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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.
Latest 13F Filing Activity
Martin Capital Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 69 equity positions with a total 13F market value of $258M. The fund increased holdings in Portland Gen Elec Co., Pepsico Inc., Devon Energy Corp. New among other positions. Martin Capital Partners, LLC reduced exposure to Comcast Corp. New, Diageo PLC, Lyondellbasell Industries N among others.
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 |
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