Martin Investment Management, LLC

PALM BEACH GARDENS, FL · CIK 1511888 · 13F filing filed 2025-08-07

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

$390.1m reported value -1.6% vs Q1 2025

49positions

57.7%in top 10

3 new 18 added 25 reduced 4 sold out vs Q1 2025

Holdings, Q2 2025

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	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	132,007	$29.2m7.49%	7.49%	Reduced -28.0k	-28,035 -17.5%
2	SONY GROUP CORP SPONSORED ADR SONY	SONY	1,033,630	$26.9m6.90%	6.90%	Reduced -71.4k	-71,415 -6.5%
3	NOVARTIS AG SPONSORED ADR NVS	NVS	219,258	$26.5m6.80%	6.80%	Reduced -13.5k	-13,495 -5.8%
4	ALCON AG ORD SHS ALC	ALC	257,466	$22.7m5.83%	5.83%	Reduced -16.0k	-16,030 -5.9%
5	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		322,034	$22.5m5.77%	5.77%	Added +11.0k	+11,035 3.5%
6	NICE LTD SPONSORED ADR NICE	NICE	125,179	$21.1m5.42%	5.42%	Added +13.5k	+13,475 12.1%
7	TOYOTA MOTOR CORP ADS TM	TM	116,084	$20.0m5.13%	5.13%	Reduced -7.7k	-7,720 -6.2%
8	MASTERCARD INCORPORATED CL A MA	MA	34,001	$19.1m4.90%	4.90%	Reduced -460	-460 -1.3%
9	NOVO-NORDISK A S ADR NVO	NVO	276,747	$19.1m4.90%	4.90%	Reduced -12.2k	-12,236 -4.2%
10	APPLE INC COM AAPL	AAPL	87,821	$18.0m4.62%	4.62%	Reduced -1.2k	-1,245 -1.4%
11	BOOKING HOLDINGS INC COM BKNG	BKNG	2,335	$13.5m3.47%	3.47%	Reduced -1	-1 -0.0%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	69,830	$12.3m3.15%	3.15%	Reduced -77	-77 -0.1%
13	AMERICAN EXPRESS CO COM AXP	AXP	34,523	$11.0m2.82%	2.82%	Reduced -63	-63 -0.2%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	22,422	$10.9m2.79%	2.79%	Reduced -308	-308 -1.4%
15	WABTEC COM WAB	WAB	44,698	$9.4m2.40%	2.40%	Added +111	+111 0.2%
16	VERISK ANALYTICS INC COM VRSK	VRSK	27,740	$8.6m2.21%	2.21%	Reduced -72	-72 -0.3%
17	CBOE GLOBAL MKTS INC COM CBOE	CBOE	34,526	$8.1m2.06%	2.06%	Reduced -22	-22 -0.1%
18	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	31,266	$7.8m2.01%	2.01%	Reduced -95	-95 -0.3%
19	STRYKER CORPORATION COM SYK	SYK	19,341	$7.7m1.96%	1.96%	Reduced -97	-97 -0.5%
20	AUTOZONE INC COM AZO	AZO	2,003	$7.4m1.91%	1.91%	Added +6	+6 0.3%
21	ROPER TECHNOLOGIES INC COM ROP	ROP	12,271	$7.0m1.78%	1.78%	Reduced -7	-7 -0.1%
22	CHENIERE ENERGY INC COM NEW LNG	LNG	28,286	$6.9m1.77%	1.77%	Unchanged
23	AMETEK INC COM AME	AME	36,603	$6.6m1.70%	1.70%	Added +74	+74 0.2%
24	NXP SEMICONDUCTORS N V COM NXPI	NXPI	29,271	$6.4m1.64%	1.64%	Added +596	+596 2.1%
25	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	21,355	$6.4m1.64%	1.64%	Added +254	+254 1.2%
26	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	15,658	$6.3m1.63%	1.63%	Reduced -109	-109 -0.7%
27	LEIDOS HOLDINGS INC COM LDOS	LDOS	36,493	$5.8m1.48%	1.48%	New
28	ADOBE INC COM ADBE	ADBE	14,147	$5.5m1.40%	1.40%	Reduced -14	-14 -0.1%
29	MERCK & CO INC COM MRK	MRK	50,476	$4.0m1.02%	1.02%	Added +385	+385 0.8%
30	NVIDIA CORPORATION COM NVDA	NVDA	21,675	$3.4m0.88%	0.88%	Added +9.4k	+9,371 76.2%
31	MICROSOFT CORP COM MSFT	MSFT	2,037	$1.0m0.26%	0.26%	Added +100	+100 5.2%
32	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,248	$1.0m0.26%	0.26%	Added +125	+125 11.1%
33	AMAZON COM INC COM AMZN	AMZN	3,914	$858.7k0.22%	0.22%	Added +27	+27 0.7%
34	ALPHABET INC CAP STK CL C GOOG	GOOG	4,258	$755.3k0.19%	0.19%	Reduced -72	-72 -1.7%
35	EXXON MOBIL CORP COM XOM	XOM	6,798	$732.8k0.19%	0.19%	Reduced -140	-140 -2.0%
36	AON PLC SHS CL A AON	AON	1,950	$695.7k0.18%	0.18%	Added +260	+260 15.4%
37	RELX PLC SPONSORED ADR RELX	RELX	11,390	$618.9k0.16%	0.16%	Added +2.9k	+2,855 33.5%
38	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,265	$513.0k0.13%	0.13%	Reduced -5	-5 -0.2%
39	MEDTRONIC PLC SHS MDT	MDT	5,563	$484.9k0.12%	0.12%	Added +860	+860 18.3%
40	HALEON PLC SPON ADS HLN	HLN	45,775	$474.7k0.12%	0.12%	Added +9.1k	+9,055 24.7%
41	VISA INC COM CL A V	V	1,300	$461.6k0.12%	0.12%	Reduced -100	-100 -7.1%
42	ALLEGION PLC ORD SHS ALLE	ALLE	2,921	$421.0k0.11%	0.11%	Added +735	+735 33.6%
43	KIMBERLY-CLARK CORP COM KMB	KMB	2,800	$361.0k0.09%	0.09%	Reduced -40	-40 -1.4%
44	COSTCO WHSL CORP NEW COM COST	COST	339	$335.6k0.09%	0.09%	Unchanged
45	SUNCOR ENERGY INC NEW COM SU	SU	6,920	$259.2k0.07%	0.07%	Added +1.5k	+1,520 28.1%
46	FACTSET RESH SYS INC COM FDS	FDS	575	$257.2k0.07%	0.07%	Unchanged
47	META PLATFORMS INC CL A META	META	331	$244.3k0.06%	0.06%	New
48	BROADCOM INC COM AVGO	AVGO	800	$220.5k0.06%	0.06%	New
49	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,540	$209.9k0.05%	0.05%	Reduced -1.5k	-1,500 -49.3%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
GENERAL DYNAMICS CORP GD	GD	23,505	$6.4m23.5k shares
DIAMONDBACK ENERGY INC FANG	FANG	26,597	$4.3m26.6k shares
AXON ENTERPRISE INC AXON	AXON	580	$305.1k580 shares
TOTALENERGIES SE		4,095	$264.9k4.1k shares