Martin Investment Management, LLC Top Holdings and 13F Report (2025) About Martin Investment Management, LLCInvestment ActivityMartin Investment Management, LLC has $364.32 million in total holdings as of December 31, 2024.Martin Investment Management, LLC owns shares of 48 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.06% of the portfolio was purchased this quarter.About 9.64% of the portfolio was sold this quarter.This quarter, Martin Investment Management, LLC has purchased 49 new stocks and bought additional shares in 9 stocks.Martin Investment Management, LLC sold shares of 30 stocks and completely divested from 3 stocks this quarter.Largest Holdings Check Point Software Technologies $29,228,258Novo Nordisk A/S $24,271,661Toyota Motor $23,480,475Sony Group $22,675,585Alcon $22,645,766 Largest New Holdings this Quarter Broadcom $243,432 HoldingPALANTIR TECHNOLOGIES INC $229,915 Holding Largest Purchases this Quarter Sony Group 857,266 shares (about $18.14M)CHENIERE ENERGY INC 24,278 shares (about $5.22M)AstraZeneca 24,285 shares (about $1.62M)Broadcom 1,050 shares (about $243.43K)PALANTIR TECHNOLOGIES INC 3,040 shares (about $229.92K) Largest Sales this Quarter Apple 10,761 shares (about $2.69M)Mastercard 4,530 shares (about $2.39M)Booking 480 shares (about $2.38M)Alphabet 10,969 shares (about $2.08M)American Express 6,398 shares (about $1.90M) 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 PortfolioSectorCHKPCheck Point Software Technologies$29,228,258$1,270,493 ▼-4.2%156,5528.0%Computer and TechnologyNVONovo Nordisk A/S$24,271,661$882,221 ▼-3.5%282,1636.7%MedicalTMToyota Motor$23,480,4750.0%120,6546.4%Auto/Tires/TrucksSONYSony Group$22,675,585$18,139,749 ▲399.9%1,071,6256.2%Consumer StaplesALCAlcon$22,645,7660.0%266,7666.2%MedicalAAPLApple$22,392,042$2,694,768 ▼-10.7%89,4186.1%Computer and TechnologyNVSNovartis$22,097,447$734,982 ▼-3.2%227,0836.1%MedicalAZNAstraZeneca$20,574,864$1,619,703 ▲8.5%308,4895.6%MedicalMAMastercard$18,251,443$2,385,362 ▼-11.6%34,6615.0%Business ServicesGOOGLAlphabet$13,235,099$2,076,432 ▼-13.6%69,9163.6%Computer and TechnologyBKNGBooking$11,809,934$2,384,842 ▼-16.8%2,3773.2%Retail/WholesaleAXPAmerican Express$10,299,207$1,898,862 ▼-15.6%34,7022.8%FinanceBRK.BBerkshire Hathaway$10,282,657$1,648,579 ▼-13.8%22,6852.8%FinanceWABWestinghouse Air Brake Technologies$8,529,085$1,369,598 ▼-13.8%44,9872.3%TransportationTMOThermo Fisher Scientific$7,759,751$1,103,928 ▼-12.5%14,9162.1%MedicalVRSKVerisk Analytics$7,669,899$1,070,046 ▼-12.2%27,8472.1%Business ServicesACNAccenture$7,425,232$168,156 ▼-2.2%21,1072.0%Computer and TechnologySYKStryker$7,015,934$166,703 ▼-2.3%19,4861.9%MedicalCBOECboe Global Markets$6,734,656$1,037,183 ▼-13.3%34,4661.8%Financial ServicesAMEAMETEK$6,591,207$1,122,299 ▼-14.5%36,5651.8%Computer and TechnologyROPRoper Technologies$6,400,393$138,280 ▼-2.1%12,3121.8%Computer and TechnologyAZOAutoZone$6,365,576$1,050,256 ▼-14.2%1,9881.7%Retail/WholesaleGDGeneral Dynamics$6,197,285$1,038,678 ▼-14.4%23,5201.7%AerospaceCHENIERE ENERGY INC$6,064,276$5,216,614 ▲615.4%28,2231.7%COM NEWNXPINXP Semiconductors$5,953,240$940,937 ▼-13.6%28,6421.6%Computer and TechnologyLHXL3Harris Technologies$5,809,045$1,101,458 ▼-15.9%27,6251.6%AerospaceMRKMerck & Co., Inc.$4,987,927$45,562 ▲0.9%50,1401.4%MedicalADBEAdobe$4,892,814$430,006 ▼-8.1%11,0031.3%Computer and TechnologyFANGDiamondback Energy$4,326,750$181,687 ▲4.4%26,4101.2%Oils/EnergyNVDANVIDIA$1,631,489$3,894 ▲0.2%12,1490.4%Computer and TechnologyGOOGAlphabet$842,896$46,277 ▼-5.2%4,4260.2%Computer and TechnologyAMZNAmazon.com$830,830$24,133 ▲3.0%3,7870.2%Retail/WholesaleMSFTMicrosoft$795,371$4,215 ▼-0.5%1,8870.2%Computer and TechnologyASMLASML$792,190$3,465 ▲0.4%1,1430.2%Computer and TechnologyXOMExxon Mobil$748,472$789,349 ▼-51.3%6,9580.2%Oils/EnergyAONAON$606,980$27,655 ▼-4.4%1,6900.2%FinanceTSMTaiwan Semiconductor Manufacturing$501,2300.0%2,5380.1%Computer and TechnologyVVisa$442,4560.0%1,4000.1%Business ServicesRELXRelx$387,660$2,725 ▼-0.7%8,5350.1%Computer and TechnologyMDTMedtronic$375,676$1,198 ▼-0.3%4,7030.1%MedicalKMBKimberly-Clark$374,7740.0%2,8600.1%Consumer StaplesCOSTCostco Wholesale$354,596$82,464 ▼-18.9%3870.1%Retail/WholesaleHLNHaleon$350,309$1,049 ▼-0.3%36,7200.1%MedicalAXONAxon Enterprise$344,7060.0%5800.1%AerospaceFDSFactSet Research Systems$276,1610.0%5750.1%Business ServicesAVGOBroadcom$243,432$243,432 ▲New Holding1,0500.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$229,915$229,915 ▲New Holding3,0400.1%CL ATTETotalEnergies$223,178$6,540 ▲3.0%4,0950.1%Oils/EnergyMROMarathon Oil$0$6,099,628 ▼-100.0%00.0%Oils/EnergyITGartner$0$1,100,176 ▼-100.0%00.0%Business ServicesICLRICON Public$0$248,523 ▼-100.0%00.0%MedicalShowing 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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