Martin Investment Management, LLC
CIK 0001511888 · PALM BEACH GARDENS, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$299.6M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVS
NOVARTIS AG
8.2%
AZN
ASTRAZENECA PLC
8.0%
AAPL
APPLE INC
6.5%
GOOGL
ALPHABET INC
6.0%
SONY
SONY GROUP CORP
5.8%
TM
TOYOTA MOTOR CORP
5.6%
DB
DEUTSCHE BK AG
5.2%
MA
MASTERCARD INCORPORATED
5.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.