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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 $299,551,468 across 47 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-17. Its ten largest share positions make up 58.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002675

Period
2026-06-30
Reported value
$300M
Holdings
47
Top 10 weight
58.09%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKNGadded+50,957$9.08M
NEMnew+40,828$3.81M
VGNTnew+25,416$1.07M
MNPRnew+2,327$215K
MDTadded+36$2.82K

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
CHKPexited-114,636-$16.4M
FUTUexited-111,505-$15.2M
GOOGLreduced-13,050-$4.66M
AAPLreduced-9,668-$2.8M
AZNreduced-13,525-$2.56M

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 2026

Share positions as resolved from 13F-HR 0001172661-26-002675, largest first. % of portfolio is the value over $299,551,468, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,636 shares; 2024Q4: 227,083 shares; 2025Q1: 232,753 shares; 2025Q2: 219,258 shares; 2025Q3: 217,743 shares; 2025Q4: 211,504 shares; 2026Q1: 162,204 shares; 2026Q2: 157,179 shares 157,179$24.6M8.22%-5,025Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,080 shares; 2026Q2: 126,555 shares 126,555$24M8.01%-13,525Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,179 shares; 2024Q4: 89,418 shares; 2025Q1: 89,066 shares; 2025Q2: 87,821 shares; 2025Q3: 86,819 shares; 2025Q4: 80,243 shares; 2026Q1: 77,182 shares; 2026Q2: 67,514 shares 67,514$19.5M6.52%-9,668Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,885 shares; 2024Q4: 69,916 shares; 2025Q1: 69,907 shares; 2025Q2: 69,830 shares; 2025Q3: 68,994 shares; 2025Q4: 63,523 shares; 2026Q1: 63,732 shares; 2026Q2: 50,682 shares 50,682$18.1M6.05%-13,050Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,359 shares; 2024Q4: 1,071,625 shares; 2025Q1: 1,105,045 shares; 2025Q2: 1,033,630 shares; 2025Q3: 964,555 shares; 2025Q4: 968,195 shares; 2026Q1: 891,165 shares; 2026Q2: 869,290 shares 869,290$17.4M5.82%-21,875Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,654 shares; 2024Q4: 120,654 shares; 2025Q1: 123,804 shares; 2025Q2: 116,084 shares; 2025Q3: 115,229 shares; 2025Q4: 112,580 shares; 2026Q1: 101,925 shares; 2026Q2: 98,860 shares 98,860$16.7M5.56%-3,065Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525,950 shares; 2026Q1: 475,760 shares; 2026Q2: 461,285 shares 461,285$15.6M5.2%-14,475Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,191 shares; 2024Q4: 34,661 shares; 2025Q1: 34,461 shares; 2025Q2: 34,001 shares; 2025Q3: 33,542 shares; 2025Q4: 31,348 shares; 2026Q1: 30,123 shares; 2026Q2: 29,653 shares 29,653$15.2M5.08%-470Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184,293 shares; 2026Q2: 178,427 shares 178,427$12.3M4.1%-5,866Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,100 shares; 2024Q4: 34,702 shares; 2025Q1: 34,586 shares; 2025Q2: 34,523 shares; 2025Q3: 34,259 shares; 2025Q4: 31,764 shares; 2026Q1: 31,862 shares; 2026Q2: 31,174 shares 31,174$10.5M3.52%-688Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,211 shares; 2024Q4: 44,987 shares; 2025Q1: 44,587 shares; 2025Q2: 44,698 shares; 2025Q3: 43,353 shares; 2025Q4: 41,076 shares; 2026Q1: 41,604 shares; 2026Q2: 39,048 shares 39,048$10.5M3.51%-2,556Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,377 shares; 2025Q1: 2,336 shares; 2025Q2: 2,335 shares; 2025Q3: 2,294 shares; 2025Q4: 2,127 shares; 2026Q1: 2,168 shares; 2026Q2: 53,125 shares 53,125$9.47M3.16%+50,957Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,322 shares; 2024Q4: 22,685 shares; 2025Q1: 22,730 shares; 2025Q2: 22,422 shares; 2025Q3: 22,062 