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MARTINGALE ASSET MANAGEMENT L P

Q3 2023 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2023-11-14 · accession 0000936944-23-000006

$4.75B
Reported value
775
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 775

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$66.8M1.41%211,575CommonSOLE
02079K305GOOGLAlphabet Inc Class A$66.5M1.40%507,874CommonSOLE
532457108LLYEli Lilly Co$60.2M1.27%112,108CommonSOLE
478160104JNJJohnson & Johnson$59.5M1.25%381,805CommonSOLE
17275R102CSCOCisco Systems$59.1M1.24%1,100,134CommonSOLE
91324P102UNHUnitedHealth Group Inc$58.8M1.24%116,642CommonSOLE
742718109PGProcter & Gamble Co$57.2M1.20%391,884CommonSOLE
037833100AAPLApple Inc$56.8M1.19%331,478CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$55.5M1.17%158,361CommonSOLE
58933Y105MRKMerck and Co Inc$53.9M1.14%524,037CommonSOLE
30231G102XOMExxon Mobil Corp$53.2M1.12%452,093CommonSOLE
22160K105COSTCostco Wholesale Corp$52.6M1.11%93,155CommonSOLE
92826C839VVisa Inc$51.0M1.07%221,676CommonSOLE
931142103WMTWalmart Inc$50.1M1.05%313,359CommonSOLE
11135F101AVGOBroadcom Inc$49.7M1.05%59,811CommonSOLE
713448108PEPPepsico Inc$47.3M0.99%278,889CommonSOLE
00724F101ADBEAdobe Inc$46.4M0.98%90,969CommonSOLE
G1151C101ACNAccenture PLC Ireland$46.1M0.97%150,065CommonSOLE
461202103INTUIntuit Inc$46.0M0.97%90,088CommonSOLE
166764100CVXChevron Corp$45.0M0.95%266,642CommonSOLE
002824100ABTAbbott Labs$43.6M0.92%450,422CommonSOLE
68389X105ORCLOracle Systems Corp$41.3M0.87%389,701CommonSOLE
191216100KOCoca Cola Co$41.2M0.87%736,468CommonSOLE
58155Q103MCKMcKesson Corp$41.2M0.87%94,789CommonSOLE
127387108CDNSCadence Design System$40.7M0.86%173,889CommonSOLE
110122108BMYBristol Myers Squibb$40.0M0.84%689,122CommonSOLE
871607107SNPSSynopsys Inc$39.3M0.83%85,666CommonSOLE
882508104TXNTexas Instruments$39.0M0.82%245,148CommonSOLE
717081103PFEPfizer Inc$38.8M0.82%1,169,238CommonSOLE
92343V104VZVerizon Communications$37.2M0.78%1,147,642CommonSOLE
872590104TMUST-Mobile US Inc$37.2M0.78%265,362CommonSOLE
036752103ELVElevance Health Inc$36.6M0.77%83,977CommonSOLE
760759100RSGRepublic Services Inc$35.8M0.75%251,482CommonSOLE
G3223R108EGEverest Re Group$35.8M0.75%96,404CommonSOLE
00287Y109ABBVAbbVie Inc$34.9M0.74%234,451CommonSOLE
776696106ROPRoper Technologies Inc$34.8M0.73%71,805CommonSOLE
147528103CASYCaseys General Stores Inc$34.7M0.73%127,974CommonSOLE
928563402VMWAVMWare Inc$34.7M0.73%208,493CommonSOLE
580135101MCDMcDonald's Corp$34.4M0.72%130,474CommonSOLE
H1467J104CBChubb Ltd$34.2M0.72%164,222CommonSOLE
285512109EAElectronic Arts Inc$34.1M0.72%283,603CommonSOLE
501044101KRKroger Co$33.8M0.71%755,637CommonSOLE
G02602103DOXAmdocs Ltd Ord$33.5M0.71%396,878CommonSOLE
94106L109WMWaste Management Inc$33.0M0.70%216,704CommonSOLE
98978V103ZTSZoetis Inc$32.8M0.69%188,733CommonSOLE
031162100AMGNAmgen Inc$32.7M0.69%121,839CommonSOLE
539830109LMTLockheed Martin Corp$32.5M0.68%79,533CommonSOLE
053015103ADPAutomatic Data Processing$31.3M0.66%130,151CommonSOLE
039483102ADMArcher Daniels Midland$31.1M0.65%412,401CommonSOLE
718172109PMPhilip Morris Int'l$31.0M0.65%335,343CommonSOLE
023135106AMZNAmazon.Com Inc$30.0M0.63%236,243CommonSOLE
570535104MKLMarkel Group Inc$29.7M0.63%20,190CommonSOLE
