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Portfolio (Quarterly) Guide ↗

Martin Capital Partners, LLC

· CIK 0001731216
13F Portfolio $266M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TROW PRICE T ROWE GROUP INC Financial Services 55,094.0 $5.6M 2.12% NEW $102.39 +1.0%
22 SPSB SPDR SERIES TRUST 184,823.0 $5.6M 2.10% NEW $30.20 -0.7%
23 RGA REINSURANCE GRP OF AMERICA I Financial Services 26,258.0 $5.3M 2.01% NEW $203.44 +5.2%
24 PG PROCTER AND GAMBLE CO Consumer Defensive 36,743.0 $5.3M 1.98% NEW $143.32 +0.8%
25 POR PORTLAND GEN ELEC CO Utilities 109,412.0 $5.3M 1.98% NEW $47.99 +3.8%
26 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 54,479.0 $5.2M 1.94% NEW $94.72 +13.2%
27 DVN DEVON ENERGY CORP NEW Energy 132,827.0 $4.9M 1.83% NEW $36.63 +28.9%
28 IGSB ISHARES TR 91,634.0 $4.8M 1.82% NEW $52.88 -1.1%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 117,656.0 $4.8M 1.80% NEW $40.73 +18.7%
30 NKE NIKE INC Consumer Cyclical 73,642.0 $4.7M 1.76% NEW $63.71 -29.9%
31 PFE PFIZER INC Healthcare 188,104.0 $4.7M 1.76% NEW $24.90 +4.0%
32 CLX CLOROX CO DEL Consumer Defensive 45,223.0 $4.6M 1.72% NEW $100.83 -5.7%
33 ENTERGY CORP NEW 47,880.0 $4.4M 1.67% NEW $92.44
34 PSX PHILLIPS 66 Energy 33,801.0 $4.4M 1.64% NEW $129.05 +37.7%
35 RHI ROBERT HALF INC. Industrials 158,652.0 $4.3M 1.62% NEW $27.16 +0.6%
36 TOTALENERGIES SE 64,973.0 $4.3M 1.60% NEW $65.43
37 MKC MCCORMICK & CO INC Consumer Defensive 61,841.0 $4.2M 1.58% NEW $68.11 -29.8%
38 HD HOME DEPOT INC Consumer Cyclical 11,732.0 $4.0M 1.52% NEW $344.10 -9.0%
39 SHY ISHARES TR 46,613.0 $3.9M 1.45% NEW $82.81 -0.8%
40 STIP ISHARES TR 33,351.0 $3.4M 1.28% NEW $102.40 +0.9%
Page 2 of 4  ·  70 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
Healthcare 16.4%
Financial Services 16.4%
Technology 15.8%
Industrials 14.6%
Consumer Defensive 11.5%
Energy 10.3%
Utilities 6.2%
Consumer Cyclical 4.0%
Real Estate 2.7%
Communication Services 2.1%