Fund Holdings — MARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$3.99B
Total Bought
$522.16M
Total Sold
$606.41M
Net Transaction
-$84.25M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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)5,42379,721+74,29870014,5240.36%+13,824
Cirrus Logic Corp(CRUS)38,380113,072+74,6924,54816,3520.41%+11,804
General Motors Corp(GM)54,941191,087+136,1464,46814,2360.36%+9,768
Cheniere Energy Inc(LNG)110,668107,866-2,80221,51330,6080.77%+9,095
Exxon Mobil Corp315,403276,516-38,88737,95646,9141.18%+8,958
Jazz Pharmaceuticals(JAZZ)046,721+46,72108,8330.22%+8,833
Marathon Petroleum(MPC)124,244116,803-7,44120,20628,5210.72%+8,315
Chevron Corp(CVX)173,959168,279-5,68026,51334,8170.87%+8,304
Valero Energy Corp(VLO)137,975124,043-13,93222,46130,6490.77%+8,188
Ross Stores Inc(ROST)2,72438,290+35,5664918,2950.21%+7,804
Murphy USA Inc Co(MUSA)16,73428,933+12,1996,75314,2920.36%+7,540
Ameren Corporation(AEE)150,339201,901+51,56215,01322,1930.56%+7,180
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)22,22666,374+44,1482,1738,0450.20%+5,872
Regeneron Pharm(REGN)9,76416,861+7,0977,53713,0270.33%+5,491
Valmont Industries(VMI)15,74729,379+13,6326,33511,7390.29%+5,404
Archer Daniels Midland074,123+74,12305,3880.14%+5,388
Crown Holdings Inc(CCK)49,043104,035+54,9925,05010,4300.26%+5,380
Verizon Communications(VZ)695,382668,548-26,83428,32333,5610.84%+5,238
Neurocrine Biosciences Inc(NBIX)1,67641,023+39,3472385,4040.14%+5,167
Coca-Cola Co(KO)248,720294,085+45,36517,38822,3650.56%+4,977
Lear Corporation(LEA)49,81585,909+36,0945,70910,4020.26%+4,693
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)65,105256,865+191,7601,8105,8360.15%+4,026
FirstEnergy Corp(FE)70,039139,368+69,3293,1367,0600.18%+3,925
Caseys General Stores Inc(CASY)33,80730,824-2,98318,68522,4360.56%+3,750
AAR Corp9,73641,277+31,5418064,5180.11%+3,712
Altria Group Inc(MO)489,922483,990-5,93228,24931,9390.80%+3,690
Allison Transmission Hldgs(ALSN)030,726+30,72603,5970.09%+3,597
Lockheed Martin Corp(LMT)52,08547,624-4,46125,19228,7830.72%+3,592
Kroger Co(KR)405,958397,381-8,57725,36428,7540.72%+3,390
HF Sinclair Corp(DINO)104,663131,494+26,8314,8238,2040.21%+3,381
Costco Wholesale Corp(COST)37,99236,143-1,84932,76236,0140.90%+3,252
Arista Networks Inc(ANET)39,96168,321+28,3605,2368,3880.21%+3,152
Entergy Corp(ETR)194,111186,830-7,28117,94220,9920.53%+3,051
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)125,288141,834+16,5467,52010,3790.26%+2,860
Piper Sandler Co(PIPR)036,800+36,80002,8170.07%+2,817
Consolidated Edison(ED)230,097226,665-3,43222,85325,6540.64%+2,801
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 Group21,74669,738+47,9921,3754,1080.10%+2,733
Northrop Grumman Corp(NOC)44,24440,922-3,32225,22827,9190.70%+2,690
Stifel Finl Corp(SF)3,65842,552+38,8944583,1450.08%+2,687
Tyson Food Inc(TSN)272,406290,478+18,07215,96818,6110.47%+2,642
Par Pacific Holdings(PARR)46,44467,658+21,2141,6324,2380.11%+2,606
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)81,373160,598+79,2251,5343,9470.10%+2,414
Sunstone Hotel Investors Inc(SHO)188,111451,919+263,8081,6824,0720.10%+2,390
Esco Technologies Inc(ESE)10,11315,412+5,2991,9764,3360.11%+2,360
Constellation Energy Corp(CEG)2,64911,645+8,9969363,2520.08%+2,316
DHT Holdings(DHT)211,965267,848+55,8832,5884,8940.12%+2,305
Exelon Corp(EXC)523,740512,500-11,24022,83025,1230.63%+2,293
Dorian LPG Ltd(LPG)31,23288,947+57,7157603,0420.08%+2,282
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)170,267194,766+24,4994,7646,8870.17%+2,123
Oruka Therapeutics(ORKA)042,732+42,73202,0960.05%+2,096
One Gas Inc(OGS)54,18572,815+18,6304,1866,2720.16%+2,086
Coca-Cola Consolidated Inc(COKE)73,06669,272-3,79411,20113,2820.33%+2,081
Diodes Inc(DIOD)13,97840,135+26,1576902,7400.07%+2,050
OGE Energy Company(OGE)348,991352,142+3,15114,90216,8890.42%+1,987
Delek US Hldgs(DK)043,904+43,90401,9790.05%+1,979
Pepsico Inc(PEP)180,125178,655-1,47025,85227,7430.70%+1,892
DTE Energy Company(DTB)174,218166,160-8,05822,47124,2960.61%+1,825
Forestar Group Inc(FOR)074,595+74,59501,8230.05%+1,823
American Elec Power164,802158,645-6,15719,00320,7950.52%+1,792
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)31,53931,362-1774,6366,3520.16%+1,716
Pfizer Inc(PFE)474,418480,418+6,00011,81313,4900.34%+1,677
Talos Energy Inc(TALO)167,016220,730+53,7141,8413,4790.09%+1,638
Blue Bird Corp16,76042,589+25,8297882,4190.06%+1,631
Intl Seaways Inc(INSW)41,79849,738+7,9402,0293,6250.09%+1,596
Teekay Tankers Ltd(TNK)58,59564,367+5,7723,1304,7190.12%+1,589
Belden Cdt Inc3,40617,220+13,8143971,9770.05%+1,580
Freeport Mcmoran Cop/Gold B(FCX)24,60248,122+23,5201,2502,8290.07%+1,579
PTC Thereapeutics Inc(PTCT)20,11545,507+25,3921,5283,1000.08%+1,572
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)21,54225,432+3,8904,2035,7480.14%+1,546
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
188,031558,688+370,6577712,2630.06%+1,492
L3-Harris Technologies(LHX)55,88651,836-4,05016,40617,8910.45%+1,485
Benchmark Electronics(BHE)74,64983,157+8,5083,1924,6620.12%+1,470
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MARTINGALE ASSET MANAGEMENT L P — 13F Holdings — Q1 2026 | TickerTrail