Martin Capital Advisors, LLP
Martin Capital Advisors, LLP is a registered investment advisor (RIA) based in San Antonio, Texas, United States. Founded over 30 years ago, the firm specializes in managing long-term investment capital for individuals (including high net worth), charitable organizations, and other clients. With a team of around 8-10 employees, Martin Capital Advisors focuses on building client portfolios for income and capital appreciation and adheres to fiduciary standards with an emphasis on transparency, trust, and superior long-term performance.
Investment Strategy
Martin Capital Advisors, LLP follows a long-term, actively managed investment strategy aimed at achieving superior investment performance for its clients. The firm seeks quality companies with enduring competitive advantages, reasonable valuations, and understandable businesses, constructing portfolios primarily of stocks for growth and balanced portfolios for clients with medium risk tolerance. Their approach emphasizes low turnover for tax efficiency, regular portfolio review, and aligning investments with clients’ income and capital appreciation goals, typically outperforming their benchmarks over long periods. They serve primarily individual and high net worth investors and emphasize fiduciary duty, transparency, and trust.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 22.15% | $36.7M | 144,090 | $168.98 | $254.63 | +$6.9M |
N NVDA | NVIDIA CORPORATION | 7.96% | $13.2M | 70,664 | $55.49 | $186.58 | +$1.7M |
I ISRG | INTUITIVE SURGICAL INC | 5.40% | $8.9M | 19,998 | $343.98 | $447.23 | -$1.9M |
Q QQQ | INVESCO QQQ TR | 4.90% | $8.1M | 13,523 | $380.52 | $600.37 | +$507.3K |
V VTI | VANGUARD INDEX FDS | 3.76% | $6.2M | 18,997 | $239.56 | $328.17 | +$342.9K |