Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$3.99B
Total Bought
$522.16M
Total Sold
$606.41M
Net Transaction
-$84.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Fedex Corporation(FDX)18,55072,463+53,9135,35825,8100.65%+20,452
Hunt (JB) Transport(JBHT)32,34295,339+62,9976,28520,2020.51%+13,917
Phillips 66(PSX)079,721+79,721014,5240.36%+14,524
Cirrus Logic Corp(CRUS)0113,072+113,072016,3520.41%+16,352
General Motors Corp(GM)54,941191,087+136,1464,46814,2360.36%+9,768
Cheniere Energy Inc(LNG)0107,866+107,866030,6080.77%+30,608
Exxon Mobil Corp0276,516+276,516046,9141.18%+46,914
Jazz Pharmaceuticals(JAZZ)046,721+46,72108,8330.22%+8,833
Marathon Petroleum(MPC)0116,803+116,803028,5210.72%+28,521
Chevron Corp(CVX)0168,279+168,279034,8170.87%+34,817
Valero Energy Corp(VLO)137,975124,043-13,93222,46130,6490.77%+8,188
Ross Stores Inc(ROST)038,290+38,29008,2950.21%+8,295
Murphy USA Inc Co(MUSA)028,933+28,933014,2920.36%+14,292
Ameren Corporation(AEE)0201,901+201,901022,1930.56%+22,193
Biogen Inc(BIIB)036,735+36,73506,7350.17%+6,735
TD Synnex Corp(SNX)035,352+35,35205,9640.15%+5,964
Target Corp(TGT)066,374+66,37408,0450.20%+8,045
Regeneron Pharm(REGN)9,76416,861+7,0977,53713,0270.33%+5,491
Valmont Industries(VMI)029,379+29,379011,7390.29%+11,739
Archer Daniels Midland074,123+74,12305,3880.14%+5,388
Crown Holdings Inc(CCK)0104,035+104,035010,4300.26%+10,430
Verizon Communications(VZ)0668,548+668,548033,5610.84%+33,561
Neurocrine Biosciences Inc(NBIX)041,023+41,02305,4040.14%+5,404
Coca-Cola Co(KO)248,720294,085+45,36517,38822,3650.56%+4,977
Lear Corporation(LEA)085,909+85,909010,4020.26%+10,402
State Street Corp(STT)036,464+36,46404,6150.12%+4,615
Macys Inc(M)59,755318,432+258,6771,3185,7600.14%+4,443
United Therapeutics(UTHR)07,491+7,49104,4420.11%+4,442
Indivior Pharm Inc (new)(INDV)0139,110+139,11004,2400.11%+4,240
Northern Trust Corp(NTRS)029,822+29,82204,1620.10%+4,162
Dropbox Inc(DBX)0256,865+256,86505,8360.15%+5,836
FirstEnergy Corp(FE)70,039139,368+69,3293,1367,0600.18%+3,925
Caseys General Stores Inc(CASY)030,824+30,824022,4360.56%+22,436
AAR Corp041,277+41,27704,5180.11%+4,518
Altria Group Inc(MO)0483,990+483,990031,9390.80%+31,939
Allison Transmission Hldgs(ALSN)030,726+30,72603,5970.09%+3,597
Lockheed Martin Corp(LMT)047,624+47,624028,7830.72%+28,783
Kroger Co(KR)0397,381+397,381028,7540.72%+28,754
HF Sinclair Corp(DINO)0131,494+131,49408,2040.21%+8,204
Costco Wholesale Corp(COST)036,143+36,143036,0140.90%+36,014
Arista Networks Inc(ANET)39,96168,321+28,3605,2368,3880.21%+3,152
Entergy Corp(ETR)0186,830+186,830020,9920.53%+20,992
Smithfield Foods Inc(SFD)343,963382,086+38,1237,68110,6870.27%+3,006
Bristol Myers Squibb(BMY)546,873534,665-12,20829,49832,4270.81%+2,929
Edison Int'l(EIX)0141,834+141,834010,3790.26%+10,379
Piper Sandler Co(PIPR)036,800+36,80002,8170.07%+2,817
Consolidated Edison(ED)0226,665+226,665025,6540.64%+25,654
Host Hotels & Resorts(HST)242,091370,014+127,9234,2927,0890.18%+2,797
