Martin & Co. Inc.
Annual return '25
+8.3%
SPY '25
+17.7%
Alpha
-9.4ptsvs SPY
Invested
$587.4M
Holdings
100
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 77%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TIP
ISHARES TR
Q1 2026: Exited (was 634.8k shares)
12.3%
02
$STIP
ISHARES TR
Q1 2026: Exited (was 537.5k shares)
9.5%
03
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Sold 96.2% (233.6k → 9.0k shares)
5.3%
04
$XLY
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 173.4k shares)
3.3%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 309.4k shares)
2.9%
06
$EFA
ISHARES TR
Q1 2026: Exited (was 152.9k shares)
2.6%
07
$CECO
CECO ENVIRONMENTAL CORP
Q1 2026: Exited (was 243.3k shares)
2.5%
08
$XLI
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 89.2k shares)
2.5%
09
$GOOG
ALPHABET INC
Q1 2026: Increased +138.8% (41.2k → 98.4k shares)
2.1%
10
$MCK
MCKESSON CORP
Q1 2026: Exited (was 12.0k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:15 UTC.