Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$4.36B
Total Bought
$372.70M
Total Sold
$746.12M
Net Transaction
-$373.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JP Morgan Chase & Co(JPM)0237,988+237,988050,1821.15%+50,182
HCA Healthcare Inc(HCA)17,18159,758+42,5775,52024,2870.56%+18,768
Universal Health Services Clas(UHS)12,25272,858+60,6062,26616,6850.38%+14,419
Progressive Corp(PGR)70,285109,119+38,83414,59927,6900.64%+13,091
RTX Corporation(RTX)095,229+95,229011,5380.26%+11,538
American Elec Power0112,820+112,820011,5750.27%+11,575
Arrow Electrs Inc083,290+83,290011,0630.25%+11,063
Edison Int'l(EIX)0103,516+103,51609,0150.21%+9,015
Zoom Video Communications Inc(ZM)207,818303,094+95,27612,30121,1380.48%+8,837
FTI Consult Inc(FCN)037,087+37,08708,4400.19%+8,440
Interactive Brokers Grp(IBKR)46,06290,660+44,5985,64712,6340.29%+6,987
Newmont Corp(NEM)510,890524,621+13,73121,39128,0410.64%+6,650
Intl Business Machines(IBM)0161,529+161,529035,7110.82%+35,711
Bank of America Corp0149,412+149,41205,9290.14%+5,929
Popular Inc Common(BPOP)0104,473+104,473010,4760.24%+10,476
Avalonbay Communities Inc13,40133,550+20,1492,7737,5570.17%+4,785
Thermo Fisher Scientific Inc(TMO)08,382+8,38205,1850.12%+5,185
Cheniere Energy Inc(LNG)081,768+81,768014,7050.34%+14,705
Bank of NY Mellon Corp334,671330,908-3,76320,04323,7790.55%+3,736
Essex Property Trust(ESS)012,184+12,18403,5990.08%+3,599
Pilgrims Pride Corp(PPC)192,979238,151+45,1727,42810,9670.25%+3,539
Northrop Grumman Corp(NOC)050,612+50,612026,7270.61%+26,727
Oracle Systems Corp(ORCL)275,266247,656-27,61038,86842,2010.97%+3,333
Teekay Tankers Ltd (Bermuda)(TNK)056,925+56,92503,3160.08%+3,316
Meta Platforms Inc(META)071,149+71,149040,7290.93%+40,729
Renaissance Holdings Ltd(RNR)079,608+79,608021,6850.50%+21,685
Copt Defense Properties(CDP)0104,038+104,03803,1550.07%+3,155
Coca Cola Bottling Co(COKE)04,777+4,77706,2880.14%+6,288
Motorola Solutions Inc(MSI)028,862+28,862012,9770.30%+12,977
F5 Networks(FFIV)091,378+91,378020,1210.46%+20,121
Honeywell Int'l Inc(HON)036,336+36,33607,5110.17%+7,511
Commerce Bancshare(CBSH)20,60760,705+40,0981,1493,6060.08%+2,456
Netflix Inc(NFLX)04,438+4,43803,1480.07%+3,148
Teekay Ltd (Bermuda)
SHS
0234,173+234,17302,1540.05%+2,154
Lyondellbasell Industries
SHS - A -
23,66145,718+22,0572,2634,3840.10%+2,121
3M Company(MMM)051,673+51,67307,0640.16%+7,064
Sylvamo Corp(SLVM)34,68751,137+16,4502,3804,3900.10%+2,011
Leonardo Drs Inc(DRS)070,458+70,45801,9880.05%+1,988
Plexus Corp(PLXS)20,59429,604+9,0102,1254,0470.09%+1,922
Twilio Inc(TWLO)13,90041,573+27,6737902,7110.06%+1,922
Natl Health Investors(NHI)022,848+22,84801,9210.04%+1,921
Caterpillar Inc(CAT)08,563+8,56303,3490.08%+3,349
Genpact Limited
SHS
125,824151,598+25,7744,0505,9440.14%+1,894
NVR Inc(NVR)0186+18601,8250.04%+1,825
Camden Property Trust(CPT)014,736+14,73601,8200.04%+1,820
Innovative Industrial Pro(IIPR)026,396+26,39603,5530.08%+3,553
Encompass Health Corp(EHC)178,034176,109-1,92515,27417,0190.39%+1,746
Catalyst Pharmaceuticals(CPRX)087,077+87,07701,7310.04%+1,731