02209S103MOAltria Group Inc$29.7M0.62%706,007CommonSOLE
302130109EXPDExpeditors Int'l Wash$29.6M0.62%258,511CommonSOLE
184496107CLHClean Harbor Inc$29.3M0.62%175,059CommonSOLE
883203101TXTTextron Inc$29.1M0.61%372,716CommonSOLE
025816109AXPAmerican Express$28.3M0.60%189,625CommonSOLE
445658107JBHTHunt (JB) Transport$28.3M0.60%150,050CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$28.3M0.59%81,297CommonSOLE
75886F107REGNRegeneron Pharm$28.2M0.59%34,255CommonSOLE
194162103CLColgate Palmolive Co$28.2M0.59%396,092CommonSOLE
427866108HSYHershey Foods$27.4M0.58%137,156CommonSOLE
237194105DRIDarden Restaurants$27.4M0.58%191,155CommonSOLE
375558103GILDGilead Sciences Inc$27.2M0.57%362,529CommonSOLE
540424108LLoew's Corp$27.0M0.57%426,067CommonSOLE
14149Y108CAHCardinal Health Inc$26.8M0.56%308,909CommonSOLE
666807102NOCNorthrop Grumman Corp$26.6M0.56%60,329CommonSOLE
369550108GDGeneral Dynamics$26.4M0.56%119,417CommonSOLE
209115104EDConsolidated Edison$26.3M0.55%307,769CommonSOLE
89417E109TRVTravelers Corp$26.2M0.55%160,691CommonSOLE
457187102INGRIngredion Intl$26.2M0.55%266,064CommonSOLE
626755102MUSAMurphy USA Inc Co$25.7M0.54%75,186CommonSOLE
57636Q104MAMastercard Inc Class A$25.6M0.54%64,640CommonSOLE
416515104HIGHartford Finl Services$24.8M0.52%350,111CommonSOLE
444859102HUMHumana Inc$24.3M0.51%50,028CommonSOLE
693718108PCARPaccar Inc$24.3M0.51%285,513CommonSOLE
233331107DTEDTE Energy Company$24.0M0.51%241,747CommonSOLE
571748102MRSHMarsh & McLennan$23.9M0.50%125,613CommonSOLE
651639106NEMNewmont Corp$23.7M0.50%640,904CommonSOLE
79466L302CRMSalesforce Com Inc$23.6M0.50%116,174CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$23.0M0.48%116,123CommonSOLE
30034W106EVRGEvergy Inc$22.8M0.48%450,431CommonSOLE
12503M108CBOECBOE Holdings Inc$22.7M0.48%145,111CommonSOLE
744573106PEGPublic Service Ent$22.4M0.47%394,321CommonSOLE
16359R103CHEChemed Corp$22.4M0.47%43,022CommonSOLE
67103H107ORLYOReilly Automotive$22.0M0.46%24,208CommonSOLE
515098101LSTRLandstar Sys Inc$21.9M0.46%123,816CommonSOLE
437076102HDHome Depot$21.6M0.46%71,630CommonSOLE
052769106ADSKAutodesk Inc$21.5M0.45%103,788CommonSOLE
833034101SNASnap-On Inc$21.5M0.45%84,146CommonSOLE
03073E105CORCencora Inc$21.4M0.45%118,807CommonSOLE
446413106HIIHuntington Ingalls Ind$21.2M0.45%103,853CommonSOLE
053332102AZOAutozone Inc$20.8M0.44%8,178CommonSOLE
98389B100XELXcel Energy Inc$20.3M0.43%355,157CommonSOLE
670837103OGEOGE Energy Company$20.1M0.42%601,656CommonSOLE
562750109MANHManhattan Assoc$19.3M0.41%97,408CommonSOLE
780287108RGLDRoyal Gold Inc$18.9M0.40%177,710CommonSOLE
G0692U109AXSAxis Capital Holdings$18.3M0.39%325,272CommonSOLE
46625H100JPMJP Morgan Chase & Co$18.2M0.38%125,609CommonSOLE
231561101CWCurtiss Wright Corp$17.9M0.38%91,356CommonSOLE
125523100CICigna Group$17.8M0.38%62,387CommonSOLE
N72482123Qiagen NV Ord$17.4M0.37%430,775CommonSOLE
90384S303ULTAUlta Salon Cosmetics$16.8M0.35%42,181CommonSOLE
60855R100MOHMolina Healthcare$16.8M0.35%51,353CommonSOLE
127190304CACICACI Int'l Cl A$16.8M0.35%53,550CommonSOLE
494368103KMBKimberly-Clark$16.6M0.35%137,278CommonSOLE
09062X103BIIBBiogen Inc$16.5M0.35%64,252CommonSOLE
808625107SAICScience Applications Intl Corp$16.2M0.34%153,118CommonSOLE
12541W209CHRWC H Robinson World Wide$16.0M0.34%185,448CommonSOLE
