Martin Capital Management LLC

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Assets, Funds, Holdings

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Martin Capital Management LLC
CRD #157339
SEC #801-72271
CIK #0001132943
AUM
Employees 4 (50% Investors, 0% Brokers)
Phone574-293-2077
Address131 E Franklin St
Elkhart, IN 46516-3576
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3502802101407002010201420192024
CIK Period
0001132943
Sector Form 13F Holdings Value ($M)
Gentex Corp 4.8
Travelers Companies Inc 3.3
Wal Mart Stores Inc 3.0
Helmerich & Payne Inc 2.6
Amgen Inc 2.5
Civeo Corp 1.9
Garmin Ltd 1.8
AbbVie Inc 1.7
Stryker Corp 1.7
Rayonier Advanced Materials Inc 0.8
Lilly Eli & Co 0.2
AT&T Inc 0.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 41 6.1
(b) Individuals (high net worth individuals) 54 55.1
(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 4.7
(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 0.1
(n) Other 0 0.0
Total 97 66.1
By Discretionary
Discretionary 87 62.3
Non-Discretionary 10 3.8
Total 97 66.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 66.1
Total 97 66.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001132943]
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