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Home > Institutional Investor > Martin Capital Advisors, Llp > Profile

Instuitional Investor - Martin Capital Advisors, Llp

Fund Profile
Filing Period:
Fund Name: Martin Capital Advisors, Llp
Portfolio Value $118,441,538
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 143,532 $27,634,216 23.33%
2.
Intuitive Surgical Inc
 ISRG 19,676 $6,637,895 5.6%
3.
Invesco Qqq Tr
 14,497 $5,936,811 5.01%
4.
Vanguard Index Fds
 18,040 $4,279,449 3.61%
5.
Mastercard Inc
 MA 9,538 $4,068,052 3.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)