Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$4.63B
Total Bought
$364.28M
Total Sold
$776.63M
Net Transaction
-$412.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Ferguson PLC (new)(FERG)0123,884+123,884023,9900.52%+23,990
Allstate Corp(ALL)20,874169,288+148,4143,61127,0290.58%+23,417
EOG Resources Inc(EOG)0178,176+178,176022,4270.48%+22,427
Nvidia Corp(NVDA)9,032166,653+157,6218,16120,5880.45%+12,427
Applied Materials056,491+56,491013,3310.29%+13,331
Leidos Holdings Inc(LDOS)110,258175,790+65,53214,45425,6440.55%+11,191
Qualcomm Inc(QCOM)128,591163,830+35,23921,77032,6320.71%+10,861
Union Pacific Corp(UNP)9,23351,008+41,7752,27111,5410.25%+9,270
Newmont Corp(NEM)0510,890+510,890021,3910.46%+21,391
Amazon.Com Inc(AMZN)288,733311,201+22,46852,08260,1401.30%+8,058
Progressive Corp(PGR)33,05270,285+37,2336,83614,5990.32%+7,763
Bank of NY Mellon Corp219,010334,671+115,66112,61920,0430.43%+7,424
Home Depot(HD)82,675113,197+30,52231,71438,9670.84%+7,253
AT&T(T)02,231,133+2,231,133042,6370.92%+42,637
Exxon Mobil Corp0422,577+422,577048,6471.05%+48,647
Chevron Corp(CVX)0178,335+178,335027,8950.60%+27,895
MSA Safety(MSA)031,478+31,47805,9080.13%+5,908
Netapp Inc(NTAP)172,876179,129+6,25318,14723,0720.50%+4,925
Pilgrims Pride Corp(PPC)0192,979+192,97907,4280.16%+7,428
Ameriprise Finl Inc(AMP)015,206+15,20606,4960.14%+6,496
Parker Hannifin(PH)18,45428,796+10,34210,25714,5650.31%+4,309
Flowserve Corp(FLS)0101,380+101,38004,8760.11%+4,876
Northern Trust Corp(NTRS)054,554+54,55404,5810.10%+4,581
Lowe's Companies(LOW)018,743+18,74304,1320.09%+4,132
Apple Inc(AAPL)0299,277+299,277063,0341.36%+63,034
Equity Residential Ppt(EQR)052,899+52,89903,6680.08%+3,668
Schwab Charles Corp(SCHW)039,203+39,20302,8890.06%+2,889
Avista Corp Com(AVA)0100,726+100,72603,4860.08%+3,486
Arista Networks Inc59,53957,158-2,38117,26520,0330.43%+2,768
KLA-Tencor Corp(KLAC)14,65015,640+99010,23412,8950.28%+2,661
United Therapeutics(UTHR)042,766+42,766013,6230.29%+13,623
TD Synnex Corp(SNX)186,025203,568+17,54321,03923,4920.51%+2,452
Piper Sandler Co012,667+12,66702,9160.06%+2,916
Minerals Tech(MTX)040,098+40,09803,3350.07%+3,335
Lyondellbasell Industries
SHS - A -
023,661+23,66102,2630.05%+2,263
Lincoln Electric Holdings(LECO)013,111+13,11102,4730.05%+2,473
LPL Invt Holdings Inc(LPLA)07,697+7,69702,1500.05%+2,150
Plexus Corp(PLXS)020,594+20,59402,1250.05%+2,125
Sylvamo Corp(SLVM)034,687+34,68702,3800.05%+2,380
Host Hotels & Resorts(HST)0112,813+112,81302,0280.04%+2,028
Texas Roadhouse Inc(TXRH)85,67488,725+3,05113,23415,2350.33%+2,001
Universal Health Services Clas(UHS)012,252+12,25202,2660.05%+2,266
Sanmina Corporation(SANM)053,713+53,71303,5580.08%+3,558
Smartsheet Inc041,691+41,69101,8380.04%+1,838
Bank of NT Butterfield
SHS NEW
050,213+50,21301,7630.04%+1,763
MRC Global Inc0134,573+134,57301,7370.04%+1,737
Reynolds Consumer Product(REYN)070,199+70,19901,9640.04%+1,964
