MARTIN & CO INC /TN/

data from 30/09/2025

Capitalization

$ 561.909 M 3.41 %

Average holding period

47 ans

Performance

$ 408.786 M 141 974.19 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MARTIN & CO INC /TN/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TIP ISHARES TR 12.08% 67.850 M $ 610055 2025/03/31 702.839 K $ 1.07 %
2025/09/30 STIP ISHARES TR 9.89% 55.560 M $ 537540 2025/03/31 241.893 K $ 0.44 %
2025/09/30 XLK SELECT SECTOR SPDR TR 5.73% 32.178 M $ 114164 2011/03/31 3.308 M $ 11.31 %
2025/09/30 XLY SELECT SECTOR SPDR TR 3.60% 20.214 M $ 84352 2011/03/31 1.886 M $ 10.27 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 2.90% 16.320 M $ 301219 2011/03/31 1.391 M $ 9.54 %
2025/09/30 EFA ISHARES TR 2.46% 13.839 M $ 148219 2010/03/31 575.472 K $ 4.45 %
2025/09/30 XLI SELECT SECTOR SPDR TR 2.38% 13.392 M $ 86835 2011/06/30 587.943 K $ 4.55 %
2025/09/30 CECO ENVIRONMENTAL CORP 2.18% 12.239 M $ 239035 2013/09/30 6.583 M $ 80.86 %
2025/09/30 XLC SELECT SECTOR SPDR TR 1.81% 10.148 M $ 85734 2018/09/30 845.570 K $ 9.07 %
2025/09/30 MSFT MICROSOFT CORP 1.79% 10.050 M $ 19403 2000/12/31 399.215 K $ 4.13 %
2025/09/30 GOOG ALPHABET INC 1.75% 9.850 M $ 40443 2015/09/30 2.687 M $ 37.30 %
2025/09/30 AAPL APPLE INC 1.74% 9.763 M $ 38343 2011/09/30 1.914 M $ 24.11 %
2025/09/30 MCK MCKESSON CORP 1.60% 9.004 M $ 11655 2015/09/30 460.381 K $ 5.43 %
2025/09/30 XLV SELECT SECTOR SPDR TR 1.58% 8.865 M $ 63698 2011/09/30 277.381 K $ 3.25 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 1.56% 8.787 M $ 20825 2020/03/31 -322.147 K $ -3.53 %
2025/09/30 TBRG TRUBRIDGE INC 1.53% 8.572 M $ 425009 2021/03/31 -1.204 M $ -13.88 %
2025/09/30 ACWX ISHARES TR 1.37% 7.689 M $ 118272 2011/06/30 477.105 K $ 6.68 %
2025/09/30 COF CAPITAL ONE FINL CORP 1.24% 6.957 M $ 32728 2025/06/30 -7.835 K $ -0.08 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.12% 6.321 M $ 12573 2011/06/30 207.203 K $ 3.49 %
2025/09/30 LH LABCORP HOLDINGS INC 1.02% 5.756 M $ 20051 2024/06/30 493.528 K $ 9.35 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.97% 5.435 M $ 62316 2011/03/31 346.297 K $ 6.80 %
2025/09/30 SLB SCHLUMBERGER LTD 0.96% 5.397 M $ 157027 2000/09/30 88.885 K $ 1.69 %
2025/09/30 DOX AMDOCS LTD 0.95% 5.337 M $ 65048 2020/03/31 -595.015 K $ -10.07 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.92% 5.141 M $ 95440 2009/12/31 142.135 K $ 2.86 %
2025/09/30 XLB SELECT SECTOR SPDR TR 0.91% 5.095 M $ 56852 2011/03/31 102.455 K $ 2.06 %
2025/09/30 CPAY CORPAY INC 0.89% 5.027 M $ 17451 2024/03/31 -760.723 K $ -13.19 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.87% 4.886 M $ 15491 2004/09/30 393.110 K $ 8.80 %
2025/09/30 SNX TD SYNNEX CORPORATION 0.87% 4.884 M $ 29827 2024/09/30 837.741 K $ 20.67 %
2025/09/30 GENC GENCOR INDS INC 0.83% 4.671 M $ 319270 2021/03/31 184.103 K $ 4.50 %
2025/09/30 ABCB AMERIS BANCORP 0.83% 4.646 M $ 63371 2019/09/30 544.780 K $ 13.31 %
2025/09/30 GEN GEN DIGITAL INC 0.80% 4.492 M $ 158210 2019/12/31 -159.831 K $ -3.44 %
