Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$4.11B
Total Bought
$406.44M
Total Sold
$681.82M
Net Transaction
-$275.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Arista Networks Inc(ANET)0262,465+262,465029,0100.71%+29,010
Bristol Myers Squibb(BMY)229,857505,139+275,28211,89328,5710.70%+16,678
Exelon Corp(EXC)0421,337+421,337015,8590.39%+15,859
Northern Trust Corp(NTRS)0198,807+198,807020,3780.50%+20,378
Edison Int'l(EIX)103,516286,102+182,5869,01522,8420.56%+13,827
Motorola Solutions Inc(MSI)28,86256,050+27,18812,97725,9080.63%+12,931
SEI Investments Company(SEIC)0230,671+230,671019,0260.46%+19,026
RTX Corporation(RTX)95,229188,168+92,93911,53821,7750.53%+10,237
Schwab Charles Corp(SCHW)0110,445+110,44508,1740.20%+8,174
Amazon.Com Inc(AMZN)0255,481+255,481056,0501.36%+56,050
Appfolio Inc(APPF)034,344+34,34408,4730.21%+8,473
Cheniere Energy Inc(LNG)81,76898,926+17,15814,70521,2560.52%+6,551
American Elec Power112,820192,535+79,71511,57517,7580.43%+6,182
Texas Roadhouse Inc(TXRH)0101,766+101,766018,3620.45%+18,362
Cognizant Tech(CTSH)077,977+77,97705,9960.15%+5,996
EOG Resources Inc(EOG)0202,627+202,627024,8380.60%+24,838
Albertsons Companies0743,942+743,942014,6110.36%+14,611
PPL Corp(PPL)0212,949+212,94906,9120.17%+6,912
Zoom Video Communications Inc(ZM)303,094319,147+16,05321,13826,0460.63%+4,908
Accenture PLC Ireland
SHS CLASS A
080,136+80,136028,1910.69%+28,191
ServiceNow Inc(NOW)029,418+29,418031,1870.76%+31,187
Salesforce Com Inc(CRM)069,363+69,363023,1900.56%+23,190
Pegasystems Inc(PEGA)55,15385,344+30,1914,0317,9540.19%+3,923
Cisco Systems(CSCO)0704,398+704,398041,7001.01%+41,700
Bank of America Corp149,412219,676+70,2645,9299,6550.23%+3,726
Visa Inc(V)0137,373+137,373043,4151.06%+43,415
Coca-Cola Consolidated Inc(COKE)4,7777,716+2,9396,2889,7220.24%+3,434
Alphabet Inc Class A(GOOG)0316,333+316,333059,8821.46%+59,882
Gen Digital Inc(GEN)0119,423+119,42303,2700.08%+3,270
Primo Brands Corp(PRMB)0105,795+105,79503,2550.08%+3,255
Meta Platforms Inc(META)71,14974,924+3,77540,72943,8691.07%+3,140
Jabil Inc(JBL)021,272+21,27203,0610.07%+3,061
Teledyne Tech Inc(TDY)06,169+6,16902,8630.07%+2,863
NRG Energy Inc(NRG)10,16941,919+31,7509263,7820.09%+2,856
Becton Dickinson & Co(BDX)22,40936,283+13,8745,4038,2320.20%+2,829
Townebank com
COM
0102,955+102,95503,5070.09%+3,507
Zions Bancorporation(ZION)31,14278,157+47,0151,4714,2400.10%+2,769
Pfizer Inc(PFE)0127,129+127,12903,3730.08%+3,373
Caretrust Reit Inc(CTRE)0126,158+126,15803,4130.08%+3,413
F5 Networks(FFIV)91,37890,029-1,34920,12122,6400.55%+2,518
Phillips Edison & Co Inc(PECO)066,160+66,16002,4780.06%+2,478
Grand Canyon Education Inc(LOPE)096,346+96,346015,7810.38%+15,781
ICU Medical Inc(ICUI)016,800+16,80002,6070.06%+2,607
Hanover Insurance Group Inc(THG)016,554+16,55402,5600.06%+2,560
Portland General Electric(POR)065,353+65,35302,8510.07%+2,851
Snap-On Inc(SNA)059,674+59,674020,2580.49%+20,258
Frontdoor Inc(FTDR)045,466+45,46602,4860.06%+2,486
