Martin & Co Inc Portfolio Stock Holdings

According to the SEC 13F filed on August 12, 2026, Martin & Co Inc disclosed 99 stock positions valued at approximately $640.11M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and SELECT SECTOR SPDR TR.

Report Period
June 30, 2026
No. of Stocks
99
Portfolio Value
$640.11M
Holdings by Sector
Martin & Co Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRTIPOther11.22%656,155+1,950+0.30%$71,803,042
ISHARES TRSTIPOther8.58%537,540--$54,915,086
SELECT SECTOR SPDR TRXLKOther6.91%232,187-2,207-0.94%$44,236,267
SELECT SECTOR SPDR TRXLYOther3.25%177,601-195-0.11%$20,829,045
VANGUARD INTL EQUITY INDEX FVWOOther2.95%315,992+344+0.11%$18,861,577
SELECT SECTOR SPDR TRXLIOther2.62%90,612+181+0.20%$16,783,968
ISHARES TREFAOther2.53%156,127+316+0.20%$16,218,499
ALPHABET INCGOOGCommunication Services2.34%42,407-33-0.08%$14,983,645
TRUBRIDGE INCTBRGHealthcare1.80%440,721-7,929-1.77%$11,551,290
APPLE INCAAPLTechnology1.79%39,688+219+0.55%$11,484,016
TRANE TECHNOLOGIES PLCTTOther1.64%21,398-84-0.39%$10,509,596
SELECT SECTOR SPDR TRXLVOther1.64%66,116-223-0.34%$10,489,936
ISHARES TRSOXXOther1.62%16,191-120-0.74%$10,374,225
CECO ENVIRONMENTAL CORPCECOIndustrials1.58%111,401-138,061-55.34%$10,108,527
SELECT SECTOR SPDR TRXLCOther1.50%89,760-59-0.07%$9,615,935
ISHARES TRACWXOther1.49%125,108+761+0.61%$9,521,951
MCKESSON CORPMCKHealthcare1.44%12,215-8-0.07%$9,229,532
TD SYNNEX CORPORATIONSNXTechnology1.31%31,258-31-0.10%$8,356,427
MICROSOFT CORPMSFTTechnology1.18%20,330+71+0.35%$7,583,310
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.09%13,989+831+6.32%$6,999,956
CAPITAL ONE FINL CORPCOFFinancial Services1.08%34,578-20-0.06%$6,936,967
CORPAY INCCPAYTechnology0.95%18,240+98+0.54%$6,078,761
SELECT SECTOR SPDR TRXLBOther0.95%119,158+186+0.16%$6,056,809
AMERIS BANCORPABCBFinancial Services0.93%66,186-177-0.27%$5,973,971
SANFILIPPO JOHN B & SON INCJBSSConsumer Defensive0.93%69,005+313+0.46%$5,933,697
LABCORP HOLDINGS INCLHHealthcare0.93%21,153+221+1.06%$5,922,910
SELECT SECTOR SPDR TRXLUOther0.92%130,363-51-0.04%$5,910,658
HALLIBURTON COHALEnergy0.88%165,317+941+0.57%$5,612,512
SELECT SECTOR SPDR TRXLFOther0.84%99,721-291-0.29%$5,346,029
JPMORGAN CHASE & COJPMFinancial Services0.83%16,162+48+0.30%$5,290,144
Showing 30 of 99 holdings in the latest reporting period.