Martin & Co Inc Portfolio Stock Holdings

Martin & Co Inc disclosed 101 stock positions valued at approximately $587.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and SELECT SECTOR SPDR TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
101
Portfolio Value
$587.4M
Holdings by Sector
Martin & Co Inc Portfolio Holdings in Q1 2026

100 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRTIPOther12.29%654,205+19,450+3.06%$72,198,064
ISHARES TRSTIPOther9.46%537,540--$55,597,762
SELECT SECTOR SPDR TRXLKOther5.30%234,394+786+0.34%$31,150,963
SELECT SECTOR SPDR TRXLYOther3.30%177,796+4,358+2.51%$19,376,208
VANGUARD INTL EQUITY INDEX FVWOOther2.90%315,648+6,247+2.02%$17,060,788
ISHARES TREFAOther2.58%155,811+2,906+1.90%$15,133,947
CECO ENVIRONMENTAL CORPCECOIndustrials2.53%249,462+6,163+2.53%$14,862,916
SELECT SECTOR SPDR TRXLIOther2.49%90,431+1,204+1.35%$14,625,325
ALPHABET INCGOOGCommunication Services2.07%42,440+1,219+2.96%$12,174,322
MCKESSON CORPMCKHealthcare1.80%12,223+271+2.27%$10,577,155
APPLE INCAAPLTechnology1.71%39,469+478+1.23%$10,016,746
SELECT SECTOR SPDR TRXLCOther1.70%89,819+1,645+1.87%$9,957,279
SELECT SECTOR SPDR TRXLVOther1.66%66,339+1,003+1.54%$9,725,934
TRANE TECHNOLOGIES PLCTTOther1.52%21,482-17-0.08%$8,952,200
ISHARES TRACWXOther1.45%124,347+2,015+1.65%$8,514,022
MICROSOFT CORPMSFTTechnology1.28%20,259+397+2.00%$7,499,089
TRUBRIDGE INCTBRGHealthcare1.12%448,650+11,619+2.66%$6,568,232
HALLIBURTON COHALEnergy1.09%164,376+862+0.53%$6,409,020
CAPITAL ONE FINL CORPCOFFinancial Services1.07%34,598+974+2.90%$6,311,649
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.07%13,158+248+1.92%$6,305,314
SELECT SECTOR SPDR TRXLUOther1.02%130,414+2,377+1.86%$5,984,698
SELECT SECTOR SPDR TRXLBOther1.01%118,972+1,859+1.59%$5,945,039
SLB LIMITEDSLBEnergy0.97%111,165-50,523-31.25%$5,712,787
LABCORP HOLDINGS INCLHHealthcare0.95%20,932+224+1.08%$5,584,934
SANFILIPPO JOHN B & SON INCJBSSConsumer Defensive0.93%68,692+1,004+1.48%$5,449,297
ISHARES TRSOXXOther0.91%16,311+387+2.43%$5,360,609
CORPAY INCCPAYTechnology0.90%18,142+247+1.38%$5,279,068
TD SYNNEX CORPORATIONSNXTechnology0.90%31,289+378+1.22%$5,278,713
AMERIS BANCORPABCBFinancial Services0.88%66,363+1,149+1.76%$5,175,670
GENCOR INDS INCGENCIndustrials0.85%333,401+5,104+1.55%$5,001,015
SELECT SECTOR SPDR TRXLFOther0.84%100,012+2,613+2.68%$4,937,580
EXXON MOBIL CORPXOMEnergy0.81%28,174+134+0.48%$4,779,916
JPMORGAN CHASE & COJPMFinancial Services0.81%16,114+162+1.02%$4,739,947
WALMART INCWMTConsumer Defensive0.79%37,439+345+0.93%$4,652,950
SELECT SECTOR SPDR TRXLPOther0.79%56,331+1,231+2.23%$4,617,995
ASTEC INDS INCASTEIndustrials0.77%84,468+1,435+1.73%$4,547,740
AMDOCS LTDG02602103Other0.75%67,356+804+1.21%$4,395,654
OMNICELL COMOMCLHealthcare0.72%126,687+2,118+1.70%$4,228,795
JOHNSON & JOHNSONJNJHealthcare0.70%16,710+336+2.05%$4,084,654
BJS WHSL CLUB HLDGS INCBJConsumer Defensive0.69%41,282+1,018+2.53%$4,062,974
NATIONAL PRESTO INDS INCNPKIndustrials0.68%29,142+396+1.38%$3,994,203
ISHARES TRSCZOther0.66%49,632+2,194+4.62%$3,891,645
MSA SAFETY INCMSAIndustrials0.65%23,462+231+0.99%$3,846,595
FIRST BANCORP N CFBNCFinancial Services0.65%67,716+854+1.28%$3,815,783
ISHARES TRIAKOther0.64%29,156+1,244+4.46%$3,740,423
ISHARES TRIHFOther0.63%88,778+737+0.84%$3,715,349
GE HEALTHCARE TECHNOLOGIES IGEHCHealthcare0.63%51,868+757+1.48%$3,691,964
