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MARTINGALE ASSET MANAGEMENT L P

Q2 2023 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2023-08-11 · accession 0000936944-23-000005

$5.11B
Reported value
795
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 795

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$76.1M1.49%223,383CommonSOLE
532457108LLYEli Lilly Co$68.1M1.33%145,112CommonSOLE
478160104JNJJohnson & Johnson$65.6M1.28%396,505CommonSOLE
037833100AAPLApple Inc$65.4M1.28%337,007CommonSOLE
742718109PGProcter & Gamble Co$64.3M1.26%423,987CommonSOLE
02079K305GOOGLAlphabet Inc Class A$64.3M1.26%536,979CommonSOLE
58933Y105MRKMerck and Co Inc$63.1M1.23%546,596CommonSOLE
17275R102CSCOCisco Systems$60.1M1.18%1,162,371CommonSOLE
11135F101AVGOBroadcom Inc$59.2M1.16%68,226CommonSOLE
00724F101ADBEAdobe Inc$57.6M1.13%117,840CommonSOLE
91324P102UNHUnitedhealth Group Inc$57.2M1.12%119,045CommonSOLE
92826C839VVisa Inc$55.1M1.08%232,112CommonSOLE
22160K105COSTCostco Wholesale Corp$54.6M1.07%101,347CommonSOLE
713448108PEPPepsico Inc$54.2M1.06%292,432CommonSOLE
68389X105ORCLOracle Systems Corp$52.2M1.02%437,934CommonSOLE
G1151C101ACNAccenture PLC Ireland$52.1M1.02%168,923CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$52.0M1.02%152,608CommonSOLE
931142103WMTWalmart Inc$51.7M1.01%328,636CommonSOLE
002824100ABTAbbott Labs$50.7M0.99%465,030CommonSOLE
30231G102XOMExxon Mobil Corp$49.3M0.96%459,396CommonSOLE
882508104TXNTexas Instruments$47.3M0.93%262,756CommonSOLE
58155Q103MCKMcKesson Corp$46.0M0.90%107,635CommonSOLE
110122108BMYBristol Myers Squibb$45.3M0.89%708,838CommonSOLE
717081103PFEPfizer Inc$45.3M0.89%1,235,573CommonSOLE
191216100KOCoca Cola Co$45.1M0.88%748,945CommonSOLE
92343V104VZVerizon Communications$44.9M0.88%1,208,122CommonSOLE
127387108CDNSCadence Design System$43.8M0.86%186,824CommonSOLE
461202103INTUIntuit Inc$43.4M0.85%94,705CommonSOLE
166764100CVXChevron Corp$42.0M0.82%266,932CommonSOLE
760759100RSGRepublic Services Inc$41.0M0.80%267,447CommonSOLE
G02602103DOXAmdocs Ltd Ord$40.6M0.79%410,990CommonSOLE
871607107SNPSSynopsys Inc$40.4M0.79%92,710CommonSOLE
94106L109WMWaste Management Inc$39.3M0.77%226,414CommonSOLE
036752103ELVElevance Health Inc$37.8M0.74%85,136CommonSOLE
872590104TMUST-Mobile US Inc$37.8M0.74%272,192CommonSOLE
285512109EAElectronic Arts Inc$37.8M0.74%291,325CommonSOLE
501044101KRKroger Co$37.8M0.74%803,647CommonSOLE
023135106AMZNAmazon.Com Inc$37.6M0.74%288,319CommonSOLE
539830109LMTLockheed Martin Corp$37.3M0.73%80,984CommonSOLE
03073E105CORAmerisourcebergen Corp$36.2M0.71%188,058CommonSOLE
776696106ROPRoper Technologies Inc$35.8M0.70%74,522CommonSOLE
427866108HSYHershey Foods$35.7M0.70%142,976CommonSOLE
G32213R10Everest Re Group - G3223R108$35.1M0.69%102,789CommonSOLE
718172109PMPhilip Morris Int'l$35.1M0.69%359,938CommonSOLE
302130109EXPDExpeditors Int'l Wash$34.9M0.68%288,522CommonSOLE
147528103CASYCaseys General Stores Inc$34.2M0.67%140,364CommonSOLE
237194105DRIDarden Restaurants$32.8M0.64%196,419CommonSOLE
98978V103ZTSZoetis Inc$32.7M0.64%189,738CommonSOLE
H1467J104CBChubb Ltd$32.2M0.63%167,430CommonSOLE
039483102ADMArcher Daniels Midland$32.2M0.63%426,312CommonSOLE
00287Y109ABBVAbbVie Inc$31.9M0.62%236,916CommonSOLE
928563402VMWAVMWare Inc$31.7M0.62%220,422CommonSOLE
184496107CLHClean Harbor Inc$31.4M0.61%190,974CommonSOLE
194162103CLColgate Palmolive Co$30.9M0.60%401,302CommonSOLE
16359R103CHEChemed Corp$30.9M0.60%57,034CommonSOLE
053015103ADPAutomatic Data Processing$30.4M0.59%138,204CommonSOLE
57636Q104MAMastercard Inc Class A$30.3M0.59%77,148CommonSOLE
416515104HIGHartford Finl Services$29.7M0.58%412,679CommonSOLE
