Martin Investment Management, LLC
Q2 2026 13F filing
Updated 55 days ago47 disclosed positions worth $299.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVSEF NOVARTIS AG | $24.6M | 157.2K | 8.22% | Trimmed(-3.1%) |
| 2 | A AZN ASTRAZENECA PLC | $24M | 126.6K | 8.01% | Trimmed(-9.7%) |
| 3 | A AAPL APPLE INC | $19.5M | 67.5K | 6.52% | Trimmed(-12.5%) |
| 4 | G GOOGN ALPHABET INC | $18.1M | 50.7K | 6.05% | Trimmed(-20.5%) |
| 5 | S SNEJF SONY GROUP CORP | $17.4M | 869.3K | 5.82% | Trimmed(-2.5%) |
| 6 | T TOYOF TOYOTA MOTOR CORP | $16.7M | 98.9K | 5.56% | Trimmed(-3.0%) |
| 7 | O OLOXF DEUTSCHE BK AG | $15.6M | 461.3K | 5.20% | Trimmed(-3.0%) |
| 8 | M MA MASTERCARD INCORPORATED | $15.2M | 29.7K | 5.08% | Trimmed(-1.6%) |
| 9 | S STN STANTEC INC | $12.3M | 178.4K | 4.10% | Trimmed(-3.2%) |
| 10 | A AXP AMERICAN EXPRESS CO | $10.5M | 31.2K | 3.52% | Trimmed(-2.2%) |
| 11 | W WAB WABTEC | $10.5M | 39.0K | 3.51% | Trimmed(-6.1%) |
| 12 | B BKNG BOOKING HOLDINGS INC | $9.5M | 53.1K | 3.16% | Added(+2350.4%) |
| 13 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $9.4M | 18.8K | 3.15% | Trimmed(-2.1%) |
| 14 | L LHX L3HARRIS TECHNOLOGIES INC | $8.4M | 28.9K | 2.80% | Trimmed(-2.2%) |
| 15 | A AME AMETEK INC | $8.2M | 33.7K | 2.72% | Trimmed(-1.8%) |
| 16 | C CBOE CBOE GLOBAL MKTS INC | $7.7M | 31.9K | 2.58% | Trimmed(-1.6%) |
| 17 | T TMO THERMO FISHER SCIENTIFIC INC | $7.1M | 14.3K | 2.39% | Trimmed(-2.3%) |
| 18 | N NXPI NXP SEMICONDUCTORS N V | $7.1M | 25.4K | 2.38% | Trimmed(-2.6%) |
| 19 | C CQP CHENIERE ENERGY INC | $6.3M | 26.2K | 2.09% | Trimmed(-1.9%) |
| 20 | A AZO AUTOZONE INC | $5.9M | 1.9K | 1.99% | Trimmed(-2.2%) |
| 21 | M MRK MERCK & CO INC | $5.9M | 46.3K | 1.99% | Trimmed(-1.6%) |
| 22 | S SYK STRYKER CORPORATION | $5.6M | 17.8K | 1.87% | Trimmed(-1.6%) |
| 23 | A APTV APTIV PLC | $4.7M | 76.3K | 1.56% | Trimmed(-1.2%) |
| 24 | N NEMCL NEWMONT CORP | $3.8M | 40.8K | 1.27% | — |
| 25 | R ROP ROPER TECHNOLOGIES INC | $3.8M | 11.3K | 1.27% | Trimmed(-2.1%) |
| 26 | L LDOS LEIDOS HOLDINGS INC | $3.6M | 34.7K | 1.19% | Trimmed(-1.7%) |
| 27 | A ADBE ADOBE INC | $2.7M | 13.2K | 0.90% | Trimmed(-2.0%) |
| 28 | N NVDA NVIDIA CORPORATION | $2.5M | 12.7K | 0.85% | Trimmed(-3.1%) |
| 29 | A ACN ACCENTURE PLC IRELAND | $2.3M | 18.7K | 0.77% | Trimmed(-1.6%) |
| 30 | ? N/A J P MORGAN EXCHANGE TRADED F | $2M | 38.7K | 0.65% | Trimmed(-4.1%) |
| 31 | A ASMLF ASML HLDG NV | $1.2M | 600 | 0.40% | Trimmed(-14.0%) |
| 32 | V VGNT VERSIGENT PLC | $1.1M | 25.4K | 0.36% | — |
| 33 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $891K | 1.9K | 0.30% | Trimmed(-12.2%) |
| 34 | X XOM EXXON MOBIL CORP | $702K | 5.1K | 0.23% | Trimmed(-0.5%) |
| 35 | G GOOGN ALPHABET INC | $681K | 1.9K | 0.23% | Trimmed(-41.6%) |
| 36 | M MSFT MICROSOFT CORP | $604K | 1.6K | 0.20% | Unchanged |
| 37 | A AMZN AMAZON COM INC | $559K | 2.3K | 0.19% | Unchanged |
| 38 | A AON AON PLC | $352K | 1.1K | 0.12% | Unchanged |
| 39 | ? N/A J P MORGAN EXCHANGE TRADED F | $318K | 6.1K | 0.11% | Unchanged |
| 40 | H HLNCF HALEON PLC | $309K | 33.2K | 0.10% | Unchanged |
| 41 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $287K | 6.1K | 0.10% | Unchanged |
| 42 | K KMB KIMBERLY-CLARK CORP | $258K | 2.4K | 0.09% | Trimmed(-2.5%) |
| 43 | A AVGO BROADCOM INC | $255K | 675 | 0.09% | Trimmed(-15.6%) |
| 44 | R RLXXF RELX PLC | $248K | 7.8K | 0.08% | Unchanged |
| 45 | C COST COSTCO WHOLESALE CORPORATION | $230K | 246 | 0.08% | Trimmed(-16.9%) |
| 46 | M MDT MEDTRONIC PLC | $227K | 2.9K | 0.08% | Added(+1.3%) |
| 47 | M MNPR MONOPAR THERAPEUTICS INC | $215K | 2.3K | 0.07% | — |