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| Happy Holidays!! thanks for using AUM13F!! |
| Martin Investment Management LLC
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| CRD # | 105381 |
| SEC # | 801-32896 |
| CIK # | 0001511888, 0001005505, 0001008868 |
| AUM | $849.1 M (2025-07-15) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 847-424-9124 |
| Address | 2000 PGA Blvd Palm Beach Gardens, FL 33408-2738 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001511888 0001005505 0001008868 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.7 | ||
| Capital One Financial Corp | 9.3 | ||
| Ingersoll-Rand PLC | 9.1 | ||
| Computer Programs & Systems Inc | 8.7 | ||
| McKesson Corp | 8.5 | ||
| CECO Environmental Corp | 8.1 | ||
| Apple Inc | 7.9 | ||
| Alphabet Inc | 7.2 | ||
| Skechers USA Inc | 6.1 | ||
| Amdocs Ltd | 5.9 | ||
| FleetCor Technologies Inc | 5.8 | ||
| Laboratory Corp of America Holdings | 5.3 | ||
| Schlumberger Ltd /NV/ | 5.3 | ||
| Symantec Corp | 4.7 | ||
| Hawkins Inc | 4.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Martin Investments A Wisconsin General Partnership | 2012-03-27 | 3.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 31.4 |
| (b) Individuals (high net worth individuals) | 93 | 174.9 |
| (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 | 3 | 3.6 |
| (g) Pension and profit sharing plans | 6 | 5.2 |
| (h) Charitable organizations | 2 | 27.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 12 | 606.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 849.1 |
| By Discretionary | ||
| Discretionary | 269 | 849.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 269 | 849.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 845.3 | |
| Total | 269 | 849.1 |
| 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 |
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