Martin Investment Management, LLC

PALM BEACH GARDENS, FL · CIK 1511888 · 13F filing filed 2026-07-17

SEC-registered investment adviser since 1988 · limited liability company

Assets managed$888.1m
Staff12 · 8 in investment roles
Main clients (by assets)Other advisers 73%, High net worth individuals 19%, Individuals 5%
Private funds1 · $3.6m gross assets
Form ADV · 2026-08-04SEC adviser record

Others nearbyNorth Palm Beach, FL, Evanston, IL

As an employer

Offices in1 country
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Palm Beach Gardens, FL (main office)United States	United States	about 3
Evanston, ILUnited States	United States	5

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$299.6m reported value -10.3% vs Q1 2026

47positions

58.1%in top 10

3 new 1 added 36 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NOVARTIS AG SPONSORED ADR NVS	NVS	157,179	$24.6m8.22%	8.22%	Reduced -5.0k	-5,025 -3.1%
2	ASTRAZENECA PLC ORD AZN	AZN	126,555	$24.0m8.01%	8.01%	Reduced -13.5k	-13,525 -9.7%
3	APPLE INC COM AAPL	AAPL	67,514	$19.5m6.52%	6.52%	Reduced -9.7k	-9,668 -12.5%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	50,682	$18.1m6.05%	6.05%	Reduced -13.1k	-13,050 -20.5%
5	SONY GROUP CORP SPONSORED ADR SONY	SONY	869,290	$17.4m5.82%	5.82%	Reduced -21.9k	-21,875 -2.5%
6	TOYOTA MOTOR CORP ADS TM	TM	98,860	$16.7m5.56%	5.56%	Reduced -3.1k	-3,065 -3.0%
7	DEUTSCHE BANK A G NAMEN AKT DB	DB	461,285	$15.6m5.20%	5.20%	Reduced -14.5k	-14,475 -3.0%
8	MASTERCARD INCORPORATED CL A MA	MA	29,653	$15.2m5.08%	5.08%	Reduced -470	-470 -1.6%
9	STANTEC INC COM STN	STN	178,427	$12.3m4.10%	4.10%	Reduced -5.9k	-5,866 -3.2%
10	AMERICAN EXPRESS CO COM AXP	AXP	31,174	$10.5m3.52%	3.52%	Reduced -688	-688 -2.2%
11	WABTEC COM WAB	WAB	39,048	$10.5m3.51%	3.51%	Reduced -2.6k	-2,556 -6.1%
12	BOOKING HOLDINGS INC COM BKNG	BKNG	53,125	$9.5m3.16%	3.16%	Reduced -1.1k	-1,075 -2.0%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,834	$9.4m3.15%	3.15%	Reduced -404	-404 -2.1%
14	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	28,855	$8.4m2.80%	2.80%	Reduced -639	-639 -2.2%
15	AMETEK INC COM AME	AME	33,704	$8.2m2.72%	2.72%	Reduced -623	-623 -1.8%
16	CBOE GLOBAL MKTS INC COM CBOE	CBOE	31,863	$7.7m2.58%	2.58%	Reduced -522	-522 -1.6%
17	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	14,252	$7.1m2.39%	2.39%	Reduced -334	-334 -2.3%
18	NXP SEMICONDUCTORS N V COM NXPI	NXPI	25,400	$7.1m2.38%	2.38%	Reduced -672	-672 -2.6%
19	CHENIERE ENERGY INC COM NEW LNG	LNG	26,181	$6.3m2.09%	2.09%	Reduced -520	-520 -1.9%
20	AUTOZONE INC COM AZO	AZO	1,861	$5.9m1.99%	1.99%	Reduced -41	-41 -2.2%
21	MERCK & CO INC COM MRK	MRK	46,280	$5.9m1.99%	1.99%	Reduced -738	-738 -1.6%
22	STRYKER CORPORATION COM SYK	SYK	17,782	$5.6m1.87%	1.87%	Reduced -285	-285 -1.6%
23	APTIV PLC COM SHS APTV	APTV	76,325	$4.7m1.56%	1.56%	Reduced -952	-952 -1.2%
24	NEWMONT CORP COM NEM	NEM	40,828	$3.8m1.27%	1.27%	New
25	ROPER TECHNOLOGIES INC COM ROP	ROP	11,264	$3.8m1.27%	1.27%	Reduced -244	-244 -2.1%
26	LEIDOS HOLDINGS INC COM LDOS	LDOS	34,735	$3.6m1.19%	1.19%	Reduced -588	-588 -1.7%
27	ADOBE INC COM ADBE	ADBE	13,218	$2.7m0.90%	0.90%	Reduced -268	-268 -2.0%
28	NVIDIA CORPORATION COM NVDA	NVDA	12,709	$2.5m0.85%	0.85%	Reduced -403	-403 -3.1%
29	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	18,651	$2.3m0.77%	0.77%	Reduced -293	-293 -1.6%
30	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	38,747	$2.0m0.65%	0.65%	Reduced -1.7k	-1,671 -4.1%
31	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	600	$1.2m0.40%	0.40%	Reduced -98	-98 -14.0%
32	VERSIGENT PLC ORDINARY SHARES VGNT	VGNT	25,416	$1.1m0.36%	0.36%	New
33	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,865	$890.7k0.30%	0.30%	Reduced -260	-260 -12.2%
34	EXXON MOBIL CORP COM XOM	XOM	5,131	$701.5k0.23%	0.23%	Reduced -25	-25 -0.5%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	1,926	$680.5k0.23%	0.23%	Reduced -1.4k	-1,375 -41.6%
36	MICROSOFT CORP COM MSFT	MSFT	1,619	$603.9k0.20%	0.20%	Unchanged
37	AMAZON COM INC COM AMZN	AMZN	2,344	$558.7k0.19%	0.19%	Unchanged
38	AON PLC SHS CL A AON	AON	1,060	$351.6k0.12%	0.12%	Unchanged
39	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	6,093	$318.0k0.11%	0.11%	Unchanged
40	HALEON PLC SPON ADS HLN	HLN	33,170	$309.5k0.10%	0.10%	Unchanged
41	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	6,114	$287.0k0.10%	0.10%	Unchanged
42	KIMBERLY-CLARK CORP COM KMB	KMB	2,350	$258.0k0.09%	0.09%	Reduced -60	-60 -2.5%
43	BROADCOM INC COM AVGO	AVGO	675	$255.0k0.09%	0.09%	Reduced -125	-125 -15.6%
44	RELX PLC SPONSORED ADR RELX	RELX	7,815	$247.5k0.08%	0.08%	Unchanged
45	COSTCO WHSL CORP NEW COM COST	COST	246	$230.1k0.08%	0.08%	Reduced -50	-50 -16.9%
46	MEDTRONIC PLC SHS MDT	MDT	2,906	$227.3k0.08%	0.08%	Added +36	+36 1.2%
47	MONOPAR THERAPEUTICS INC COM NEW MNPR	MNPR	2,327	$215.5k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CHECK POINT SOFTWARE TECH LT CHKP	CHKP	114,636	$16.4m114.6k shares
FUTU HLDGS LTD FUTU	FUTU	111,505	$15.2m111.5k shares