HAWKINS INCHWKNBasic Materials0.61%23,459+276+1.19%$3,603,226
HERITAGE FINL CORP WASHHFWAFinancial Services0.61%137,899+2,456+1.81%$3,585,381
ISHARES TRIBBOther0.60%21,006+257+1.24%$3,546,779
UNIFIRST CORP MASSUNFIndustrials0.59%13,854+22+0.16%$3,485,487
ISHARES TRIATOther0.59%64,078+2,657+4.33%$3,449,973
BALCHEM CORPBCPCBasic Materials0.56%19,401+503+2.66%$3,288,124
GEN DIGITAL INCGENTechnology0.54%167,356+2,778+1.69%$3,151,318
ATLANTIC UN BANKSHARES CORPAUBFinancial Services0.53%87,931+1,516+1.75%$3,142,663
VISA INCVFinancial Services0.53%10,374+121+1.18%$3,135,287
MERIT MED SYS INCMMSIHealthcare0.53%45,057+631+1.42%$3,105,779
LIFETIME BRANDS INCLCUTConsumer Cyclical0.52%532,041+22,467+4.41%$3,053,917
ISHARES TRIEOOther0.48%22,743+112+0.49%$2,840,581
SPDR INDEX SHS FDSEWXOther0.47%41,575+659+1.61%$2,748,939
NVIDIA CORPORATIONNVDATechnology0.46%15,631-604-3.72%$2,726,046
PAYPAL HLDGS INCPYPLFinancial Services0.46%59,287+745+1.27%$2,681,551
CHEVRON CORPORATIONCVXEnergy0.45%12,830+102+0.80%$2,654,587
TAYLOR DEVICES INCTAYDIndustrials0.45%46,332+950+2.09%$2,640,924
WEX INCWEXTechnology0.45%17,176+165+0.97%$2,628,577
MASTERCARD INCORPORATEDMAFinancial Services0.44%5,142+81+1.60%$2,569,127
COLUMBIA SPORTSWEAR COCOLMConsumer Cyclical0.43%46,452+661+1.44%$2,546,021
VIEMED HEALTHCARE INCVMDHealthcare0.43%273,001+273,001+100.00%$2,514,339
CENTRAL GARDEN & PET COCENTConsumer Defensive0.42%67,560-685-1.00%$2,484,163
BOK FINL CORPBOKFFinancial Services0.42%19,115+329+1.75%$2,447,835
ORACLE CORPORCLTechnology0.40%16,132+379+2.41%$2,373,179
SELECT SECTOR SPDR TRXLEOther0.40%38,712+270+0.70%$2,371,466
CISCO SYS INCCSCOTechnology0.39%29,307+199+0.68%$2,273,950
BANK AMERICA CORPBACFinancial Services0.38%45,646+1,508+3.42%$2,225,230
CENTRAL GARDEN & PET COCENTAConsumer Defensive0.36%64,876+3,780+6.19%$2,103,280
RTX CORPORATIONRTXIndustrials0.36%10,868+246+2.32%$2,096,437
PROSPERITY BANCSHARES INCPBFinancial Services0.35%30,860+498+1.64%$2,073,141
WEIS MKTS INCWMKConsumer Defensive0.35%30,006+500+1.69%$2,052,110
MERCK & CO INCMRKHealthcare0.33%16,126+272+1.72%$1,939,804
PROCTER & GAMBLE COPGConsumer Defensive0.33%13,306+253+1.94%$1,921,919
MCDONALDS CORPMCDConsumer Cyclical0.31%5,819+109+1.91%$1,808,377
WELLS FARGO & COWFCFinancial Services0.30%22,173+248+1.13%$1,765,212
AMGEN INCAMGNHealthcare0.30%4,957-1-0.02%$1,744,208
TENNANT COTNCIndustrials0.30%26,116+292+1.13%$1,734,102
SKYWORKS SOLUTIONS INCSWKSTechnology0.29%32,161+1,779+5.86%$1,722,222
HOME DEPOT INCHDConsumer Cyclical0.27%4,751+122+2.64%$1,562,474
WILEY JOHN & SONS INCWLYCommunication Services0.26%39,891+230+0.58%$1,519,847
COCA COLA COKOConsumer Defensive0.25%19,424+288+1.51%$1,477,222
VERIZON COMMUNICATIONS INCVZCommunication Services0.23%26,760+456+1.73%$1,343,365
PEPSICO INCPEPConsumer Defensive0.22%8,491+84+1.00%$1,318,494
DISNEY WALT CODISCommunication Services0.20%12,298+257+2.13%$1,185,233
PFIZER INCPFEHealthcare0.20%41,691+356+0.86%$1,170,684
QUALCOMM INCQCOMTechnology0.20%9,025+186+2.10%$1,162,207
UNION PAC CORPUNPIndustrials0.19%4,496+189+4.39%$1,090,698
ABBOTT LABORATORIESABTHealthcare0.18%10,170+211+2.12%$1,044,128
ISHARES TRIVVOther0.14%1,217--$794,957
SELECT SECTOR SPDR TRXLREOther0.13%19,213+771+4.18%$784,457
HEALTH CATALYST INCHCATHealthcare0.11%526,186+13,033+2.54%$668,256
MEDTRONIC PLCMDTOther0.11%7,438+168+2.31%$644,524
ELI LILLY & COLLYHealthcare0.04%232--$213,387