Cirrus Logic Corp(CRUS)050,517+50,51706,4490.14%+6,449
Avalonbay Communities Inc013,401+13,40102,7730.06%+2,773
Cummins Inc(CMI)05,705+5,70501,5800.03%+1,580
Spire Inc(SR)025,352+25,35201,5400.03%+1,540
HCA Healthcare Inc(HCA)12,24717,181+4,9344,0855,5200.12%+1,435
Enerpac Tool Group Corp(EPAC)054,978+54,97802,0990.05%+2,099
Xenia Hotels & Resorts(XHR)0203,751+203,75102,9200.06%+2,920
Urban Outfitters Inc(URBN)030,481+30,48101,2510.03%+1,251
Docusign Inc(DOCU)031,829+31,82901,7030.04%+1,703
Hamilton Insurance Group(HG)072,217+72,21701,2020.03%+1,202
Daktronics Inc(DAKT)0139,335+139,33501,9440.04%+1,944
Commerce Bancshare(CBSH)020,607+20,60701,1490.02%+1,149
Zoom Video Communications Inc(ZM)171,421207,818+36,39711,20612,3010.27%+1,095
Benchmark Electronics(BHE)055,973+55,97302,2090.05%+2,209
StoneX Group Inc(SNEX)034,987+34,98702,6350.06%+2,635
Suncoke Energy Inc0106,502+106,50201,0440.02%+1,044
Commercial Metals(CMC)041,963+41,96302,3080.05%+2,308
Arch Capital Group Ltd Bermuda
ORD
0148,519+148,519014,9840.32%+14,984
Univest Corp Pa Com(UVSP)045,057+45,05701,0290.02%+1,029
CACI Int'l Cl A(CACI)045,483+45,483019,5640.42%+19,564
Interactive Brokers Grp(IBKR)046,062+46,06205,6470.12%+5,647
Oracle Systems Corp(ORCL)301,712275,266-26,44637,89838,8680.84%+970
Worthington Steel Inc(WS)028,447+28,44709490.02%+949
Kimberly-Clark(KMB)237,920229,524-8,39630,77531,7200.69%+945
California Water Service(CWT)055,177+55,17702,6760.06%+2,676
Pricesmart Inc Com(PSMT)036,341+36,34102,9510.06%+2,951
Alexander & Baldwin082,876+82,87601,4060.03%+1,406
Amgen Inc(AMGN)092,728+92,728028,9730.63%+28,973
Genpact Limited
SHS
0125,824+125,82404,0500.09%+4,050
Qorvo Inc(QRVO)018,880+18,88002,1910.05%+2,191
Metropolitan Bank Hldgs(MCB)020,251+20,25108520.02%+852
SSR Mining Inc(SSRM)0188,983+188,98308520.02%+852
Kiniksa Pharmaceuticals new(KNSA)045,377+45,37708470.02%+847
Ovintiv Inc(OVV)017,842+17,84208360.02%+836
HF Sinclair Corp(DINO)120,735152,057+31,3227,2898,1110.18%+822
Knife River Corp(KNF)011,386+11,38607990.02%+799
Tetra Tech Inc(TTEK)106,891100,438-6,45319,74420,5380.44%+794
Twilio Inc(TWLO)013,900+13,90007900.02%+790
Timken Co(TKR)09,821+9,82107870.02%+787
Scholastic Corp(SCHL)021,717+21,71707700.02%+770
Target Corp(TGT)011,171+11,17101,6540.04%+1,654
Amalgamated Finl Corp071,423+71,42301,9570.04%+1,957
Now Inc(DNOW)0109,688+109,68801,5060.03%+1,506
L3-Harris Technologies(LHX)039,884+39,88408,9570.19%+8,957
Premier Financial Corp036,031+36,03107370.02%+737
Garmin Ltd Ord(GRMN)05,913+5,91309630.02%+963
Western Union Company(WU)058,637+58,63707170.02%+717
AAR Corp045,285+45,28503,2920.07%+3,292
Black Hills Corp063,422+63,42203,4490.07%+3,449
HCI Group Inc07,610+7,61007010.02%+701
Paramount Group Inc0239,808+239,80801,1100.02%+1,110
Resideo Technologies(REZI)052,018+52,01801,0170.02%+1,017
Encompass Health Corp(EHC)177,030178,034+1,00414,61915,2740.33%+654
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