Martin Capital Partners, LLC

CIK: 1731216SEC EDGAR →

Portfolio Value

$99.6B

Holdings

72

As of

Q2 2026

New Positions

7

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BLACK HILLS CORP

123,104$9.2B
9.20%
2

REALTY INCOME CORP

107,456$6.7B
6.69%
3

UNILEVER PLC

106,785$6.4B
6.45%
4

NOVO-NORDISK A S

120,258$5.8B
5.79%
5

PORTLAND GEN ELEC CO

108,542$5.6B
5.65%
6

MEDTRONIC PLC

70,358$5.5B
5.53%
7

PUBLIC SVC ENTERPRISE GROUP

67,754$5.5B
5.52%
8

DEVON ENERGY CORP NEW

132,198$5.5B
5.49%
9

SPDR SERIES TRUST

176,928$5.3B
5.33%
10

PAYCHEX INC

53,703$5.3B
5.30%

Quarterly Changes

Top Buys

UL↑ Increased
$6.4B
NVO↑ Increased
$5.8B
PEGNEW
$5.5B
MDT↑ Increased
$5.5B
PAYX↑ Increased
$5.3B

Top Sells

BKH↓ Decreased
$9.2B
O↓ Decreased
$6.7B
POR↓ Decreased
$5.6B
DVN↓ Decreased
$5.5B
SPSB↓ Decreased
$5.3B

New Positions (7)

$5.5B · 68K shares
$320.1M · 4K shares
$290.9M · 4K shares
$238.3M · 4K shares
$207.1M · 4K shares
$200.9M · 4K shares
$213K · 1K shares

Closed Positions (3)

$9.3M · 55K shares
$335K · 515 shares
$236K · 621 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services20$23.9B24.0%
Utilities6$20.9B21.0%
Healthcare7$15.8B15.9%
Consumer Defensive8$11.6B11.7%
Energy4$10.5B10.5%
Real Estate1$6.7B6.7%
Industrials10$5.9B6.0%
Consumer Cyclical4$3.2B3.2%
Technology10$667.1M0.7%
Basic Materials1$325.4M0.3%
Unknown1$1.2M0.0%