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CIK: 0001511888
Total reported value
$299.6M
$299.6M
50 檔
46.5%
The Q1 2025 SEC filing reveals that Martin Investment Management, LLC held a total portfolio value of $299.6M, covering 50 public equity positions.
In Q1 2025, Martin Investment Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CHKP, SONY, ALC) accounted for 46.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
CHKP
市值: $36.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 9.20% | -4.90% | EXIT | |
| 2 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 7.08% | +0.30% | +3.12% | |
| 3 | ALC | Alcon Inc. | Stock-Healthcare | 6.55% | — | +2.52% | |
| 4 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 6.55% | +0.80% | +2.50% | |
| 5 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 5.77% | — | +0.81% | |
| 6 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 5.51% | -0.73% | +2.61% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 5.06% | — | +2.42% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.99% | +0.66% | -0.39% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 4.77% | +0.58% | -0.58% | |
| 10 | NICE | Nice LTD - Spon Adr | Stock-Tech | 4.34% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.05% | +0.39% | +0.20% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.56% | -0.01% | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.72% | +3.05% | -1.72% | |
| 14 | AXP | American Express Co | Stock-Financials | 2.35% | +0.64% | -0.33% | |
| 15 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.09% | — | -0.13% | |
| 16 | WAB | Wabtec CORP | Stock-Industrials | 2.04% | +0.40% | -0.89% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.98% | +0.24% | +5.71% | |
| 18 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.97% | -0.14% | +0.24% | |
| 19 | AZO | Autozone Inc | Stock-Consumer Disc | 1.92% | +0.07% | +0.45% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 1.83% | +0.05% | -0.28% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.83% | +0.09% | -0.25% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.66% | -0.35% | -0.03% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.66% | -0.25% | +13.52% | |
| 24 | LNG | Cheniere Energy Inc | Stock-Energy | 1.65% | -0.18% | +0.22% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.62% | — | -0.06% | |
| 26 | AME | Ametek Inc | Stock-Industrials | 1.59% | +0.52% | -0.10% | |
| 27 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.37% | +0.84% | +0.12% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.37% | -0.08% | +28.70% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | +0.30% | -0.10% | |
| 30 | FANG | Diamondback Energy Inc | Stock-Energy | 1.07% | — | +0.71% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.17% | +1.28% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.03% | -0.29% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.19% | +0.12% | -1.75% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.04% | +2.64% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | +0.02% | +2.65% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.05% | -2.17% | |
| 37 | AON | Aon plc | Stock-Financials | 0.17% | +0.02% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | — | — | |
| 39 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.11% | — | — | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.11% | +0.01% | — | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.10% | +0.02% | -0.70% | |
| 42 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.10% | — | — | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.10% | +0.09% | -10.56% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | -0.01% | -12.40% | |
| 45 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.08% | — | — | |
| 46 | ALLE | Allegion plc | Stock-Industrials | 0.07% | — | — | |
| 47 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.07% | — | — | |
| 48 | FDS | Factset Research Systems Inc | Stock-Financials | 0.07% | — | — | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.06% | — | — | |
| 50 | SU | Suncor Energy Inc | Stock-Energy | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 2 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 3 | ALC | Alcon Inc. | — | NEW | New buy |
| 4 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 5 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 6 | TM | Toyota Motor CORP -spon Adr | — | NEW | New buy |
| 7 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | NICE | Nice LTD - Spon Adr | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 14 | AXP | American Express Co | — | NEW | New buy |
| 15 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 16 | WAB | Wabtec CORP | — | NEW | New buy |
| 17 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 18 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 19 | AZO | Autozone Inc | — | NEW | New buy |
| 20 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 21 | SYK | Stryker CORP | — | NEW | New buy |
| 22 | ACN | Accenture plc | — | NEW | New buy |
| 23 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 24 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 25 | GD | General Dynamics CORP | — | NEW | New buy |
| 26 | AME | Ametek Inc | — | NEW | New buy |
| 27 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 28 | ADBE | Adobe Inc | — | NEW | New buy |
| 29 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 30 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 31 | NVDA | Nvidia CORP | — | NEW | New buy |
| 32 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 33 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 34 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 35 | MSFT | Microsoft CORP | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | AON | Aon plc | — | NEW | New buy |
| 38 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 39 | RELX | Relx PLC - Spon Adr | — | NEW | New buy |
| 40 | MDT | Medtronic plc | — | NEW | New buy |
| 41 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 42 | HLN | Haleon Plc-adr | — | NEW | New buy |
| 43 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 45 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 46 | ALLE | Allegion plc | — | NEW | New buy |
| 47 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
| 48 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | SU | Suncor Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Martin Investment Management, LLC reported a total U.S. public equity portfolio value of $299.6M across 50 disclosed positions in Q1 2025.
During Q1 2025, Martin Investment Management, LLC's top holdings by market value included CHKP (9.2%)、SONY (7.1%)、ALC (6.5%). The largest single position, CHKP, represented 9.2% of total portfolio value.
In Q1 2025, Martin Investment Management, LLC made 50 total portfolio adjustments, initiating 50 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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