Martin Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$334,104
Net value change ($000)
-23,315 (-6.5%)
New positions
3
Sold out positions
6
Turnover %
26.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 27,627 NEW
STN 15,923 NEW
FUTU 15,249 NEW
LNG 2,470 48.4%
LHX 1,639 19.2%
WAB 1,629 18.6%
CBOE 1,092 13.6%
MRK 790 16.2%
AME 411 5.9%
XOM 253 40.7%
Top Reduces (Value $000, Stocks/ETFs)
AZN -28,453 -100.0%
BKNG -11,026 -96.8%
CHKP -7,184 -30.5%
SONY -6,339 -25.6%
DB -6,113 -30.1%
NVS -4,383 -15.0%
TM -3,093 -12.8%
JPST -2,921 -58.8%
MA -2,845 -15.9%
AAPL -2,227 -10.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type