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CIK: 0001511888
Total reported value
$299.6M
$299.6M
49 檔
43.4%
The Q4 2025 SEC filing reveals that Martin Investment Management, LLC held a total portfolio value of $299.6M, covering 49 public equity positions.
In Q4 2025, Martin Investment Management, LLC adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 8.16% | +0.80% | -2.87% | |
| 2 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 7.96% | — | -3.24% | |
| 3 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 6.93% | +0.30% | +0.38% | |
| 4 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 6.74% | -0.73% | -2.30% | |
| 5 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 6.59% | -4.90% | EXIT | |
| 6 | AAPL | Apple Inc | Stock-Tech | 6.10% | +0.66% | -7.57% | |
| 7 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 5.67% | +0.96% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.56% | +0.56% | -7.93% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 5.01% | +0.58% | -6.54% | |
| 10 | AXP | American Express Co | Stock-Financials | 3.29% | +0.64% | -7.28% | |
| 11 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.19% | +3.05% | -7.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.89% | +0.39% | -6.72% | |
| 13 | WAB | Wabtec CORP | Stock-Industrials | 2.45% | +0.40% | -5.25% | |
| 14 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.39% | -0.25% | -5.99% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.36% | +0.24% | -4.71% | |
| 16 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.24% | -0.14% | -6.73% | |
| 17 | AME | Ametek Inc | Stock-Industrials | 1.94% | +0.52% | -6.68% | |
| 18 | AZO | Autozone Inc | Stock-Consumer Disc | 1.77% | +0.07% | -6.14% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.76% | +0.09% | -4.46% | |
| 20 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.75% | -0.45% | -4.86% | |
| 21 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.61% | -0.05% | — | |
| 22 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.58% | +0.84% | -8.02% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.44% | -0.35% | -9.27% | |
| 24 | LNG | Cheniere Energy Inc | Stock-Energy | 1.43% | -0.18% | -4.96% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 1.40% | +0.05% | -6.86% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.39% | +0.04% | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | +0.30% | -6.33% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.29% | -0.08% | -6.29% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.17% | -7.62% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.05% | -6.33% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.25% | +0.12% | -29.89% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.02% | -27.63% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.04% | -27.12% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.18% | +0.09% | -8.55% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.03% | -8.28% | |
| 36 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.14% | — | -92.06% | |
| 37 | AON | Aon plc | Stock-Financials | 0.13% | +0.02% | -33.25% | |
| 38 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.12% | — | -6.09% | |
| 39 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.12% | — | -9.47% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | — | -13.85% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.10% | +0.01% | -33.78% | |
| 42 | ALLE | Allegion plc | Stock-Industrials | 0.08% | — | -37.40% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.08% | +0.02% | -36.00% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.01% | -6.03% | |
| 45 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.07% | +0.01% | — | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.07% | +0.02% | -13.29% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.06% | — | -98.37% | |
| 48 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.06% | +0.01% | — | |
| 49 | CRH | CRH plc | Stock-Materials | 0.06% | — | -24.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AZNN | Astrazeneca Plc-spons Adr | +1.7% | -3.24% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | -7.93% | Trim |
| 3 | TM | Toyota Motor CORP -spon Adr | +1.1% | -2.30% | Trim |
| 4 | NVS | Novartis Ag-sponsored Adr | +1.1% | -2.87% | Trim |
| 5 | AAPL | Apple Inc | +0.5% | -7.57% | Trim |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.5% | -4.71% | Trim |
| 7 | AXP | American Express Co | +0.4% | -7.28% | Trim |
| 8 | MRK | Merck & Co. Inc. | +0.3% | -6.33% | Trim |
| 9 | WAB | Wabtec CORP | +0.2% | -5.25% | Trim |
| 10 | AME | Ametek Inc | +0.2% | -6.68% | Trim |
| 11 | MA | Mastercard Inc - A | +0.2% | -6.54% | Trim |
| 12 | CBOE | Cboe Global Markets Inc | +0.1% | -6.73% | Trim |
| 13 | ACN | Accenture plc | +0.1% | -9.27% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -6.72% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -6.33% | Trim |
| 16 | BKNG | Booking Holdings Inc | 0% | -7.28% | Trim |
| 17 | ADBE | Adobe Inc | 0% | -6.29% | Trim |
| 18 | NVDA | Nvidia CORP | 0% | -7.62% | Trim |
| 19 | XOM | Exxon Mobil CORP | 0% | -8.28% | Trim |
| 20 | SYK | Stryker CORP | — | -4.46% | Trim |
| 21 | LDOS | Leidos Holdings Inc | — | -4.86% | Trim |
| 22 | V | Visa Inc-class A Shares | — | -13.85% | Trim |
| 23 | COST | Costco Wholesale CORP | — | -6.03% | Trim |
| 24 | LHX | L3harris Technologies Inc | 0% | -5.99% | Trim |
| 25 | CRH | CRH plc | 0% | -24.37% | Trim |
| 26 | AVGO | Broadcom Inc | 0% | -36.00% | Trim |
| 27 | RELX | Relx PLC - Spon Adr | 0% | -6.09% | Trim |
| 28 | KMB | Kimberly-clark CORP | 0% | -13.29% | Trim |
| 29 | ASML | ASML Holding N.V. | 0% | -29.89% | Trim |
| 30 | AMZN | Amazon.com Inc | 0% | -27.12% | Trim |
| 31 | MDT | Medtronic plc | 0% | -33.78% | Trim |
| 32 | AON | Aon plc | -0.1% | -33.25% | Trim |
| 33 | ALLE | Allegion plc | -0.1% | -37.40% | Trim |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | -8.02% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | -27.63% | Trim |
| 36 | SONY | Sony Group CORP - Sp Adr | -0.1% | +0.38% | Add |
| 37 | ROP | Roper Technologies Inc | -0.1% | -6.86% | Trim |
| 38 | LNG | Cheniere Energy Inc | -0.2% | -4.96% | Trim |
| 39 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -3.14% | Trim |
| 40 | AZO | Autozone Inc | -0.4% | -6.14% | Trim |
| 41 | VRSK | Verisk Analytics Inc | -1.6% | -92.06% | Trim |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -3.8% | -98.37% | Trim |
| 43 | DB | Deutsche Bank Aktiengesellschaft | — | NEW | New buy |
| 44 | ALC | Alcon Inc. | — | EXIT | Sold out |
| 45 | NICE | Nice LTD - Spon Adr | — | EXIT | Sold out |
| 46 | APTV | Aptiv PLC | — | NEW | New buy |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 48 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 49 | SU | Suncor Energy Inc | — | EXIT | Sold out |
| 50 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Martin Investment Management, LLC reported a total U.S. public equity portfolio value of $299.6M across 49 disclosed positions in Q4 2025.
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 NVS, AZNN, SONY) accounted for 43.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
DB
市值: $20.3M
Top Position Liquidated / Trimmed
ALC
前期市值: $19.0M
During Q4 2025, Martin Investment Management, LLC's top holdings by market value included NVS (8.2%)、AZNN (8.0%)、SONY (6.9%). The largest single position, NVS, represented 8.2% of total portfolio value.
In Q4 2025, Martin Investment Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 1 positions, trimming 41 holdings, and fully liquidating 5 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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