Portfolio (Quarterly) Guide ↗

Martin Capital Partners, LLC

· CIK 0001731216

13F Portfolio $272M AUM 72 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 16 Added 28 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	54,543	$9.3M	3.44%	SOLD
2	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	515	$335K	0.12%	SOLD
3	HII	HUNTINGTON INGALLS INDS INC	Industrials	621	$236K	0.09%	SOLD

Sector Allocation

Technology 18.5%

Financial Services 18.0%

Healthcare 16.6%

Consumer Defensive 12.0%

Industrials 9.8%

Utilities 9.0%

Energy 7.6%

Consumer Cyclical 3.4%

Real Estate 2.9%

Communication Services 2.1%