Martin Investment Management, LLC Portfolio Holdings

Martin Investment Management, LLC

  • $396 Million
  • Q1 2025

Martin Investment Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $396 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Check Point Software Technologies LTD with a value of $36.5M, Sony Group Corp with a value of $28.1M, Novartis Ag with a value of $25.9M, Alcon Inc with a value of $26M, and Astrazeneca PLC with a value of $22.9M.

Examining the 13F form we can see an increase of $32.4M in the current position value, from $364M to 396M.

Martin Investment Management, LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Martin Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $396 Million
Technology: $122 Million
Healthcare: $115 Million
Financial Services: $49.5 Million
Industrials: $43.4 Million
Consumer Cyclical: $41 Million
Energy: $12.1 Million
Communication Services: $11.9 Million
Consumer Defensive: $723,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.5B
$36.5 Million 9.2% of portfolio
160,042
Q1 2025 Added 2.23%
$31.8B
$28.1 Million 7.08% of portfolio
1,105,045
Q1 2025 Added 3.12%
$250B
$25.9 Million 6.55% of portfolio
232,753
Q1 2025 Added 2.5%
$41.6B
$26 Million 6.55% of portfolio
273,496
Q1 2025 Added 2.52%
$220B
$22.9 Million 5.77% of portfolio
310,999
Q1 2025 Added 0.81%
$238B
$21.9 Million 5.51% of portfolio
123,804
Q1 2025 Added 2.61%
$168B
$20.1 Million 5.06% of portfolio
288,983
Q1 2025 Added 2.42%
$3.14T
$19.8 Million 4.99% of portfolio
89,066
Q1 2025 Reduced 0.39%
$543B
$18.9 Million 4.77% of portfolio
34,461
Q1 2025 Reduced 0.58%
$10.5B
$17.2 Million 4.34% of portfolio
111,704
Q1 2025 New
$648B
$12.1 Million 3.05% of portfolio
22,730
Q1 2025 Added 0.2%
$993B
$10.8 Million 2.73% of portfolio
69,907
Q1 2025 Reduced 0.01%
$210B
$10.8 Million 2.72% of portfolio
2,336
Q1 2025 Reduced 1.72%
$219B
$9.31 Million 2.35% of portfolio
34,586
Q1 2025 Reduced 0.33%
$48.2B
$8.28 Million 2.09% of portfolio
27,812
Q1 2025 Reduced 0.13%
$36.5B
$8.09 Million 2.04% of portfolio
44,587
Q1 2025 Reduced 0.89%
$24B
$7.82 Million 1.97% of portfolio
34,548
Q1 2025 Added 0.24%
$68.4B
$7.61 Million 1.92% of portfolio
1,997
Q1 2025 Added 0.45%
$141B
$7.24 Million 1.83% of portfolio
19,438
Q1 2025 Reduced 0.25%
$59.6B
$7.24 Million 1.83% of portfolio
12,278
Q1 2025 Reduced 0.28%
$197B
$6.58 Million 1.66% of portfolio
21,101
Q1 2025 Reduced 0.03%
$48B
$6.56 Million 1.66% of portfolio
31,361
Q1 2025 Added 13.52%
$58.9B
$6.55 Million 1.65% of portfolio
28,286
Q1 2025 Added 0.22%
$77.2B
$6.41 Million 1.62% of portfolio
23,505
Q1 2025 Reduced 0.06%
$40.3B
$6.29 Million 1.59% of portfolio
36,529
Q1 2025 Reduced 0.1%
$178B
$5.43 Million 1.37% of portfolio
14,161
Q1 2025 Added 28.7%
$55.9B
$5.45 Million 1.37% of portfolio
28,675
Q1 2025 Added 0.12%
$198B
$4.5 Million 1.13% of portfolio
50,091
Q1 2025 Reduced 0.1%
$27.2B
$4.25 Million 1.07% of portfolio
26,597
Q1 2025 Added 0.71%
$359B
$1.33 Million 0.34% of portfolio
12,304
Q1 2025 Added 1.28%
$475B
$825,000 0.21% of portfolio
6,938
Q1 2025 Reduced 0.29%
$302B
$744,000 0.19% of portfolio
1,123
Q1 2025 Reduced 1.75%
$2.19T
$739,000 0.19% of portfolio
3,887
Q1 2025 Added 2.64%
$3.56T
$727,000 0.18% of portfolio
1,937
Q1 2025 Added 2.65%
$1.08T
$676,000 0.17% of portfolio
4,330
Q1 2025 Reduced 2.17%
$72.6B
$674,000 0.17% of portfolio
1,690
Q4 2024 Reduced 4.36%
$585B
$490,000 0.12% of portfolio
1,400
Q3 2023 Reduced 1.13%
$115B
$422,000 0.11% of portfolio
4,703
Q4 2024 Reduced 0.32%
$101B
$430,000 0.11% of portfolio
8,535
Q4 2024 Reduced 0.7%
$48.5B
$377,000 0.1% of portfolio
36,720
Q4 2024 Reduced 0.3%
$43.5B
$403,000 0.1% of portfolio
2,840
Q1 2025 Reduced 0.7%
$1.11T
$376,000 0.09% of portfolio
2,270
Q1 2025 Reduced 10.56%
$55.5B
$305,000 0.08% of portfolio
580
Q3 2024 New
$433B
$320,000 0.08% of portfolio
339
Q1 2025 Reduced 12.4%
$173B
$280,000 0.07% of portfolio
4,095
Q4 2024 Added 3.02%
$16.1B
$261,000 0.07% of portfolio
575
Q3 2021 New
$12B
$285,000 0.07% of portfolio
2,186
Q1 2025 New
$271B
$256,000 0.06% of portfolio
3,040
Q4 2024 New
$56B
$209,000 0.05% of portfolio
5,400
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $396 Million
  • Prior Value $364 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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