02209S103MOAltria Group Inc$29.7M0.58%656,086CommonSOLE
445658107JBHTHunt (JB) Transport$29.7M0.58%163,890CommonSOLE
457187102INGRIngredion Intl$29.4M0.57%277,384CommonSOLE
375558103GILDGilead Sciences Inc$29.2M0.57%379,493CommonSOLE
50540R409LSILab Corp of American Holding$29.2M0.57%120,853CommonSOLE
651639106NEMNewmont Corp$29.0M0.57%679,902CommonSOLE
209115104EDConsolidated Edison$28.9M0.56%319,537CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$28.8M0.56%81,891CommonSOLE
025816109AXPAmerican Express$28.8M0.56%165,296CommonSOLE
031162100AMGNAmgen Inc$28.6M0.56%128,752CommonSOLE
89417E109TRVTravelers Corp$28.4M0.56%163,786CommonSOLE
233331107DTEDTE Energy Company$27.7M0.54%251,467CommonSOLE
666807102NOCNorthrop Grumman Corp$27.3M0.53%59,960CommonSOLE
92939U106WECWEC Energy Corp$27.1M0.53%306,914CommonSOLE
30034W106EVRGEvergy Inc$26.8M0.52%459,117CommonSOLE
883203101TXTTextron Inc$26.7M0.52%394,934CommonSOLE
053332102AZOAutozone Inc$26.7M0.52%10,705CommonSOLE
693718108PCARPaccar Inc$26.3M0.51%313,905CommonSOLE
75886F107REGNRegeneron Pharm$26.1M0.51%36,352CommonSOLE
369550108GDGeneral Dynamics$26.0M0.51%120,622CommonSOLE
90384S303ULTAUlta Salon Cosmetics$25.6M0.50%54,464CommonSOLE
570535104MKLMarkel Group Inc$25.4M0.50%18,386CommonSOLE
515098101LSTRLandstar Sys Inc$25.4M0.50%131,826CommonSOLE
14149Y108CAHCardinal Health Inc$24.9M0.49%263,149CommonSOLE
025537101AEPAmerican Elec Power$24.8M0.49%294,685CommonSOLE
446413106HIIHuntington Ingalls Ind$23.9M0.47%105,208CommonSOLE
67103H107ORLYOReilly Automotive$23.1M0.45%24,193CommonSOLE
571748102MRSHMarsh & McLennan$22.8M0.45%121,221CommonSOLE
98389B100XELXcel Energy Inc$22.7M0.44%365,212CommonSOLE
437076102HDHome Depot$22.7M0.44%72,950CommonSOLE
12541W209CHRWC H Robinson World Wide$21.6M0.42%229,152CommonSOLE
780287108RGLDRoyal Gold Inc$21.4M0.42%186,333CommonSOLE
126650100CVSCVS Health Corporation$21.4M0.42%308,887CommonSOLE
09857L108BKNGBooking Holdings Inc$21.2M0.41%7,854CommonSOLE
12503M108CBOECBOE Holdings Inc$21.1M0.41%152,578CommonSOLE
580135101MCDMcDonald's Corp$20.4M0.40%68,221CommonSOLE
540424108LLoew's Corp$19.8M0.39%334,232CommonSOLE
127190304CACICACI Int'l Cl A$19.8M0.39%58,065CommonSOLE
562750109MANHManhattan Assoc$19.4M0.38%97,016CommonSOLE
N72482123Qiagen NV Ord$19.0M0.37%422,922CommonSOLE
670837103OGEOGE Energy Company$18.7M0.37%521,130CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$18.5M0.36%99,316CommonSOLE
88162G103TTEKTetra Tech Inc$18.5M0.36%112,999CommonSOLE
172755100CRUSCirrus Logic Corp$18.4M0.36%227,688CommonSOLE
09062X103BIIBBiogen Inc$17.9M0.35%62,708CommonSOLE
231561101CWCurtiss Wright Corp$17.8M0.35%97,066CommonSOLE
G0692U109AXSAxis Capital Holdings$17.8M0.35%330,835CommonSOLE
419870100HEHawaiian Elec Inds$17.4M0.34%481,474CommonSOLE
125523100CICigna Group$17.4M0.34%62,068CommonSOLE
808625107SAICScience Applications Intl Corp$17.4M0.34%154,445CommonSOLE
084423102WRBWR Berkley Corp$17.3M0.34%289,676CommonSOLE
337932107FEFirstEnergy Corp$17.2M0.34%443,305CommonSOLE
680223104ORIOld Republic Int'l$17.2M0.34%683,188CommonSOLE
444859102HUMHumana Inc$17.2M0.34%38,399CommonSOLE
46625H100JPMJP Morgan Chase & Co$17.2M0.34%118,003CommonSOLE
125896100CMSCMS Energy Corp$16.6M0.32%282,843CommonSOLE
363576109AJGGallagher Arthur J & C$16.6M0.32%75,553CommonSOLE
013091103ACIAlbertsons Companies$16.4M0.32%752,977CommonSOLE
60855R100MOHMolina Healthcare$16.3M0.32%54,264CommonSOLE
49338L103KEYSKeysight Technologies$15.9M0.31%95,192CommonSOLE
816851109SRESempra Energy$15.7M0.31%107,884CommonSOLE
023608102AEEAmeren Corporation$14.8M0.29%181,599CommonSOLE
052769106ADSKAutodesk Inc$14.7M0.29%71,772CommonSOLE
80689H102SNDRSchneider National$13.6M0.27%473,074CommonSOLE