2025/09/30 ORCL ORACLE CORP 0.80% 4.476 M $ 15915 2000/09/30 1.002 M $ 28.64 %
2025/09/30 JBSS SANFILIPPO JOHN B & SON INC 0.75% 4.236 M $ 65894 2006/12/31 51.538 K $ 1.64 %
2025/09/30 IHF ISHARES TR 0.75% 4.201 M $ 85053 2018/03/31 61.739 K $ 1.52 %
2025/09/30 SOXX ISHARES TR 0.75% 4.193 M $ 15464 2018/06/30 709.511 K $ 13.58 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.74% 4.179 M $ 53329 2011/09/30 -140.948 K $ -3.21 %
2025/09/30 HWKN HAWKINS INC 0.73% 4.113 M $ 22512 2006/12/31 1.291 M $ 28.59 %
2025/09/30 ASTE ASTEC INDS INC 0.69% 3.897 M $ 80973 2024/06/30 519.064 K $ 15.45 %
2025/09/30 HAL HALLIBURTON CO 0.69% 3.893 M $ 158238 2022/09/30 666.443 K $ 20.71 %
2025/09/30 MSA MSA SAFETY INC 0.69% 3.883 M $ 22567 2014/03/31 102.572 K $ 2.71 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.68% 3.818 M $ 56934 2023/09/30 -412.070 K $ -9.77 %
2025/09/30 SSB SOUTHSTATE BK CORP 0.67% 3.762 M $ 38045 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.66% 3.722 M $ 36115 2000/09/30 189.990 K $ 5.40 %
2025/09/30 OMCL OMNICELL COM 0.66% 3.706 M $ 121720 2013/03/31 127.340 K $ 3.57 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.66% 3.701 M $ 49275 2023/06/30 50.986 K $ 1.39 %
2025/09/30 BJ BJS WHSL CLUB HLDGS INC 0.65% 3.644 M $ 39074 2025/09/30 0.000 $ 0.00 %
2025/09/30 IAK ISHARES TR 0.64% 3.621 M $ 27014 2017/03/31 -11.643 K $ -0.32 %
2025/09/30 MMSI MERIT MED SYS INC 0.64% 3.608 M $ 43349 2016/03/31 -443.251 K $ -10.96 %
2025/09/30 SCZ ISHARES TR 0.63% 3.517 M $ 45844 2011/06/30 181.832 K $ 5.56 %
2025/09/30 NVDA NVIDIA CORPORATION 0.62% 3.467 M $ 18581 2024/09/30 612.197 K $ 18.10 %
2025/09/30 FBNC FIRST BANCORP N C 0.61% 3.428 M $ 64808 2007/06/30 568.339 K $ 19.96 %
2025/09/30 V VISA INC 0.60% 3.369 M $ 9868 2018/03/31 -134.594 K $ -3.85 %
2025/09/30 HFWA HERITAGE FINL CORP WASH 0.57% 3.207 M $ 132587 2014/06/30 45.936 K $ 1.47 %
2025/09/30 IAT ISHARES TR 0.56% 3.164 M $ 60239 2011/03/31 179.157 K $ 6.01 %
2025/09/30 NPK NATIONAL PRESTO INDS INC 0.56% 3.133 M $ 27939 2025/06/30 392.083 K $ 14.49 %
2025/09/30 XOM EXXON MOBIL CORP 0.54% 3.057 M $ 27111 2000/09/30 134.937 K $ 4.59 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.52% 2.946 M $ 15886 2000/09/30 521.347 K $ 21.39 %
2025/09/30 AUB ATLANTIC UN BANKSHARES CORP 0.52% 2.944 M $ 83433 2019/06/30 333.956 K $ 12.82 %
2025/09/30 IBB ISHARES TR 0.52% 2.917 M $ 20207 2017/03/31 361.093 K $ 14.12 %
2025/09/30 MA MASTERCARD INCORPORATED 0.51% 2.838 M $ 4989 2018/06/30 34.473 K $ 1.22 %
2025/09/30 KVUE KENVUE INC 0.49% 2.769 M $ 170640 2023/09/30 -794.431 K $ -22.46 %
2025/09/30 BCPC BALCHEM CORP 0.49% 2.744 M $ 18287 2010/09/30 -167.033 K $ -5.74 %
2025/09/30 EWX SPDR INDEX SHS FDS 0.48% 2.702 M $ 40160 2011/06/30 205.671 K $ 8.48 %
2025/09/30 WEX WEX INC 0.47% 2.622 M $ 16643 2012/09/30 176.368 K $ 7.24 %
2025/09/30 COLM COLUMBIA SPORTSWEAR CO 0.42% 2.337 M $ 44678 2010/03/31 -390.736 K $ -14.37 %
