Martin Investment Management, LLC Top Holdings and 13F Report (2024) About Martin Investment Management, LLCInvestment ActivityMartin Investment Management, LLC has $408.44 million in total holdings as of September 30, 2024.Martin Investment Management, LLC owns shares of 49 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.12% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Martin Investment Management, LLC has purchased 48 new stocks and bought additional shares in 28 stocks.Martin Investment Management, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Novo Nordisk A/S $34,818,330Check Point Software Technologies $31,496,863Novartis $26,987,833Alcon $26,695,274Apple $23,341,768 Largest New Holdings this Quarter Cboe Global Markets $8,148,499 HoldingAxon Enterprise $231,768 Holding Largest Purchases this Quarter Cboe Global Markets 39,774 shares (about $8.15M)Diamondback Energy 4,549 shares (about $784.25K)Novartis 5,700 shares (about $655.61K)Check Point Software Technologies 3,225 shares (about $621.81K)Novo Nordisk A/S 5,207 shares (about $620.00K) Largest Sales this Quarter Apple 5,027 shares (about $1.17M)American Express 2,693 shares (about $730.34K)Stryker 1,475 shares (about $532.86K)Accenture 1,188 shares (about $419.93K)Costco Wholesale 45 shares (about $39.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMartin Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVONovo Nordisk A/S$34,818,330$619,997 ▲1.8%292,4198.5%MedicalCHKPCheck Point Software Technologies$31,496,863$621,812 ▲2.0%163,3577.7%Computer and TechnologyNVSNovartis$26,987,833$655,614 ▲2.5%234,6366.6%MedicalALCAlcon$26,695,274$553,387 ▲2.1%266,7666.5%MedicalAAPLApple$23,341,768$1,171,294 ▼-4.8%100,1795.7%Computer and TechnologyAZNAstraZeneca$22,571,050$604,772 ▲2.8%284,2045.5%MedicalTMToyota Motor$21,545,185$480,353 ▲2.3%120,6545.3%Auto/Tires/TrucksSONYSony Group$20,700,649$528,721 ▲2.6%214,3595.1%Consumer DiscretionaryMAMastercard$19,352,595$216,779 ▲1.1%39,1914.7%Business ServicesGOOGLAlphabet$13,414,777$32,507 ▲0.2%80,8853.3%Computer and TechnologyBRK.BBerkshire Hathaway$12,114,964$24,394 ▼-0.2%26,3223.0%FinanceBKNGBooking$12,034,027$151,636 ▲1.3%2,8572.9%Retail/WholesaleAXPAmerican Express$11,146,320$730,342 ▼-6.1%41,1002.7%FinanceTMOThermo Fisher Scientific$10,539,196$117,528 ▲1.1%17,0382.6%MedicalWABWestinghouse Air Brake Technologies$9,490,393$172,863 ▲1.9%52,2112.3%TransportationVRSKVerisk Analytics$8,502,907$258,581 ▲3.1%31,7322.1%Business ServicesGDGeneral Dynamics$8,299,016$139,012 ▲1.7%27,4622.0%AerospaceCBOECboe Global Markets$8,148,499$8,148,499 ▲New Holding39,7742.0%Financial ServicesNXPINXP Semiconductors$7,960,892$238,330 ▲3.1%33,1691.9%Computer and TechnologyLHXL3Harris Technologies$7,817,190$321,365 ▲4.3%32,8631.9%AerospaceACNAccenture$7,629,866$419,934 ▼-5.2%21,5851.9%Computer and TechnologyAMEAMETEK$7,347,643$167,246 ▲2.3%42,7911.8%Computer and TechnologyAZOAutoZone$7,295,493$154,352 ▲2.2%2,3161.8%Retail/WholesaleSYKStryker$7,206,776$532,859 ▼-6.9%19,9491.8%MedicalROPRoper Technologies$6,998,902$239,826 ▲3.5%12,5781.7%Computer and TechnologyADBEAdobe$6,197,827$604,249 ▲10.8%11,9701.5%Computer and TechnologyMROMarathon Oil$6,099,628$338,308 ▲5.9%229,0511.5%Oils/EnergyMRKMerck & Co., Inc.$5,641,888$329,324 ▲6.2%49,6821.4%MedicalFANGDiamondback Energy$4,361,892$784,248 ▲21.9%25,3011.1%Oils/EnergyXOMExxon Mobil$1,675,777$52,046 ▲3.2%14,2960.4%Oils/EnergyNVDANVIDIA$1,471,853$14,573 ▲1.0%12,1200.4%Computer and TechnologyITGartner$1,100,1760.0%2,1710.3%Business ServicesASMLASML$948,239$4,166 ▼-0.4%1,1380.2%Computer and TechnologyMSFTMicrosoft$816,2790.0%1,8970.2%Computer and TechnologyGOOGAlphabet$780,618$15,883 ▼-2.0%4,6690.2%Computer and TechnologyCHENIERE ENERGY INC$709,4690.0%3,9450.2%COM NEWAMZNAmazon.com$685,1350.0%3,6770.2%Retail/WholesaleAONAON$611,364$5,190 ▼-0.8%1,7670.1%FinanceTSMTaiwan Semiconductor Manufacturing$440,774$27,440 ▼-5.9%2,5380.1%Computer and TechnologyMDTMedtronic$424,762$450 ▲0.1%4,7180.1%MedicalCOSTCostco Wholesale$422,870$39,893 ▼-8.6%4770.1%Retail/WholesaleRELXRelx$407,919$4,271 ▼-1.0%8,5950.1%Computer and TechnologyKMBKimberly-Clark$406,921$711 ▼-0.2%2,8600.1%Consumer StaplesHLNHaleon$389,6610.0%36,8300.1%MedicalVVisa$384,9300.0%1,4000.1%Business ServicesFDSFactSet Research Systems$264,4140.0%5750.1%Business ServicesTTETotalEnergies$256,865$12,924 ▲5.3%3,9750.1%Oils/EnergyICLRICON Public$248,523$35,914 ▲16.9%8650.1%MedicalAXONAxon Enterprise$231,768$231,768 ▲New Holding5800.1%Industrial ProductsPGProcter & Gamble$0$6,684,373 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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