Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$4.90B
Total Bought
$513.22M
Total Sold
$662.29M
Net Transaction
-$149.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Meta Platforms Inc(META)0111,699+111,699039,5370.81%+39,537
AT&T(T)374,4052,091,346+1,716,9415,62435,0930.72%+29,469
Ferguson PLC16,190107,637+91,4472,66320,7810.42%+18,119
Qiagen NV ord (new)(QGEN)0415,843+415,843018,0600.37%+18,060
Broadcom Inc(AVGO)060,336+60,336067,3491.37%+67,349
Comcast Corp(CCZ)161,341525,612+364,2717,15423,0480.47%+15,894
Salesforce Com Inc(CRM)116,174147,466+31,29223,55838,8040.79%+15,246
Phillips 66(PSX)0119,331+119,331015,8880.32%+15,888
Entergy Corp(ETR)72,134201,085+128,9516,67220,3480.42%+13,675
Intl Business Machines(IBM)0137,531+137,531022,4930.46%+22,493
Reinsurance Grp of America(RGA)35,101102,204+67,1035,09616,5350.34%+11,438
Grand Canyon Education Inc(LOPE)094,915+94,915012,5330.26%+12,533
Donaldsons Inc(DCI)133,849283,100+149,2517,98318,5010.38%+10,518
Kimberly-Clark(KMB)137,278222,518+85,24016,59027,0380.55%+10,448
American Express(AXP)0206,353+206,353038,6580.79%+38,658
Autodesk Inc103,788130,686+26,89821,47531,8190.65%+10,345
Encompass Health Corp(EHC)0158,444+158,444010,5710.22%+10,571
Cigna Group(CI)092,124+92,124027,5870.56%+27,587
ServiceNow Inc(NOW)19,15528,765+9,61010,70720,3220.41%+9,615
Arista Networks Inc029,947+29,94707,0530.14%+7,053
Arch Capital Group Ltd Bermuda
ORD
77,314175,532+98,2186,16313,0370.27%+6,874
Molina Healthcare(MOH)064,802+64,802023,4140.48%+23,414
Marathon Petroleum(MPC)046,840+46,84006,9490.14%+6,949
Adobe Inc(ADBE)088,510+88,510052,8051.08%+52,805
Snap-On Inc(SNA)84,14696,528+12,38221,46227,8810.57%+6,419
Icon PLC(ICLR)39,33254,614+15,2829,68615,4600.32%+5,774
Intuit Inc(INTU)90,08882,427-7,66146,03051,5191.05%+5,490
CBOE Holdings Inc(CBOE)145,111156,719+11,60822,66827,9840.57%+5,316
Microsoft Corp(MSFT)0191,252+191,252071,9181.47%+71,918
Zoom Video Communications Inc(ZM)080,835+80,83505,8130.12%+5,813
Amazon.Com Inc(AMZN)0230,211+230,211034,9780.71%+34,978
Huntington Ingalls Ind(HII)0100,472+100,472026,0870.53%+26,087
Waste Management Inc(WM)0210,805+210,805037,7550.77%+37,755
Bunge Global SA(BG)044,432+44,43204,4850.09%+4,485
Verizon Communications(VZ)01,102,851+1,102,851041,5770.85%+41,577
Newmont Corp(NEM)0669,817+669,817027,7240.57%+27,724
Lululemon Athletica(LULU)07,378+7,37803,7720.08%+3,772
Science Applications Intl Corp(SAIC)0159,303+159,303019,8050.40%+19,805
TD Synnex Corp(SNX)032,697+32,69703,5190.07%+3,519
Apple Inc(AAPL)0312,614+312,614060,1881.23%+60,188
Visa Inc(V)0208,607+208,607054,3111.11%+54,311
Paccar Inc(PCAR)0280,983+280,983027,4380.56%+27,438
Qualcomm Inc(QCOM)097,816+97,816014,1470.29%+14,147
General Dynamics(GD)0113,402+113,402029,4470.60%+29,447
Globe Life Inc027,898+27,89803,3960.07%+3,396
T-Mobile US Inc(TMUS)0249,594+249,594040,0170.82%+40,017
Vertex Pharmaceuticals Inc(VRTX)076,452+76,452031,1080.63%+31,108
JP Morgan Chase & Co(JPM)125,609123,457-2,15218,21621,0000.43%+2,784
