MARTIN & CO INC /TN/

PrivateCIK: 1008868
Location

KNOXVILLE, TN

101
Positions
$587.42M
Total AUM (reported)
8.23M
Total Shares

Allocation by class

TOTAL AUM$587.42M101 positions
COM$214.84M36.6%
TIPS BD ETF$72.20M12.3%
0-5 YR TIPS ETF$55.60M9.5%
STATE STREET TEC$31.15M5.3%
STATE STREET CON$23.99M4.1%
FTSE EMR MKT ETF$17.06M2.9%
MSCI EAFE ETF$15.13M2.6%

Portfolio Concentration

Top 327.1%4–1017.7%11–2518.5%Rest36.7%TOP 1044.7%0%100%
Top 3$158.95M27.1%
4–10$103.81M17.7%
11–25$108.94M18.5%
Rest$215.73M36.7%

Top 3 weight

27.1%

Top 10 weight

44.7%

Voting Authority Distribution

Total shares with voting rights: 8.23M

Sole

Full voting authority

8.23M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:

ISHARES TR

SOLE
TIPS BD ETF
Shares654.21K
TypeSH
Market value$72.20M
12.29%
Sole
654.21K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-5 YR TIPS ETF
Shares537.54K
TypeSH
Market value$55.60M
9.46%
Sole
537.54K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares234.39K
TypeSH
Market value$31.15M
5.30%
Sole
234.39K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares177.80K
TypeSH
Market value$19.38M
3.30%
Sole
177.80K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares315.65K
TypeSH
Market value$17.06M
2.90%
Sole
315.65K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares155.81K
TypeSH
Market value$15.13M
2.58%
Sole
155.81K
Shared
0.00
None
0.00

CECO ENVIRONMENTAL CORP

SOLE
COM
Shares249.46K
TypeSH
Market value$14.86M
2.53%
Sole
249.46K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares90.43K
TypeSH
Market value$14.63M
2.49%
Sole
90.43K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares42.44K
TypeSH
Market value$12.17M
2.07%
Sole
42.44K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares12.22K
TypeSH
Market value$10.58M
1.80%
Sole
12.22K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares39.47K
TypeSH
Market value$10.02M
1.71%
Sole
39.47K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares89.82K
TypeSH
Market value$9.96M
1.70%
Sole
89.82K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares66.34K
TypeSH
Market value$9.73M
1.66%
Sole
66.34K
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares21.48K
TypeSH
Market value$8.95M
1.52%
Sole
21.48K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI ACWI EX US
Shares124.35K
TypeSH
Market value$8.51M
1.45%
Sole
124.35K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares20.26K
TypeSH
Market value$7.50M
1.28%
Sole
20.26K
Shared
0.00
None
0.00

TRUBRIDGE INC

SOLE
COM
Shares448.65K
TypeSH
Market value$6.57M
1.12%
Sole
448.65K
Shared
0.00
None
0.00

HALLIBURTON CO

SOLE
COM
Shares164.38K
TypeSH
Market value$6.41M
1.09%
Sole
164.38K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares34.60K
TypeSH
Market value$6.31M
1.07%
Sole
34.60K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares13.16K
TypeSH
Market value$6.31M
1.07%
Sole
13.16K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares130.41K
TypeSH
Market value$5.98M
1.02%
Sole
130.41K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET MAT
Shares118.97K
TypeSH
Market value$5.95M
1.01%
Sole
118.97K
Shared
0.00
None
0.00

SLB LIMITED

SOLE
COM STK
Shares111.17K
TypeSH
Market value$5.71M
0.97%
Sole
111.17K
Shared
0.00
None
0.00

LABCORP HOLDINGS INC

SOLE
COM SHS
Shares20.93K
TypeSH
Market value$5.58M
0.95%
Sole
20.93K
Shared
0.00
None
0.00

SANFILIPPO JOHN B & SON INC

SOLE
COM
Shares68.69K
TypeSH
Market value$5.45M
0.93%
Sole
68.69K
Shared
0.00
None
0.00
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