172755100CRUSCirrus Logic Corp$15.7M0.33%212,526CommonSOLE
88162G103TTEKTetra Tech Inc$15.6M0.33%102,666CommonSOLE
553530106MSMMSC Indl Direct Inc$15.6M0.33%158,762CommonSOLE
443510607HUBBHubbell Inc$15.2M0.32%48,534CommonSOLE
084423102WRBWR Berkley Corp$15.1M0.32%237,424CommonSOLE
651587107NEUNewmarket Corp$13.7M0.29%30,091CommonSOLE
023608102AEEAmeren Corporation$13.5M0.28%179,919CommonSOLE
013091103ACIAlbertsons Companies$13.2M0.28%580,320CommonSOLE
00508Y102AYIAcuity Brands Inc$12.9M0.27%75,666CommonSOLE
91307C102UTHRUnited Therapeutics$12.7M0.27%56,078CommonSOLE
80689H102SNDRSchneider National$12.1M0.25%436,713CommonSOLE
363576109AJGGallagher Arthur J & C$11.7M0.25%51,241CommonSOLE
747525103QCOMQualcomm Inc$11.0M0.23%99,015CommonSOLE
16411R208LNGCheniere Energy Inc$10.9M0.23%65,428CommonSOLE
46266C105IQVIqvia Holdings Inc$10.7M0.23%54,599CommonSOLE
81762P102NOWServiceNow Inc$10.7M0.23%19,155CommonSOLE
911312106UPSUnited Parcel Service$10.6M0.22%68,206CommonSOLE
784730103SSRMSSR Mining Inc$10.1M0.21%760,668CommonSOLE
806407102HSICSchein (Henry) Inc$10.1M0.21%135,757CommonSOLE
451107106IDAIdacorp Inc$10.0M0.21%107,205CommonSOLE
50540R409LSILab Corp of American Holding$9.9M0.21%49,302CommonSOLE
459200101IBMIntl Business Machines$9.7M0.20%69,270CommonSOLE
G4705A100ICLRIcon PLC$9.7M0.20%39,332CommonSOLE
315616102FFIVF5 Networks$9.5M0.20%59,056CommonSOLE
92939U106WECWEC Energy Corp$9.5M0.20%117,937CommonSOLE
723484101PNWPinnacle West Capital Corp$9.5M0.20%128,445CommonSOLE
09857L108BKNGBooking Holdings Inc$9.0M0.19%2,927CommonSOLE
882681109TXRHTexas Roadhouse Inc$9.0M0.19%93,386CommonSOLE
502431109LHXL3-Harris Technologies$8.7M0.18%50,123CommonSOLE
29084Q100EMEEmcor Group Inc$8.2M0.17%38,964CommonSOLE
G50871105JAZZJazz Pharmaceuticals$8.0M0.17%61,841CommonSOLE
257651109DCIDonaldsons Inc$8.0M0.17%133,849CommonSOLE
620076307MSIMotorola Solutions Inc$7.8M0.16%28,622CommonSOLE
12514G108CDWCDW Corporation$7.7M0.16%38,318CommonSOLE
45337C102INCYIncyte Corp$7.5M0.16%129,511CommonSOLE
126117100CNACNA Finl Corp$7.5M0.16%190,017CommonSOLE
69370C100PTCPTC Inc Co$7.3M0.15%51,630CommonSOLE
09061G101BMRNBiomarin Pharmaceutical Inc$7.2M0.15%81,443CommonSOLE
466313103JBLJabil Inc$7.2M0.15%56,614CommonSOLE
20030N101CMCSAComcast Corp$7.2M0.15%161,341CommonSOLE
482480100KLACKLA-Tencor Corp$7.1M0.15%15,495CommonSOLE
680223104ORIOld Republic Int'l$7.1M0.15%262,860CommonSOLE
88076W103TDCTeradata Corp$6.9M0.15%154,248CommonSOLE
29364G103ETREntergy Corp$6.7M0.14%72,134CommonSOLE
20825C104COPConocoPhillips$6.6M0.14%54,809CommonSOLE
832696405SJMSmucker JM Co$6.5M0.14%52,706CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$6.2M0.13%77,314CommonSOLE
00507V109AIYActivision Blizzard Inc$6.1M0.13%64,635CommonSOLE
G9618E107WTMWhite Mtns Ins Group$6.0M0.13%3,992CommonSOLE
00206R102TAT&T$5.6M0.12%374,405CommonSOLE
189054109CLXClorox Co$5.5M0.12%42,151CommonSOLE
438516106HONHoneywell Int'l Inc$5.1M0.11%27,629CommonSOLE
759351604RGAReinsurance Grp of America$5.1M0.11%35,101CommonSOLE
086516101BBYBest Buy Inc$5.0M0.10%71,417CommonSOLE
69351T106PPLPPL Corporation$4.8M0.10%203,094CommonSOLE
90278Q108UFPIUFP Industries Inc$4.8M0.10%46,578CommonNONE
001084102AGCOAgco Corp$4.6M0.10%39,162CommonSOLE
