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Portfolio (Quarterly) Guide ↗

MARTIN & CO INC /TN/

· CIK 0001008868
13F Portfolio $587M AUM 101 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 88 Added 3 Reduced
Page 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LLY ELI LILLY & CO Healthcare 232.0 $213K 0.04% $919.77 +15.8%
Page 6 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 20.5%
Financial Services 17.2%
Technology 17.0%
Healthcare 16.2%
Consumer Defensive 10.0%
Energy 7.7%
Communication Services 6.4%
Basic Materials 2.7%
Consumer Cyclical 2.3%