Martin Investment Management, LLC

RIA/Wealth

Martin Investment Management, LLC is a RIA/Wealth based in Palm Beach Gardens, FL led by Sandra Marie Staskon Martin, reporting $849.1M in AUM as of Q3 2025 with 35% Unknown concentration and 57% concentrated in top 10 holdings.

Managing PartnerSandra Marie Staskon Martin

Portfolio Value: $393.5M
Positions: 51
Top Holding: NVS at 7.1%
Last Reported: Q3 2025

Address2000 Pga Blvd, Suite 4440, Palm Beach Gardens, FL, 33408-2738, United States

Top Holdings

Largest long holdings in Martin Investment Management, LLC's portfolio (57% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 NVS Novartis NVS	Unknown Unknown	$27.9M	7.10%	-$194.3K Sold	— 217.7K shares	Q4 2022 Held for 2y 11m
2 SONY Sony Group Corporation SONY	Unknown Unknown	$27.8M	7.06%	-$2.0M Sold	— 964.6K shares	Q4 2022 Held for 2y 11m
3 Check Point Software Technologies CHKP	Software - Infrastructure Technology	$27.1M	6.89%	-$190.4K Sold	0.12% 131.1K shares	Q2 2016 Held for 9y 5m
4 AZN AstraZeneca AZN	Unknown Unknown	$24.5M	6.24%	-$166.9K Sold	— 319.9K shares	Q2 2024 Held for 1y 5m
5 Apple AAPL	Consumer Electronics Technology	$22.1M	5.62%	-$255.1K Sold	0.00% 86.8K shares	≤ Q2 2013 Held for 12y 5m+
6 TM Toyota Motor Corporation TM	Unknown Unknown	$22.0M	5.60%	-$163.4K Sold	— 115.2K shares	Q4 2022 Held for 2y 11m
7 Mastercard MA	Financial - Credit Services Financial Services	$19.1M	4.85%	-$261.1K Sold	0.00% 33.5K shares	≤ Q2 2013 Held for 12y 5m+
8 Alcon ALC	Medical - Instruments & Supplies Healthcare	$19.0M	4.84%	-$137.1K Sold	0.05% 255.6K shares	Q2 2019 Held for 6y 5m
9 NICE NICE NICE	Unknown Unknown	$18.0M	4.57%	-$134.6K Sold	— 124.2K shares	Q1 2025 Held for 8 months
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$16.8M	4.26%	-$203.2K Sold	0.00% 69.0K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Martin Investment Management, LLC's latest filing

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Market Value

$393.5M

Prior: $389.6M

Q/Q Change

+1.01%

+$3.9M

Net Flows % of MV

-1.1%

Turnover Ratio

1.11%

New Purchases

4 stocks

$1.4M

Added To

11 stocks

+$849.1K

Sold Out Of

1 stocks

$257.2K

Reduced Holdings

34 stocks

-$6.3M

Increased Positions

Position	Shares Δ	Change
1 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 2.3K +$653.5K
2 CRH CRH	New	0 → 2.2K +$263.2K
3 JPLD JPMorgan Limited Duration Bond JPLD	New	0 → 4.8K +$253.9K
4 JCPB JPMorgan Core Plus Bond JCPB	New	0 → 4.7K +$223.7K
5 Meta Platforms, Inc. META	+99.7%	331.0 → 661.0 +$242.3K

Decreased Positions

Position	Shares Δ	Change
1 FactSet Research Systems FDS	Sold	575.0 → 0 −$257.2K
2 Exxon Mobil XOM	-17.06%	6.8K → 5.6K −$130.8K
3 Alphabet Inc. GOOG	-10.26%	4.3K → 3.8K −$106.4K
4 Costco Wholesale COST	-7.08%	339.0 → 315.0 −$22.2K
5 SONY Sony Group Corporation SONY	-6.68%	1.0M → 964.6K −$2.0M

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Analytics

Portfolio insights and performance metrics for Martin Investment Management, LLC

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Sector Allocation

Technology

20.20%

Financial Services

13.00%

Industrials

9.80%

Healthcare

9.70%

Consumer Cyclical

5.60%

Communication Services

4.60%

Energy

1.90%

Consumer Defensive

0.20%

ETF

0.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

23.99%

Large Cap ($10B - $200B)

38.35%

Nano Cap (< $50M)

2.40%

N/A (ETF or Unknown)

35.26%

Portfolio Concentration

Top 10 Holdings %

57.01%

Top 20 Holdings %

82.31%

Top 50 Holdings %

99.94%

Top 100 Holdings %

100.0%