shares; 2025Q4: 20,580 shares; 2026Q1: 19,238 shares; 2026Q2: 18,834 shares 18,834$9.42M3.15%-404Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,863 shares; 2024Q4: 27,625 shares; 2025Q1: 31,361 shares; 2025Q2: 31,266 shares; 2025Q3: 30,946 shares; 2025Q4: 29,093 shares; 2026Q1: 29,494 shares; 2026Q2: 28,855 shares 28,855$8.39M2.8%-639Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,791 shares; 2024Q4: 36,565 shares; 2025Q1: 36,529 shares; 2025Q2: 36,603 shares; 2025Q3: 36,257 shares; 2025Q4: 33,836 shares; 2026Q1: 34,327 shares; 2026Q2: 33,704 shares 33,704$8.15M2.72%-623Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,774 shares; 2024Q4: 34,466 shares; 2025Q1: 34,548 shares; 2025Q2: 34,526 shares; 2025Q3: 34,216 shares; 2025Q4: 31,912 shares; 2026Q1: 32,385 shares; 2026Q2: 31,863 shares 31,863$7.73M2.58%-522Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,038 shares; 2024Q4: 14,916 shares; 2025Q1: 15,767 shares; 2025Q2: 15,658 shares; 2025Q3: 15,300 shares; 2025Q4: 14,579 shares; 2026Q1: 14,586 shares; 2026Q2: 14,252 shares 14,252$7.15M2.39%-334Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,169 shares; 2024Q4: 28,642 shares; 2025Q1: 28,675 shares; 2025Q2: 29,271 shares; 2025Q3: 28,336 shares; 2025Q4: 26,063 shares; 2026Q1: 26,072 shares; 2026Q2: 25,400 shares 25,400$7.14M2.38%-672Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 28,223 shares; 2025Q1: 28,286 shares; 2025Q2: 28,286 shares; 2025Q3: 27,642 shares; 2025Q4: 26,271 shares; 2026Q1: 26,701 shares; 2026Q2: 26,181 shares 26,181$6.26M2.09%-520Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 1,988 shares; 2025Q1: 1,997 shares; 2025Q2: 2,003 shares; 2025Q3: 1,986 shares; 2025Q4: 1,864 shares; 2026Q1: 1,902 shares; 2026Q2: 1,861 shares 1,861$5.95M1.99%-41Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,682 shares; 2024Q4: 50,140 shares; 2025Q1: 50,091 shares; 2025Q2: 50,476 shares; 2025Q3: 49,353 shares; 2025Q4: 46,230 shares; 2026Q1: 47,018 shares; 2026Q2: 46,280 shares 46,280$5.95M1.99%-738Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,949 shares; 2024Q4: 19,486 shares; 2025Q1: 19,438 shares; 2025Q2: 19,341 shares; 2025Q3: 18,757 shares; 2025Q4: 17,920 shares; 2026Q1: 18,067 shares; 2026Q2: 17,782 shares 17,782$5.6M1.87%-285Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,769 shares; 2026Q1: 77,277 shares; 2026Q2: 76,325 shares 76,325$4.68M1.56%-952Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,828 shares 40,828$3.81M1.27%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,578 shares; 2024Q4: 12,312 shares; 2025Q1: 12,278 shares; 2025Q2: 12,271 shares; 2025Q3: 12,091 shares; 2025Q4: 11,261 shares; 2026Q1: 11,508 shares; 2026Q2: 11,264 shares 11,264$3.81M1.27%-244Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,493 shares; 2025Q3: 36,359 shares; 2025Q4: 34,591 shares; 2026Q1: 35,323 shares; 2026Q2: 34,735 shares 34,735$3.58M1.19%-588Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,970 shares; 2024Q4: 11,003 shares; 2025Q1: 14,161 shares; 2025Q2: 14,147 shares; 2025Q3: 14,080 shares; 2025Q4: 13,195 shares; 2026Q1: 13,486 shares; 2026Q2: 13,218 shares 13,218$2.71M0.9%-268Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,120 shares; 2024Q4: 12,149 shares; 2025Q1: 12,304 shares; 2025Q2: 21,675 shares; 2025Q3: 22,784 shares; 2025Q4: 21,048 shares; 2026Q1: 13,112 shares; 2026Q2: 12,709 shares 12,709$2.54M0.85%-403Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,585 shares; 2024Q4: 21,107 shares; 2025Q1: 21,101 shares; 2025Q2: 21,355 shares; 2025Q3: 21,198 shares; 2025Q4: 19,233 shares; 2026Q1: 18,944 shares; 2026Q2: 18,651 shares 18,651$2.32M0.77%-293Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,190 shares; 2026Q1: 40,418 shares; 2026Q2: 38,747 shares 38,747$1.96M0.65%-1,671Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 1,143 shares; 2025Q1: 1,123 shares; 2025Q2: 1,248 shares; 2025Q3: 1,191 shares; 2025Q4: 835 shares; 2026Q1: 698 shares; 2026Q2: 600 shares 600$1.19M0.4%-98Timeline
VGNTVERSIGENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,416 shares 25,416$1.07M0.36%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,538 shares; 2024Q4: 2,538 shares; 2025Q1: 2,270 shares; 2025Q2: 2,265 shares; 2025Q3: 2,340 shares; 2025Q4: 2,140 shares; 2026Q1: 2,125 shares; 2026Q2: 1,865 shares 1,865$891K0.3%-260Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,296 shares; 2024Q4: 6,958 shares; 2025Q1: 6,938 shares; 2025Q2: 6,798 shares; 2025Q3: 5,638 shares; 2025Q4: 5,171 shares; 2026Q1: 5,156 shares; 2026Q2: 5,131 shares 5,131$702K0.23%-25Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,669 shares; 2024Q4: 4,426 shares; 2025Q1: 4,330 shares; 2025Q2: 4,258 shares; 2025Q3: 3,821 shares; 2025Q4: 3,579 shares; 2026Q1: 3,301 shares; 2026Q2: 1,926 shares 1,926$681K0.23%-1,375Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,887 shares; 2025Q1: 1,937 shares; 2025Q2: 2,037 shares; 2025Q3: 2,237 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares; 2026Q2: 1,619 shares 1,619$604K0.2%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,677 shares; 2024Q4: 3,787 shares; 2025Q1: 3,887 shares; 2025Q2: 3,914 shares; 2025Q3: 4,314 shares; 2025Q4: 3,144 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344$559K0.19%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,950 shares; 2025Q3: 1,985 shares; 2025Q4: 1,325 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060$352K0.12%0Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares; 2026Q1: 6,093 shares; 2026Q2: 6,093 shares 6,093$318K0.11%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,830 shares; 2024Q4: 36,720 shares; 2025Q1: 36,720 shares; 2025Q2: 45,775 shares; 2025Q3: 46,775 shares; 2025Q4: 42,345 shares; 2026Q1: 33,170 shares; 2026Q2: 33,170 shares 33,170$309K0.1%0Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,704 shares; 2025Q4: 4,704 shares; 2026Q1: 6,114 shares; 2026Q2: 6,114 shares 6,114$287K0.1%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,840 shares; 2025Q2: 2,800 shares; 2025Q3: 2,785 shares; 2025Q4: 2,415 shares; 2026Q1: 2,410 shares; 2026Q2: 2,350 shares 2,350$258K0.09%-60Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,250 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 675 shares 675$255K0.09%-125Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares; 2025Q2: 11,390 shares; 2025Q3: 11,485 shares; 2025Q4: 10,785 shares; 2026Q1: 7,815 shares; 2026Q2: 7,815 shares 7,815$248K0.08%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 387 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 315 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 246 shares 246$230K0.08%-50Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,718 shares; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares; 2025Q2: 5,563 shares; 2025Q3: 5,663 shares; 2025Q4: 3,750 shares; 2026Q1: 2,870 shares; 2026Q2: 2,906 shares 2,906$227K0.08%+36Timeline
MNPRMONOPAR THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,327 shares 2,327$215K0.07%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
CHKPCHECK POINT SOFTWARE TECH LT114,636$16.4Mshares
FUTUFUTU HLDGS LTD111,505$15.2Mshares

How Q2 2026 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 0001172661-26-002675 base2026-07-17acceptance time not in the bulk data set