91307C102UTHRUnited Therapeutics$13.3M0.26%60,068CommonSOLE
00508Y102AYIAcuity Brands Inc$13.1M0.26%80,570CommonSOLE
911312106UPSUnited Parcel Service$13.1M0.26%72,906CommonSOLE
46266C105IQVIqvia Holdings Inc$12.5M0.24%55,406CommonSOLE
451107106IDAIdacorp Inc$12.4M0.24%120,967CommonSOLE
747525103QCOMQualcomm Inc$12.3M0.24%103,092CommonSOLE
651587107NEUNewmarket Corp$12.2M0.24%30,394CommonSOLE
723484101PNWPinnacle West Capital Corp$12.1M0.24%149,015CommonSOLE
88076W103TDCTeradata Corp$11.6M0.23%217,755CommonSOLE
134429109CPBCampbell Soup Co$11.5M0.23%252,218CommonSOLE
502431109LHXL3-Harris Technologies$11.4M0.22%58,184CommonSOLE
784730103SSRMSSR Mining Inc$11.3M0.22%798,260CommonSOLE
806407102HSICSchein (Henry) Inc$11.2M0.22%137,963CommonSOLE
G50871105JAZZJazz Pharmaceuticals$9.9M0.19%80,108CommonSOLE
695156109PKGPackaging Corp of Amer$9.6M0.19%72,717CommonSOLE
459200101IBMIntl Business Machines$9.3M0.18%69,667CommonSOLE
45337C102INCYIncyte Corp$9.0M0.18%143,997CommonSOLE
064058100BKBank of NY Mellon Corp$8.9M0.17%199,205CommonSOLE
05550J101BJBJ's Wholesale Club$8.8M0.17%140,244CommonSOLE
042735100ARWArrow Electrs Inc$8.8M0.17%61,415CommonSOLE
438516106HONHoneywell Int'l Inc$8.6M0.17%41,389CommonSOLE
79466L302CRMSalesforce Com Inc$8.4M0.16%39,823CommonSOLE
537008104LFUSLittelfuse Inc$8.1M0.16%27,944CommonSOLE
69370C100PTCPTC Inc Co$7.9M0.16%55,830CommonSOLE
370334104GISGeneral Mills$7.9M0.15%103,107CommonSOLE
09061G101BMRNBiomarin Pharmaceutical Inc$7.8M0.15%90,392CommonSOLE
12514G108CDWCDW Corporation$7.6M0.15%41,215CommonSOLE
75513E101RTXRaytheon Technologies Corp$7.5M0.15%76,691CommonSOLE
126117100CNACNA Finl Corp$7.3M0.14%189,785CommonSOLE
G3922B107GGenpact Limited$7.1M0.14%189,290CommonSOLE
842587107SOSouthern Company$6.9M0.13%97,754CommonSOLE
05329W102ANAutonation Inc$6.8M0.13%41,412CommonSOLE
257651109DCIDonaldsons Inc$6.7M0.13%107,062CommonSOLE
620076307MSIMotorola Solutions Inc$6.4M0.13%21,922CommonSOLE
466313103JBLJabil Inc$6.2M0.12%57,544CommonSOLE
16411R208LNGCheniere Energy Inc$6.0M0.12%39,475CommonSOLE
87612E106TGTTarget Corp$6.0M0.12%45,314CommonSOLE
679580100ODFLOld Dominion Freight$5.9M0.12%16,020CommonSOLE
436440101HO1Hologic Inc$5.8M0.11%71,372CommonSOLE
20825C104COPConocoPhillips$5.7M0.11%55,080CommonSOLE
00507V109AIYActivision Blizzard Inc$5.5M0.11%64,695CommonSOLE
001084102AGCOAgco Corp$5.2M0.10%39,221CommonSOLE
G9618E107WTMWhite Mtns Ins Group$5.0M0.10%3,567CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$4.9M0.10%65,951CommonSOLE
343498101FLOFlowers Foods Inc$4.8M0.09%194,879CommonSOLE
90278Q108UFPIUFP Industries Inc$4.8M0.09%49,306CommonNONE
29977A105EVREvercore Partners Inc Cl A$4.7M0.09%37,785CommonSOLE
624756102MLIMueller Industries$4.6M0.09%52,700CommonNONE
482480100KLACKLA-Tencor Corp$4.4M0.09%8,981CommonSOLE
410867105THGHanover Insurance Group Inc$4.4M0.09%38,532CommonSOLE
G3198U102ESNTEssent Group Ltd$4.3M0.08%92,457CommonNONE
548661107LOWLowe's Companies$4.3M0.08%19,095CommonSOLE
811543107SEBSeaboard Corp$4.2M0.08%1,185CommonSOLE
962166104WYWeyerhaeuser Co$4.2M0.08%125,148CommonSOLE
689648103OTTROtter Tail Power Company$4.2M0.08%52,988CommonNONE
759351604RGAReinsurance Grp of America$3.9M0.08%28,303CommonSOLE
09739D100BCCBoise Cascade$3.9M0.08%43,297CommonNONE
78467J100SSNCSS&C Technologies Hldgs$3.8M0.07%62,665CommonSOLE
398905109GPIGroup 1 Automotive$3.8M0.07%14,557CommonNONE
03662Q105AKXAnsys Inc$3.7M0.07%11,069CommonSOLE
553530106MSMMSC Indl Direct Inc$3.6M0.07%38,279CommonSOLE
781846209RUSHARush Enterprises$3.6M0.07%59,755CommonNONE
88579Y101MMM3M Company$3.6M0.07%36,006CommonSOLE
68235P108OGSOne Gas Inc$3.6M0.07%46,705CommonNONE
