Fund HoldingsMARTINGALE ASSET MANAGEMENT L P

Total Portfolio Value
$3.93B
Total Bought
$416.83M
Total Sold
$511.09M
Net Transaction
-$94.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TJX Companies Inc(TJX)16,123139,474+123,3512,33021,4250.54%+19,094
Eli Lilly Co(LLY)040,469+40,469043,4911.11%+43,491
Incyte Corp(INCY)60,382157,614+97,2325,12115,5680.40%+10,447
Ameriprise Finl Inc(AMP)26,72045,484+18,76413,12622,3030.57%+9,176
Valero Energy Corp(VLO)78,668137,975+59,30713,39422,4610.57%+9,067
Walt Disney Productions(DIS)127,060203,970+76,91014,54823,2060.59%+8,657
Mueller Industries(MLI)90,710151,552+60,8429,17217,3980.44%+8,226
Nvidia Corp(NVDA)153,958197,594+43,63628,72536,8510.94%+8,126
Bristol Myers Squibb(BMY)0546,873+546,873029,4980.75%+29,498
Smithfield Foods Inc(SFD)0343,963+343,96307,6810.20%+7,681
Regeneron Pharm(REGN)09,764+9,76407,5370.19%+7,537
Amphenol Corp34,50386,411+51,9084,27011,6780.30%+7,408
Public Service Ent(PEG)113,624210,154+96,5309,48316,8750.43%+7,392
Lam Research Corp(LRCX)049,161+49,16108,4150.21%+8,415
Capital One Finl(COF)79,37096,531+17,16116,87223,3950.59%+6,523
Coca-Cola Co(KO)170,067248,720+78,65311,27917,3880.44%+6,109
Howmet Aerospace Inc.(HWM)9,21337,250+28,0371,8087,6370.19%+5,829
Broadcom Inc(AVGO)53,16766,466+13,29917,54023,0040.58%+5,464
Huntington Ingalls Ind(HII)35,36345,782+10,41910,18115,5690.40%+5,388
Fedex Corporation(FDX)018,550+18,55005,3580.14%+5,358
Vertex Pharmaceuticals Inc(VRTX)043,221+43,221019,5950.50%+19,595
NRG Energy Inc(NRG)096,984+96,984015,4440.39%+15,444
Arista Networks Inc(ANET)039,961+39,96105,2360.13%+5,236
Gilead Sciences Inc(GILD)0193,921+193,921023,8020.61%+23,802
Apple Inc(AAPL)213,733217,071+3,33854,42359,0131.50%+4,590
Monster Beverage Corp(MNST)28,10584,347+56,2421,8926,4670.16%+4,575
Duke Energy Corp(DUK)99,122141,548+42,42612,26616,5910.42%+4,324
General Motors Corp(GM)054,941+54,94104,4680.11%+4,468
Applied Industrial Tech Inc(AIT)022,830+22,83005,8620.15%+5,862
Host Hotels & Resorts(HST)0242,091+242,09104,2920.11%+4,292
Renaissance Holdings Ltd(RNR)046,736+46,736013,1400.33%+13,140
Merck and Co Inc(MRK)0323,799+323,799034,0830.87%+34,083
Jackson Financial Inc(JXN)19,87954,829+34,9502,0125,8480.15%+3,835
Alnylam Pharm(ALNY)09,124+9,12403,6280.09%+3,628
Anglogold Ashanti(AU)342,935324,483-18,45224,11927,6720.70%+3,553
Salesforce Com Inc(CRM)0133,351+133,351035,3260.90%+35,326
Cardinal Health Inc(CAH)0106,415+106,415021,8680.56%+21,868
Johnson & Johnson(JNJ)236,720227,410-9,31043,89347,0631.20%+3,170
Cisco Systems(CSCO)0548,459+548,459042,2481.07%+42,248
Intuitive Surgical Inc06,517+6,51703,6910.09%+3,691
Acuity Brands Inc(AYI)017,512+17,51206,3050.16%+6,305
Southwest Gas Co(SWX)036,493+36,49302,9200.07%+2,920
Amgen Inc(AMGN)061,046+61,046019,9810.51%+19,981
FirstEnergy Corp(FE)070,039+70,03903,1360.08%+3,136
Harmonic Inc(HLIT)0262,123+262,12302,5920.07%+2,592
Travelers Corp(TRV)92,45597,439+4,98425,81528,2630.72%+2,448
Hunt (JB) Transport(JBHT)28,73332,342+3,6093,8556,2850.16%+2,430
