Martin Capital Advisors LLC

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Martin Capital Advisors LLC
CRD #327637
SEC #801-128739
CIK #0001904126
AUM
Employees 1 (0% Investors, 0% Brokers)
Phone501-213-6070
Address981 Highway 98E
Destin, FL 32541
Source [IAPD] [EDGAR]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
CIK Period
0001904126
Sector Form 13F Holdings Value ($M)
Apple Inc 34.6
Nvidia Corp 12.2
Intuitive Surgical Inc 9.2
Lam Research Corp 5.8
Mastercard Inc 4.9
Costco Wholesale Corp /NEW 4.5
Williams Sonoma Inc 4.5
Alphabet Inc 4.4
Visa Inc 3.5
Starbucks Corp 2.9
Schwab Charles Corp 2.6
Intuit Inc 2.5
Oracle Corp 2.5
Amazon Com Inc 2.3
Idexx Laboratories Inc /DE 2.3
Texas Instruments Inc 2.2
Edwards Lifesciences Corp 2.1
BlackRock Inc 2.0
Square Inc 1.9
Tractor Supply Co /DE/ 1.8
Caterpillar Inc 1.5
Alphabet Inc 1.4
Davita Inc 1.4
Chipotle Mexican Grill Inc 1.3
Nasdaq OMX Group Inc 1.2
Cisco Systems Inc 1.0
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
PE Martin Capital Growth Opportunity Fund LP 2023-03-30 0.0
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001904126]
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