589889104MMSIMerit Med Sys$3.6M0.07%42,688CommonNONE
254543101DIODDiodes Inc$3.5M0.07%37,989CommonNONE
103304101BYDBoyd Gaming Corp$3.5M0.07%50,111CommonSOLE
801056102SANMSanmina Corporation$3.5M0.07%57,317CommonNONE
29364G103ETREntergy Corp$3.3M0.06%34,104CommonSOLE
626755102MUSAMurphy USA Inc Co$3.2M0.06%10,334CommonSOLE
09227Q100BLKBBlackbaud Inc$3.2M0.06%45,094CommonNONE
521865204LEALear Corporation$3.2M0.06%21,950CommonSOLE
008252108AMGAffiliated Managers$3.1M0.06%20,950CommonSOLE
086516101BBYBest Buy Inc$3.1M0.06%38,133CommonSOLE
298736109EEFTEuronet Worldwide Inc.$3.1M0.06%26,550CommonSOLE
70959W103PAGPenske Auto Group Inc$3.1M0.06%18,510CommonSOLE
817565104SCIService Corp Int'l$3.0M0.06%47,064CommonSOLE
038222105AMATApplied Materials$3.0M0.06%20,911CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$3.0M0.06%20,523CommonSOLE
629209305NMIHNMI Holdings$3.0M0.06%115,661CommonNONE
615394202MOG/AMoog Inc Cl A$3.0M0.06%27,515CommonNONE
83088M102SWKSSkyworks Solutions$2.9M0.06%26,426CommonSOLE
97650W108WTFCWintrust Finl Corp$2.9M0.06%39,963CommonSOLE
49714P108KNSLKinsale Capital Group Inc$2.9M0.06%7,712CommonSOLE
204166102CVLTCommvault System Inc$2.9M0.06%39,717CommonSOLE
928298108VSHVishay Intertechnology$2.9M0.06%97,359CommonNONE
902494103TSNTyson Food Inc$2.8M0.06%55,785CommonSOLE
443510607HUBBHubbell Inc$2.8M0.06%8,560CommonSOLE
03820C105AITApplied Industrial Tech Inc$2.8M0.06%19,545CommonSOLE
000361105AIRAAR Corp$2.8M0.06%48,977CommonNONE
46269C102IRDMIridium Communications$2.8M0.05%44,824CommonSOLE
G01767105ALKSAlkermes Inc$2.7M0.05%84,745CommonSOLE
128030202CALMCal Maine Foods Inc Com$2.6M0.05%58,840CommonNONE
G3075P101ESGRUSDEnstar Group Ltd$2.6M0.05%10,798CommonSOLE
26969P108EXPEagle Materials Inc$2.6M0.05%14,118CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$2.6M0.05%27,872CommonSOLE
74736K101QRVOQorvo Inc$2.6M0.05%25,641CommonSOLE
72147K108PPCPilgrims Pride Corp$2.6M0.05%121,711CommonSOLE
719405102PLABPhotronic Inc$2.6M0.05%100,158CommonNONE
001744101AMNAMN Healthcare Services$2.6M0.05%23,650CommonSOLE
857477103STTState Street Corp$2.6M0.05%34,910CommonSOLE
03784Y200APLEApple Hospitality REIT$2.6M0.05%168,788CommonNONE
749607107RLIRLI Corp$2.5M0.05%18,650CommonSOLE
294628102HP5AEquity Commonwealth$2.5M0.05%125,598CommonNONE
85208M102SFMSprouts Farmers Mkts$2.5M0.05%69,256CommonSOLE
014491104ALEXAlexander & Baldwin$2.5M0.05%136,768CommonNONE
67103X102OFGOFG Bancorp$2.5M0.05%97,171CommonNONE
26210C104DBXDropbox Inc$2.5M0.05%94,676CommonSOLE
147448104CWSTCasella Waste Systems$2.5M0.05%27,878CommonSOLE
816300107SIGISelective Ins Group Inc$2.5M0.05%26,229CommonSOLE
81762P102NOWServiceNow Inc$2.5M0.05%4,472CommonSOLE
29358P101ENSGEnsign Group Inc Com$2.5M0.05%26,159CommonSOLE
G6700G107NVTNvent Electric Plc$2.5M0.05%47,734CommonSOLE
74758T303QLYSQualys Inc$2.4M0.05%18,814CommonSOLE
092113109BKHBlack Hills Corp$2.4M0.05%40,084CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals$2.4M0.05%41,563CommonSOLE
006739106ADUSAddus Homecare Corp Co$2.4M0.05%25,634CommonNONE
45765U103NSITInsight Enterprises Inc$2.4M0.05%16,107CommonSOLE
124805102CBZCBIZ Inc$2.4M0.05%44,139CommonSOLE
293712105EFSCEnterprise Finl Services$2.3M0.05%59,980CommonNONE
00206R102TAT&T$2.3M0.05%146,453CommonSOLE
513847103MZTILancaster Colony Corp$2.3M0.05%11,597CommonSOLE
057665200BCPCBalchem Corp$2.3M0.05%17,166CommonSOLE
743312100PRGSProgress Software$2.3M0.05%39,791CommonSOLE
78463M107SPSCSPS Commerce Inc$2.3M0.05%12,008CommonSOLE
74112D101PBHPrestige Brands Holdings Inc.$2.3M0.04%38,190CommonSOLE
405024100HAEHaemonetics Corp$2.3M0.04%26,491CommonSOLE
703395103PDCOEURPatterson Companies Inc$2.2M0.04%67,646CommonSOLE
