StockDriftsStockDriftsTop 46 Martin Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | 8.22% | 157.2K | $24.6M | -3.10%(-5.03K) | $87.72(+73.59%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 8.01% | 126.6K | $24.0M | -9.66%(-13.53K) | $145.68(+7.42%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.52% | 67.5K | $19.5M | -12.53%(-9.67K) | $52.64(+480.13%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.05% | 50.7K | $18.1M | -20.48%(-13.05K) | $48.15(+615.93%) | 2026-06-30 | |
| SONY | SONY GROUP CORP | 5.82% | 869.3K | $17.4M | -2.45%(-21.88K) | $16.20(+49.95%) | 2026-06-30 | |
| TM | TOYOTA MOTOR CORP | 5.56% | 98.9K | $16.7M | -3.01%(-3.06K) | $142.18(+32.73%) | 2026-06-30 | |
| DB | DEUTSCHE BK AG | 5.2% | 461.3K | $15.6M | -3.04%(-14.47K) | $36.99(+4.26%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 5.08% | 29.7K | $15.2M | -1.56%(-470) | $106.91(+430.22%) | 2026-06-30 | |
| STN | STANTEC INC | 4.1% | 178.4K | $12.3M | -3.18%(-5.87K) | $90.38(-18.39%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 3.52% | 31.2K | $10.5M | -2.16%(-688) | $70.98(+378.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.07% | +19.33% | +3.12% | +16.59% |
| Top 20 Holdings Unweighted | +7.05% | +22.66% | +3.61% | +19.40% |
Martin Investment Management, LLC reports $299.55M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are NVS (8.2%), AZN (8.0%) and AAPL (6.5%). The top 20 holdings account for 84.85% of reported assets. Its disclosed equity book has returned +19.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Martin Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1511888). View Martin Investment Management, LLC’s 13F filings on SEC