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| Happy Holidays!! thanks for using AUM13F!! |
| Martin Capital Partners LLC
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| CRD # | 153452 |
| SEC # | 801-71360 |
| CIK # | 0001731216 |
| AUM | $95.9 M (2025-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 541-636-4170 |
| Address | 940 Willamette St, Suite 350 Eugene, OR 97401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Total Sa | 3.9 | ||
| Nike Inc | 3.5 | ||
| Diageo PLC | 3.3 | ||
| Lockheed Martin Corp | 3.1 | ||
| LyondellBasell Industries NV | 3.0 | ||
| PepsiCo Inc | 2.9 | ||
| UnitedHealth Group Inc | 2.6 | ||
| Devon Energy Corp/DE | 2.2 | ||
| Amerisourcebergen Corp | 1.1 | ||
| Paychex Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 26.3 |
| (b) Individuals (high net worth individuals) | 15 | 25.8 |
| (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 | 3 | 2.5 |
| (h) Charitable organizations | 4 | 7.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 8 | 31.8 |
| (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 | 1 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 95.9 |
| By Discretionary | ||
| Discretionary | 251 | 95.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 251 | 95.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.9 | |
| Total | 251 | 95.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731216] |
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