811543107SEBSeaboard Corp$4.6M0.10%1,232CommonSOLE
064058100BKBank of NY Mellon Corp$4.6M0.10%107,022CommonSOLE
134429109CPBCampbell Soup Co$4.4M0.09%107,430CommonSOLE
521865204LEALear Corporation$4.3M0.09%32,309CommonSOLE
G3198U102ESNTEssent Group Ltd$4.3M0.09%91,468CommonNONE
172908105CTASCintas Corp$4.2M0.09%8,676CommonSOLE
83088M102SWKSSkyworks Solutions$4.1M0.09%41,327CommonSOLE
09739D100BCCBoise Cascade$4.0M0.08%38,866CommonNONE
624756102MLIMueller Industries$3.9M0.08%52,018CommonNONE
398905109GPIGroup 1 Automotive$3.9M0.08%14,337CommonNONE
403949100DINOHF Sinclair Corp$3.7M0.08%64,421CommonSOLE
21037T109CEGConstellation Energy Corp$3.6M0.08%33,366CommonSOLE
91913Y100VLOValero Energy Corp$3.5M0.07%24,881CommonSOLE
781846209RUSHARush Enterprises$3.5M0.07%85,975CommonNONE
548661107LOWLowe's Companies$3.4M0.07%16,511CommonSOLE
29977A105EVREvercore Partners Inc Cl A$3.4M0.07%24,807CommonSOLE
254543101DIODDiodes Inc$3.3M0.07%42,402CommonNONE
68235P108OGSOne Gas Inc$3.3M0.07%47,720CommonNONE
03784Y200APLEApple Hospitality REIT$3.2M0.07%211,026CommonNONE
204166102CVLTCommvault System Inc$3.2M0.07%47,501CommonNONE
629209305NMIHNMI Holdings$3.2M0.07%117,661CommonNONE
928298108VSHVishay Intertechnology$3.2M0.07%128,449CommonNONE
29476L107EQREquity Residential Ppt$3.2M0.07%53,870CommonSOLE
018522300AEBAAllete Inc$3.1M0.07%59,411CommonNONE
29275Y102ENSEnersys$3.1M0.07%33,039CommonNONE
801056102SANMSanmina Corporation$3.1M0.07%57,517CommonNONE
78467J100SSNCSS&C Technologies Hldgs$3.1M0.07%58,947CommonSOLE
370334104GISGeneral Mills$3.1M0.06%47,885CommonSOLE
103304101BYDBoyd Gaming Corp$3.0M0.06%50,113CommonSOLE
816851109SRESempra Energy$3.0M0.06%44,155CommonNONE
689648103OTTROtter Tail Power Company$3.0M0.06%39,334CommonNONE
50212V100LPLALPL Invt Holdings Inc$2.9M0.06%12,399CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$2.9M0.06%25,918CommonSOLE
034164103ANDEAndersons Inc$2.9M0.06%56,058CommonNONE
000361105AIRAAR Corp$2.8M0.06%47,506CommonNONE
85208M102SFMSprouts Farmers Mkts$2.8M0.06%64,884CommonSOLE
03820C105AITApplied Industrial Tech Inc$2.8M0.06%17,884CommonSOLE
294268107PLUSEplus Inc com$2.8M0.06%43,438CommonNONE
74758T303QLYSQualys Inc$2.7M0.06%18,014CommonSOLE
29357K103ENVAEnova Int'l$2.7M0.06%53,964CommonNONE
64115T104NTCTNetscout Systems Inc$2.7M0.06%97,497CommonNONE
26210C104DBXDropbox Inc$2.7M0.06%99,732CommonSOLE
67103X102OFGOFG Bancorp$2.7M0.06%90,722CommonNONE
294628102HP5AEquity Commonwealth$2.7M0.06%147,374CommonNONE
816300107SIGISelective Ins Group Inc$2.7M0.06%26,229CommonSOLE
298736109EEFTEuronet Worldwide Inc.$2.7M0.06%33,873CommonSOLE
G3922B107GGenpact Limited$2.7M0.06%73,747CommonSOLE
G3421J106FERG1GBXFerguson PLC$2.7M0.06%16,190CommonSOLE
03662Q105AKXAnsys Inc$2.7M0.06%8,939CommonSOLE
703395103PDCOEURPatterson Companies Inc$2.6M0.06%88,309CommonNONE
G3075P101ESGRUSDEnstar Group Ltd$2.6M0.05%10,798CommonSOLE
72147K108PPCPilgrims Pride Corp$2.6M0.05%113,278CommonSOLE
71363P106PRDOPerdoceo Ed Corp$2.6M0.05%149,982CommonNONE
45841N107IBKRInteractive Brokers Grp$2.6M0.05%29,463CommonSOLE
292562105WIREEUREncore Wire Common Stk$2.5M0.05%13,943CommonNONE
038222105AMATApplied Materials$2.5M0.05%18,323CommonSOLE
293712105EFSCEnterprise Finl Services$2.5M0.05%65,682CommonNONE
