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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 Chg Shares Chg % Period Price ① Since Period ①
1 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 67,754.0 $5.5M 2.02% NEW $81.16 -9.2%
2 GGG GRACO INC Industrials 4,233.0 $320K 0.12% NEW $75.61 +3.0%
3 AWR AMER STATES WTR CO Utilities 3,520.0 $291K 0.11% NEW $82.63 +7.1%
4 PRFZ INVESCO EXCHANGE TRADED FD T 4,273.0 $238K 0.09% NEW $55.77 -1.7%
5 RSP INVESCO EXCHANGE TRADED FD T 1,000.0 $213K 0.08% NEW $212.77 +2.9%
6 CGGR CAPITAL GROUP GROWTH ETF 4,388.0 $207K 0.08% NEW $47.20 -0.0%
7 DOX AMDOCS LTD Technology 3,975.0 $201K 0.07% NEW $50.54 +23.1%

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
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%