Curtiss Wright Corp(CW)092,501+92,501020,6080.42%+20,608
Colgate Palmolive Co(CL)0387,264+387,264030,8690.63%+30,869
Accenture PLC Ireland
SHS CLASS A
0138,944+138,944048,7571.00%+48,757
Emcor Group Inc(EME)38,96450,270+11,3068,19810,8300.22%+2,632
Cardinal Health Inc(CAH)308,909291,910-16,99926,81929,4250.60%+2,605
Electronic Arts Inc(EA)0268,545+268,545036,7400.75%+36,740
Motorola Solutions Inc(MSI)28,62233,087+4,4657,79210,3590.21%+2,567
Scorpio Tankers Inc(STNG)040,644+40,64402,4710.05%+2,471
Elevance Health Inc(ELV)082,650+82,650038,9740.80%+38,974
Abbott Labs0417,588+417,588045,9640.94%+45,964
Chemed Corp(CHE)042,130+42,130024,6360.50%+24,636
Host Hotels & Resorts(HST)0131,846+131,84602,5670.05%+2,567
Lockheed Martin Corp(LMT)076,582+76,582034,7100.71%+34,710
Hartford Finl Services(HIG)0335,968+335,968027,0050.55%+27,005
Republic Services Inc(RSG)0229,918+229,918037,9160.77%+37,916
AlarmCom Holdings Inc031,920+31,92002,0630.04%+2,063
Roper Technologies Inc(ROP)067,525+67,525036,8130.75%+36,813
Yelp Inc(YELP)042,405+42,40502,0070.04%+2,007
Zoetis Inc(ZTS)0176,358+176,358034,8080.71%+34,808
Newmarket Corp(NEU)30,09128,673-1,41813,69315,6510.32%+1,958
Performance Food Group(PFGC)056,797+56,79703,9280.08%+3,928
Loew's Corp(L)426,067415,509-10,55826,97428,9150.59%+1,941
Home Depot(HD)068,041+68,041023,5800.48%+23,580
Mastercard Inc Class A(MA)064,484+64,484027,5030.56%+27,503
ITT Inc(ITT)9,91124,150+14,2399702,8820.06%+1,911
Euronet Worldwide Inc.(EEFT)045,188+45,18804,5860.09%+4,586
Costco Wholesale Corp(COST)082,536+82,536054,4801.11%+54,480
Meritage Homes Corp(MTH)010,399+10,39901,8120.04%+1,812
F5 Networks(FFIV)59,05662,898+3,8429,51611,2570.23%+1,741
ASGN Inc024,822+24,82202,3870.05%+2,387
KLA-Tencor Corp(KLAC)15,49515,136-3597,1078,7990.18%+1,692
Cadence Design System(CDNS)0155,588+155,588042,3780.86%+42,378
PTC Inc Co(PTC)050,980+50,98008,9190.18%+8,919
Cintas Corp(CTAS)8,6769,546+8704,1735,7530.12%+1,580
CME Group Inc(CME)6,73413,895+7,1611,3482,9260.06%+1,578
Ingredion Intl(INGR)0255,577+255,577027,7380.57%+27,738
Simpson Manufacturing(SSD)07,813+7,81301,5470.03%+1,547
Innovative Industrial Pro(IIPR)015,165+15,16501,5290.03%+1,529
Williams-Sonoma Inc(WSM)09,617+9,61701,9410.04%+1,941
Par Pacific Holdings(PARR)041,951+41,95101,5260.03%+1,526
Centene Corp(CNC)035,235+35,23502,6150.05%+2,615
Inventrust Properties Corp(IVT)055,700+55,70001,4110.03%+1,411
Gibraltar Industries(ROCK)28,83741,817+12,9801,9473,3030.07%+1,356
Texas Roadhouse Inc(TXRH)93,38684,238-9,1488,97410,2960.21%+1,322
Photronic Inc(PLAB)0109,241+109,24103,4270.07%+3,427
L3-Harris Technologies(LHX)047,547+47,547010,0140.20%+10,014
DTE Energy Company(DTB)0229,067+229,067025,2570.52%+25,257
Agilysis Inc(AGYS)014,808+14,80801,2560.03%+1,256
Tennant Co(TNC)029,881+29,88102,7700.06%+2,770
Royal Gold Inc(RGLD)0166,560+166,560020,1470.41%+20,147
Pegasystems Inc(PEGA)030,938+30,93801,5120.03%+1,512
Smith A O(AOS)27,33836,932+9,5941,8083,0450.06%+1,237
Page 1 of 1