Martin Investment Management, LLC
SEC Form 13F institutional filer · CIK 0001511888
13F-HR · 29 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
71.3%
Martin Investment Management, LLC — $159M AUM allocation strategy
Martin Investment Management, LLC files SEC Form 13F and reports $159M of long US equity value across 29 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.9%, followed by Financials 21.3% and Industrials 21.0%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Martin Investment Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$159M
total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$APTV +1.51K sh · −$399K+$MRK +788 sh · +$790K+$LDOS +732 sh · −$747K
Biggest trims (shares)
−$NVDA −7.94K sh · −$1.64M−$AAPL −3.06K sh · −$2.23M−$BRK.B −1.34K sh · −$1.13M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$VRSK ($485K last qtr)$V ($393K last qtr)$ALLE ($293K last qtr)$CRH ($207K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals12.3%—
- Interactive Media & Services12.1%—
- Transaction & Payment Processing Services9.5%—
- Construction Machinery & Heavy Transportation Equipment6.5%—
- Aerospace & Defense6.4%—
- Consumer Finance6.1%—
- Multi-Sector Holdings5.8%—
- Semiconductors4.7%—
- Other holdings36.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 77.2K | $19.6M | -3.06K | 12.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 63.7K | $18.3M | +209 | 11.5% |
| $MA | Mastercard Incorporated | 30.1K | $15.1M | -1.23K | 9.5% |
| $WAB | Westinghouse Air Brake Technologies Corporation | 41.6K | $10.4M | +528 | 6.5% |
| $LHX | L3Harris Technologies Inc | 29.5K | $10.2M | +401 | 6.4% |
| $AXP | American Express Company | 31.9K | $9.64M | +98 | 6.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 19.2K | $9.22M | -1.34K | 5.8% |
| $AME | AMETEK Inc | 34.3K | $7.36M | +491 | 4.6% |
| $TMO | Thermo Fisher Scientific Inc | 14.6K | $7.17M | +7 | 4.5% |
| $AZO | AutoZone Inc | 1.9K | $6.42M | +38 | 4.0% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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