Fund Holdings — MARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$4.08B
Total Bought
$431.81M
Total Sold
$451.59M
Net Transaction
-$19.78M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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General Electric(GE)063,504+63,504016,3450.40%+16,345
Salesforce Com Inc(CRM)71,285125,810+54,52519,13034,3070.84%+15,177
Home Depot(HD)59,50397,089+37,58621,80735,5970.87%+13,789
Microsoft Corp(MSFT)127,828123,185-4,64347,98561,2731.50%+13,288
Comcast Corp(CCZ)0345,721+345,721012,3390.30%+12,339
Humana Inc(HUM)049,501+49,501012,1020.30%+12,102
Teledyne Tech Inc(TDY)6,35126,714+20,3633,16113,6860.34%+10,525
Meta Platforms Inc(META)72,71370,798-1,91541,90952,2551.28%+10,346
Tyson Food Inc(TSN)75,460268,682+193,2224,81515,0300.37%+10,215
BWX Technologies Inc(BWXT)10,30877,501+67,1931,01711,1650.27%+10,148
Elevance Health Inc(ELV)19,41044,400+24,9908,44317,2700.42%+8,827
Amazon.Com Inc(AMZN)240,634248,520+7,88645,78354,5231.34%+8,740
Intuit Inc(INTU)50,55750,413-14431,04139,7070.97%+8,665
Nvidia Corp(NVDA)103,442124,767+21,32511,21119,7120.48%+8,501
Adobe Inc(ADBE)43,44863,873+20,42516,66424,7110.61%+8,048
Curtiss Wright Corp(CW)60,29154,119-6,17219,12926,4400.65%+7,311
Alphabet Inc Class A(GOOG)291,126296,617+5,49145,02052,2731.28%+7,253
Netflix Inc(NFLX)21,04520,054-99119,62526,8550.66%+7,230
Hanover Insurance Group Inc(THG)36,23872,136+35,8986,30412,2540.30%+5,950
Euronet Worldwide Inc.(EEFT)56,985118,168+61,1836,08911,9800.29%+5,891
American Express(AXP)122,516121,488-1,02832,96338,7520.95%+5,789
Emcor Group Inc(EME)37,62736,280-1,34713,90819,4060.48%+5,498
Natl Fuel Gas Co(NFG)24,56484,139+59,5751,9457,1270.17%+5,182
Textron Inc(TXT)148,655195,827+47,17210,74015,7230.39%+4,983
Costco Wholesale Corp(COST)42,21445,256+3,04239,92544,8011.10%+4,876
Newmont Corp(NEM)501,177497,554-3,62324,19728,9870.71%+4,791
AbbVie Inc(ABBV)126,506168,131+41,62526,50631,2080.77%+4,703
Walt Disney Productions(DIS)70,81093,947+23,1376,98911,6500.29%+4,661
NRG Energy Inc(NRG)72,32471,978-3466,90411,5580.28%+4,654
Cisco Systems(CSCO)643,949632,892-11,05739,73843,9101.08%+4,172
Cardinal Health Inc(CAH)128,300129,662+1,36217,67621,7830.53%+4,107
Autodesk Inc57,93561,705+3,77015,16719,1020.47%+3,935
Popular Inc Common(BPOP)160,666167,375+6,70914,84118,4460.45%+3,606
Lear Corporation(LEA)12,95849,418+36,4601,1434,6940.12%+3,551
Carnival Corp Cl A91,949186,034+94,0851,7965,2310.13%+3,436
CRH Plc
ORD
037,237+37,23703,4180.08%+3,418
Cognizant Tech(CTSH)104,867146,545+41,6788,02211,4350.28%+3,413
UGI Corp(UGI)092,820+92,82003,3810.08%+3,381
Oracle Systems Corp(ORCL)151,883112,513-39,37021,23524,5990.60%+3,364
Coupang Inc(CPNG)237,001283,157+46,1565,1978,4830.21%+3,286
Albertsons Companies709,942877,339+167,39715,61218,8720.46%+3,260
Cigna Group(CI)52,26661,450+9,18417,19620,3140.50%+3,119
Marathon Petroleum(MPC)017,337+17,33702,8800.07%+2,880
Consolidated Edison(ED)186,502234,128+47,62620,62523,4950.58%+2,869
Lowe's Companies(LOW)26,89740,841+13,9446,2739,0610.22%+2,788
Dolby Labs(DLB)191,331243,198+51,86715,36618,0600.44%+2,694
Potlatch Corp069,772+69,77202,6770.07%+2,677
Ameriprise Finl Inc(AMP)18,58721,856+3,2698,99811,6650.29%+2,667
Coeur Mining(CDE)108,561365,388+256,8276433,2370.08%+2,595