615394202MOG/AMoog Inc Cl A$2.5M0.05%21,754CommonSOLE
74736K101QRVOQorvo Inc$2.4M0.05%25,660CommonSOLE
29358P101ENSGEnsign Group Inc Com$2.4M0.05%26,158CommonSOLE
Y8565N300TNKTeekay Tankers Ltd Cl A$2.4M0.05%57,816CommonNONE
09227Q100BLKBBlackbaud Inc$2.4M0.05%34,206CommonSOLE
22266T109CPNGCoupang Inc$2.4M0.05%140,917CommonSOLE
45765U103NSITInsight Enterprises Inc$2.4M0.05%16,407CommonSOLE
46120E602ISRGIntuitive Surgical Inc$2.4M0.05%8,145CommonSOLE
G01767105ALKSAlkermes Inc$2.4M0.05%84,748CommonSOLE
405024100HAEHaemonetics Corp$2.4M0.05%26,491CommonSOLE
49338L103KEYSKeysight Technologies$2.3M0.05%17,539CommonNONE
69318G106PBFPBF Energy Inc$2.3M0.05%43,326CommonNONE
006739106ADUSAddus Homecare Corp Co$2.3M0.05%27,137CommonNONE
860630102SFStifel Finl Corp$2.3M0.05%37,223CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$2.3M0.05%20,337CommonSOLE
075887109BDXBecton Dickinson & Co$2.3M0.05%8,806CommonSOLE
436440101HO1Hologic Inc$2.3M0.05%32,759CommonSOLE
87724P106TMHCTaylor Morrison Home Cor$2.3M0.05%53,078CommonNONE
98138H101WDAYWorkday Inc Cl A$2.3M0.05%10,479CommonSOLE
124805102CBZCBIZ Inc$2.2M0.05%43,239CommonSOLE
191098102COKECoca Cola Bottling Co$2.2M0.05%3,504CommonSOLE
44109J106Hostess Brands Inc$2.2M0.05%66,722CommonSOLE
33768G107FCFSFirst Cash Finl Services$2.2M0.05%22,024CommonSOLE
74112D101PBHPrestige Brands Holdings Inc.$2.2M0.05%37,890CommonSOLE
29249E109ACTEnact Holdings inc$2.2M0.05%79,445CommonNONE
719405102PLABPhotronic Inc$2.1M0.04%105,771CommonNONE
057665200BCPCBalchem Corp$2.1M0.04%17,166CommonSOLE
147448104CWSTCasella Waste Systems$2.1M0.04%27,878CommonSOLE
589889104MMSIMerit Med Sys$2.1M0.04%30,761CommonSOLE
025537101AEPAmerican Elec Power$2.1M0.04%28,200CommonNONE
942749102WTSWatts Water Technologies$2.1M0.04%12,128CommonSOLE
743312100PRGSProgress Software$2.1M0.04%39,791CommonSOLE
88579Y101MMM3M Company$2.1M0.04%22,092CommonSOLE
466032109JJSFJ and J Snack Foods Corp$2.1M0.04%12,638CommonSOLE
70202L102PSNParsons Corp$2.1M0.04%37,956CommonSOLE
78463M107SPSCSPS Commerce Inc$2.0M0.04%12,008CommonSOLE
410867105THGHanover Insurance Group Inc$2.0M0.04%18,457CommonSOLE
443320106HUBGHub Group Inc$2.0M0.04%25,967CommonSOLE
857477103STTState Street Corp$2.0M0.04%30,076CommonSOLE
671044105OSISOsi Systems$2.0M0.04%17,058CommonSOLE
092113109BKHBlack Hills Corp$2.0M0.04%39,434CommonSOLE
029899101AWRAmerican States Water Co$2.0M0.04%25,285CommonSOLE
71377A103PFGCPerformance Food Group$2.0M0.04%33,712CommonSOLE
G36738105FDPFresh Del Monte$2.0M0.04%76,129CommonNONE
G8192H106SPNTSiriusPoint Ltd$1.9M0.04%191,531CommonNONE
374689107ROCKGibraltar Industries$1.9M0.04%28,837CommonNONE
55277P104MGEEMGE Energy Inc$1.9M0.04%28,409CommonSOLE
513847103MZTILancaster Colony Corp$1.9M0.04%11,697CommonSOLE
854231107SXIStandex Int'l Corp Com$1.9M0.04%13,231CommonSOLE
014491104ALEXAlexander & Baldwin$1.9M0.04%115,211CommonNONE
53220K504LGNDLigand Pharmaceuticals$1.9M0.04%32,124CommonNONE
69318J100CNXNPC Connection Inc$1.9M0.04%35,997CommonNONE
74167P108BCBUSDPrimo Water Corp$1.9M0.04%138,691CommonSOLE
668074305NWENorthWestern Corp$1.9M0.04%39,755CommonSOLE
001744101AMNAMN Healthcare Services$1.9M0.04%22,364CommonSOLE
30040P103EVTCEvertec Inc Shares$1.9M0.04%50,873CommonSOLE
218352102CORTCorcept Therapeutics$1.9M0.04%69,250CommonSOLE
