Fund Holdings

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP0308,090+308,090052,270,549+52,270,549
SANDISK CORP038,400+38,400024,397,056+24,397,056
TAIWAN SEMICONDUCTOR MANUFAC0234,600+234,600079,283,070+79,283,070
VERIZON COMMUNICATIONS INC0581,800+581,800029,206,360+29,206,360
PEPSICO INC0137,370+137,370021,332,187+21,332,187
ISHARES TR0104,200+104,20009,663,508+9,663,508
VANGUARD SCOTTSDALE FDS0120,000+120,00008,966,400+8,966,400
TOTALENERGIES SE085,800+85,80007,806,084+7,806,084
PHILIP MORRIS INTL INC0107,500+107,500017,774,050+17,774,050
NVIDIA CORPORATION01,216,360+1,216,3600212,133,184+212,133,184
GE VERNOVA INC07,300+7,30006,372,170+6,372,170
JOHNSON & JOHNSON0240,700+240,700058,836,708+58,836,708
NORTHROP GRUMMAN CORP022,180+22,180015,132,083+15,132,083
AT&T INC0171,900+171,90004,983,381+4,983,381
ABRDN ETFS0938,100+938,100022,786,449+22,786,449
ISHARES INC01,020,000+1,020,000071,145,000+71,145,000
VANGUARD BD INDEX FDS0782,000+782,000057,586,480+57,586,480
VANGUARD SCOTTSDALE FDS0640,000+640,000035,427,200+35,427,200
ISHARES TR081,000+81,00002,984,040+2,984,040
CHEVRON CORPORATION051,510+51,510010,657,419+10,657,419
INTUITIVE SURGICAL INC017,180+17,18007,919,808+7,919,808
INVESCO ACTVELY MNGD ETC FD0550,000+550,00009,526,000+9,526,000
EDWARDS LIFESCIENCES CORP091,790+91,79007,350,543+7,350,543
VANGUARD TAX-MANAGED FDS01,250,000+1,250,000080,100,000+80,100,000
NEWMONT CORP0140,200+140,200015,176,650+15,176,650
TEXAS INSTRS INC078,780+78,780015,294,349+15,294,349
CME GROUP INC059,970+59,970017,712,140+17,712,140
ING GROEP N.V.043,500+43,50001,133,175+1,133,175
RTX CORPORATION089,630+89,630017,289,627+17,289,627
WALMART INC068,140+68,14008,468,439+8,468,439
MERCK & CO INC089,300+89,300010,741,897+10,741,897
UNION PAC CORP061,340+61,340014,882,311+14,882,311
TOYOTA MOTOR CORP012,480+12,48002,572,003+2,572,003
HALLIBURTON CO058,760+58,76002,291,052+2,291,052
SLB LIMITED045,400+45,40002,333,106+2,333,106
ILLINOIS TOOL WKS INC036,930+36,93009,612,510+9,612,510
DIGITAL RLTY TR INC019,520+19,52003,517,699+3,517,699
MARRIOTT INTL INC NEW025,880+25,88008,464,572+8,464,572
COCA COLA CO0338,015+338,015025,706,041+25,706,041
BHP BILLITON LIMITED037,200+37,20002,705,928+2,705,928
NEXTERA ENERGY INC033,330+33,33003,095,690+3,095,690
CHUBB LTD SWITZ023,200+23,20007,561,576+7,561,576
ELI LILLY & CO014,590+14,590013,419,444+13,419,444
BP PLC033,500+33,50001,574,500+1,574,500
ASML HLDG NV01,000+1,00001,320,830+1,320,830
LINDE PLC03,650+3,65001,809,524+1,809,524
PROCTER & GAMBLE CO086,190+86,190012,449,284+12,449,284
NETFLIX INC.063,350+63,35006,091,103+6,091,103
UNILEVER PLC03,700+3,7000210,789+210,789
