Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$3.93B
Total Bought
$349.18M
Total Sold
$603.43M
Net Transaction
-$254.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ConocoPhillips(COP)28,052187,801+159,7492,78219,7230.50%+16,941
Schwab Charles Corp(SCHW)110,445318,175+207,7308,17424,9070.63%+16,733
Netflix Inc(NFLX)021,045+21,045019,6250.50%+19,625
Dolby Labs(DLB)0191,331+191,331015,3660.39%+15,366
Pfizer Inc(PFE)127,129525,188+398,0593,37313,3080.34%+9,936
Becton Dickinson & Co(BDX)36,28374,575+38,2928,23217,0820.43%+8,851
W P Carey Inc(WPC)17,884134,463+116,5799748,4860.22%+7,512
Qiagen NV (new)(QGEN)0176,283+176,28307,0780.18%+7,078
Walt Disney Productions(DIS)070,810+70,81006,9890.18%+6,989
Exelon Corp(EXC)421,337487,658+66,32115,85922,4710.57%+6,612
PPL Corp(PPL)212,949356,828+143,8796,91212,8850.33%+5,973
Jabil Inc(JBL)21,27265,150+43,8783,0618,8650.23%+5,804
Philip Morris Int'l(PM)0258,031+258,031040,9571.04%+40,957
Newmont Corp(NEM)0501,177+501,177024,1970.62%+24,197
McKesson Corp(MCK)035,986+35,986024,2180.62%+24,218
AT&T(T)01,658,074+1,658,074046,8901.19%+46,890
Tyson Food Inc(TSN)075,460+75,46004,8150.12%+4,815
Chord Energy(CHRD)036,573+36,57304,1230.10%+4,123
Eli Lilly Co(LLY)049,041+49,041040,5031.03%+40,503
Coupang Inc(CPNG)0237,001+237,00105,1970.13%+5,197
Stryker Corp(SYK)014,634+14,63405,4480.14%+5,448
CMS Energy Corp(CMS)053,925+53,92504,0500.10%+4,050
Hanover Insurance Group Inc(THG)16,55436,238+19,6842,5606,3040.16%+3,743
MSA Safety(MSA)063,618+63,61809,3320.24%+9,332
Syncrony Finl Com(SYF)50,086123,582+73,4963,2566,5420.17%+3,287
Popular Inc Common(BPOP)123,813160,666+36,85311,64614,8410.38%+3,195
Broadstone Net Lease(BNL)0186,014+186,01403,1700.08%+3,170
Verizon Communications(VZ)0906,656+906,656041,1261.05%+41,126
Berkshire Hathaway Inc B0101,921+101,921054,2811.38%+54,281
NRG Energy Inc(NRG)41,91972,324+30,4053,7826,9040.18%+3,122
Exxon Mobil Corp0365,629+365,629043,4841.11%+43,484
Royal Gold Inc(RGLD)089,611+89,611014,6520.37%+14,652
Medtronic PLC Shares(MDT)037,762+37,76203,3930.09%+3,393
Target Corp(TGT)21,92656,830+34,9042,9645,9310.15%+2,967
FTI Consult Inc(FCN)065,026+65,026010,6690.27%+10,669
Consolidated Edison(ED)200,266186,502-13,76417,87020,6250.52%+2,756
Hartford Insurance Group Inc(HIG)0182,420+182,420022,5710.57%+22,571
Chevron Corp(CVX)0169,898+169,898028,4220.72%+28,422
Johnson & Johnson(JNJ)0256,191+256,191042,4871.08%+42,487
Metlife Inc(MET)035,709+35,70902,8670.07%+2,867
American Elec Power192,535185,210-7,32517,75820,2380.52%+2,480
Intuitive Surgical Inc021,341+21,34102,4650.06%+2,465
T-Mobile US Inc(TMUS)0150,832+150,832040,2281.02%+40,228
US Foods Hldgs Corp(USFD)035,559+35,55902,3280.06%+2,328
RLJ Lodging(RLJ)0304,964+304,96402,4060.06%+2,406
Progressive Corp(PGR)0100,458+100,458028,4310.72%+28,431
Sunstone Hotel Investors Inc(SHO)0240,037+240,03702,2590.06%+2,259
Booking Holdings Inc(BKNG)0732+73203,3720.09%+3,372
Pilgrims Pride Corp(PPC)0231,962+231,962012,6440.32%+12,644
