$354 Million is the total value of Martin Investment Management, LLC's 34 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCLN | New | PRICELINE GROUP INC/THE | $16,027,000 | – | 8,568 | +100.0% | 4.52% | – |
| CHKP | Buy | CHECK POINT SOFTWARE TECH | $12,935,000 | +24.3% | 118,581 | +17.0% | 3.65% | +24.1% |
| DIS | New | WALT DISNEY CO/THE | $11,757,000 | – | 110,653 | +100.0% | 3.32% | – |
| SAP | Buy | SAP SE SPONS ADRadr | $11,038,000 | +9.0% | 105,451 | +2.2% | 3.11% | +8.8% |
| GILD | Buy | GILEAD SCIENCES INC | $10,211,000 | +6.7% | 144,265 | +2.4% | 2.88% | +6.5% |
| TM | Buy | TOYOTA MTR CORP SPONSORED ADRadr | $9,649,000 | +4.0% | 91,880 | +7.6% | 2.72% | +3.8% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $9,651,000 | +6.0% | 100,588 | +8.2% | 2.72% | +5.8% |
| KMB | New | KIMBERLY-CLARK CORP | $443,000 | – | 3,435 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 7.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 6.5% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 4.4% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 4.2% |
| STRYKER CORPORATION | 42 | Q3 2023 | 3.8% |
| VERISK ANALYTICS INC-CLASS A | 42 | Q3 2023 | 3.8% |
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 4.3% |
| AMERICAN EXPRESS CO | 42 | Q3 2023 | 3.5% |
| PROCTER & GAMBLE CO/THE | 42 | Q3 2023 | 3.5% |
| JOHNSON & JOHNSON COM USD1 | 42 | Q3 2023 | 3.8% |
View Martin Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View Martin Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.