PROLOGIS INC.032,620+32,62004,311,712+4,311,712
BOSTON SCIENTIFIC CORP085,920+85,92005,391,480+5,391,480
CISCO SYS INC0143,360+143,360011,123,302+11,123,302
MITSUBISHI UFJ FINANCIAL GRO084,570+84,57001,435,153+1,435,153
ISHARES INC0134,800+134,80007,385,692+7,385,692
RIO TINTO PLC028,290+28,29002,639,174+2,639,174
SUMITOMO MITSUI FIN GRP INC073,870+73,87001,458,933+1,458,933
VANGUARD SCOTTSDALE FDS0100,000+100,000010,017,000+10,017,000
REGENERON PHARMACEUTICALS03,540+3,54002,735,146+2,735,146
BANCO SANTANDER SA0131,780+131,78001,486,478+1,486,478
INVESCO EXCHANGE TRADED FD T020,000+20,00003,838,400+3,838,400
LLOYDS BANKING GROUP PLC0408,270+408,27002,053,598+2,053,598
SERVICENOW INC012,332+12,33201,289,311+1,289,311
AMERICAN TOWER CORP024,590+24,59004,243,742+4,243,742
INVESCO DB COMMDY INDX TRCK0330,000+330,00009,553,500+9,553,500
US BANCORP0101,040+101,04005,255,090+5,255,090
COMCAST CORP NEW0103,160+103,16002,961,724+2,961,724
HARTFORD INSURANCE GROUP INC084,390+84,390011,412,060+11,412,060
ISHARES TR01,250,000+1,250,000028,637,500+28,637,500
ADVANCED MICRO DEVICES INC018,990+18,99003,863,136+3,863,136
SAP SE03,600+3,6000616,356+616,356
RUBRIK INC.000000
CROWN CASTLE INC040,860+40,86003,322,327+3,322,327
NOVO-NORDISK A S030,900+30,90001,135,575+1,135,575
ALTRIA GROUP INC0303,000+303,000019,994,970+19,994,970
ABBVIE INC045,610+45,61009,919,719+9,919,719
NOVARTIS AG049,000+49,00007,484,750+7,484,750
HOME DEPOT INC046,400+46,400015,260,496+15,260,496
BARCLAYS PLC0158,400+158,40003,351,744+3,351,744
DISNEY WALT CO042,240+42,24004,071,091+4,071,091
ISHARES TR030,000+30,00009,542,100+9,542,100
BRITISH AMERN TOB PLC0413,200+413,200024,159,804+24,159,804
NATIONAL GRID PLC0214,700+214,700018,163,620+18,163,620
MASTERCARD INCORPORATED013,390+13,39006,690,447+6,690,447
ORACLE CORP019,400+19,40002,853,934+2,853,934
ICICI BANK LIMITED000000
VISA INC024,010+24,01007,256,782+7,256,782
CHIPOTLE MEXICAN GRILL INC0237,550+237,55007,603,976+7,603,976
THERMO FISHER SCIENTIFIC INC016,140+16,14007,933,294+7,933,294
DANAHER CORP DEL040,320+40,32007,644,672+7,644,672
BANK AMERICA CORP0296,260+296,260014,442,675+14,442,675
SALESFORCE INC059,200+59,200011,050,864+11,050,864
MCKESSON CORP04,400+4,40003,807,584+3,807,584
SHELL PLC054,000+54,00005,022,000+5,022,000
INTERNATIONAL BUSINESS MACHS048,100+48,100011,658,959+11,658,959
SPDR S&P 500 ETF TR000000
ALPHABET INC0236,800+236,800067,928,448+67,928,448
ADOBE INC023,400+23,40005,688,072+5,688,072
ALPHABET INC0410,170+410,1700117,948,485+117,948,485
UNITEDHEALTH GROUP INC014,800+14,80004,004,732+4,004,732
META PLATFORMS INC0105,060+105,060060,107,978+60,107,978
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