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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
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AWR AMER STATES WTR CO Utilities 3,520.0 $291K 0.11% NEW $82.63 +7.1%
62 LLY ELI LILLY & CO Healthcare 241.0 $289K 0.11% -125.0 -34.1% $1199.43 -4.3%
63 VIGI VANGUARD WHITEHALL FDS 3,058.0 $286K 0.10% -204.0 -6.2% $93.38 +6.5%
64 BWZ SPDR SERIES TRUST 9,632.0 $258K 0.10% -197.0 -2.0% $26.75 +2.5%
65 AVGO BROADCOM INC Technology 662.0 $250K 0.09% $377.86 -5.3%
66 UPS UNITED PARCEL SVCS INC Industrials 2,299.0 $247K 0.09% -49K -95.5% $107.50 -4.8%
67 PRFZ INVESCO EXCHANGE TRADED FD T 4,273.0 $238K 0.09% NEW $55.77 -1.7%
68 PAI WESTERN ASSET INVESTMENT GRA Financial Services 19,043.0 $231K 0.09% -475.0 -2.4% $12.12 -2.1%
69 RSP INVESCO EXCHANGE TRADED FD T 1,000.0 $213K 0.08% NEW $212.77 +2.9%
70 CGGR CAPITAL GROUP GROWTH ETF 4,388.0 $207K 0.08% NEW $47.20 -0.0%
71 DOX AMDOCS LTD Technology 3,975.0 $201K 0.07% NEW $50.54 +23.1%
72 ABRDN ASIA PACIFIC INCOME FU 13,075.0 $192K 0.07% -81.0 -0.6% $14.71
Page 4 of 4  ·  72 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
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%