Martin Capital Advisors, LLP

CIK: 0001904126SEC EDGAR →

Portfolio Value

$170.5B

Holdings

72

As of

Q4 2025

New Positions

4

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

143,055$38.9B
22.80%
2

NVIDIA CORPORATION

70,498$13.1B
7.71%
3

INTUITIVE SURGICAL INC

20,058$11.4B
6.66%
4

INVESCO QQQ TR

13,332$8.2B
4.80%
5

VANGUARD INDEX FDS

18,430$6.2B
3.62%
6

MASTERCARD INCORPORATED

9,873$5.6B
3.30%
7

LAM RESEARCH CORP

28,892$4.9B
2.90%
8

ALPHABET INC

15,389$4.8B
2.82%
9

WILLIAMS SONOMA INC

24,435$4.4B
2.56%
10

VISA INC

11,683$4.1B
2.40%

Quarterly Changes

Top Buys

ISRG↑ Increased
$2.4B
ORCL↑ Increased
$1.4B
GOOGL↑ Increased
$1.1B
WSM↑ Increased
$339.5M
LNTH↑ Increased
$276.4M

Top Sells

AAPL↓ Decreased
$2.2B
LRCX↓ Decreased
$1.0B
TREX↓ Decreased
$590.2M
IBB↓ Decreased
$335.5M
XYZ↓ Decreased
$248.1M

New Positions (1)

$274.0M · 2K shares

Closed Positions (3)

$215.5M · 499 shares
$206.0M · 3K shares
$201.5M · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Technology22$77.0B45.1%
Financial Services18$33.0B19.4%
Healthcare9$21.2B12.4%
Consumer Cyclical12$16.4B9.6%
Unknown3$9.6B5.6%
Communication Services3$7.1B4.1%
Consumer Defensive1$3.9B2.3%
Industrials3$2.0B1.2%
Basic Materials1$328.0M0.2%