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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMN EASTMAN CHEM CO Basic Materials 4,853.0 $310K 0.12% NEW $63.88 +16.0%
62 HII HUNTINGTON INGALLS INDS INC Industrials 913.0 $310K 0.12% NEW $339.54 -5.6%
63 HRL HORMEL FOODS CORP Consumer Defensive 12,365.0 $293K 0.11% NEW $23.70 -10.4%
64 VIGI VANGUARD WHITEHALL FDS 3,197.0 $292K 0.11% NEW $91.34 +2.8%
65 REGL PROSHARES TR 3,430.0 $289K 0.11% NEW $84.26 +5.5%
66 BWZ SPDR SERIES TRUST 10,395.0 $285K 0.11% NEW $27.42 -1.2%
67 CNP CENTERPOINT ENERGY INC Utilities 7,081.0 $271K 0.10% NEW $38.27 +11.9%
68 PAI WESTERN ASSET INVESTMENT GRA Financial Services 19,518.0 $244K 0.09% NEW $12.50 -3.6%
69 AVGO BROADCOM INC Technology 662.0 $229K 0.09% NEW $345.92 +19.7%
70 ABRDN ASIA PACIFIC INCOME FU 13,156.0 $202K 0.08% NEW $15.35
Page 4 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%