55277P104MGEEMGE Energy Inc$2.2M0.04%28,409CommonSOLE
191098102COKECoca Cola Bottling Co$2.2M0.04%3,504CommonSOLE
24703L202DELLDell Tech Inc$2.2M0.04%41,180CommonSOLE
800422107JBSSSanfilippo John B Son$2.2M0.04%18,879CommonNONE
029899101AWRAmerican States Water Co$2.2M0.04%25,285CommonSOLE
19239V302CCOICogent Communications Holdings$2.2M0.04%32,672CommonSOLE
05350V106AVNSHalyard Health Inc$2.2M0.04%86,005CommonNONE
882681109TXRHTexas Roadhouse Inc$2.2M0.04%19,527CommonNONE
913259107UTLUnitil Corporation$2.2M0.04%43,058CommonNONE
64115T104NTCTNetscout Systems Inc$2.2M0.04%70,329CommonSOLE
349853101FWRDUSDForward Air Corporation$2.2M0.04%20,424CommonSOLE
736508847PORPortland General Electric$2.2M0.04%45,993CommonSOLE
668074305NWENorthWestern Corp$2.2M0.04%37,895CommonSOLE
302081104EXLSExlservice Holdings$2.1M0.04%14,079CommonSOLE
018522300AEBAAllete Inc$2.1M0.04%36,675CommonSOLE
686688102ORAOrmat Technologies Inc$2.1M0.04%26,257CommonSOLE
315616102FFIVF5 Networks$2.1M0.04%14,368CommonSOLE
443320106HUBGHub Group Inc$2.1M0.04%25,970CommonSOLE
87724P106TMHCTaylor Morrison Home Cor$2.1M0.04%42,297CommonNONE
71363P106PRDOPerdoceo Ed Corp$2.1M0.04%167,783CommonNONE
002121101ATENA10 Networks inc$2.0M0.04%140,250CommonNONE
53220K504LGNDLigand Pharmaceuticals$2.0M0.04%28,271CommonNONE
671044105OSISOsi Systems$2.0M0.04%17,275CommonSOLE
29249E109ACTEnact Holdings inc$2.0M0.04%80,590CommonNONE
G7T16G103S3PSapiens Intl Corp NV$2.0M0.04%75,820CommonNONE
292562105WIREEUREncore Wire Common Stk$2.0M0.04%10,839CommonNONE
646025106NJRNew Jersey Resources$2.0M0.04%42,562CommonSOLE
466032109JJSFJ and J Snack Foods Corp$2.0M0.04%12,638CommonSOLE
44109J106Hostess Brands Inc$2.0M0.04%78,786CommonSOLE
42726M106Heritage Crystal Clean Inc$2.0M0.04%52,735CommonNONE
403949100DINOHP Sinclair Corp$2.0M0.04%44,544CommonSOLE
89469A104THSTreehouse Foods Inc$1.9M0.04%38,627CommonSOLE
Y8565N300TNKTeekay Tankers Ltd Cl A$1.9M0.04%50,594CommonNONE
165303108CPKChesapeake Utils$1.9M0.04%16,171CommonSOLE
130788102CWTCalifornia Water Service$1.9M0.04%37,077CommonSOLE
743315103PGRProgressive Corp$1.9M0.04%14,330CommonSOLE
59522J103MAAMid-Amer Apart Cmty$1.9M0.04%12,378CommonSOLE
512807108LRCXEURLam Research Corp$1.9M0.04%2,918CommonSOLE
33768G107FCFSFirst Cash Finl Services$1.9M0.04%20,084CommonSOLE
854231107SXIStandex Int'l Corp Com$1.9M0.04%13,231CommonSOLE
30040P103EVTCEvertec Inc Shares$1.9M0.04%50,713CommonSOLE
35137L105FOXAFox Corp Cl A$1.8M0.04%54,399CommonSOLE
G36738105FDPFresh Del Monte$1.8M0.04%70,638CommonNONE
42222N103HSTMHealthstream Inc$1.8M0.04%73,611CommonNONE
860630102SFStifel Finl Corp$1.8M0.04%30,128CommonSOLE
353514102FELEFranklin Electric Co$1.8M0.04%17,406CommonSOLE
741511109PSMTPricesmart Inc Com$1.8M0.04%24,167CommonSOLE
44107P104HSTHost Hotels & Resorts$1.8M0.03%105,955CommonSOLE
104674106BRCBrady Corp Cl A$1.8M0.03%37,467CommonSOLE
221006109CRVLCorvel Corp$1.8M0.03%9,176CommonSOLE
04208T108AHRTArmada Hoffler Pptys Inc$1.8M0.03%152,011CommonNONE
609207105MDLZMondelez Int'l$1.8M0.03%24,310CommonSOLE
912008109USFDUS Foods Hldgs Corp$1.8M0.03%39,996CommonSOLE
74167P108BCBUSDPrimo Water Corp$1.8M0.03%139,898CommonSOLE
218352102CORTCorcept Therapeutics$1.8M0.03%78,762CommonSOLE
737630103PCHPotlatch Corp$1.7M0.03%33,090CommonSOLE
904708104UNFUnifirst Corp$1.7M0.03%11,267CommonSOLE
294268107PLUSEplus Inc com$1.7M0.03%30,907CommonSOLE
70202L102PSNParsons Corp$1.7M0.03%35,675CommonSOLE
917286205WXBUrstadt Biddle Cl A$1.7M0.03%80,510CommonNONE
457030104IMKTAIngles Mkts Inc Cl A$1.7M0.03%20,667CommonNONE
30214U102EXPOExponet Inc$1.7M0.03%18,303CommonSOLE
887389104TKRTimken Co$1.7M0.03%18,580CommonSOLE
