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Portfolio (Quarterly) Guide ↗

Martin Capital Partners, LLC

· CIK 0001731216
13F Portfolio $269M AUM 68 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 14 Added 18 Reduced 4 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HRL HORMEL FOODS CORP Consumer Defensive 13,120.0 $297K 0.11% +755.0 +6.1% $22.64 -7.4%
62 VIGI VANGUARD WHITEHALL FDS 3,262.0 $289K 0.11% +65.0 +2.0% $88.60 +6.2%
63 BWZ SPDR SERIES TRUST 9,829.0 $265K 0.10% -566.0 -5.4% $26.96 +0.8%
64 PAI WESTERN ASSET INVESTMENT GRA Financial Services 19,518.0 $236K 0.09% $12.09 -0.0%
65 HII HUNTINGTON INGALLS INDS INC Industrials 621.0 $236K 0.09% -292.0 -32.0% $380.03 -15.7%
66 CAT CATERPILLAR INC Industrials 294.0 $208K 0.08% NEW $707.48 +27.5%
67 AVGO BROADCOM INC Technology 662.0 $205K 0.08% $309.67 +36.8%
68 ABRDN ASIA PACIFIC INCOME FU 13,156.0 $190K 0.07% $14.44
Page 4 of 4  ·  68 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
Financial Services 16.6%
Healthcare 16.5%
Technology 14.9%
Energy 14.1%
Consumer Defensive 12.9%
Industrials 9.6%
Utilities 6.4%
Consumer Cyclical 3.6%
Real Estate 2.9%
Communication Services 2.6%