Ameren Corporation(AEE)028,758+28,75802,8870.07%+2,887
Cognizant Tech(CTSH)77,977104,867+26,8905,9968,0220.20%+2,026
Lowe's Companies(LOW)026,897+26,89706,2730.16%+6,273
CBOE Holdings Inc(CBOE)090,346+90,346020,4440.52%+20,444
DTE Energy Company(DTB)0159,942+159,942022,1150.56%+22,115
Marsh & McLennan(MRSH)083,247+83,247020,3150.52%+20,315
World Kinect Corp(WKC)066,995+66,99501,9000.05%+1,900
Ameriprise Finl Inc(AMP)13,37418,587+5,2137,1218,9980.23%+1,877
Lantheus Holdings Inc(LNTH)018,780+18,78001,8330.05%+1,833
LivaNova Plc Ordinary(LIVN)075,583+75,58302,9690.08%+2,969
Nelnet Inc(NNI)015,567+15,56701,7270.04%+1,727
Old Second Bancorp(OSBC)0103,359+103,35901,7200.04%+1,720
RTX Corporation(RTX)188,168177,346-10,82221,77523,4910.60%+1,716
Natl Fuel Gas Co(NFG)024,564+24,56401,9450.05%+1,945
Enova Int'l(ENVA)036,628+36,62803,5370.09%+3,537
Cheniere Energy Inc(LNG)98,92698,851-7521,25622,8740.58%+1,618
Boston Scientific Corp(BSX)020,247+20,24702,0430.05%+2,043
Valero Energy Corp(VLO)015,454+15,45402,0410.05%+2,041
Altria Group Inc(MO)0556,295+556,295033,3890.85%+33,389
Resmed Inc(RMD)8,82715,678+6,8512,0193,5100.09%+1,491
Amgen Inc(AMGN)066,896+66,896020,8410.53%+20,841
Republic Services Inc(RSG)0130,075+130,075031,4990.80%+31,499
First Busey Corp(BUSE)0109,006+109,00602,3550.06%+2,355
Texas Roadhouse Inc(TXRH)101,766118,253+16,48718,36219,7040.50%+1,343
Globus Med Inc Cl A(GMED)018,046+18,04601,3210.03%+1,321
Group 1 Automotive(GPI)03,453+3,45301,3190.03%+1,319
Abbott Labs0245,403+245,403032,5530.83%+32,553
Coca-Cola Consolidated Inc(COKE)7,7168,169+4539,72211,0280.28%+1,306
Sysco Corp(SYY)0122,772+122,77209,2130.23%+9,213
OGE Energy Company(OGE)0407,897+407,897018,7470.48%+18,747
Waste Management Inc(WM)0133,109+133,109030,8160.78%+30,816
SS&C Technologies Hldgs(SSNC)059,682+59,68204,9850.13%+4,985
Now Inc(DNOW)0167,744+167,74402,8650.07%+2,865
Euronet Worldwide Inc.(EEFT)056,985+56,98506,0890.15%+6,089
Laureate Education Inc(LAUR)0174,495+174,49503,5680.09%+3,568
DXC Technology(DXC)066,934+66,93401,1410.03%+1,141
World Acceptance Corp(WRLD)08,979+8,97901,1360.03%+1,136
Palomar Holdings Inc(PLMR)015,514+15,51402,1270.05%+2,127
Apple Hospitality REIT(APLE)95,642198,961+103,3191,4682,5690.07%+1,100
Roper Technologies Inc(ROP)044,102+44,102026,0020.66%+26,002
Albertsons Companies743,942709,942-34,00014,61115,6120.40%+1,001
Chubb Ltd
COM
077,101+77,101023,2840.59%+23,284
Quinstreet Inc Com(QNST)055,477+55,47709900.03%+990
Phillips Edison & Co Inc(PECO)66,16094,937+28,7772,4783,4640.09%+986
Hanmi Finl Corp(HAFC)043,104+43,10409770.02%+977
Universal Inc Hldgs Co(UVE)072,774+72,77401,7250.04%+1,725
Matrix Service Co089,791+89,79101,1160.03%+1,116
Northrop Grumman Corp(NOC)050,100+50,100025,6520.65%+25,652
Arrow Finl035,196+35,19609250.02%+925
Cardinal Health Inc(CAH)141,686128,300-13,38616,75717,6760.45%+919
Bank New York Mellon Corp0300,687+300,687025,2190.64%+25,219
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