Martin Capital Advisors, LLP: 13F holdings
CIK 19041262026Q2
| Positions | 77 |
|---|
| Reported value | $190.8m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 77 (+4 vs prior quarter) |
|---|
| Reported value | $190.8m (+20.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 136,849 | $39.6m | 20.8% |
| NVDA NVIDIA CORPORATION | 70,489 | $14.1m | 7.4% |
| LRCX LAM RESEARCH CORP | 27,285 | $11.8m | 6.2% |
| QQQ INVESCO QQQ TR | 13,283 | $9.8m | 5.1% |
| ISRG INTUITIVE SURGICAL INC | 20,268 | $8.1m | 4.2% |
| VTI VANGUARD INDEX FDS | 18,295 | $6.8m | 3.5% |
| WSM WILLIAMS SONOMA INC | 25,094 | $5.8m | 3.1% |
| GOOGL ALPHABET INC | 15,464 | $5.5m | 2.9% |
| MA MASTERCARD INCORPORATED | 10,046 | $5.2m | 2.7% |
| COST COSTCO WHOLESALE CORPORATION | 4,608 | $4.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904126")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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