38526M106LOPEGrand Canyon Education Inc$1.9M0.04%16,079CommonSOLE
736508847PORPortland General Electric$1.9M0.04%45,892CommonSOLE
031100100AMEAmetek Inc$1.8M0.04%12,520CommonSOLE
05350V106AVNSHalyard Health Inc$1.8M0.04%91,220CommonNONE
904708104UNFUnifirst Corp$1.8M0.04%11,267CommonSOLE
686688102ORAOrmat Technologies Inc$1.8M0.04%26,257CommonSOLE
69343T107PJTPJT Partners Inc$1.8M0.04%23,065CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals$1.8M0.04%39,781CommonSOLE
912008109USFDUS Foods Hldgs Corp$1.8M0.04%46,065CommonSOLE
49714P108KNSLKinsale Capital Group Inc$1.8M0.04%4,413CommonSOLE
128030202CALMCal Maine Foods Inc Com$1.8M0.04%37,675CommonSOLE
831865209AOSSmith A O$1.8M0.04%27,338CommonSOLE
221006109CRVLCorvel Corp$1.8M0.04%9,176CommonSOLE
55405W104MYRGMyr Group Inc$1.8M0.04%13,354CommonSOLE
741511109PSMTPricesmart Inc Com$1.8M0.04%24,167CommonSOLE
512807108LRCXEURLam Research Corp$1.8M0.04%2,843CommonSOLE
86333M108LRNStride Inc$1.8M0.04%39,541CommonSOLE
130788102CWTCalifornia Water Service$1.8M0.04%37,571CommonSOLE
749607107RLIRLI Corp$1.8M0.04%13,054CommonSOLE
227483104CCRNCross Country Inc$1.8M0.04%71,370CommonNONE
402635502GPORGulfport Energy Corp$1.8M0.04%14,762CommonNONE
739128106POWLPowell Ind Inc$1.7M0.04%20,979CommonNONE
646025106NJRNew Jersey Resources$1.7M0.04%42,560CommonSOLE
Y41053102INSWIntl Seaways Inc$1.7M0.04%38,144CommonSOLE
10316T104BOXBox Inc$1.7M0.04%70,440CommonSOLE
35137L105FOXAFox Corp Cl A$1.7M0.04%54,417CommonSOLE
384637104GHCGraham Holdings Company$1.7M0.04%2,896CommonSOLE
962166104WYWeyerhaeuser Co$1.7M0.04%55,035CommonSOLE
020764106AMRAlpha Metallurgical Resources$1.7M0.04%6,440CommonNONE
89469A104THSTreehouse Foods Inc$1.6M0.03%37,727CommonSOLE
056525108BMIBadger Meter Inc$1.6M0.03%11,340CommonSOLE
165303108CPKChesapeake Utils$1.6M0.03%16,571CommonSOLE
42222N103HSTMHealthstream Inc$1.6M0.03%74,716CommonNONE
Y0207T100ASCArdmore Shipping Corp$1.6M0.03%123,546CommonNONE
05329W102ANAutonation Inc$1.6M0.03%10,523CommonNONE
Y2065G121DHTDHT Holdings$1.6M0.03%153,451CommonSOLE
037598109APOGApogee Enterprises Inc$1.6M0.03%33,571CommonNONE
609207105MDLZMondelez Int'l$1.6M0.03%22,712CommonSOLE
913259107UTLUnitil Corporation$1.6M0.03%36,499CommonNONE
688239201OSKOshkosh Truck Corp$1.6M0.03%16,327CommonSOLE
353514102FELEFranklin Electric Co$1.6M0.03%17,406CommonSOLE
201723103CMCCommercial Metals$1.6M0.03%31,403CommonNONE
65343C102NextGen Healthcare Inc$1.6M0.03%65,359CommonSOLE
783549108RRyder Systems Inc$1.5M0.03%14,479CommonSOLE
66765N105NWNNorthwest Natural Hldgs Co$1.5M0.03%40,157CommonSOLE
53115L104LBRTLiberty Oilfield Svs$1.5M0.03%82,676CommonNONE
500643200KFYKorn/Ferry Int'l$1.5M0.03%32,208CommonNONE
420261109HWKNHawkins Inc$1.5M0.03%25,748CommonSOLE
880345103TNCTennant Co$1.5M0.03%20,430CommonSOLE
7495271071RGRev Group Inc$1.5M0.03%94,122CommonNONE
674215207CHRDChord Energy$1.5M0.03%9,281CommonNONE
97650W108WTFCWintrust Finl Corp$1.5M0.03%19,906CommonSOLE
74967R106RMRThe RMR Group Inc Class A$1.5M0.03%60,848CommonNONE
453838609IBCPIndependent Bank Corp/MI$1.5M0.03%81,259CommonNONE
422819102HSIHeidrick & Struggles$1.5M0.03%58,910CommonNONE
320218100THFFFirst Finl Corp Indiana$1.5M0.03%43,522CommonNONE
04208T108AHRTArmada Hoffler Pptys Inc$1.5M0.03%143,609CommonNONE
