Martin Investment Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Martin Investment Management, LLC reported 46 stock positions worth $334.1 million. Its top holding was Astrazeneca (AZN) at 8.3% of the portfolio, followed by Novartis AG-Sponsored ADR (NVS, 7.4%) and Toyota Motor Corp. -Spon ADR (TM, 6.3%). Compared with Q4 2025, it opened 2 new positions, sold out of 5, added to 19 and reduced 22. The biggest buy was a new position in Stantec (STN) and the biggest sale Check Point Software Tech (CHKP, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001511888
- Portfolio Value
- $334.1M (Q1 2026)
- SEC Filing
- 0001172661-26-001775 ↗ filed May 13, 2026
Holdings Value
Holdings 46 stocks · $334.1M
| AZN Astrazeneca PLC | 8.27% | 140,080 | $27.6M | Reduce -9.5% |
| NVS Novartis AG-Sponsored ADR | 7.42% | 162,204 | $24.8M | Reduce -23.3% |
| TM Toyota Motor Corp. -Spon ADR | 6.29% | 101,925 | $21.0M | Reduce -9.5% |
| AAPL Apple Inc. | 5.86% | 77,182 | $19.6M | Reduce -3.8% |
| SONY Sony Group Corp. - SP ADR | 5.52% | 891,165 | $18.4M | Reduce -8.0% |
| GOOGL Alphabet Inc. Class A | 5.49% | 63,732 | $18.3M | Add +0.3% |
| CHKP Check Point Software Tech | 4.90% | 114,636 | $16.4M | Reduce -9.7% |
| STN Stantec Inc. | 4.77% | 184,293 | $15.9M | New |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 4.56% | 111,505 | $15.2M | New |
| MA Mastercard Inc. Class A | 4.50% | 30,123 | $15.1M | Reduce -3.9% |
| DB Deutsche Bank AG-Registered | 4.24% | 475,760 | $14.2M | Reduce -9.5% |
| WAB Wabtec Corp. | 3.11% | 41,604 | $10.4M | Add +1.3% |
| LHX L3HARRIS Technologies Inc. | 3.05% | 29,494 | $10.2M | Add +1.4% |
| AXP American Express Co. | 2.88% | 31,862 | $9.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.76% | 19,238 | $9.2M | Reduce -6.5% |
| CBOE Cboe Global Markets Inc. | 2.72% | 32,385 | $9.1M | Add +1.5% |
| LNG Cheniere Energy Inc. | 2.27% | 26,701 | $7.6M | Add +1.6% |
| AME Ametek Inc. | 2.20% | 34,327 | $7.4M | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 2.15% | 14,586 | $7.2M | Add +0.1% |
| AZO AutoZone Inc. | 1.92% | 1,902 | $6.4M | Add +2.0% |
| SYK Stryker Corp. | 1.78% | 18,067 | $5.9M | Add +0.8% |
| MRK Merck & Co. Inc. | 1.69% | 47,018 | $5.7M | Add +1.7% |
| LDOS Leidos Holdings Inc. | 1.64% | 35,323 | $5.5M | Add +2.1% |
| APTV Aptiv PLC | 1.61% | 77,277 | $5.4M | Add +2.0% |
| NXPI NXP Semiconductors NV | 1.54% | 26,072 | $5.1M | Add +0.0% |
| ROP Roper Technologies Inc. | 1.22% | 11,508 | $4.1M | Add +2.2% |
| ACN Accenture PLC Class A | 1.12% | 18,944 | $3.8M | Reduce -1.5% |
| ADBE Adobe Inc. | 0.98% | 13,486 | $3.3M | Add +2.2% |
| NVDA Nvidia Corp. | 0.68% | 13,112 | $2.3M | Reduce -37.7% |
| JPST JPMorgan Ultra-Short Income | 0.61% | 40,418 | $2.0M | Reduce -58.8% |
| GOOG Alphabet Inc. Class C | 0.28% | 3,301 | $947K | Reduce -7.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.28% | 698 | $922K | Reduce -16.4% |
| XOM Exxon Mobil Corp. | 0.26% | 5,156 | $875K | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 2,125 | $718K | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.18% | 1,619 | $599K | No change |
| AMZN Amazon.com Inc. | 0.15% | 2,344 | $488K | Reduce -25.4% |
| BKNG Booking Holdings Inc. | 0.11% | 2,168 | $365K | Add +1.9% |
| AON Aon PLC Class A | 0.10% | 1,060 | $342K | Reduce -20.0% |
