Grufity logo
Grufity logo

Latest Martin Investment Management, LLC Stock Portfolio

$334Million– No. of Holdings #46

Martin Investment Management, LLC Performance:
2026 Q1: -8.1%YTD: -8.1%2025: 9.12%
Performance for 2026 Q1 is -8.1%, and YTD is -8.1%, and 2025 is 9.12%.

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 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Martin Investment Management, LLC reported an equity portfolio of $334.1 Millions as of 31 Mar, 2026.

The top stock holdings of Martin Investment Management, LLC are , NVS, TM. The fund has invested 8.3% of it's portfolio in ASTRAZENECA PLC and 7.4% of portfolio in NOVARTIS AG.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), VERISK ANALYTICS INC (VRSK) and VISA INC (V) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), NVIDIA CORPORATION (NVDA) and RELX PLC (RELX). Martin Investment Management, LLC opened new stock positions in ASTRAZENECA PLC, STANTEC INC (STN) and FUTU HLDGS LTD (FUTU). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), J P MORGAN EXCHANGE TRADED F and ADOBE INC (ADBE).
Martin Investment Management, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026

Martin Investment Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Martin Investment Management, LLC made a return of -8.1% in the last quarter. In trailing 12 months, it's portfolio return was -1.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc27,626,600
stantec inc15,922,900
futu hldgs ltd15,249,400
New stocks bought by Martin Investment Management, LLC

Additions

Ticker% Inc.
j p morgan exchange traded f29.97
j p morgan exchange traded f25.94
adobe inc2.21
roper technologies inc2.19
leidos holdings inc2.12
autozone inc2.04
aptiv plc1.99
booking holdings inc1.93
Additions to existing portfolio by Martin Investment Management, LLC

Reductions

Ticker% Reduced
j p morgan exchange traded f-58.84
nvidia corporation-37.7
relx plc-27.54
amazon com inc-25.45
medtronic plc-23.47
novartis ag-23.31
haleon plc-21.67
aon plc-20.00
Martin Investment Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-28,453,000
novo-nordisk a s-228,146
verisk analytics inc-485,407
allegion plc-293,124
crh plc-207,168
visa inc-392,795
Martin Investment Management, LLC got rid off the above stocks

Sector Distribution

Martin Investment Management, LLC has about 54.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Energy
  • Consumer Cyclical
Sector%
Others54.5
Technology13.3
Industrials8.4
Financial Services7.5
Communication Services5.8
Healthcare5.7
Energy2.5
Consumer Cyclical2.2

Market Cap. Distribution

Martin Investment Management, LLC has about 45.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED54.5
LARGE-CAP23.3
MEGA-CAP22.1

Stocks belong to which Index?

About 43.2% of the stocks held by Martin Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others56.8
S&P 50043.2
Top 5 Winners (%)%
LNG
cheniere energy inc
45.4 %
XOM
exxon mobil corp
40.9 %
ASML
asml hldg nv
21.5 %
LHX
l3harris technologies inc
17.4 %
WAB
wabtec
16.9 %
Top 5 Winners ($)$
NVS
novartis ag
2.8 M
LNG
cheniere energy inc
2.4 M
LHX
l3harris technologies inc
1.5 M
WAB
wabtec
1.5 M
cboe global mkts inc
1.0 M
Top 5 Losers (%)%
BKNG
booking holdings inc
-96.8 %
ADBE
adobe inc
-30.3 %
ACN
accenture plc ireland
-25.9 %
MSFT
microsoft corp
-23.5 %
CHKP
check point software tech lt
-21.9 %
Top 5 Losers ($)$
BKNG
booking holdings inc
-11.1 M
CHKP
check point software tech lt
-5.2 M
SONY
sony group corp
-4.6 M
DB
deutsche bk ag
-4.4 M
MA
mastercard incorporated
-2.2 M

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 46 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. BKNG proved to be the most loss making stock for the portfolio. NVS was the most profitable stock for Martin Investment Management, LLC last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions