Martin Capital Partners, LLC
Martin Capital Partners, LLC is an SEC registered investment advisory firm based in Eugene, Oregon. Founded in 2010, the firm manages approximately $306 million in assets for institutional and private clients, specializing in dividend strategies. The team combines decades of industry tenure and focuses on building, managing, and preserving wealth through long-term, dividend-focused investing. Martin Capital Partners operates with a boutique structure, serving clients with transparency and integrity.
Investment Strategy
Martin Capital Partners specializes in long-term, dividend-focused investment strategies, aiming to build portfolios that produce consistent, absolute returns with mitigated risk and volatility. The firm focuses on investing in high-quality companies with significant competitive advantages, emphasizing the reinvestment and compounding of dividends. Their approach relies on a long-term horizon, process transparency, and disciplined dividend investing to enhance investor outcomes and preserve wealth across market cycles.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMGN | AMGEN INC | 3.30% | $8.5M | 30,119 | $252.75 | $282.20 | -$29.0K |
C CME | CME GROUP INC | 3.26% | $8.4M | 31,137 | $259.41 | $270.19 | -$290.0K |
C CFR | CULLEN FROST BANKERS INC | 3.24% | $8.4M | 65,969 | $116.74 | $126.77 | -$253.0K |
A ASML | ASML HOLDING N V | 3.21% | $8.3M | 8,559 | $767.76 | $968.09 | +$1.4M |
M MSFT | MICROSOFT CORP | 3.18% | $8.2M | 15,834 | $378.04 | $517.95 | +$231.0K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
M Matt Sandoval | Managing Director | New York, NY , United States | |
 | Portfolio Manager - Research Analyst, Principal | Eugene, OR , United States |