Targa Res Corp(TRGP)11,41422,649+11,2351,9124,1790.11%+2,266
FlexLtd(FLEX)037,489+37,48902,2650.06%+2,265
Indivior Plc95,881127,060+31,1792,3124,5590.12%+2,247
Tesla Mtrs Inc(TSLA)05,937+5,93702,6700.07%+2,670
Portland General Electric(POR)0117,357+117,35705,6320.14%+5,632
Coca-Cola Consolidated Inc(COKE)073,066+73,066011,2010.28%+11,201
GE Aerospace(GE)91,65496,124+4,47027,57129,6090.75%+2,038
Lowe's Companies(LOW)047,021+47,021011,3400.29%+11,340
Cognizant Tech(CTSH)0153,853+153,853012,7700.32%+12,770
Scorpio Tankers Inc(STNG)036,642+36,64201,8630.05%+1,863
Parker Hannifin(PH)019,497+19,497017,1370.44%+17,137
Chubb Ltd
COM
071,395+71,395022,2840.57%+22,284
RTX Corporation(RTX)159,435155,172-4,26326,67828,4590.72%+1,780
Gentherm Inc(THRM)059,645+59,64502,1690.06%+2,169
Micron Technology(MU)06,782+6,78201,9360.05%+1,936
Hartford Insurance Group Inc(HIG)193,250198,736+5,48625,77827,3860.70%+1,608
Qualcomm Inc(QCOM)0147,960+147,960025,3090.64%+25,309
McDonald's Corp(MCD)74,02878,653+4,62522,49624,0390.61%+1,542
Visteon Corp(VC)028,506+28,50602,7110.07%+2,711
Minerals Tech(MTX)22,66847,689+25,0211,4082,9070.07%+1,499
Costamare Inc(CMRE)0129,482+129,48202,0450.05%+2,045
Brookfield Infrastructure(BIPC)041,923+41,92301,9030.05%+1,903
Thermon Group Holdings Inc049,697+49,69701,8470.05%+1,847
Mirum Pharmaceuticals Inc(MIRM)018,226+18,22601,4400.04%+1,440
Syncrony Finl Com(SYF)0121,475+121,475010,1350.26%+10,135
Thermo Fisher Scientific Inc(TMO)03,778+3,77802,1890.06%+2,189
Arch Capital Group Ltd Bermuda
ORD
082,724+82,72407,9350.20%+7,935
Commercial Metals(CMC)025,388+25,38801,7570.04%+1,757
Macys Inc(M)059,755+59,75501,3180.03%+1,318
Diebold Nixdorf Inc(DBD)39,08052,153+13,0732,2293,5410.09%+1,312
Dynavax Technologies Corp083,993+83,99301,2920.03%+1,292
Photronic Inc(PLAB)0111,261+111,26103,5600.09%+3,560
Amazon.Com Inc(AMZN)0225,902+225,902052,1431.33%+52,143
Carter Bank and Trust (new)060,484+60,48401,1890.03%+1,189
Intl Seaways Inc(INSW)041,798+41,79802,0290.05%+2,029
Ultra Clean Holdings(UCTT)046,555+46,55501,1790.03%+1,179
Kulicke & Soffa Industries(KLIC)024,852+24,85201,1320.03%+1,132
Tyson Food Inc(TSN)0272,406+272,406015,9680.41%+15,968
Pagseguro Digital Ltd(PAGS)0114,600+114,60001,1050.03%+1,105
Flowserve Corp(FLS)069,573+69,57304,8270.12%+4,827
Tutor Perini Corp(TPC)044,825+44,82503,0040.08%+3,004
Bank of America Corp019,744+19,74401,0860.03%+1,086
Textron Inc(TXT)0187,214+187,214016,3190.41%+16,319
UGI Corp(UGI)092,999+92,99903,4810.09%+3,481
Freshworks Inc(FRSH)0175,327+175,32702,1480.05%+2,148
Mueller Water Products(MWA)082,887+82,88701,9740.05%+1,974
Borg Warner Auto102,958122,376+19,4184,5265,5140.14%+988
Kohls Corp(KSS)047,672+47,67209730.02%+973
Now Inc(DNOW)0286,009+286,00903,7900.10%+3,790
Great Lakes Dredge & Dock072,802+72,80209550.02%+955
MSC Indl Direct Inc(MSM)18,98632,067+13,0811,7492,6970.07%+947
Enersys(ENS)44,18240,443-3,7394,9915,9350.15%+944
Navigator Holdings Ltd(NVGS)054,212+54,21209390.02%+939
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