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| Martin & Company Inc
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| CRD # | 108718 |
| SEC # | 801-55241 |
| CIK # | 0001008868, 0001005505, 0001511888 |
| AUM | 1,650.5 M (2026-05-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 865-541-4747 |
| Address | Two Centre Square, Suite 200 Knoxville, TN 37902-1669 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001008868 0001005505 0001511888 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Novartis AG | 24.6 | ||
| Astrazeneca PLC | 24.0 | ||
| Apple Inc | 19.5 | ||
| Alphabet Inc | 18.1 | ||
| Sony Corp | 17.4 | ||
| Toyota Motor Corp/ | 16.7 | ||
| Deutsche Bank Aktiengesellschaft | 15.6 | ||
| Mastercard Inc | 15.2 | ||
| Stantec Inc | 12.3 | ||
| American Express Co | 10.5 | ||
| Westinghouse Air Brake Technologies Corp | 10.5 | ||
| Priceline Com Inc | 9.5 | ||
| Harris Corp /DE/ | 8.4 | ||
| Ametek INC/ | 8.2 | ||
| CBOE Holdings Inc | 7.7 | ||
| Thermo Fisher Scientific Inc | 7.1 | ||
| NXP Semiconductors NV | 7.1 | ||
| Cheniere Energy Inc | 6.3 | ||
| Autozone Inc | 5.9 | ||
| Merck & Co Inc | 5.9 | ||
| Stryker Corp | 5.6 | ||
| Delphi Automotive PLC | 4.7 | ||
| Newmont Mining Corp /DE/ | 3.8 | ||
| Roper Industries Inc | 3.8 | ||
| SAIC Inc | 3.6 | ||
| Adobe Systems Inc | 2.7 | ||
| Nvidia Corp | 2.5 | ||
| Accenture PLC | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 106 | 0.3 |
| (c) Banking or thrift institutions | 1 | 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 | 1 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 1.7 |
| By Discretionary | ||
| Discretionary | 260 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 260 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 260 | 1.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0001005505] | |
| 5 | [0001005505] | |
| 13F-HR | [0001008868] | |
| 13F-HR | [0001511888] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Trust Martin | |
| Virtusa Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Virtusa Corp VRTU
Common Stock
|
2017-09-26 | Gift | 17,234 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-09-26 | Gift | 17,234 | ||
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 9,397 | $9.20 | 86,452 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 2,665 | $34.27 | 91,330 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 5,723 | $14.63 | 83,727 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 5,518 | $15.22 | 83,984 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 5,518 | $15.22 | 83,984 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 5,723 | $14.63 | 83,727 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 6,186 | $13.42 | 83,016 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 2,665 | $34.27 | 91,330 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 9,397 | $9.20 | 86,452 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Sell | 12,255 | $35.31 | 432,724 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 6,186 | $13.42 | 83,016 |
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Sell | 3,080 | $35.55 | 109,494 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-08-30 | Option exercise | 22,716 | $4.74 | 107,674 |
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Gift | 19,636 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Gift | 19,636 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Option exercise | 22,716 | $4.74 | 107,674 |
|
Virtusa Corp VRTU
Common Stock
|
2017-07-25 | Gift | 7,414 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-07-25 | Gift | 7,414 | ||
| showing 20 of 69 most recent transactions | |||||
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|---|---|---|
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OH | 1,672.6 M |
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VA | 1,652.8 M |
|
Pathway Financial Advisors LLC
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|
VT | 1,649.2 M |
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Penobscot Investment Management Company Inc
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|
MA | 1,635.0 M |
|
Tom Johnson Investment Management LLC
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|
OK | 1,632.6 M |