2025/09/30 UNF UNIFIRST CORP MASS 0.40% 2.271 M $ 13582 2007/06/30 -284.998 K $ -11.17 %
2025/09/30 CENT CENTRAL GARDEN & PET CO 0.40% 2.248 M $ 68858 2006/12/31 -176.459 K $ -7.19 %
2025/09/30 SWKS SKYWORKS SOLUTIONS INC 0.40% 2.247 M $ 29188 2018/03/31 71.736 K $ 3.30 %
2025/09/30 BAC BANK AMERICA CORP 0.39% 2.214 M $ 42916 2018/03/31 183.772 K $ 9.02 %
2025/09/30 WMK WEIS MKTS INC 0.37% 2.062 M $ 28686 2016/03/31 -17.658 K $ -0.86 %
2025/09/30 LCUT LIFETIME BRANDS INC 0.36% 2.042 M $ 527544 2017/09/30 -646.681 K $ -24.12 %
2025/09/30 TNC TENNANT CO 0.36% 2.035 M $ 25111 2009/09/30 89.868 K $ 4.62 %
2025/09/30 BOKF BOK FINL CORP 0.36% 2.022 M $ 18144 2018/12/31 245.735 K $ 14.15 %
2025/09/30 IEO ISHARES TR 0.36% 2.008 M $ 21679 2011/06/30 85.852 K $ 4.51 %
2025/09/30 PB PROSPERITY BANCSHARES INC 0.35% 1.953 M $ 29435 2007/06/30 -114.299 K $ -5.54 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.35% 1.948 M $ 12676 2000/09/30 -72.071 K $ -3.56 %
2025/09/30 CVX CHEVRON CORP NEW 0.34% 1.906 M $ 12272 2009/06/30 148.297 K $ 8.45 %
2025/09/30 CSCO CISCO SYS INC 0.33% 1.863 M $ 27226 2000/09/30 -26.138 K $ -1.38 %
2025/09/30 HD HOME DEPOT INC 0.32% 1.819 M $ 4488 2000/09/30 173.706 K $ 10.51 %
2025/09/30 WFC WELLS FARGO CO NEW 0.32% 1.780 M $ 21237 2012/09/30 78.576 K $ 4.62 %
2025/09/30 RTX RTX CORPORATION 0.31% 1.724 M $ 10303 2020/06/30 214.506 K $ 14.59 %
2025/09/30 MCD MCDONALDS CORP 0.30% 1.681 M $ 5531 2011/06/30 64.917 K $ 4.01 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.30% 1.668 M $ 18666 2018/09/30 83.741 K $ 5.34 %
2025/09/30 WLY WILEY JOHN & SONS INC 0.28% 1.554 M $ 38399 2011/12/31 -159.011 K $ -9.32 %
2025/09/30 HCAT HEALTH CATALYST INC 0.26% 1.460 M $ 512127 2024/09/30 -468.427 K $ -24.40 %
2025/09/30 QCOM QUALCOMM INC 0.26% 1.435 M $ 8628 2010/06/30 61.251 K $ 4.46 %
2025/09/30 AMGN AMGEN INC 0.24% 1.355 M $ 4803 2006/06/30 14.360 K $ 1.07 %
2025/09/30 TAYD TAYLOR DEVICES INC 0.24% 1.351 M $ 27536 2025/06/30 106.515 K $ 13.04 %
2025/09/30 DIS DISNEY WALT CO 0.24% 1.338 M $ 11687 2000/09/30 -109.945 K $ -7.67 %
2025/09/30 MRK MERCK & CO INC 0.23% 1.299 M $ 15473 2011/06/30 73.877 K $ 6.03 %
2025/09/30 ABT ABBOTT LABS 0.23% 1.293 M $ 9657 2000/09/30 -20.014 K $ -1.52 %
2025/09/30 KO COCA COLA CO 0.22% 1.248 M $ 18822 2000/09/30 -83.939 K $ -6.26 %
2025/09/30 PEP PEPSICO INC 0.20% 1.139 M $ 8114 2000/09/30 67.905 K $ 6.36 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.20% 1.101 M $ 25044 2000/09/30 17.067 K $ 1.57 %
2025/09/30 PFE PFIZER INC 0.18% 1.012 M $ 39700 2011/06/30 48.885 K $ 5.12 %
2025/09/30 UNP UNION PAC CORP 0.17% 976.681 K $ 4132 2018/03/31 26.053 K $ 2.73 %
2025/09/30 IVV ISHARES TR 0.15% 814.538 K $ 1217 2023/09/30 58.902 K $ 7.80 %
2025/09/30 FFIC FLUSHING FINL CORP 0.14% 807.176 K $ 58449 2007/03/31 110.805 K $ 16.25 %
2025/09/30 XLRE SELECT SECTOR SPDR TR 0.13% 746.301 K $ 17714 2016/09/30 12.584 K $ 1.71 %
2025/09/30 MDT MEDTRONIC PLC 0.12% 668.990 K $ 7024 2015/03/31 56.949 K $ 9.26 %