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Martin Investment Management, LLC

CIK 1511888 · latest 13F filed 10 November 2026 · Read the filing on EDGAR

Martin Investment Management, LLC reported 45 US-listed holdings worth $245.4 million in its 13F for the quarter ended 30 September 2026, filed 10 November 2026. Its largest: Apple Inc. (7.7%), Alphabet Inc. (6.4%) and Mastercard Inc. (6.3%). Against the quarter before, it opened 3 positions, added to 7, trimmed 31 and sold out of 5.

Reported holdings$245.4M-18.1% on Q2 2026
Positions45-2 on Q2 2026
The largest ten51.1%of its reported holdings
Latest 13FQ3 2026filed 10 November 2026
Where the money is
Trimmed
AAPL7.7%GOOGL6.4%MA6.3%AZN5.5%NVS4.9%SONY4.6%WAB4.3%TM3.9%TMO3.8%AXP3.7%BRKB3.6%DB3.6%CBOE3.4%BKNG3.3%31 more34.9%

The 14 largest of its 45 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $408.4 million in 49 positions$408MQ3 24Q4 2024: $364.3 million in 48 positions$364MQ4 24Q1 2025: $396.4 million in 50 positions$396MQ1 25Q2 2025: $390.1 million in 49 positions$390MQ2 25Q3 2025: $393.5 million in 51 positions$394MQ3 25Q4 2025: $357.4 million in 49 positions$357MQ4 25Q1 2026: $334.1 million in 46 positions$334MQ1 26Q2 2026: $299.6 million in 47 positions$300MQ2 26Q3 2026: $245.4 million in 45 positions$245MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned -2.5% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings -2.5%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 3Added 7Held 4Trimmed 31Sold out 5
Opened: 3Added: 7Held: 4Trimmed: 31Sold out: 5

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 3

  1. AbbVie Inc. ABBV$5.6 million
  2. L Oreal Co. ADR LRLCY$384,957
  3. Cummins Inc. CMI$222,125

Added to 7

  1. Amazon.com Inc. AMZN+13,999 shares · +597%
  2. Roper Technologies Inc. ROP+2,151 shares · +19%
  3. NXP Semiconductors N.V. NXPI+3,094 shares · +12%
  4. Accenture plc ACN+2,601 shares · +14%
  5. Newmont Corp. NEM+3,024 shares · +7%
  6. Adobe Inc. ADBE+1,027 shares · +8%
  7. Medtronic plc MDT+513 shares · +18%

Trimmed 31

  1. Novartis AG NVS-73,252 shares · -47%
  2. Sony Group Corporation SONY-390,740 shares · -45%
  3. Toyota Motor Corp. TM-46,290 shares · -47%
  4. Deutsche Bank A G DB-213,982 shares · -46%
  5. AstraZeneca PLC AZN-43,293 shares · -34%
  6. Stantec Inc. STN-63,795 shares · -36%
  7. Apple Inc. AAPL-10,426 shares · -15%
  8. Alphabet Inc. GOOGL-5,101 shares · -10%

and 23 more in the table below

Sold out of 5

  1. Autozone Inc. AZO$5.9 million last quarter
  2. Aptiv plc APTV$4.7 million last quarter
  3. Leidos Holdings, Inc. LDOS$3.6 million last quarter
  4. Costco Wholesale Corp. COST$230,126 last quarter
  5. Monopar Therapeutics MNPR$215,457 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL57.1K$19.0 million7.75%-10.4K
Alphabet Inc. GOOGL45.6K$15.7 million6.39%-5.1K
Mastercard Inc. MA28.1K$15.5 million6.32%-1.5K
AstraZeneca PLC AZN83.3K$13.4 million5.48%-43.3K
Novartis AG NVS83.9K$12.0 million4.88%-73.3K
Sony Group Corporation SONY478.6K$11.3 million4.59%-390.7K
Westinghouse Air Brake Technologies Corp. WAB37.1K$10.6 million4.34%-2.0K
Toyota Motor Corp. TM52.6K$9.6 million3.92%-46.3K
Thermo Fisher Scientific Inc. TMO13.7K$9.2 million3.76%-577
American Express Co. AXP29.5K$9.0 million3.65%-1.7K
Berkshire Hathaway Inc. Class B BRKB18.0K$8.9 million3.65%-865
Deutsche Bank A G DB247.3K$8.9 million3.62%-214.0K
Cboe Global Markets, Inc. CBOE30.6K$8.4 million3.43%-1.3K
Booking Holdings Inc. BKNG49.8K$8.1 million3.30%-3.3K
AMETEK Inc. AME32.1K$7.9 million3.24%-1.6K
Stantec Inc. STN114.6K$7.7 million3.15%-63.8K
NXP Semiconductors N.V. NXPI28.5K$6.8 million2.76%+3.1K
Cheniere Energy, Inc. LNG24.8K$6.7 million2.71%-1.4K
L3Harris Technologies, Inc. LHX27.4K$6.5 million2.65%-1.4K
Merck & Co., Inc. MRK44.2K$6.4 million2.62%-2.1K
AbbVie Inc. ABBV21.4K$5.6 million2.28%new
Newmont Corp. NEM43.9K$5.1 million2.06%+3.0K
Stryker Corp. SYK17.2K$4.7 million1.93%-569
Roper Technologies Inc. ROP13.4K$4.7 million1.91%+2.2K
Amazon.com Inc. AMZN16.3K$4.1 million1.66%+14.0K
Accenture plc ACN21.3K$3.9 million1.59%+2.6K
Adobe Inc. ADBE14.2K$3.4 million1.39%+1.0K
NVIDIA Corp. NVDA12.0K$2.7 million1.11%-740
JP Morgan Ultra Short Income Et JPST32.6K$1.6 million0.67%-6.2K
Versigent plc VGNT24.2K$1.1 million0.44%-1.2K
ASML Holding N.V. ASML549$994,6070.41%-51
Microsoft Corp. MSFT1.6K$830,3850.34%no change
ExxonMobil Holdings Corp. XOM5.0K$812,4480.33%-139
Taiwan Semiconductor Manufacturing Company Limited TSM1.7K$785,1030.32%-144
Alphabet Inc. GOOG1.8K$604,1320.25%-153
L Oreal Co. ADR LRLCY4.5K$384,9570.16%new
J P Morgan Exchange Traded F JPLD6.1K$313,2410.13%no change
Medtronic plc MDT3.4K$295,0260.12%+513
Haleon plc HLN32.3K$290,5200.12%-890
Aon plc AON1.0K$285,3500.12%-29
J P Morgan Exchange Traded F JCPB6.1K$273,7850.11%no change
RELX PLC RELX7.4K$247,0250.10%-370
Broadcom Inc. AVGO675$237,0530.10%no change
Kimberly Clark Corp. KMB2.3K$226,0380.09%-30
Cummins Inc. CMI430$222,1250.09%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.