Valmont Industries(VMI)07,199+7,19902,2080.05%+2,208
Artisan Partners Asset Mgmt In(APAM)050,432+50,43202,1710.05%+2,171
Consolidated Edison(ED)0200,266+200,266017,8700.43%+17,870
Tyler Technologies Inc(TYL)03,659+3,65902,1100.05%+2,110
Idacorp Inc(IDA)021,504+21,50402,3500.06%+2,350
Resmed Inc(RMD)08,827+8,82702,0190.05%+2,019
NVR Inc(NVR)186468+2821,8253,8280.09%+2,003
ConocoPhillips(COP)028,052+28,05202,7820.07%+2,782
Nicolet Bankshares Inc018,087+18,08701,8980.05%+1,898
Carnival Corp Cl A091,810+91,81002,2880.06%+2,288
Mueller Water Products(MWA)077,328+77,32801,7400.04%+1,740
Interactive Brokers(IBKR)90,66080,854-9,80612,63414,2840.35%+1,650
Ovintiv Inc(OVV)059,522+59,52202,4110.06%+2,411
L3-Harris Technologies(LHX)048,513+48,513010,2010.25%+10,201
Nvidia Corp(NVDA)0101,162+101,162013,5850.33%+13,585
TTM Tech Inc(TTMI)061,855+61,85501,5310.04%+1,531
Docusign Inc(DOCU)46,25548,715+2,4602,8724,3810.11%+1,509
Lazard Inc(LAZ)028,801+28,80101,4830.04%+1,483
Cardinal Health Inc(CAH)0141,686+141,686016,7570.41%+16,757
Texas Capital Bancshares(TCBI)017,000+17,00001,3290.03%+1,329
Markel Group Inc(MKL)015,788+15,788027,2540.66%+27,254
Block H & R Inc029,225+29,22501,5440.04%+1,544
Netscout Systems Inc(NTCT)84,337140,746+56,4091,8343,0490.07%+1,214
Skywest(SKYW)012,121+12,12101,2140.03%+1,214
Telephone & Data Systems(TDS)034,946+34,94601,1920.03%+1,192
LTC Properties Inc(LTC)034,211+34,21101,1820.03%+1,182
Nextracker Inc038,002+38,00201,3880.03%+1,388
Popular Inc Common(BPOP)104,473123,813+19,34010,47611,6460.28%+1,170
Onespan Inc55,694112,950+57,2569282,0940.05%+1,166
PTC Inc Co(PTC)06,330+6,33001,1640.03%+1,164
Twilio Inc(TWLO)41,57335,725-5,8482,7113,8610.09%+1,150
First Mid Bancshares Inc(FMBH)040,615+40,61501,4950.04%+1,495
Ormat Technologies Inc(ORA)016,414+16,41401,1120.03%+1,112
Netgear Inc058,627+58,62701,6340.04%+1,634
Dillard's Inc(DDS)06,771+6,77102,9230.07%+2,923
Kimball Electronics058,071+58,07101,0880.03%+1,088
Norwegian Cruise Line
SHS
041,766+41,76601,0750.03%+1,075
Syncrony Finl Com(SYF)44,21650,086+5,8702,2053,2560.08%+1,050
Camden Property Trust(CPT)14,73624,732+9,9961,8202,8700.07%+1,050
Axis Capital Holdings
SHS
0110,597+110,59709,8010.24%+9,801
Cinemark Holdings(CNK)032,826+32,82601,0170.02%+1,017
Citigroup Inc(C)018,831+18,83101,3260.03%+1,326
W P Carey Inc(WPC)017,884+17,88409740.02%+974
Marcus Corp043,768+43,76809410.02%+941
Scorpio Tankers Inc(STNG)070,139+70,13903,4850.08%+3,485
Excelerate Energy Inc(EE)051,016+51,01601,5430.04%+1,543
Brightsphere Investment Group(AAMI)033,972+33,97208950.02%+895
Mastercard Inc Class A(MA)076,804+76,804040,4430.98%+40,443
Plexus Corp(PLXS)29,60431,515+1,9114,0474,9310.12%+884
Ameriprise Finl Inc(AMP)013,374+13,37407,1210.17%+7,121
CTS Corp Co(CTS)035,084+35,08401,8500.05%+1,850
Apple Hospitality REIT(APLE)095,642+95,64201,4680.04%+1,468
Target Corp(TGT)021,926+21,92602,9640.07%+2,964
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