Martin Investment Management, LLC

Q4 2025 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$357,419
Net value change ($000)
-36,120 (-9.2%)
New positions
3
Sold out positions
5
Turnover %
19.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DB 20,281 NEW
APTV 5,765 NEW
JPST 4,967 NEW
AZN 3,913 15.9%
GOOGL 3,111 18.5%
TM 2,080 9.4%
NVS 1,237 4.4%
TMO 1,027 13.8%
MRK 724 17.5%
AXP 372 3.3%
Top Reduces (Value $000, Stocks/ETFs)
ALC -19,047 -100.0%
NICE -17,989 -100.0%
NVO -15,043 -98.5%
VRSK -6,391 -92.9%
CHKP -3,563 -13.1%
SONY -2,984 -10.7%
AZO -2,198 -25.8%
LNG -1,388 -21.4%
MA -1,183 -6.2%
ROP -1,017 -16.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type