N53745100LYBLyondellbasell Industries$1.7M0.03%18,437CommonSOLE
66765N105NWNNorthwest Natural Hldgs Co$1.7M0.03%39,156CommonSOLE
384637104GHCGraham Holdings Company$1.7M0.03%2,896CommonSOLE
45841N107IBKRInteractive Brokers Grp$1.6M0.03%19,763CommonSOLE
65473P105NINisource$1.6M0.03%59,805CommonSOLE
69318G106PBFPBF Energy Inc$1.6M0.03%39,876CommonNONE
739276103POWIPower Integrations Inc$1.6M0.03%16,998CommonSOLE
G8192H106SPNTSiriusPoint Ltd$1.6M0.03%178,111CommonNONE
69343T107PJTPJT Partners Inc$1.6M0.03%23,065CommonSOLE
69318J100CNXNPC Connection Inc$1.6M0.03%35,293CommonNONE
494368103KMBKimberly-Clark$1.6M0.03%11,509CommonSOLE
17888H103CIVICivitas Resources Inc$1.6M0.03%22,899CommonNONE
55405W104MYRGMyr Group Inc$1.6M0.03%11,482CommonSOLE
077454106BDCBelden Cdt Inc$1.6M0.03%16,474CommonNONE
553498106MSAMSA Safety$1.6M0.03%9,034CommonNONE
880779103TEXTerex Corp New$1.6M0.03%26,148CommonNONE
637417106NNNNatl Retail Properties$1.5M0.03%36,073CommonSOLE
422819102HSIHeidrick & Struggles$1.5M0.03%58,210CommonNONE
374297109GTYGetty Realty Corp$1.5M0.03%45,129CommonSOLE
29084Q100EMEEmcor Group Inc$1.5M0.03%8,180CommonNONE
10316T104BOXBox Inc$1.5M0.03%51,271CommonSOLE
493732101KFRCKForce$1.5M0.03%23,977CommonSOLE
58506Q109MEDPMedpace Holdings Inc$1.5M0.03%6,254CommonSOLE
49803T300KRGKite Realty Group Trust$1.5M0.03%67,208CommonNONE
22284P105CVLGCovenant Logistics Group$1.5M0.03%34,239CommonNONE
227483104CCRNCross Country Inc$1.5M0.03%53,223CommonNONE
29357K103ENVAEnova Int'l$1.5M0.03%28,114CommonNONE
201723103CMCCommercial Metals$1.5M0.03%28,319CommonNONE
46333X108IRWDIronwood Pharm$1.5M0.03%139,998CommonSOLE
16961L106Chinook Therapeutics$1.5M0.03%38,629CommonSOLE
189054109CLXClorox Co$1.5M0.03%9,181CommonSOLE
573075108MRTNMarten Transport Ltd$1.5M0.03%67,744CommonSOLE
868459108SUPNSupernus Pharmaceuticals$1.4M0.03%48,136CommonSOLE
525558201LMATLemaitre Vascular Inc$1.4M0.03%21,485CommonSOLE
55305B101MHOM/I Schottenstein Home$1.4M0.03%16,567CommonNONE
281020107EIXEdison Int'l$1.4M0.03%20,782CommonSOLE
G0772R208NTBBank of NT Butterfield$1.4M0.03%52,492CommonNONE
501147102KRYSKrystal Biotech$1.4M0.03%12,068CommonSOLE
98401F105XNCRXencor Inc$1.4M0.03%56,419CommonSOLE
320218100THFFFirst Finl Corp Indiana$1.4M0.03%42,721CommonNONE
607525102MODNEURModel N Inc$1.4M0.03%39,144CommonSOLE
453838609IBCPIndependent Bank Corp/MI$1.4M0.03%81,249CommonNONE
258278100DORMDorman Products$1.4M0.03%17,454CommonSOLE
264147109DCODucommon Inc$1.4M0.03%31,238CommonNONE
71377A103PFGCPerformance Food Group$1.4M0.03%22,591CommonSOLE
913456109UVVUniversal Corp Va$1.3M0.03%27,017CommonSOLE
950755108WERNWerner Enterprises Inc$1.3M0.03%30,470CommonSOLE
690742101OCOwens Corning$1.3M0.03%10,313CommonSOLE
859241101STRLSterling Construction$1.3M0.03%24,078CommonNONE
74967R106RMRThe RMR Group Inc Class A$1.3M0.03%57,642CommonNONE
126501105CTSCTS Corp Co$1.3M0.03%31,219CommonSOLE
832696405SJMSmucker JM Co$1.3M0.03%9,012CommonSOLE
31428X106FDXFedex Corporation$1.3M0.03%5,361CommonSOLE
126349109CSNCSG Systems Int'l Inc$1.3M0.03%25,191CommonSOLE
45768S105IOSPInnospec Inc Com$1.3M0.03%13,207CommonSOLE
56418H100MANManpower Inc$1.3M0.03%16,698CommonSOLE
86333M108LRNStride Inc$1.3M0.03%35,557CommonSOLE
867892101SHOSunstone Hotel Investors Inc$1.3M0.03%130,706CommonNONE
92214X106VREXVarex Imaging Corporation$1.3M0.03%55,066CommonSOLE
74319R101PRGProg Holdings Inc$1.3M0.03%40,315CommonNONE
23204G100CUBICustomers Bancorp Inc$1.3M0.03%42,767CommonNONE
42234Q102HTLFEURHeartland Finl USA$1.3M0.03%46,229CommonNONE
254067101DDSDillard's Inc$1.3M0.03%3,944CommonSOLE
00847X104AGIOAgios Pharmaceuticals Inc$1.3M0.03%45,420CommonSOLE