737630103PCHPotlatch Corp$1.5M0.03%32,384CommonSOLE
922417100VECOVeeco Instruments$1.5M0.03%52,057CommonSOLE
76122Q105RGPResources Connection$1.5M0.03%98,065CommonNONE
447462102HURNHuron Consulting Group Inc$1.5M0.03%14,013CommonSOLE
22284P105CVLGCovenant Logistics Group$1.4M0.03%32,882CommonNONE
718546104PSXPhillips 66$1.4M0.03%11,951CommonSOLE
493732101KFRCKForce$1.4M0.03%23,966CommonSOLE
690742101OCOwens Corning$1.4M0.03%10,417CommonSOLE
49803T300KRGKite Realty Group Trust$1.4M0.03%65,007CommonNONE
G0772R208NTBBank of NT Butterfield$1.4M0.03%51,092CommonNONE
313148306AGMFederal Agric Mtg Corp$1.4M0.03%8,855CommonSOLE
21871N101CXWCorecivic Inc$1.4M0.03%121,395CommonNONE
501147102KRYSKrystal Biotech$1.4M0.03%11,767CommonSOLE
974250102WINAWinmark Corp Com$1.4M0.03%3,651CommonSOLE
861896108SNEXStoneX Group Inc$1.4M0.03%14,021CommonNONE
45768S105IOSPInnospec Inc Com$1.3M0.03%13,207CommonSOLE
12572Q105CMECME Group Inc$1.3M0.03%6,734CommonSOLE
46333X108IRWDIronwood Pharm$1.3M0.03%139,998CommonSOLE
002121101ATENA10 Networks inc$1.3M0.03%89,428CommonSOLE
573075108MRTNMarten Transport Ltd$1.3M0.03%67,744CommonSOLE
868459108SUPNSupernus Pharmaceuticals$1.3M0.03%48,136CommonSOLE
457030104IMKTAIngles Mkts Inc Cl A$1.3M0.03%17,599CommonSOLE
258278100DORMDorman Products$1.3M0.03%17,454CommonSOLE
26969P108EXPEagle Materials Inc$1.3M0.03%7,940CommonSOLE
077454106BDCBelden Cdt Inc$1.3M0.03%13,676CommonNONE
22663K107CRNXCrinetics Pharmaceuticals$1.3M0.03%44,377CommonSOLE
278768106SATSEchostar Inc$1.3M0.03%78,529CommonNONE
55305B101MHOM/I Schottenstein Home$1.3M0.03%15,596CommonNONE
50155Q100KDKyndryl Holdings$1.3M0.03%86,758CommonSOLE
254067101DDSDillard's Inc$1.3M0.03%3,944CommonSOLE
126501105CTSCTS Corp Co$1.3M0.03%31,209CommonSOLE
887389104TKRTimken Co$1.3M0.03%17,714CommonSOLE
913456109UVVUniversal Corp Va$1.3M0.03%27,517CommonSOLE
397624107GEFGreif Inc$1.3M0.03%19,423CommonSOLE
126349109CSNCSG Systems Int'l Inc$1.3M0.03%25,091CommonSOLE
739276103POWIPower Integrations Inc$1.3M0.03%16,797CommonSOLE
G7T16G103S3PSapiens Intl Corp NV$1.3M0.03%44,894CommonSOLE
74319R101PRGProg Holdings Inc$1.3M0.03%38,177CommonNONE
867892101SHOSunstone Hotel Investors Inc$1.3M0.03%135,119CommonNONE
929236107WDFCWD-40 Co$1.3M0.03%6,207CommonSOLE
42234Q102HTLFEURHeartland Finl USA$1.3M0.03%42,829CommonNONE
40412C101HCAHCA Healthcare Inc$1.3M0.03%5,122CommonSOLE
58506Q109MEDPMedpace Holdings Inc$1.2M0.03%5,136CommonSOLE
17888H103CIVICivitas Resources Inc$1.2M0.03%15,365CommonNONE
19239V302CCOICogent Communications Holdings$1.2M0.03%20,069CommonNONE
440327104HMNHorace Mann Educators$1.2M0.03%41,999CommonSOLE
G16962105BGUSDBunge Limited$1.2M0.03%11,387CommonSOLE
374297109GTYGetty Realty Corp$1.2M0.03%44,329CommonSOLE
74347M108PUMPPropetro Holdings Corp$1.2M0.03%115,292CommonNONE
92214X106VREXVarex Imaging Corporation$1.2M0.03%64,880CommonNONE
292218104EIGEmployers Holdings Inc Co$1.2M0.03%30,488CommonSOLE
56418H100MANManpower Inc$1.2M0.03%16,597CommonSOLE
93627C101HCCWarrior Met Coal Inc$1.2M0.03%23,773CommonNONE
168615102CHS1USDChico's Fashion Inc$1.2M0.03%161,604CommonNONE
192446102CTSHCognizant Tech$1.2M0.02%17,496CommonSOLE
78454L100SMSM Energy Co Com$1.2M0.02%29,853CommonNONE
92645B103VCTRVictory Capital Holdings$1.2M0.02%35,318CommonNONE