| HLN Haleon PLC-ADR | 0.10% | 33,170 | $332K | Reduce -21.7% |
| JPLD JPMorgan Ltd. Duration ETF | 0.10% | 6,093 | $318K | Add +25.9% |
| COST Costco Wholesale Corp. | 0.09% | 296 | $295K | No change |
| JCPB JPMorgan Core Plus Bond ETF | 0.09% | 6,114 | $288K | Add +30.0% |
| RELX Relx PLC - Spon ADR | 0.08% | 7,815 | $259K | Reduce -27.5% |
| MDT Medtronic PLC | 0.07% | 2,870 | $249K | Reduce -23.5% |
| AVGO Broadcom Inc. | 0.07% | 800 | $248K | No change |
| KMB Kimberly-Clark Corp. | 0.07% | 2,410 | $232K | Reduce -0.2% |
Portfolio Sells Q4 2025 → Q1 2026
| CHKP Check Point Software Tech | Reduce -9.7% | 4.90% | −1.69 |
| DB Deutsche Bank AG-Registered | Reduce -9.5% | 4.24% | −1.43 |
| SONY Sony Group Corp. - SP ADR | Reduce -8.0% | 5.52% | −1.41 |
| JPST JPMorgan Ultra-Short Income | Reduce -58.8% | 0.61% | −0.78 |
| NVS Novartis AG-Sponsored ADR | Reduce -23.3% | 7.42% | −0.74 |
| MA Mastercard Inc. Class A | Reduce -3.9% | 4.50% | −0.50 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -9.5% | 6.29% | −0.46 |
| NVDA Nvidia Corp. | Reduce -37.7% | 0.68% | −0.41 |
| ACN Accenture PLC Class A | Reduce -1.5% | 1.12% | −0.32 |
| AAPL Apple Inc. | Reduce -3.8% | 5.86% | −0.24 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.5% | 2.76% | −0.14 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.11 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| CRH CRH PLC | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -25.4% | 0.15% | −0.06 |
| RELX Relx PLC - Spon ADR | Reduce -27.5% | 0.08% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 0.28% | −0.03 |
| AON Aon PLC Class A | Reduce -20.0% | 0.10% | −0.03 |
| MDT Medtronic PLC | Reduce -23.5% | 0.07% | −0.03 |
| HLN Haleon PLC-ADR | Reduce -21.7% | 0.10% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.2% | 0.07% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -16.4% | 0.28% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 0.21% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.26% | +0.09 |
| AZN Astrazeneca PLC | Reduce -9.5% | 8.27% | +0.31 |
Portfolio Buys Q4 2025 → Q1 2026
| STN Stantec Inc. | New | 4.77% | +4.77 |
| FUTU Futu Holdings Ltd.-ADR | New | 4.56% | +4.56 |
| LNG Cheniere Energy Inc. | Add +1.6% | 2.27% | +0.84 |
| WAB Wabtec Corp. | Add +1.3% | 3.11% | +0.66 |
| LHX L3HARRIS Technologies Inc. | Add +1.4% | 3.05% | +0.66 |
| CBOE Cboe Global Markets Inc. | Add +1.5% | 2.72% | +0.48 |
| MRK Merck & Co. Inc. | Add +1.7% | 1.69% | +0.33 |
| AME Ametek Inc. | Add +1.4% | 2.20% | +0.26 |
| AZO AutoZone Inc. | Add +2.0% | 1.92% | +0.15 |
| JPLD JPMorgan Ltd. Duration ETF | Add +25.9% | 0.10% | +0.02 |
| JCPB JPMorgan Core Plus Bond ETF | Add +30.0% | 0.09% | +0.02 |
| SYK Stryker Corp. | Add +0.8% | 1.78% | +0.01 |
| APTV Aptiv PLC | Add +2.0% | 1.61% | −0.01 |
| NXPI NXP Semiconductors NV | Add +0.0% | 1.54% | −0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 5.49% | −0.08 |
| LDOS Leidos Holdings Inc. | Add +2.1% | 1.64% | −0.10 |
| ROP Roper Technologies Inc. | Add +2.2% | 1.22% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 2.15% | −0.22 |
| ADBE Adobe Inc. | Add +2.2% | 0.98% | −0.31 |
| AXP American Express Co. | Add +0.3% | 2.88% | −0.40 |
| BKNG Booking Holdings Inc. | Add +1.9% | 0.11% | −3.08 |
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 |