Applied Industrial Tech Inc(AIT)22,83032,541+9,7115,8628,6340.22%+2,772
Atkore Int'l Group069,738+69,73804,1080.10%+4,108
Northrop Grumman Corp(NOC)040,922+40,922027,9190.70%+27,919
Stifel Finl Corp(SF)042,552+42,55203,1450.08%+3,145
Tyson Food Inc(TSN)272,406290,478+18,07215,96818,6110.47%+2,642
Par Pacific Holdings(PARR)067,658+67,65804,2380.11%+4,238
Scorpio Tankers Inc(STNG)36,64258,705+22,0631,8634,3830.11%+2,520
Amgen Inc(AMGN)61,04663,736+2,69019,98122,4260.56%+2,445
Constellium SE(CSTM)0160,598+160,59803,9470.10%+3,947
Sunstone Hotel Investors Inc(SHO)0451,919+451,91904,0720.10%+4,072
Esco Technologies Inc(ESE)015,412+15,41204,3360.11%+4,336
Constellation Energy Corp(CEG)011,645+11,64503,2520.08%+3,252
DHT Holdings(DHT)0267,848+267,84804,8940.12%+4,894
Exelon Corp(EXC)0512,500+512,500025,1230.63%+25,123
Dorian LPG Ltd(LPG)088,947+88,94703,0420.08%+3,042
Urban Edge Pptys(UE)0111,157+111,15702,2210.06%+2,221
Renaissance Holdings Ltd(RNR)46,73651,649+4,91313,14015,3520.38%+2,211
Hanmi Finl Corp(HAFC)083,614+83,61402,2040.06%+2,204
SM Energy Co Com(SM)069,826+69,82602,1770.05%+2,177
Banner Corp(BANR)035,557+35,55702,1580.05%+2,158
Alkermes Inc(ALKS)0194,766+194,76606,8870.17%+6,887
Oruka Therapeutics(ORKA)042,732+42,73202,0960.05%+2,096
One Gas Inc(OGS)072,815+72,81506,2720.16%+6,272
Coca-Cola Consolidated Inc(COKE)73,06669,272-3,79411,20113,2820.33%+2,081
Diodes Inc(DIOD)040,135+40,13502,7400.07%+2,740
OGE Energy Company(OGE)0352,142+352,142016,8890.42%+16,889
Delek US Hldgs(DK)043,904+43,90401,9790.05%+1,979
Pepsico Inc(PEP)0178,655+178,655027,7430.70%+27,743
DTE Energy Company(DTB)0166,160+166,160024,2960.61%+24,296
Forestar Group Inc(FOR)074,595+74,59501,8230.05%+1,823
American Elec Power0158,645+158,645020,7950.52%+20,795
Enerpac Tool Group Corp(EPAC)048,076+48,07601,7530.04%+1,753
TJX Companies Inc(TJX)139,474144,973+5,49921,42523,1520.58%+1,728
Customers Bancorp Inc(CUBB)024,730+24,73001,7170.04%+1,717
Plexus Corp(PLXS)031,362+31,36206,3520.16%+6,352
Pfizer Inc(PFE)0480,418+480,418013,4900.34%+13,490
Talos Energy Inc(TALO)0220,730+220,73003,4790.09%+3,479
Blue Bird Corp042,589+42,58902,4190.06%+2,419
Intl Seaways Inc(INSW)41,79849,738+7,9402,0293,6250.09%+1,596
Teekay Tankers Ltd(TNK)064,367+64,36704,7190.12%+4,719
Belden Cdt Inc017,220+17,22001,9770.05%+1,977
Freeport Mcmoran Cop/Gold B(FCX)048,122+48,12202,8290.07%+2,829
PTC Thereapeutics Inc(PTCT)045,507+45,50703,1000.08%+3,100
Anaptysbio Inc028,142+28,14201,5610.04%+1,561
ArcBest Corp(ARCB)015,826+15,82601,5570.04%+1,557
Honeywell Int'l Inc(HON)025,432+25,43205,7480.14%+5,748
Ideaya Biosciences Inc(IDYA)046,142+46,14201,5370.04%+1,537
Vita Coco Company Inc(COCO)031,708+31,70801,5190.04%+1,519
Brookfield Infrastructure(BIPC)41,92386,570+44,6471,9033,4210.09%+1,518
Ardagh Metal Packaging
SHS
0558,688+558,68802,2630.06%+2,263
L3-Harris Technologies(LHX)051,836+51,836017,8910.45%+17,891
Benchmark Electronics(BHE)083,157+83,15704,6620.12%+4,662
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