|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Martin & Company Inc
✚
|
|
|---|---|
| CRD # | 108718 |
| SEC # | 801-55241 |
| CIK # | 0001511888, 0001005505, 0001008868 |
| AUM | $1.5 B (2025-03-27) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 865-541-4747 |
| Address | Two Centre Square, Suite 200 Knoxville, TN 37902-1669 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001511888 0001005505 0001008868 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.7 | ||
| Capital One Financial Corp | 9.3 | ||
| Ingersoll-Rand PLC | 9.1 | ||
| Computer Programs & Systems Inc | 8.7 | ||
| McKesson Corp | 8.5 | ||
| CECO Environmental Corp | 8.1 | ||
| Apple Inc | 7.9 | ||
| Alphabet Inc | 7.2 | ||
| Skechers USA Inc | 6.1 | ||
| Amdocs Ltd | 5.9 | ||
| FleetCor Technologies Inc | 5.8 | ||
| Laboratory Corp of America Holdings | 5.3 | ||
| Schlumberger Ltd /NV/ | 5.3 | ||
| Symantec Corp | 4.7 | ||
| Hawkins Inc | 4.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 105 | 0.3 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 7 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 1.5 |
| By Discretionary | ||
| Discretionary | 120 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 120 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 120 | 1.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 4 | [0001005505] | |
| 5 | [0001005505] | |
| 13F-HR | [0001008868] | |
| 13F-HR | [0001511888] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Virtusa Corp | |
| Trust Martin |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mar Vista Investment Partners LLC
✚
|
CA | 1.5 |
|
Mas Advisors LLC
✚
|
FL | 1.5 |
|
NBT Capital Management Inc
✚
|
NY | 1.5 |
|
Select Money Management Inc
✚
|
CA | 1.5 |
|
WBH Advisory Inc
✚
|
MD | 1.5 |
|
SNS Financial Group LLC
✚
|
MN | 1.5 |
|
Stifel Capital Management LLC
✚
|
NY | 1.5 |
|
Trivium Point Advisory LLC
✚
|
CT | 1.5 |
|
Magnolia Capital Advisors LLC
✚
|
MS | 1.5 |
|
Whittier Advisors LLC
✚
|
CA | 1.5 |