Skip to content
Disclosery

Martin Investment Management, LLC

Follow

13F filer, CIK 1511888, PALM BEACH GARDENS, FL

Martin Investment Management, LLC reported $396,361,704 across 50 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 59.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001812

Period
2025-03-31
Reported value
$396M
Holdings
50
Top 10 weight
59.82%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NICEnew+111,704$17.2M
ADBEadded+3,158$1.21M
SONYadded+33,420$849K
CHKPadded+3,490$795K
LHXadded+3,736$782K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVGOexited-1,050-$243K
BKNGreduced-41-$189K
MAreduced-200-$110K
AAPLreduced-352-$78.2K
WABreduced-400-$72.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001812, largest first. % of portfolio is the value over $396,361,704, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,357 shares; 2024Q4: 156,552 shares; 2025Q1: 160,042 shares 160,042$36.5M9.2%+3,490Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,359 shares; 2024Q4: 1,071,625 shares; 2025Q1: 1,105,045 shares 1,105,045$28.1M7.08%+33,420Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,766 shares; 2024Q4: 266,766 shares; 2025Q1: 273,496 shares 273,496$26M6.55%+6,730Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,636 shares; 2024Q4: 227,083 shares; 2025Q1: 232,753 shares 232,753$25.9M6.55%+5,670Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,204 shares; 2024Q4: 308,489 shares; 2025Q1: 310,999 shares 310,999$22.9M5.77%+2,510Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,654 shares; 2024Q4: 120,654 shares; 2025Q1: 123,804 shares 123,804$21.9M5.51%+3,150Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,419 shares; 2024Q4: 282,163 shares; 2025Q1: 288,983 shares 288,983$20.1M5.06%+6,820Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,179 shares; 2024Q4: 89,418 shares; 2025Q1: 89,066 shares 89,066$19.8M4.99%-352Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,191 shares; 2024Q4: 34,661 shares; 2025Q1: 34,461 shares 34,461$18.9M4.77%-200Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,704 shares 111,704$17.2M4.34%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,322 shares; 2024Q4: 22,685 shares; 2025Q1: 22,730 shares 22,730$12.1M3.05%+45Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,885 shares; 2024Q4: 69,916 shares; 2025Q1: 69,907 shares 69,907$10.8M2.73%-9Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,377 shares; 2025Q1: 2,336 shares 2,336$10.8M2.72%-41Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 34,702 shares; 2025Q1: 34,586 shares 34,586$9.31M2.35%-116Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,732 shares; 2024Q4: 27,847 shares; 2025Q1: 27,812 shares 27,812$8.28M2.09%-35Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,211 shares; 2024Q4: 44,987 shares; 2025Q1: 44,587 shares 44,587$8.09M2.04%-400Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,038 shares; 2024Q4: 14,916 shares; 2025Q1: 15,767 shares 15,767$7.85M1.98%+851Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,774 shares; 2024Q4: 34,466 shares; 2025Q1: 34,548 shares 34,548$7.82M1.97%+82Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 1,988 shares; 2025Q1: 1,997 shares 1,997$7.61M1.92%+9Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 12,312 shares; 2025Q1: 12,278 shares 12,278$7.24M1.83%-34Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,949 shares; 2024Q4: 19,486 shares; 2025Q1: 19,438 shares 19,438$7.24M1.83%-48Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 21,107 shares; 2025Q1: 21,101 shares 21,101$6.58M1.66%-6Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,863 shares; 2024Q4: 27,625 shares; 2025Q1: 31,361 shares 31,361$6.56M1.66%+3,736Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 28,223 shares; 2025Q1: 28,286 shares 28,286$6.55M1.65%+63Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,462 shares; 2024Q4: 23,520 shares; 2025Q1: 23,505 shares 23,505$6.41M1.62%-15Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,791 shares; 2024Q4: 36,565 shares; 2025Q1: 36,529 shares 36,529$6.29M1.59%-36Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,169 shares; 2024Q4: 28,642 shares; 2025Q1: 28,675 shares 28,675$5.45M1.37%+33Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 11,003 shares; 2025Q1: 14,161 shares 14,161$5.43M1.37%+3,158Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,682 shares; 2024Q4: 50,140 shares; 2025Q1: 50,091 shares 50,091$4.5M1.13%-49Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,301 shares; 2024Q4: 26,410 shares; 2025Q1: 26,597 shares 26,597$4.25M1.07%+187Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,120 shares; 2024Q4: 12,149 shares; 2025Q1: 12,304 shares 12,304$1.33M0.34%+155Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 6,958 shares; 2025Q1: 6,938 shares 6,938$825K0.21%-20Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,143 shares; 2025Q1: 1,123 shares 1,123$744K0.19%-20Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,787 shares; 2025Q1: 3,887 shares 3,887$740K0.19%+100Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,887 shares; 2025Q1: 1,937 shares 1,937$727K0.18%+50Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,426 shares; 2025Q1: 4,330 shares 4,330$676K0.17%-96Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares 1,690$674K0.17%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares 1,400$491K0.12%0Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares 8,535$430K0.11%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares 4,703$423K0.11%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,840 shares 2,840$404K0.1%-20Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,830 shares; 2024Q4: 36,720 shares; 2025Q1: 36,720 shares 36,720$378K0.1%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,538 shares; 2025Q1: 2,270 shares 2,270$377K0.1%-268Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 387 shares; 2025Q1: 339 shares 339$321K0.08%-48Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares 580$305K0.08%0Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,186 shares 2,186$285K0.07%newTimeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,095 shares; 2025Q1: 4,095 shares 4,095$265K0.07%0
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares 575$261K0.07%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares 3,040$257K0.06%0Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares 5,400$209K0.05%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AVGOBROADCOM INC1,050$243Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001812 base2025-05-14acceptance time not in the bulk data set