Martin Investment Management, LLC

Q2 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$299,551
Net value change ($000)
-34,553 (-10.3%)
New positions
3
Sold out positions
2
Turnover %
12.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BKNG 9,104 2494.2%
NEM 3,813 NEW
NXPI 2,005 39.1%
DB 1,405 9.9%
VERSIGENT LIMITED 1,068 NEW
AXP 907 9.4%
AME 796 10.8%
MRK 291 5.1%
ASML 272 29.5%
NVDA 256 11.2%
Top Reduces (Value $000, Stocks/ETFs)
CHKP -16,376 -100.0%
FUTU -15,249 -100.0%
TM -4,356 -20.7%
AZN -3,630 -13.1%
STN -3,628 -22.8%
LDOS -1,916 -34.9%
LHX -1,795 -17.6%
ACN -1,435 -38.2%
CBOE -1,370 -15.1%
LNG -1,319 -17.4%
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