Martin Investment Management, LLC
48 holdingsFiling period: 2026-06-30Current AUM: $322.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVS | Novartis AG | 157.2K | $24.6M | $24.2M | 7.50% | -5,025 | 2026-06-30 |
| 2 | — | Astrazeneca PLC | 126.6K | $24.0M | $24.0M | 7.44% | -13,525 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 67.5K | $19.5M | $23.2M | 7.20% | -9,668 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 50.7K | $18.1M | $16.1M | 4.98% | -13,050 | 2026-06-30 |
| 5 | SONY | Sony Group Corp | 869.3K | $17.4M | $22.6M | 7.02% | -21,875 | 2026-06-30 |
| 6 | TM | Toyota Motor Corp | 98.9K | $16.6M | $19.5M | 6.06% | -3,065 | 2026-06-30 |
| 7 | — | Deutsche BK AG | 461.3K | $15.6M | $15.6M | 4.83% | -14,475 | 2026-06-30 |
| 8 | MA | Mastercard Incorporated | 29.7K | $15.2M | $18.2M | 5.64% | -470 | 2026-06-30 |
| 9 | STN | Stantec Inc | 178.4K | $12.3M | $12.7M | 3.93% | -5,866 | 2026-06-30 |
| 10 | AXP | American Express Co | 31.2K | $10.5M | $9.8M | 3.05% | -688 | 2026-06-30 |
| 11 | WAB | Wabtec | 39.0K | $10.5M | $10.8M | 3.36% | -2,556 | 2026-06-30 |
| 12 | BKNG | Booking Holdings Inc | 53.1K | $9.5M | $8.1M | 2.52% | +51.0K | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc Del | 18.8K | $9.4M | $9.4M | 2.92% | -404 | 2026-06-30 |
| 14 | LHX | L3Harris Technologies Inc | 28.9K | $8.4M | $7.5M | 2.33% | -639 | 2026-06-30 |
| 15 | AME | Ametek Inc | 33.7K | $8.2M | $8.2M | 2.54% | -623 | 2026-06-30 |
| 16 | CBOE | Cboe Global Mkts Inc | 31.9K | $7.7M | $10.7M | 3.31% | -522 | 2026-06-30 |
| 17 | TMO | Thermo Fisher Scientific Inc | 14.3K | $7.1M | $9.8M | 3.03% | -334 | 2026-06-30 |
| 18 | — | Nxp Semiconductors N V | 25.4K | $7.1M | $7.1M | 2.21% | -672 | 2026-06-30 |
| 19 | LNG | Cheniere Energy Inc | 26.2K | $6.3M | $7.9M | 2.44% | -520 | 2026-06-30 |
| 20 | AZO | Autozone Inc | 1.9K | $5.9M | $5.9M | 1.84% | -41 | 2026-06-30 |
| 21 | MRK | Merck & Co Inc | 46.3K | $5.9M | $6.5M | 2.02% | -738 | 2026-06-30 |
| 22 | SYK | Stryker Corporation | 17.8K | $5.6M | $5.4M | 1.69% | -285 | 2026-06-30 |
| 23 | — | Aptiv PLC | 76.3K | $4.7M | $4.7M | 1.45% | -952 | 2026-06-30 |
| 24 | NEM | Newmont Corp | 40.8K | $3.8M | $4.5M | 1.40% | -- | 2026-06-30 |
| 25 | ROP | Roper Technologies Inc | 11.3K | $3.8M | $5.0M | 1.54% | -244 | 2026-06-30 |
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