Martin Capital Partners Q2 2026 Portfolio Shifts: Focus on Utilities and Technology
Martin Capital Partners, Llc significantly increased its positions in PEG, PAYX, and JKHY while reducing holdings of PSX, TXN, MKC, and CSCO during the second quarter.
As of June 30th, 2026, Martin Capital Partners has shown notable shifts across their portfolio. The firm's investment strategy appears focused on specific sectors with targeted adjustments to individual holdings.
The most significant buying activity this quarter involved a complete new position in PUBLIC SVC ENTERPRISE GROUP (PEG), which is categorized under Utilities. This represents an unprecedented 100% increase from the previous period, suggesting strong conviction or a strategic allocation decision by Martin Capital Partners at https://www.insiderset.com/stocks/peg.
Additionally, Martin Capital Partners demonstrated substantial buying in PAYCHEX INC (PAYX), adding over 66,000 shares. The increase was particularly steep with a +666.53% change from the prior period, indicating either a new investment or a significant boost to an existing position.
Furthermore, HENRY JACK & ASSOC INC (JKHY) saw a considerable purchase by Martin Capital Partners, evidenced by a 684.01% increase in shares held during this quarter. This further highlights the investor's interest in Technology sector companies like JKHY at https://www.insiderset.com/stocks/jkhy.
On the selling side, while no specific exit was disclosed for SWK (which is listed as a significant sell), Martin Capital Partners disposed of shares totaling 97.29% from their previous position during this quarter alone. This substantial reduction underscores an active stance in exiting certain positions.
The firm also reduced its exposure to several other companies: PHILLIPS 66 (PSX) saw a -29.69% change, TEXAS INSTRS INC (TXN) experienced a -26.06% reduction, CSCO had a significant decrease of -25.93%, and McCormick & Co Inc (MKC) lost over 45% (-45.55%) of its position.
These changes reflect Martin Capital Partners' dynamic approach to managing their portfolio as of June 30, 2026. For a complete view of the firm's holdings and performance details, visit https://www.insiderset.com/institutions/martin-capital-partners-llc.