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Martin Investment Management, LLC
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 Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CHKP | CHECK POINT SOFTWARE TECH LT | 7.49% | $29.2M | 132,007 | $113.66 | $221.25 | -$7.3M |
S SONY | SONY GROUP CORP | 6.90% | $26.9M | 1,033,630 | $16.17 | $26.03 | -$1.2M |
N NVS | NOVARTIS AG | 6.80% | $26.5M | 219,258 | $83.40 | $121.01 | +$585.1K |
A ALC | ALCON AG | 5.83% | $22.7M | 257,466 | $65.53 | $88.28 | -$3.2M |
A AZN | ASTRAZENECA PLC | 5.77% | $22.5M | 322,034 | $76.69 | $69.88 | -$354.7K |
Industry Allocation
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