Pegasystems Inc(PEGA)055,153+55,15304,0310.09%+4,031
Tetra Tech Inc(TTEK)100,438470,761+370,32320,53822,2010.51%+1,664
Flowers Foods Inc(FLO)068,077+68,07701,5710.04%+1,571
Allstate Corp(ALL)169,288150,777-18,51127,02928,5950.66%+1,566
Elme Communities087,271+87,27101,5350.04%+1,535
Netscout Systems Inc(NTCT)084,337+84,33701,8340.04%+1,834
American States Water Co028,080+28,08002,3390.05%+2,339
Zions Bancorporation(ZION)031,142+31,14201,4710.03%+1,471
SSR Mining Inc(SSRM)188,983407,996+219,0138522,3170.05%+1,465
Tri Pointe Homes Inc
COM
032,174+32,17401,4580.03%+1,458
Inventrust Properties Corp(IVT)0110,858+110,85803,1450.07%+3,145
Alexander & Baldwin82,876146,054+63,1781,4062,8040.06%+1,399
Smartsheet Inc41,69157,932+16,2411,8383,2070.07%+1,369
Arista Networks Inc57,15855,747-1,41120,03321,3970.49%+1,364
Bristol Myers Squibb(BMY)0229,857+229,857011,8930.27%+11,893
Northwest Natural Hldgs Co(NWN)050,124+50,12402,0460.05%+2,046
Heidrick & Struggles055,745+55,74502,1660.05%+2,166
CRH PLC
ORD
013,193+13,19301,2240.03%+1,224
Madrigal Pharmaceuticals(MDGL)05,764+5,76401,2230.03%+1,223
Halyard Health Inc(AVNS)098,829+98,82902,3750.05%+2,375
Docusign Inc(DOCU)31,82946,255+14,4261,7032,8720.07%+1,169
Curtiss Wright Corp(CW)069,199+69,199022,7450.52%+22,745
Eplus Inc com(PLUS)044,893+44,89304,4150.10%+4,415
Northwest Bancshares Inc(NWBI)085,890+85,89001,1490.03%+1,149
Crinetics Pharmaceuticals(CRNX)022,074+22,07401,1280.03%+1,128
Soleno Therapeutics Inc021,975+21,97501,1100.03%+1,110
StoneX Group Inc(SNEX)34,98745,710+10,7232,6353,7430.09%+1,108
Philip Morris Int'l(PM)0307,661+307,661037,3500.86%+37,350
Bank of NT Butterfield
SHS NEW
50,21377,467+27,2541,7632,8570.07%+1,094
Mueller Industries(MLI)085,073+85,07306,3040.14%+6,304
Kroger Co(KR)0522,755+522,755029,9540.69%+29,954
Spire Inc(SR)25,35238,356+13,0041,5402,5810.06%+1,041
Benchmark Electronics(BHE)55,97372,691+16,7182,2093,2220.07%+1,013
California Water Service(CWT)55,17767,711+12,5342,6763,6710.08%+996
ACI Worldwide Inc048,184+48,18402,4530.06%+2,453
Univest Corp Pa Com(UVSP)45,05771,530+26,4731,0292,0130.05%+984
Broadstone Net Lease(BNL)065,218+65,21801,2360.03%+1,236
Becton Dickinson & Co(BDX)022,409+22,40905,4030.12%+5,403
Syncrony Finl Com(SYF)044,216+44,21602,2050.05%+2,205
Gladstone Commercial Corp058,290+58,29009470.02%+947
Trustco Bank Corp Com(TRST)028,247+28,24709340.02%+934
Black Hills Corp63,42271,683+8,2613,4494,3810.10%+932
First Finl Bancorp(FFBC)036,884+36,88409310.02%+931
Onespan Inc055,694+55,69409280.02%+928
NRG Energy Inc(NRG)010,169+10,16909260.02%+926
Kelly Services Inc092,286+92,28601,9760.05%+1,976
Piedmont Office Realty(PDM)0102,996+102,99601,0400.02%+1,040
Sonoco Products Co(SON)028,294+28,29401,5460.04%+1,546
First Bancorp PR Com New(FBP)089,341+89,34101,8910.04%+1,891
American Assets Trust Inc085,352+85,35202,2810.05%+2,281
NMI Holdings(NMIH)0118,331+118,33104,8740.11%+4,874
Lockheed Martin Corp(LMT)057,935+57,935033,8660.78%+33,866
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