere Energy Inc. | 1.65% | 27,642 | $6.5M | Reduce -2.3% |
| NXPI NXP Semiconductors NV | 1.64% | 28,336 | $6.5M | Reduce -3.2% |
| ROP Roper Technologies Inc. | 1.53% | 12,091 | $6.0M | Reduce -1.5% |
| ACN Accenture PLC Class A | 1.33% | 21,198 | $5.2M | Reduce -0.7% |
| ADBE Adobe Inc. | 1.26% | 14,080 | $5.0M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.08% | 22,784 | $4.3M | Add +5.1% |
| MRK Merck & Co. Inc. | 1.05% | 49,353 | $4.1M | Reduce -2.2% |
| MSFT Microsoft Corp. | 0.29% | 2,237 | $1.2M | Add +9.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.29% | 1,191 | $1.2M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 0.24% | 4,314 | $947K | Add +10.2% |
| GOOG Alphabet Inc. Class C | 0.24% | 3,821 | $931K | Reduce -10.3% |
| AON Aon PLC Class A | 0.18% | 1,985 | $708K | Add +1.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 2,340 | $654K | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.16% | 5,638 | $636K | Reduce -17.1% |
| RELX Relx PLC - Spon ADR | 0.14% | 11,485 | $549K | Add +0.8% |
| MDT Medtronic PLC | 0.14% | 5,663 | $539K | Add +1.8% |
| ALLE Allegion PLC | 0.13% | 2,941 | $522K | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.12% | 661 | $485K | Add +99.7% |
| V Visa Inc. Class A | 0.11% | 1,300 | $444K | No change |
| HLN Haleon PLC-ADR | 0.11% | 46,775 | $420K | Add +2.2% |
| AVGO Broadcom Inc. | 0.10% | 1,250 | $412K | Add +56.3% |
| KMB Kimberly-Clark Corp. | 0.09% | 2,785 | $346K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.07% | 315 | $292K | Reduce -7.1% |
| SU Suncor Energy Inc. | 0.07% | 6,920 | $289K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 1,540 | $281K | No change |
| CRH CRH PLC | 0.07% | 2,195 | $263K | New |
| JPLD JPMorgan Ltd. Duration ETF | 0.06% | 4,838 | $254K | New |
| JCPB JPMorgan Core Plus Bond ETF | 0.06% | 4,704 | $224K | New |
Portfolio Sells Q2 2025 → Q3 2025
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.6% | 3.88% | −1.02 |
| ALC Alcon Inc. | Reduce -0.7% | 4.84% | −0.99 |
| NICE Nice Ltd. - Spon ADR | Reduce -0.7% | 4.57% | −0.85 |
| CHKP Check Point Software Tech | Reduce -0.7% | 6.89% | −0.59 |
| VRSK Verisk Analytics Inc. | Reduce -1.4% | 1.75% | −0.47 |
| BKNG Booking Holdings Inc. | Reduce -1.8% | 3.15% | −0.32 |
| ACN Accenture PLC Class A | Reduce -0.7% | 1.33% | −0.31 |
| ROP Roper Technologies Inc. | Reduce -1.5% | 1.53% | −0.25 |
| SYK Stryker Corp. | Reduce -3.0% | 1.76% | −0.20 |
| WAB Wabtec Corp. | Reduce -3.0% | 2.21% | −0.19 |
| ADBE Adobe Inc. | Reduce -0.5% | 1.26% | −0.14 |
| LNG Cheniere Energy Inc. | Reduce -2.3% | 1.65% | −0.12 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 4.85% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -17.1% | 0.16% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -7.1% | 0.07% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.5% | 0.09% | −0.00 |
| NXPI NXP Semiconductors NV | Reduce -3.2% | 1.64% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 2.82% | +0.03 |
| MRK Merck & Co. Inc. | Reduce -2.2% | 1.05% | +0.03 |
| AME Ametek Inc. | Reduce -0.9% | 1.73% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -4.6% | 0.29% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -10.3% | 0.24% | +0.04 |
| CBOE Cboe Global Markets Inc. | Reduce -0.9% | 2.13% | +0.07 |
| AXP American Express Co. | Reduce -0.8% | 2.89% | +0.07 |
| SONY Sony Group Corp. - SP ADR | Reduce -6.7% | 7.06% | +0.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.3% | 1.89% | +0.26 |
| AZO AutoZone Inc. | Reduce -0.8% | 2.17% | +0.26 |
| LDOS Leidos Holdings Inc. | Reduce -0.4% | 1.75% | +0.27 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.7% | 7.10% | +0.29 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.0% | 2.40% | +0.39 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.7% | 6.24% | +0.47 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.7% | 5.60% | +0.47 |
| AAPL Apple Inc. | Reduce -1.1% | 5.62% | +1.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 4.26% | +1.11 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +5.1% | 1.08% | +0.20 |
| CRH CRH PLC | New | 0.07% | +0.07 |
| JPLD JPMorgan Ltd. Duration ETF | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +99.7% | 0.12% | +0.06 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +56.3% | 0.10% | +0.05 |
| MSFT Microsoft Corp. | Add +9.8% | 0.29% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.3% | 0.17% | +0.03 |
| ALLE Allegion PLC | Add +0.7% | 0.13% | +0.02 |
| AMZN Amazon.com Inc. | Add +10.2% | 0.24% | +0.02 |
| MDT Medtronic PLC | Add +1.8% | 0.14% | +0.01 |
| AON Aon PLC Class A | Add +1.8% | 0.18% | +0.00 |
| HLN Haleon PLC-ADR | Add +2.2% | 0.11% | −0.02 |
| RELX Relx PLC - Spon ADR | Add +0.8% | 0.14% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $299.6M | NVS, AZN, AAPL, GOOGL, SONY |
| Q1 2026 | 46 | $334.1M | AZN, NVS, TM, AAPL, SONY |
| Q4 2025 | 49 | $357.4M | NVS, AZN, SONY, TM, CHKP |
| Q3 2025 | 51 | $393.5M | NVS, SONY, CHKP, AZN, AAPL |
| Q2 2025 | 49 | $390.1M | CHKP, SONY, NVS, ALC, AZN |
| Q1 2025 | 50 | $396.4M | CHKP, SONY, ALC, NVS, AZN |
| Q4 2024 | 48 | $364.3M | CHKP, NVO, TM, SONY, ALC |
| Q3 2024 | 49 | $408.4M | NVO, CHKP, NVS, ALC, AAPL |
| Q2 2024 | 48 | $389.7M | NVO, CHKP, NVS, TM, ALC |
| Q1 2024 | 48 | $407.1M | NVO, HLN, TM, CHKP, NVS |