Martin Capital Partners, LLC

CIK: 0001731216Latest portfolio: $265.8M · Q4 2025

Holdings

70

Total Value

$265.8M

New Positions

2

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
AMGNAMGEN INC
30,353$9.9M3.74%+234
2
MSFTMICROSOFT CORP
18,952$9.2M3.45%+3K
3
ASMLASML HOLDING N V
8,494$9.1M3.42%-65
4
CSCOCISCO SYS INC
116,914$9.0M3.39%-779
5
CFRCULLEN FROST BANKERS INC
70,133$8.9M3.34%+4K
6
JNJJOHNSON & JOHNSON
42,371$8.8M3.30%-1,099
7
BKHBLACK HILLS CORP
123,489$8.6M3.22%-1,001
8
CMECME GROUP INC
31,364$8.6M3.22%+227
9
UPSUNITED PARCEL SERVICE INC
82,763$8.2M3.09%-700
10
CVXCHEVRON CORP NEW
49,987$7.6M2.87%-481
11
JPMJPMORGAN CHASE & CO.
23,614$7.6M2.86%-191
12
GDGENERAL DYNAMICS CORP
21,393$7.2M2.71%-237
13
ULUNILEVER PLC
104,934$6.9M2.58%NEW
14
MDTMEDTRONIC PLC
69,678$6.7M2.52%+109
15
TXNTEXAS INSTRS INC
38,104$6.6M2.49%+343
16
XOMEXXON MOBIL CORP
54,821$6.6M2.48%+237
17
OREALTY INCOME CORP
107,708$6.1M2.28%-169
18
UNPUNION PAC CORP
25,956$6.0M2.26%-317
19
NVONOVO-NORDISK A S
114,991$5.9M2.20%-2,586
20
PEPPEPSICO INC
39,672$5.7M2.14%+468
21
TROWPRICE T ROWE GROUP INC
55,094$5.6M2.12%-593
22
SPSBSPDR SERIES TRUST
184,823$5.6M2.10%+27
23
RGAREINSURANCE GRP OF AMERICA I
26,258$5.3M2.01%+183
24
PGPROCTER AND GAMBLE CO
36,743$5.3M1.98%-345
25
PORPORTLAND GEN ELEC CO
109,412$5.3M1.98%+65

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CFR70K+4K
MSFT19K+3K
SDY7K+2K
NKE74K+2K
PAYX7K+2K
PFE188K+1K
HRL12K+674
PEP40K+468
JKHY5K+409
TXN38K+343

Decreased Positions

NameSharesChange
BAC118K-60741
ETR48K-21120
RHI159K-7077
NVO115K-2586
CHRW4K-2583
EMN5K-2236
CMA6K-1352
JNJ42K-1099
DVN133K-1094
BKH123K-1001

Sector Breakdown

Financial Services0.0% ($8.881856576095642e+53T)
Industrials0.0% ($8.20972026004431e+31T)
Technology0.0% ($9.166908790066611e+21T)
Consumer Defensive0.0% ($68635694526651604992.0T)
Healthcare0.0% ($99358769669358528.0T)
Energy0.0% ($76196597486.5T)
Utilities0.0% ($857352.5T)
Consumer Cyclical0.0% ($469240.4T)
Unknown0.0% ($948.6M)
Real Estate0.0% ($6.1M)
Basic Materials0.0% ($310K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 6, 2026$265.8M70
Q3 2025Oct 6, 2025$257.8M70
Q2 2025Jul 8, 2025$255.1M75
Q1 2025Apr 15, 2025$83.6M58

Fund Information

CIK0001731216
Most Recent FilingJan 6, 2026
Number of Filings4

Martin Capital Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $265.8M across 70 holdings. The largest position is AMGEN INC (AMGN), representing 3.7% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.