Martin Investment Management, LLC

data from 30/09/2025

Capitalization

$ 393.539 M 0.88 %

Average holding period

22 ans

Performance

$ 559.138 M 17 423.10 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Martin Investment Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVS NOVARTIS AG 7.10% 27.923 M $ 217743 2019/03/31 1.585 M $ 5.97 %
2025/09/30 SONY SONY GROUP CORP 7.06% 27.770 M $ 964555 2019/03/31 2.853 M $ 10.60 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECH LT 6.89% 27.123 M $ 131087 2016/06/30 -1.893 M $ -6.48 %
2025/09/30 AZN ASTRAZENECA PLC 6.24% 24.540 M $ 319859 2024/06/30 2.203 M $ 9.79 %
2025/09/30 AAPL APPLE INC 5.62% 22.107 M $ 86819 2011/09/30 4.344 M $ 24.11 %
2025/09/30 TM TOYOTA MOTOR CORP 5.60% 22.019 M $ 115229 2016/12/31 2.186 M $ 10.93 %
2025/09/30 MA MASTERCARD INCORPORATED 4.85% 19.079 M $ 33542 2012/03/31 233.586 K $ 1.22 %
2025/09/30 ALC ALCON AG 4.84% 19.047 M $ 255626 2019/06/30 -3.545 M $ -15.60 %
2025/09/30 NICE NICE LTD 4.57% 17.989 M $ 124249 2025/03/31 -3.021 M $ -14.29 %
2025/09/30 GOOGL ALPHABET INC 4.26% 16.772 M $ 68994 2015/09/30 4.670 M $ 37.94 %
2025/09/30 NVO NOVO-NORDISK A S 3.88% 15.271 M $ 275206 2023/06/30 -3.744 M $ -19.60 %
2025/09/30 BKNG BOOKING HOLDINGS INC 3.15% 12.386 M $ 2294 2018/03/31 -910.579 K $ -6.74 %
2025/09/30 AXP AMERICAN EXPRESS CO 2.89% 11.379 M $ 34259 2011/09/30 455.013 K $ 4.13 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.82% 11.091 M $ 22062 2011/09/30 380.501 K $ 3.49 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 2.40% 9.451 M $ 30946 2019/09/30 1.706 M $ 21.75 %
2025/09/30 WAB WABTEC 2.21% 8.691 M $ 43353 2023/12/31 -396.918 K $ -4.24 %
2025/09/30 AZO AUTOZONE INC 2.17% 8.520 M $ 1986 2024/06/30 1.158 M $ 15.57 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 2.13% 8.391 M $ 34216 2024/09/30 415.693 K $ 5.16 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.89% 7.421 M $ 15300 2012/03/31 1.246 M $ 19.62 %
2025/09/30 SYK STRYKER CORPORATION 1.76% 6.934 M $ 18757 2012/03/31 -502.092 K $ -6.56 %
2025/09/30 VRSK VERISK ANALYTICS INC 1.75% 6.876 M $ 27339 2012/03/31 -1.664 M $ -19.26 %
2025/09/30 LDOS LEIDOS HOLDINGS INC 1.75% 6.870 M $ 36359 2025/06/30 1.139 M $ 19.78 %
2025/09/30 AME AMETEK INC 1.73% 6.816 M $ 36257 2023/12/31 257.685 K $ 3.89 %
2025/09/30 LNG CHENIERE ENERGY INC 1.65% 6.495 M $ 27642 2022/03/31 -241.562 K $ -3.51 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 1.64% 6.453 M $ 28336 2019/12/31 270.464 K $ 4.23 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 1.53% 6.030 M $ 12091 2023/03/31 -836.268 K $ -12.02 %
2025/09/30 ACN ACCENTURE PLC IRELAND 1.33% 5.227 M $ 21198 2011/12/31 -1.117 M $ -17.49 %
2025/09/30 ADBE ADOBE INC 1.26% 4.967 M $ 14080 2023/12/31 -482.837 K $ -8.82 %
2025/09/30 NVDA NVIDIA CORPORATION 1.08% 4.251 M $ 22784 2023/03/31 619.688 K $ 18.10 %
2025/09/30 MRK MERCK & CO INC 1.05% 4.142 M $ 49353 2023/06/30 240.770 K $ 6.03 %
2025/09/30 MSFT MICROSOFT CORP 0.29% 1.159 M $ 2237 2019/03/31 41.839 K $ 4.13 %
2025/09/30 ASML ASML HOLDING N V 0.29% 1.153 M $ 1191 2021/06/30 208.041 K $ 20.80 %
2025/09/30 AMZN AMAZON COM INC 0.24% 947.225 K $ 4314 2020/06/30 704.000 $ 0.08 %
2025/09/30 GOOG ALPHABET INC 0.24% 930.605 K $ 3821 2017/09/30 281.709 K $ 37.30 %
2025/09/30 AON AON PLC 0.18% 707.811 K $ 1985 2021/12/31 -351.000 $ -0.05 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.17% 653.539 K $ 2340 2020/06/30 119.592 K $ 23.31 %
2025/09/30 XOM EXXON MOBIL CORP 0.16% 635.685 K $ 5638 2024/06/30 33.650 K $ 4.59 %
2025/09/30 RELX RELX PLC 0.14% 548.524 K $ 11485 2021/03/31 -74.946 K $ -12.11 %
2025/09/30 MDT MEDTRONIC PLC 0.14% 539.344 K $ 5663 2015/03/31 44.893 K $ 9.26 %
2025/09/30 ALLE ALLEGION PLC 0.13% 521.586 K $ 2941 2025/03/31 97.064 K $ 23.06 %
2025/09/30 META META PLATFORMS INC 0.12% 485.425 K $ 661 2025/06/30 -1.228 K $ -0.50 %
2025/09/30 V VISA INC 0.11% 443.794 K $ 1300 2018/09/30 -17.771 K $ -3.85 %
2025/09/30 HLN HALEON PLC 0.11% 419.572 K $ 46775 2023/12/31 -64.084 K $ -13.50 %
2025/09/30 AVGO BROADCOM INC 0.10% 412.388 K $ 1250 2024/12/31 43.408 K $ 19.68 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.09% 346.287 K $ 2785 2017/06/30 -12.823 K $ -3.55 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.07% 291.573 K $ 315 2019/12/31 -21.801 K $ -6.50 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.07% 289.325 K $ 6920 2025/03/31 30.171 K $ 11.64 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.07% 280.927 K $ 1540 2024/12/31 70.993 K $ 33.82 %
2025/09/30 CRH CRH PLC 0.07% 263.181 K $ 2195 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPLD J P MORGAN EXCHANGE TRADED F 0.06% 253.874 K $ 4838 2025/09/30 0.000 $ 0.00 %
2025/09/30 JCPB J P MORGAN EXCHANGE TRADED F 0.06% 223.675 K $ 4704 2025/09/30 0.000 $ 0.00 %
2025/09/30 FDS FACTSET RESH SYS INC 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %