MC
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Martin Capital Advisors, LLP13F | |
| Martin Capital Advisors, LLP | |
| Last update 2025-07-15 | 70 Stocks (4 new) |
| Value $154.00 Mil | Turnover 2 % |
Martin Capital Advisors, LLP Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 145,263 | 29,803.6 | +0.03% | 19.390 | +0.01% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
NVDA | NVIDIA Corp | 72,474 | 11,450.2 | +0.33% | 7.450 | +0.02% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
ISRG | Intuitive Surgical Inc | 19,983 | 10,859.0 | +0.16% | 7.060 | +0.01% | 0.010 | +6.74% | -2.10% | 183,151.7 | Medical Devices & Instruments | |
QQQ | INVESCO QQQ Trust | 13,798 | 7,611.5 | -1.95% | 4.950 | -0.09% | 0.000 | +26.41% | +10.07% | 357,853.0 | ||
VTI | Vanguard Total Stock Market ETF | 19,384 | 5,891.4 | -0.51% | 3.830 | -0.02% | 0.000 | +19.96% | +7.60% | 474,434.4 | ||
MA | Mastercard Inc | 9,810 | 5,512.6 | +0.83% | 3.590 | +0.03% | 0.000 | +6.10% | +6.58% | 507,400.0 | Credit Services | |
INTU | Intuit Inc | 5,692 | 4,483.6 | +1.52% | 2.920 | +0.04% | 0.000 | +31.57% | +22.58% | 213,891.0 | Software | |
COST | Costco Wholesale Corp | 4,527 | 4,481.5 | 0% | 2.920 | 0% | 0.000 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
V | Visa Inc | 11,582 | 4,112.2 | +1.19% | 2.680 | +0.03% | 0.000 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
WSM | Williams-Sonoma Inc | 24,057 | 3,930.2 | +1.26% | 2.560 | +0.03% | 0.020 | +26.33% | -2.43% | 21,968.7 | Retail - Cyclical |
Martin Capital Advisors, LLP's Historical Top Holdings Breakdowns
Martin Capital Advisors, LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-06-30 | New Buy New Buy | +0.18% | 146.29 ($216.36) 275.65 | $278.59 | 28.76% | New holding | 986 | 986 | |
ENPH | Enphase Energy Inc | 2025-06-30 | Sold Out Sold Out | -0.18% | 34.56 ($46.44) 62.52 | $42.50 | -8.48% | Sold Out | 0 | -3,964 | |
NOW | ServiceNow Inc | 2025-06-30 | New Buy New Buy | +0.16% | 721.65 ($940.98) 1040.18 | $962.37 | 2.27% | New holding | 242 | 242 | |
ZTS | Zoetis Inc | 2025-06-30 | New Buy New Buy | +0.16% | 144.41 ($158.66) 170.3 | $151.19 | -4.71% | New holding | 1,581 | 1,581 | |
AMD | Advanced Micro Devices Inc | 2025-06-30 | New Buy New Buy | +0.15% | 78.21 ($108.77) 143.81 | $154.72 | 42.25% | New holding | 1,664 | 1,664 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.10% | 483.48 ($508.26) 539.8 | $478.13 | -5.93% | Add 22.31% | 1,787 | 326 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -0.09% | 416.06 ($496.89) 551.64 | $561.25 | 12.95% | Reduce -1.95% | 13,798 | -274 | |
LRCX | Lam Research Corp | 2025-06-30 | Add Add | +0.05% | 59.09 ($79.21) 97.34 | $97.69 | 23.33% | Add 2.5% | 32,033 | 780 | |
CRWD | CrowdStrike Holdings Inc | 2025-06-30 | Add Add | +0.05% | 321.63 ($432.29) 509.31 | $471.23 | 9.01% | Add 12.35% | 1,456 | 160 | |
AMAT | Applied Materials Inc | 2025-06-30 | Add Add | +0.05% | 126.95 ($158.25) 183.52 | $187.14 | 18.26% | Add 20.21% | 2,379 | 400 |
Martin Capital Advisors, LLP Total Holding History ($B)
Martin Capital Advisors, LLP's Asset Allocation
Martin Capital Advisors, LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Martin Capital Advisors, LLP's Hypothetical Growth since 2025-06-30
Martin Capital Advisors, LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Martin Capital Advisors, LLP's Holdings Heat Map
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Martin Capital Advisors, LLP's Holdings Bubble Chart
Martin Capital Advisors, LLP News
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