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CIK: 0001511888
Total reported value
$299.6M
$299.6M
48 檔
52.4%
In Q1 2024, Martin Investment Management, LLC's U.S. equity holdings reached a combined market value of $299.6M, distributed across 48 disclosed stock positions.
During Q1 2024, Martin Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 9.36% | — | +3.24% | |
| 2 | HLN | Haleon Plc-adr | Stock-Healthcare | 9.31% | — | +12018.40% | |
| 3 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 7.56% | -0.73% | +4.73% | |
| 4 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 6.67% | -4.90% | EXIT | |
| 5 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 5.63% | +0.80% | +4.72% | |
| 6 | ALC | Alcon Inc. | Stock-Healthcare | 5.53% | — | +4.60% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 4.77% | +0.58% | -1.31% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.57% | +0.66% | -0.88% | |
| 9 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 4.50% | +0.30% | +5.67% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | +0.56% | -1.03% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | +0.39% | -1.12% | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.61% | +3.05% | -0.98% | |
| 13 | AXP | American Express Co | Stock-Financials | 2.54% | +0.64% | -1.31% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.50% | +0.24% | -0.55% | |
| 15 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.01% | +0.84% | +0.10% | |
| 16 | ACN | Accenture plc | Stock-Tech | 2.00% | -0.35% | -1.37% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.96% | — | -0.72% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.95% | +0.09% | -1.31% | |
| 19 | AME | Ametek Inc | Stock-Industrials | 1.93% | +0.52% | +0.08% | |
| 20 | WAB | Wabtec CORP | Stock-Industrials | 1.88% | +0.40% | -0.32% | |
| 21 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.84% | — | -0.41% | |
| 22 | ROP | Roper Technologies Inc | Stock-Tech | 1.75% | +0.05% | +0.05% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.71% | -0.25% | -0.48% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.67% | — | -0.67% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.57% | +0.30% | +0.14% | |
| 26 | MRO* | Marathon Oil CORP | Stock-Other | 1.56% | — | -0.53% | |
| 27 | VRSN | Verisign Inc | Stock-Tech | 1.46% | — | -0.48% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.37% | -0.08% | +0.40% | |
| 29 | HP | Helmerich & Payne | Stock-Energy | 1.13% | — | -0.78% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.27% | +0.12% | -0.87% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.17% | — | |
| 32 | IT | Gartner Inc | Stock-Tech | 0.25% | — | — | |
| 33 | BP | Bp Plc-spons Adr | Stock-Energy | 0.22% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.02% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.05% | — | |
| 36 | LNG | Cheniere Energy Inc | Stock-Energy | 0.16% | -0.18% | — | |
| 37 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 0.16% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.04% | — | |
| 39 | AON | Aon plc | Stock-Financials | 0.14% | +0.02% | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.10% | +0.09% | -2.10% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.10% | +0.01% | -65.94% | |
| 42 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.10% | +0.02% | -0.33% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | — | — | |
| 44 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.09% | — | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.01% | -1.91% | |
| 46 | FDS | Factset Research Systems Inc | Stock-Financials | 0.06% | — | — | |
| 47 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.06% | — | — | |
| 48 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.06% | — | — |
According to official SEC Form 13F filings, Martin Investment Management, LLC reported a total U.S. public equity portfolio value of $299.6M across 48 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVO, HLN, TM) accounted for 52.4% of total reported equity market value during Q1 2024.
During Q1 2024, Martin Investment Management, LLC's top holdings by market value included NVO (9.4%)、HLN (9.3%)、TM (7.6%). The largest single position, NVO, represented 9.4% of total portfolio value.
In Q1 2024, Martin Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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