Martin Investment Management, LLC Top Holdings and 13F Report (2024) → Get out of dollars—get into America’s new money instead (From Stansberry Research) (Ad) About Martin Investment Management, LLCInvestment ActivityMartin Investment Management, LLC has $407.06 million in total holdings as of March 31, 2024.Martin Investment Management, LLC owns shares of 48 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.16% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Martin Investment Management, LLC has purchased 48 new stocks and bought additional shares in 12 stocks.Martin Investment Management, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Novo Nordisk A/S $38,106,680Haleon $37,892,611Toyota Motor $30,762,846Check Point Software Technologies $27,156,940Novartis $22,905,664 Largest New Holdings this Quarter Gartner $1,034,851 Holding Largest Purchases this Quarter Haleon 4,426,375 shares (about $37.58M)Toyota Motor 5,520 shares (about $1.39M)Novo Nordisk A/S 9,315 shares (about $1.20M)Check Point Software Technologies 7,130 shares (about $1.17M)Gartner 2,171 shares (about $1.03M) Largest Sales this Quarter Medtronic 9,125 shares (about $795.24K)Mastercard 533 shares (about $256.68K)Apple 964 shares (about $165.31K)American Express 601 shares (about $136.84K)Alphabet 877 shares (about $132.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMartin Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVONovo Nordisk A/S$38,106,680$1,196,046 ▲3.2%296,7819.4%MedicalHLNHaleon$37,892,611$37,579,924 ▲12,018.4%4,463,2059.3%MedicalTMToyota Motor$30,762,846$1,389,274 ▲4.7%122,2307.6%Auto/Tires/TrucksCHKPCheck Point Software Technologies$27,156,940$1,169,391 ▲4.5%165,5816.7%Computer and TechnologyNVSNovartis$22,905,664$1,031,625 ▲4.7%236,8005.6%MedicalALCAlcon$22,517,618$991,151 ▲4.6%270,3525.5%MedicalMAMastercard$19,397,717$256,678 ▼-1.3%40,2804.8%Business ServicesAAPLApple$18,591,392$165,307 ▼-0.9%108,4174.6%Computer and TechnologySONYSony Group$18,315,779$983,009 ▲5.7%213,6204.5%Consumer DiscretionaryGOOGLAlphabet$12,694,571$132,366 ▼-1.0%84,1093.1%Computer and TechnologyBRK.BBerkshire Hathaway$11,477,252$129,520 ▼-1.1%27,2932.8%FinanceBKNGBooking$10,618,805$105,209 ▼-1.0%2,9272.6%Retail/WholesaleAXPAmerican Express$10,344,640$136,842 ▼-1.3%45,4332.5%FinanceTMOThermo Fisher Scientific$10,156,645$56,377 ▼-0.6%17,4752.5%MedicalNXPINXP Semiconductors$8,176,906$8,424 ▲0.1%33,0022.0%Computer and TechnologyACNAccenture$8,151,921$112,995 ▼-1.4%23,5192.0%Business ServicesGDGeneral Dynamics$7,963,393$57,910 ▼-0.7%28,1902.0%AerospaceSYKStryker$7,957,955$105,930 ▼-1.3%22,2372.0%MedicalAMEAMETEK$7,844,581$6,036 ▲0.1%42,8901.9%Computer and TechnologyWABWestinghouse Air Brake Technologies$7,650,385$24,620 ▼-0.3%52,5151.9%TransportationVRSKVerisk Analytics$7,487,963$30,881 ▼-0.4%31,7651.8%Business ServicesROPRoper Technologies$7,121,546$3,365 ▲0.0%12,6981.7%Computer and TechnologyLHXL3Harris Technologies$6,949,039$33,457 ▼-0.5%32,6091.7%AerospacePGProcter & Gamble$6,800,709$46,079 ▼-0.7%41,9151.7%Consumer StaplesMRKMerck & Co., Inc.$6,378,199$8,973 ▲0.1%48,3381.6%MedicalMROMarathon Oil$6,367,771$33,753 ▼-0.5%224,6921.6%Oils/EnergyVRSNVeriSign$5,950,804$28,806 ▼-0.5%31,4011.5%Computer and TechnologyADBEAdobe$5,564,729$22,202 ▲0.4%11,0281.4%Computer and TechnologyHPHelmerich & Payne$4,608,556$36,382 ▼-0.8%109,5711.1%Oils/EnergyASMLASML$1,109,247$9,705 ▼-0.9%1,1430.3%Computer and TechnologyNVDANVIDIA$1,048,1300.0%1,1600.3%Computer and TechnologyITGartner$1,034,851$1,034,851 ▲New Holding2,1710.3%Business ServicesBPBP$902,8130.0%23,9600.2%Oils/EnergyMSFTMicrosoft$781,2770.0%1,8570.2%Computer and TechnologyGOOGAlphabet$675,8890.0%4,4390.2%Computer and TechnologyCHENIERE ENERGY INC$648,3460.0%4,0200.2%COM NEWPXDPioneer Natural Resources$633,1500.0%2,4120.2%Oils/EnergyAMZNAmazon.com$614,9150.0%3,4090.2%Retail/WholesaleAONAON$564,6540.0%1,6920.1%FinanceTSMTaiwan Semiconductor Manufacturing$412,368$8,843 ▼-2.1%3,0310.1%Computer and TechnologyMDTMedtronic$410,738$795,244 ▼-65.9%4,7130.1%MedicalKMBKimberly-Clark$394,518$1,294 ▼-0.3%3,0500.1%Consumer StaplesVVisa$390,7120.0%1,4000.1%Business ServicesRELXRelx$375,9740.0%8,6850.1%Computer and TechnologyCOSTCostco Wholesale$375,839$7,326 ▼-1.9%5130.1%Retail/WholesaleFDSFactSet Research Systems$261,2740.0%5750.1%Business ServicesTTETotalEnergies$259,8330.0%3,7750.1%Oils/EnergyICLRICON Public$248,6030.0%7400.1%MedicalBMYBristol-Myers Squibb$0$517,051 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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