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Martin Investment Management, LLC

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

Martin Investment Management, LLC reported $390,114,952 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 57.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002927

Period
2025-06-30
Reported value
$390M
Holdings
49
Top 10 weight
57.74%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LDOSnew+36,493$5.76M
NICEadded+13,475$2.28M
NVDAadded+9,371$1.48M
AZNadded+11,035$771K
METAnew+331$244K

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
GDexited-23,505-$6.41M
CHKPreduced-28,035-$6.2M
FANGexited-26,597-$4.25M
SONYreduced-71,415-$1.86M
NVSreduced-13,495-$1.63M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002927, largest first. % of portfolio is the value over $390,114,952, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,357 shares; 2024Q4: 156,552 shares; 2025Q1: 160,042 shares; 2025Q2: 132,007 shares 132,007$29.2M7.49%-28,035Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,359 shares; 2024Q4: 1,071,625 shares; 2025Q1: 1,105,045 shares; 2025Q2: 1,033,630 shares 1,033,630$26.9M6.9%-71,415Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,636 shares; 2024Q4: 227,083 shares; 2025Q1: 232,753 shares; 2025Q2: 219,258 shares 219,258$26.5M6.8%-13,495Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,766 shares; 2024Q4: 266,766 shares; 2025Q1: 273,496 shares; 2025Q2: 257,466 shares 257,466$22.7M5.83%-16,030Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,204 shares; 2024Q4: 308,489 shares; 2025Q1: 310,999 shares; 2025Q2: 322,034 shares 322,034$22.5M5.77%+11,035Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,704 shares; 2025Q2: 125,179 shares 125,179$21.1M5.42%+13,475Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,654 shares; 2024Q4: 120,654 shares; 2025Q1: 123,804 shares; 2025Q2: 116,084 shares 116,084$20M5.13%-7,720Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,191 shares; 2024Q4: 34,661 shares; 2025Q1: 34,461 shares; 2025Q2: 34,001 shares 34,001$19.1M4.9%-460Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,419 shares; 2024Q4: 282,163 shares; 2025Q1: 288,983 shares; 2025Q2: 276,747 shares 276,747$19.1M4.9%-12,236Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,179 shares; 2024Q4: 89,418 shares; 2025Q1: 89,066 shares; 2025Q2: 87,821 shares 87,821$18M4.62%-1,245Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,377 shares; 2025Q1: 2,336 shares; 2025Q2: 2,335 shares 2,335$13.5M3.47%-1Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,885 shares; 2024Q4: 69,916 shares; 2025Q1: 69,907 shares; 2025Q2: 69,830 shares 69,830$12.3M3.15%-77Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 34,702 shares; 2025Q1: 34,586 shares; 2025Q2: 34,523 shares 34,523$11M2.82%-63Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,322 shares; 2024Q4: 22,685 shares; 2025Q1: 22,730 shares; 2025Q2: 22,422 shares 22,422$10.9M2.79%-308Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,211 shares; 2024Q4: 44,987 shares; 2025Q1: 44,587 shares; 2025Q2: 44,698 shares 44,698$9.36M2.4%+111Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,732 shares; 2024Q4: 27,847 shares; 2025Q1: 27,812 shares; 2025Q2: 27,740 shares 27,740$8.64M2.21%-72Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,774 shares; 2024Q4: 34,466 shares; 2025Q1: 34,548 shares; 2025Q2: 34,526 shares 34,526$8.05M2.06%-22Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,863 shares; 2024Q4: 27,625 shares; 2025Q1: 31,361 shares; 2025Q2: 31,266 shares 31,266$7.84M2.01%-95Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,949 shares; 2024Q4: 19,486 shares; 2025Q1: 19,438 shares; 2025Q2: 19,341 shares 19,341$7.65M1.96%-97Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 1,988 shares; 2025Q1: 1,997 shares; 2025Q2: 2,003 shares 2,003$7.44M1.91%+6Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 12,312 shares; 2025Q1: 12,278 shares; 2025Q2: 12,271 shares 12,271$6.96M1.78%-7Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 28,223 shares; 2025Q1: 28,286 shares; 2025Q2: 28,286 shares 28,286$6.89M1.77%0Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,791 shares; 2024Q4: 36,565 shares; 2025Q1: 36,529 shares; 2025Q2: 36,603 shares 36,603$6.62M1.7%+74Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,169 shares; 2024Q4: 28,642 shares; 2025Q1: 28,675 shares; 2025Q2: 29,271 shares 29,271$6.4M1.64%+596Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 21,107 shares; 2025Q1: 21,101 shares; 2025Q2: 21,355 shares 21,355$6.38M1.64%+254Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,038 shares; 2024Q4: 14,916 shares; 2025Q1: 15,767 shares; 2025Q2: 15,658 shares 15,658$6.35M1.63%-109Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,493 shares 36,493$5.76M1.48%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 11,003 shares; 2025Q1: 14,161 shares; 2025Q2: 14,147 shares 14,147$5.47M1.4%-14Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,682 shares; 2024Q4: 50,140 shares; 2025Q1: 50,091 shares; 2025Q2: 50,476 shares 50,476$4M1.02%+385Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,120 shares; 2024Q4: 12,149 shares; 2025Q1: 12,304 shares; 2025Q2: 21,675 shares 21,675$3.42M0.88%+9,371Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,887 shares; 2025Q1: 1,937 shares; 2025Q2: 2,037 shares 2,037$1.01M0.26%+100Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,143 shares; 2025Q1: 1,123 shares; 2025Q2: 1,248 shares 1,248$1M0.26%+125Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,787 shares; 2025Q1: 3,887 shares; 2025Q2: 3,914 shares 3,914$859K0.22%+27Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,426 shares; 2025Q1: 4,330 shares; 2025Q2: 4,258 shares 4,258$755K0.19%-72Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 6,958 shares; 2025Q1: 6,938 shares; 2025Q2: 6,798 shares 6,798$733K0.19%-140Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,950 shares 1,950$696K0.18%+260Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares; 2025Q2: 11,390 shares 11,390$619K0.16%+2,855Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,538 shares; 2025Q1: 2,270 shares; 2025Q2: 2,265 shares 2,265$513K0.13%-5Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares; 2025Q2: 5,563 shares 5,563$485K0.12%+860Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,830 shares; 2024Q4: 36,720 shares; 2025Q1: 36,720 shares; 2025Q2: 45,775 shares 45,775$475K0.12%+9,055Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,300 shares 1,300$462K0.12%-100Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,186 shares; 2025Q2: 2,921 shares 2,921$421K0.11%+735Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,840 shares; 2025Q2: 2,800 shares 2,800$361K0.09%-40Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 387 shares; 2025Q1: 339 shares; 2025Q2: 339 shares 339$336K0.09%0Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 6,920 shares 6,920$259K0.07%+1,520Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares 575$257K0.07%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331 shares 331$244K0.06%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 800 shares 800$221K0.06%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 1,540 shares 1,540$210K0.05%-1,500Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
GDGENERAL DYNAMICS CORP23,505$6.41Mshares
FANGDIAMONDBACK ENERGY INC26,597$4.25Mshares
AXONAXON ENTERPRISE INC580$305Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR4,095$265Kshares

How Q2 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 0001172661-25-002927 base2025-08-07acceptance time not in the bulk data set