278768106SATSEchostar Inc$1.3M0.02%73,029CommonNONE
783754104RYZRyerson Holdings Corp$1.3M0.02%29,121CommonNONE
38526M106LOPEGrand Canyon Education Inc$1.3M0.02%12,169CommonSOLE
G81276100SIGSignet Jewelers Limited$1.2M0.02%19,127CommonNONE
7495271071RGRev Group Inc$1.2M0.02%94,122CommonNONE
034164103ANDEAndersons Inc$1.2M0.02%26,916CommonNONE
591520200MEIMethode Electronics Inc$1.2M0.02%36,876CommonSOLE
87265H109T86Tri Pointe Homes Inc$1.2M0.02%37,559CommonNONE
420261109HWKNHawkins Inc$1.2M0.02%25,831CommonSOLE
313148306AGMFederal Agric Mtg Corp$1.2M0.02%8,555CommonSOLE
440327104HMNHorace Mann Educators$1.2M0.02%41,297CommonSOLE
252784301DRHDiamondrock Hospitality$1.2M0.02%152,733CommonNONE
744573106PEGPublic Service Ent$1.2M0.02%19,528CommonSOLE
974250102WINAWinmark Corp Com$1.2M0.02%3,651CommonSOLE
46817M107JXNJackson Financial Inc$1.2M0.02%39,655CommonNONE
346232101FORForestar Group Inc$1.2M0.02%53,741CommonNONE
929236107WDFCWD-40 Co$1.2M0.02%6,407CommonSOLE
974637100WGOWinnebago Inds Inc$1.2M0.02%18,112CommonNONE
09624H208BXCBlueLinx Holdings$1.2M0.02%12,792CommonNONE
398433102GFFGriffon Corp$1.2M0.02%29,764CommonNONE
71742Q106PAHCPhibro Animal Health$1.2M0.02%87,209CommonNONE
78377T107RHPRyman Hospitality$1.2M0.02%12,831CommonNONE
447462102HURNHuron Consulting Group Inc$1.2M0.02%14,013CommonSOLE
031652100AMKRAmkor Technologies$1.2M0.02%39,930CommonNONE
74965L101RLJRLJ Lodging$1.2M0.02%115,654CommonNONE
74051N1022655957DPremier Inc Cl A$1.2M0.02%42,860CommonSOLE
037598109APOGApogee Enterprises Inc$1.2M0.02%24,863CommonSOLE
93627C101HCCWarrior Met Coal Inc$1.2M0.02%30,250CommonNONE
487836108KKellogg Co$1.2M0.02%17,433CommonSOLE
607828100MODModine Manufacturing$1.2M0.02%35,579CommonNONE
91913Y100VLOValero Energy Corp$1.2M0.02%9,951CommonSOLE
76122Q105RGPResources Connection$1.2M0.02%73,822CommonNONE
03071H100AMSFAmerisafe Inc$1.2M0.02%21,664CommonSOLE
948849104WMKWeis Mkts Inc Com$1.2M0.02%17,922CommonSOLE
858119100STLDSteel Dynamics Inc$1.1M0.02%10,543CommonSOLE
91359V107UVEUniversal Inc Hldgs Co$1.1M0.02%74,375CommonNONE
864159108RGRSturm Ruger & Co Inc$1.1M0.02%21,550CommonSOLE
292218104EIGEmployers Holdings Inc Co$1.1M0.02%30,470CommonSOLE
58844R108MBINMerchants Bancorp$1.1M0.02%44,433CommonNONE
16150R104CJCDChase Corporation$1.1M0.02%9,275CommonSOLE
022671101AMALAmalgamated Finl Corp$1.1M0.02%69,064CommonNONE
783549108RRyder Systems Inc$1.1M0.02%13,097CommonSOLE
29275Y102ENSEnersys$1.1M0.02%10,227CommonNONE
50155Q100KDKyndryl Holdings$1.1M0.02%83,301CommonSOLE
146103106CARECarter Bank and Trust (new)$1.1M0.02%74,432CommonNONE
52603A208LCLendingclub Corp$1.1M0.02%112,771CommonNONE
984017103XHRXenia Hotels & Resorts$1.1M0.02%89,036CommonNONE
78648T100SAFTSafety Insurance Group$1.1M0.02%15,280CommonSOLE
437872104HTBHometrust Bancshares Inc$1.1M0.02%52,300CommonNONE
760281204RBCAARepublic Bancorp$1.1M0.02%25,627CommonNONE
718546104PSXPhillips 66$1.1M0.02%11,412CommonSOLE
15135B101CNCCentene Corp$1.1M0.02%15,994CommonSOLE
39304D102GDOTGreen Dot Corp$1.1M0.02%57,123CommonNONE
65343C102NextGen Healthcare Inc$1.1M0.02%65,679CommonSOLE
758849103REGRegency Centers Corp$1.1M0.02%17,097CommonSOLE
78469C103SPUSDSP Plus Corp Com$1.1M0.02%26,980CommonSOLE
580589109MGRCMcGrath Rentcorp$1.1M0.02%11,408CommonSOLE
66987E206NGNovagold Resources Ltd$1.0M0.02%261,775CommonSOLE
01973R101ALSNAllison Transmission Hldgs$1.0M0.02%18,488CommonSOLE
192446102CTSHCognizant Tech$1.0M0.02%15,964CommonSOLE
24344T101DCPHEURDeciphera Pharmaceutical Inc$1.0M0.02%73,685CommonNONE
00288U106ABCLAbcellera Biologics Inc$1.0M0.02%159,603CommonSOLE
500754106KHCKraft Heinz Co$1.0M0.02%29,004CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$1.0M0.02%16,220CommonSOLE
