13F HOLDINGS REPORT
Martin Investment Management, LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001172661-25-002927
Total Value
$390.1M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHECK POINT SOFTWARE TECH LT | M22465104 | 132,007 | $29.2M | 7.49% |
| 2 | SONY GROUP CORP | SNEJF | 1,033,630 | $26.9M | 6.90% |
| 3 | NOVARTIS AG | NVSEF | 219,258 | $26.5M | 6.80% |
| 4 | ALCON AG | ALC | 257,466 | $22.7M | 5.83% |
| 5 | ASTRAZENECA PLC | AZN | 322,034 | $22.5M | 5.77% |
| 6 | NICE LTD | NCSYF | 125,179 | $21.1M | 5.42% |
| 7 | TOYOTA MOTOR CORP | TOYOF | 116,084 | $20.0M | 5.13% |
| 8 | MASTERCARD INCORPORATED | MA | 34,001 | $19.1M | 4.90% |
| 9 | NOVO-NORDISK A S | NONOF | 276,747 | $19.1M | 4.90% |
| 10 | APPLE INC | AAPL | 87,821 | $18.0M | 4.62% |
| 11 | BOOKING HOLDINGS INC | BKNG | 2,335 | $13.5M | 3.47% |
| 12 | ALPHABET INC | GOOG | 69,830 | $12.3M | 3.15% |
| 13 | AMERICAN EXPRESS CO | AXP | 34,523 | $11.0M | 2.82% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22,422 | $10.9M | 2.79% |
| 15 | WABTEC | 929740108 | 44,698 | $9.4M | 2.40% |
| 16 | VERISK ANALYTICS INC | VRSK | 27,740 | $8.6M | 2.21% |
| 17 | CBOE GLOBAL MKTS INC | 12503M108 | 34,526 | $8.1M | 2.06% |
| 18 | L3HARRIS TECHNOLOGIES INC | LHX | 31,266 | $7.8M | 2.01% |
| 19 | STRYKER CORPORATION | SYK | 19,341 | $7.7M | 1.96% |
| 20 | AUTOZONE INC | AZO | 2,003 | $7.4M | 1.91% |
| 21 | ROPER TECHNOLOGIES INC | ROP | 12,271 | $7.0M | 1.78% |
| 22 | CHENIERE ENERGY INC | LNG | 28,286 | $6.9M | 1.77% |
| 23 | AMETEK INC | AME | 36,603 | $6.6M | 1.70% |
| 24 | NXP SEMICONDUCTORS N V | NXPI | 29,271 | $6.4M | 1.64% |
| 25 | ACCENTURE PLC IRELAND | ACN | 21,355 | $6.4M | 1.64% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 15,658 | $6.3M | 1.63% |
| 27 | LEIDOS HOLDINGS INC | LDOS | 36,493 | $5.8M | 1.48% |
| 28 | ADOBE INC | ADBE | 14,147 | $5.5M | 1.40% |
| 29 | MERCK & CO INC | MRK | 50,476 | $4.0M | 1.02% |
| 30 | NVIDIA CORPORATION | NVDA | 21,675 | $3.4M | 0.88% |
| 31 | MICROSOFT CORP | MSFT | 2,037 | $1.0M | 0.26% |
| 32 | ASML HOLDING N V | ASMLF | 1,248 | $1.0M | 0.26% |
| 33 | AMAZON COM INC | AMZN | 3,914 | $858,692 | 0.22% |
| 34 | ALPHABET INC | GOOG | 4,258 | $755,335 | 0.19% |
| 35 | EXXON MOBIL CORP | XOM | 6,798 | $732,824 | 0.19% |
| 36 | AON PLC | AON | 1,950 | $695,682 | 0.18% |
| 37 | RELX PLC | RLXXF | 11,390 | $618,933 | 0.16% |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,265 | $513,000 | 0.13% |
| 39 | MEDTRONIC PLC | MDT | 5,563 | $484,927 | 0.12% |
| 40 | HALEON PLC | HLNCF | 45,775 | $474,687 | 0.12% |
| 41 | VISA INC | V | 1,300 | $461,565 | 0.12% |
| 42 | ALLEGION PLC | ALLE | 2,921 | $420,975 | 0.11% |
| 43 | KIMBERLY-CLARK CORP | KMB | 2,800 | $360,976 | 0.09% |
| 44 | COSTCO WHSL CORP NEW | 22160K105 | 339 | $335,590 | 0.09% |
| 45 | SUNCOR ENERGY INC NEW | SU | 6,920 | $259,154 | 0.07% |
| 46 | FACTSET RESH SYS INC | 303075105 | 575 | $257,186 | 0.07% |
| 47 | META PLATFORMS INC | META | 331 | $244,308 | 0.06% |
| 48 | BROADCOM INC | AVGO | 800 | $220,520 | 0.06% |
| 49 | PALANTIR TECHNOLOGIES INC | PLTR | 1,540 | $209,933 | 0.05% |