Latest Martin Investment Management, LLC Stock Portfolio
Martin Investment Management, LLC Performance:
2025 Q4: 2.49%YTD: 9.12%2024: -3.21%
Performance for 2025 Q4 is 2.49%, and YTD is 9.12%, and 2024 is -3.21%.
About Martin Investment Management, LLC and 13F Hedge Fund Stock Holdings
Martin Investment Management, LLC is a hedge fund based in Palm Beach Gardens, FL. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Martin Investment Management, LLC reported an equity portfolio of $357.4 Millions as of 31 Dec, 2025.
The top stock holdings of Martin Investment Management, LLC are , , SONY. The fund has invested 8.2% of it's portfolio in NOVARTIS AG and 8% of portfolio in ASTRAZENECA PLC.
The fund managers got completely rid off ALCON AG, META PLATFORMS INC (META) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in NOVO-NORDISK A S, VERISK ANALYTICS INC (VRSK) and ALLEGION PLC (ALLE). Martin Investment Management, LLC opened new stock positions in DEUTSCHE BANK A G and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to SONY GROUP CORP (SONY).
The top stock holdings of Martin Investment Management, LLC are , , SONY. The fund has invested 8.2% of it's portfolio in NOVARTIS AG and 8% of portfolio in ASTRAZENECA PLC.
The fund managers got completely rid off ALCON AG, META PLATFORMS INC (META) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in NOVO-NORDISK A S, VERISK ANALYTICS INC (VRSK) and ALLEGION PLC (ALLE). Martin Investment Management, LLC opened new stock positions in DEUTSCHE BANK A G and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to SONY GROUP CORP (SONY).
Martin Investment Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Martin Investment Management, LLC made a return of 2.49% in the last quarter. In trailing 12 months, it's portfolio return was 9.12%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| deutsche bank a g | 20,280,600 |
| aptiv plc | 5,765,260 |
| j p morgan exchange traded f | 4,967,430 |
New stocks bought by Martin Investment Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| sony group corp | 0.38 |
Additions to existing portfolio by Martin Investment Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| novo-nordisk a s | -98.37 |
| verisk analytics inc | -92.06 |
| allegion plc | -37.4 |
| broadcom inc | -36.00 |
| medtronic plc | -33.78 |
| aon plc | -33.25 |
| asml holding n v | -29.89 |
| microsoft corp | -27.63 |
Martin Investment Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alcon ag | -19,046,700 |
| nice ltd | -17,988,800 |
| suncor energy inc new | -289,325 |
| palantir technologies inc | -280,927 |
| meta platforms inc | -485,425 |
Martin Investment Management, LLC got rid off the above stocks
Sector Distribution
Martin Investment Management, LLC has about 51.1% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Industrials
- Communication Services
- Healthcare
- Consumer Cyclical
- Energy
| Sector | % |
|---|---|
| Others | 51.1 |
| Technology | 15 |
| Financial Services | 8.5 |
| Industrials | 7 |
| Communication Services | 5.9 |
| Healthcare | 5.6 |
| Consumer Cyclical | 5.2 |
| Energy | 1.6 |
Market Cap. Distribution
Martin Investment Management, LLC has about 48.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 51.1 |
| MEGA-CAP | 25.4 |
| LARGE-CAP | 23.5 |
Stocks belong to which Index?
About 47.4% of the stocks held by Martin Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 52.6 |
| S&P 500 | 47.4 |
Martin Investment Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Martin Investment Management, LLC
Martin Investment Management, LLC has 49 stocks in it's portfolio. About 62% of the portfolio is in top 10 stocks. SONY proved to be the most loss making stock for the portfolio. was the most profitable stock for Martin Investment Management, LLC last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.10 | 80,243 | 21,815,100 | reduced | -7.57 | ||
| ACN | accenture plc ireland | 1.44 | 19,233 | 5,160,210 | reduced | -9.27 | ||
| ADBE | adobe inc | 1.29 | 13,195 | 4,618,120 | reduced | -6.29 | ||
| ALLE | allegion plc | 0.08 | 1,841 | 293,124 | reduced | -37.4 | ||
| AME | ametek inc | 1.94 | 33,836 | 6,946,870 | reduced | -6.68 | ||
| AMZN | amazon com inc | 0.20 | 3,144 | 725,698 | reduced | -27.12 | ||
| AON | aon plc | 0.13 | 1,325 | 467,566 | reduced | -33.25 | ||
| AVGO | broadcom inc | 0.08 | 800 | 276,880 | reduced | -36.00 | ||
| AXP | american express co | 3.29 | 31,764 | 11,751,100 | reduced | -7.28 | ||
| AZO | autozone inc | 1.77 | 1,864 | 6,321,760 | reduced | -6.14 | ||
| BBAX | j p morgan exchange traded f | 1.39 | 98,190 | 4,967,430 | new | |||
| BBAX | j p morgan exchange traded f | 0.06 | 4,704 | 222,734 | unchanged | 0.00 | ||
| BKNG | booking holdings inc | 3.19 | 2,127 | 11,390,800 | reduced | -7.28 | ||
| CHKP | check point software tech lt | 6.59 | 126,966 | 23,559,800 | reduced | -3.14 | ||
| COST | costco whsl corp new | 0.07 | 296 | 255,253 | reduced | -6.03 | ||
| CRH | crh plc | 0.06 | 1,660 | 207,168 | reduced | -24.37 | ||
| GOOG | alphabet inc | 5.56 | 63,523 | 19,882,700 | reduced | -7.93 | ||
| GOOG | alphabet inc | 0.31 | 3,579 | 1,123,090 | reduced | -6.33 | ||
| HLN | haleon plc | 0.12 | 42,345 | 428,108 | reduced | -9.47 | ||
| KMB | kimberly-clark corp | 0.07 | 2,415 | 243,649 | reduced | -13.29 | ||