880345103TNCTennant Co$1.0M0.02%12,616CommonSOLE
05541T101BGC Partners Inc$1.0M0.02%230,697CommonNONE
27579R104EWBCEast West Bancorp$1.0M0.02%19,202CommonSOLE
46005L101IMXIIntl Money Expr$1.0M0.02%41,239CommonSOLE
957090103WABCWestamerica Bancorp$1.0M0.02%26,307CommonSOLE
056525108BMIBadger Meter Inc$1.0M0.02%6,821CommonSOLE
12008R107BLDRBuilders Firstsource$1.0M0.02%7,366CommonSOLE
068463108BBSIBarrett Business Svcs$1.0M0.02%11,481CommonNONE
53115L104LBRTLiberty Oilfield Svs$1.0M0.02%74,847CommonNONE
404609109HCKTHackett Group$995,6260.02%44,547CommonNONE
422347104HTLDHeartland Express Inc$991,1320.02%60,398CommonSOLE
563571405MTWManitowoc Inc New$979,5940.02%52,023CommonNONE
558868105MDGLMadrigal Pharmaceuticals$977,5920.02%4,232CommonSOLE
929566107WNCWabash Natl Corp$976,8840.02%38,100CommonNONE
84612U107Sovos Brands Inc$976,5150.02%49,924CommonSOLE
154760409CPFCentral Pacific Finl Corp$972,1350.02%61,880CommonNONE
74347M108PUMPPropetro Holdings Corp$970,6070.02%117,792CommonNONE
45781M101INVAInnoviva Inc$966,7050.02%75,939CommonSOLE
635906100NHCNatl Healthcare Corp$962,4140.02%15,568CommonSOLE
902673102UFPTUFP Technologies Inc Com$962,2720.02%4,964CommonNONE
806037107SCSCScansource Inc$962,0900.02%32,547CommonSOLE
847215100SRJSpartanNash Co$953,4570.02%42,357CommonSOLE
020764106AMRAlpha Metalurgical$950,0010.02%5,780CommonNONE
853666105SMPStandard Mtr Prods Inc$948,0180.02%25,267CommonSOLE
00773T101ASIXAdvanSix Inc$947,0490.02%27,074CommonNONE
139674105CCBGCapital City Bank Group$938,9330.02%30,644CommonNONE
20030N101CMCSAComcast Corp$930,4710.02%22,394CommonSOLE
60510V108AVOMission Produce Inc$927,8480.02%76,555CommonNONE
730541109Point Biopharma Global Inc$919,9890.02%101,544CommonSOLE
92645B103VCTRVictory Capital Holdings$918,3820.02%29,118CommonNONE
00182C103ANIPAni Pharmaceuticals Inc$916,2410.02%17,021CommonSOLE
740444104PLPCPreformed Line Products$913,8100.02%5,854CommonNONE
30040W108ESEversource Energy$907,9180.02%12,802CommonSOLE
90328M107USNAUsana Health Sciences Inc$895,5480.02%14,206CommonSOLE
783859101STBAS&T Bancorp Inc$889,7660.02%32,724CommonSOLE
317585404FISIFinl Institutions$889,2160.02%56,494CommonNONE
806882106SCHN1EURSchnitzer Steel Ind$887,3750.02%29,589CommonNONE
172908105CTASCintas Corp$878,8380.02%1,768CommonNONE
68162K106ZEUSOlympic Steel Inc$878,0800.02%17,920CommonNONE
690732102ACHOwens & Minor Inc$877,4970.02%46,087CommonNONE
22663K107CRNXCrinetics Pharmaceuticals$868,2040.02%48,180CommonSOLE
30303M102METAMeta Platforms Inc$866,1060.02%3,018CommonSOLE
739128106POWLPowell Ind Inc$864,6810.02%14,271CommonNONE
987184108YORWYork Water Co$858,9530.02%20,813CommonSOLE
03937C105ARCBArcBest Corp$857,1890.02%8,676CommonNONE
402635502GPORGulfport Energy Corp$856,0060.02%8,147CommonNONE
67066G104NVDANvidia Corp$847,3100.02%2,003CommonSOLE
L8681T102SPOTSpotify Technology SA$846,2600.02%5,271CommonSOLE
46120E602ISRGIntuitive Surgical Inc$838,7790.02%2,453CommonSOLE
829214105SLPSimulations Plus Inc$837,2670.02%19,323CommonSOLE
168615102CHS1USDChico's Fashion Inc$836,0020.02%156,262CommonNONE
23345J104Dice Therapeutics$835,6770.02%17,987CommonSOLE
19459J104COLLCollegium Pharmaceutical$830,0520.02%38,625CommonSOLE
423452101HPHelmerich & Payne$821,3770.02%23,170CommonNONE
16208T102CLDTChatham Lodging Tr Co$821,1910.02%87,734CommonNONE
204149108CTBICommunity Trust Bancorp$820,4580.02%23,066CommonSOLE
922417100VECOVeeco Instruments$820,2970.02%31,943CommonSOLE
049904105ATRIUSDAtrion Corp Delaware$814,6080.02%1,440CommonSOLE
G8807B106TBPHTheravance Biopharma Inc$814,3800.02%78,684CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.