Pegasystems Inc(PEGA)89,639162,745+73,1066,2328,8090.22%+2,578
Oshkosh Truck Corp(OSK)022,350+22,35002,5380.06%+2,538
SEI Investments Company(SEIC)231,643228,004-3,63917,98220,4880.50%+2,506
Electronic Arts Inc141,731143,777+2,04620,48322,9610.56%+2,478
Walmart Inc(WMT)467,017443,648-23,36940,99943,3801.06%+2,380
Camden Property Trust(CPT)20,63441,833+21,1992,5244,7140.12%+2,191
Paypal Holdings(PYPL)6,93535,486+28,5514532,6370.06%+2,185
Encompass Health Corp(EHC)140,639133,729-6,91014,24416,3990.40%+2,155
Axis Capital Holdings
SHS
89,430107,014+17,5848,96411,1100.27%+2,146
Apple Inc(AAPL)203,651230,304+26,65345,23747,2511.16%+2,014
Reinsurance Grp of America(RGA)106,357115,729+9,37220,94222,9560.56%+2,014
RTX Corporation(RTX)177,346174,590-2,75623,49125,4940.63%+2,002
Hecla Mining(HL)33,562359,123+325,5611872,1510.05%+1,965
Ameris Bancorp(ABCB)030,009+30,00901,9420.05%+1,942
Jabil Inc(JBL)65,15049,492-15,6588,86510,7940.26%+1,929
Syncrony Finl Com(SYF)123,582126,929+3,3476,5428,4710.21%+1,929
Skywest(SKYW)15,16331,551+16,3881,3253,2490.08%+1,924
Newmarket Corp(NEU)20,39319,492-90111,55213,4660.33%+1,915
Valero Energy Corp(VLO)15,45429,419+13,9652,0413,9550.10%+1,913
Texas Roadhouse Inc(TXRH)118,253115,232-3,02119,70421,5960.53%+1,891
Exelon Corp(EXC)487,658559,375+71,71722,47124,2880.60%+1,817
Tegna Inc0103,635+103,63501,7370.04%+1,737
Northwest Bancshares Inc(NWBI)134,449261,117+126,6681,6163,3370.08%+1,721
Qualcomm Inc(QCOM)146,011151,502+5,49122,42924,1280.59%+1,699
Parker Hannifin(PH)23,94623,250-69614,55616,2390.40%+1,684
Schwab Charles Corp(SCHW)318,175291,176-26,99924,90726,5670.65%+1,660
Sonic Automotive Cl A(SAH)020,312+20,31201,6240.04%+1,624
JP Morgan Chase & Co(JPM)178,575156,692-21,88343,80445,4271.11%+1,622
Globe Life Inc012,998+12,99801,6160.04%+1,616
Medtronic PLC Shares(MDT)37,76257,312+19,5503,3934,9960.12%+1,603
Asbury Auto06,684+6,68401,5940.04%+1,594
Mednax Inc(MD)68,560177,560+109,0009932,5480.06%+1,555
CME Group Inc(CME)12,21417,396+5,1823,2404,7950.12%+1,554
Acadia Pharmaceuticals Inc069,280+69,28001,4940.04%+1,494
Keysight Technologies(KEYS)10,30718,357+8,0501,5443,0080.07%+1,464
Merck and Co Inc(MRK)326,878389,127+62,24929,34130,8030.76%+1,463
IntercontinentalExchange Grp(ICE)07,948+7,94801,4580.04%+1,458
General Dynamics(GD)74,56574,660+9520,32521,7750.53%+1,450
Nelnet Inc(NNI)15,56726,223+10,6561,7273,1760.08%+1,449
Madison Square Garden Entertai(MSGE)035,596+35,59601,4230.03%+1,423
Solventum Corp(SOLV)018,599+18,59901,4110.03%+1,411
Astronics Corp Com040,616+40,61601,3600.03%+1,360
Generac Hldgs(GNRC)09,176+9,17601,3140.03%+1,314
Cheniere Energy Inc(LNG)98,85199,036+18522,87424,1170.59%+1,243
Artisan Partners Asset Mgmt In(APAM)56,22676,925+20,6992,1983,4100.08%+1,212
Diamondrock Hospitality(DRH)216,810375,749+158,9391,6742,8780.07%+1,204
Valmont Industries(VMI)7,2079,977+2,7702,0573,2580.08%+1,202
Philip Morris Int'l(PM)258,031231,326-26,70540,95742,1311.03%+1,174
World Kinect Corp(WKC)66,995107,834+40,8391,9003,0570.07%+1,157
Luxfer Hldgs PLC(LXFR)092,734+92,73401,1300.03%+1,130
Adient Plc(ADNT)13,53465,792+52,2581741,2800.03%+1,106
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MARTINGALE ASSET MANAGEMENT L P — 13F Holdings — Q2 2025 | TickerTrail