Sign in

You're signed outSign in or to get full access.

Martin Investment Management, LLC

CIK:0001511888
Investment Adviser
$2B AUM
49 holdings
Evanston, IL, US
Founded:1989
6 employees
Latest filing:Jun 30, 2025

Martin Investment Management, LLC is an independent, SEC-registered investment adviser headquartered in Evanston, Illinois. The firm was founded in 1989 and specializes in investment management for high net worth individuals, family offices, institutions, and charitable organizations. Martin Investment Management offers personalized portfolio management strategies and is known for its focus on client service and long-term capital appreciation. As of 2025, the firm employs approximately 6 professionals.

Investment Strategy

Martin Investment Management, LLC provides investment advisory services focused on long-term capital appreciation and risk management. The firm employs bottom-up, fundamental research to construct diversified equity portfolios, primarily investing in large-cap, high-quality companies with sustainable competitive advantages. Their approach emphasizes rigorous analysis of financial strength, management quality, and intrinsic value. The investment philosophy centers on preserving capital through disciplined security selection, allocation across sectors and industries, and ongoing risk oversight.

Latest 13F Filing Activity

Martin Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $390M. The fund increased holdings in Leidos Holdings Inc., Nice LTD, Booking Holdings Inc. among other positions. Martin Investment Management, LLC reduced exposure to Check Point Software Tech LT, General Dynamics Corp., Diamondback Energy Inc. among others.

Top Buys
L
LDOSLEIDOS HOLDINGS INC
+$5.8M
N
NICENICE LTD
+$3.9M
B
BKNGBOOKING HOLDINGS INC
+$2.8M
N
NVDANVIDIA CORPORATION
+$2.1M
A
AXPAMERICAN EXPRESS CO
+$1.7M
Top Sells
C
CHKPCHECK POINT SOFTWARE TECH LT
-$7.3M
G
GDGENERAL DYNAMICS CORP
-$6.4M
F
FANGDIAMONDBACK ENERGY INC
-$4.3M
A
ALCALCON AG
-$3.2M
T
TMTOYOTA MOTOR CORP
-$1.9M

Top Holdings

C
CHKPCHECK POINT SOFTWARE TECH LT
+7.5%$29.2M
S
SONYSONY GROUP CORP
+6.9%$26.9M
N
NVSNOVARTIS AG
+6.8%$26.5M
A
ALCALCON AG
+5.8%$22.7M
A
AZNASTRAZENECA PLC
+5.8%$22.5M

Equity Positions (49)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CHECK POINT SOFTWARE TECH LT7.49%$29.2M132,007$113.66$221.25-$7.3M
SONY GROUP CORP6.90%$26.9M1,033,630$16.17$26.03-$1.2M
NOVARTIS AG6.80%$26.5M219,258$83.40$121.01+$585.1K
ALCON AG5.83%$22.7M257,466$65.53$88.28-$3.2M
ASTRAZENECA PLC5.77%$22.5M322,034$76.69$69.88-$354.7K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+18.3%
SERVICES-PREPACKAGED SOFTWARE
+13.1%
HOUSEHOLD AUDIO & VIDEO EQUIPMENT
+7.1%
SERVICES-BUSINESS SERVICES, NEC
+6.4%
ELECTRONIC COMPUTERS
+5.6%