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CIK: 0001511888
Total reported value
$299.6M
$299.6M
48 檔
40.8%
In Q4 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 Q4 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 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 8.02% | -4.90% | EXIT | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 6.66% | — | -3.51% | |
| 3 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 6.45% | -0.73% | — | |
| 4 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 6.22% | +0.30% | +399.92% | |
| 5 | ALC | Alcon Inc. | Stock-Healthcare | 6.22% | — | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 6.15% | +0.66% | -10.74% | |
| 7 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 6.07% | +0.80% | -3.22% | |
| 8 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 5.65% | — | +8.54% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 5.01% | +0.58% | -11.56% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | +0.56% | -13.56% | |
| 11 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.24% | +3.05% | -16.80% | |
| 12 | AXP | American Express Co | Stock-Financials | 2.83% | +0.64% | -15.57% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | +0.39% | -13.82% | |
| 14 | WAB | Wabtec CORP | Stock-Industrials | 2.34% | +0.40% | -13.84% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.13% | +0.24% | -12.45% | |
| 16 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.11% | — | -12.24% | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.04% | -0.35% | -2.21% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.93% | +0.09% | -2.32% | |
| 19 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.85% | -0.14% | -13.35% | |
| 20 | AME | Ametek Inc | Stock-Industrials | 1.81% | +0.52% | -14.55% | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 1.76% | +0.05% | -2.11% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 1.75% | +0.07% | -14.16% | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 1.70% | — | -14.35% | |
| 24 | LNG | Cheniere Energy Inc | Stock-Energy | 1.66% | -0.18% | +615.41% | |
| 25 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.63% | +0.84% | -13.65% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.59% | -0.25% | -15.94% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.37% | +0.30% | +0.92% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.34% | -0.08% | -8.08% | |
| 29 | FANG | Diamondback Energy Inc | Stock-Energy | 1.19% | — | +4.38% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.17% | +0.24% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.05% | -5.20% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.04% | +2.99% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.02% | -0.53% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.22% | +0.12% | +0.44% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.03% | -51.33% | |
| 36 | AON | Aon plc | Stock-Financials | 0.17% | +0.02% | -4.36% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.14% | +0.09% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | — | — | |
| 39 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.11% | — | -0.70% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.10% | +0.01% | -0.32% | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.10% | +0.02% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.01% | -18.87% | |
| 43 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.10% | — | -0.30% | |
| 44 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.09% | — | — | |
| 45 | FDS | Factset Research Systems Inc | Stock-Financials | 0.08% | — | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | +0.02% | — | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.06% | — | — | |
| 48 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.06% | — | +3.02% |
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 Q4 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 CHKP, NVO, TM) accounted for 40.8% of total reported equity market value during Q4 2024.
During Q4 2024, Martin Investment Management, LLC's top holdings by market value included CHKP (8.0%)、NVO (6.7%)、TM (6.5%). The largest single position, CHKP, represented 8.0% of total portfolio value.
In Q4 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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