948849104WMKWeis Mkts Inc Com$1.2M0.02%18,602CommonSOLE
398433102GFFGriffon Corp$1.2M0.02%29,514CommonNONE
525558201LMATLemaitre Vascular Inc$1.2M0.02%21,486CommonSOLE
346232101FORForestar Group Inc$1.2M0.02%43,271CommonNONE
15135B101CNCCentene Corp$1.2M0.02%16,739CommonSOLE
302081104EXLSExlservice Holdings$1.1M0.02%40,879CommonNONE
23204G100CUBICustomers Bancorp Inc$1.1M0.02%33,251CommonNONE
74965L101RLJRLJ Lodging$1.1M0.02%116,860CommonNONE
580589109MGRCMcGrath Rentcorp$1.1M0.02%11,408CommonSOLE
98401F105XNCRXencor Inc$1.1M0.02%56,419CommonSOLE
981811102WORWorthington Industries$1.1M0.02%18,278CommonNONE
G27907107DOLEDole PLC$1.1M0.02%97,249CommonNONE
957090103WABCWestamerica Bancorp$1.1M0.02%26,015CommonSOLE
91359V107UVEUniversal Inc Hldgs Co$1.1M0.02%79,765CommonNONE
984017103XHRXenia Hotels & Resorts$1.1M0.02%94,690CommonNONE
800422107JBSSSanfilippo John B Son$1.1M0.02%11,279CommonSOLE
71742Q106PAHCPhibro Animal Health$1.1M0.02%87,209CommonNONE
12008R107BLDRBuilders Firstsource$1.1M0.02%8,942CommonSOLE
G81276100SIGSignet Jewelers Limited$1.1M0.02%15,319CommonNONE
03071H100AMSFAmerisafe Inc$1.1M0.02%21,664CommonSOLE
154760409CPFCentral Pacific Finl Corp$1.1M0.02%64,521CommonNONE
00973Y108AKROAkero Therapeutics Inc$1.1M0.02%21,260CommonSOLE
00847X104AGIOAgios Pharmaceuticals Inc$1.1M0.02%43,129CommonSOLE
437872104HTBHometrust Bancshares Inc$1.1M0.02%49,216CommonNONE
15202L107CSRCenterspace$1.1M0.02%17,508CommonSOLE
031652100AMKRAmkor Technologies$1.1M0.02%46,635CommonNONE
78648T100SAFTSafety Insurance Group$1.0M0.02%15,380CommonSOLE
758849103REGRegency Centers Corp$1.0M0.02%17,640CommonSOLE
09624H208BXCBlueLinx Holdings$1.0M0.02%12,772CommonNONE
864159108RGRSturm Ruger & Co Inc$1.0M0.02%20,050CommonSOLE
317585404FISIFinl Institutions$1.0M0.02%62,032CommonNONE
068463108BBSIBarrett Business Svcs$1.0M0.02%11,481CommonNONE
139674105CCBGCapital City Bank Group$1.0M0.02%34,444CommonNONE
552676108MDC1USDMDC Holdings$1.0M0.02%24,841CommonNONE
703481101PTENPatterson-Uti Energy Inc$1.0M0.02%73,774CommonNONE
76009N100UPBDUpbound Group Inc$1.0M0.02%34,623CommonNONE
01973R101ALSNAllison Transmission Hldgs$1.0M0.02%17,262CommonSOLE
68162K106ZEUSOlympic Steel Inc$1.0M0.02%17,920CommonNONE
66987E206NGNovagold Resources Ltd$1.0M0.02%261,781CommonSOLE
235825205DANDana Holdings Corp$998,9690.02%68,096CommonNONE
635906100NHCNatl Healthcare Corp$996,0410.02%15,568CommonSOLE
08579X101BRYBerry Petroleum Company Cl A$990,7570.02%120,824CommonNONE
00182C103ANIPAni Pharmaceuticals Inc$988,1820.02%17,020CommonSOLE
806037107SCSCScansource Inc$986,5000.02%32,547CommonSOLE
45781M101INVAInnoviva Inc$985,8380.02%75,892CommonSOLE
31428X106FDXFedex Corporation$982,8540.02%3,710CommonSOLE
022671101AMALAmalgamated Finl Corp$981,9020.02%57,021CommonNONE
70959W103PAGPenske Auto Group Inc$979,1400.02%5,861CommonSOLE
78469C103SPUSDSP Plus Corp Com$975,0610.02%27,010CommonSOLE
974637100WGOWinnebago Inds Inc$972,3650.02%16,356CommonNONE
45073V108ITTITT Inc$970,3870.02%9,911CommonSOLE
03940C100ACLXGBXArcellx Inc$964,5630.02%26,883CommonSOLE
607525102MODNEURModel N Inc$955,5060.02%39,144CommonSOLE
537008104LFUSLittelfuse Inc$954,9040.02%3,861CommonSOLE
740444104PLPCPreformed Line Products$951,7440.02%5,854CommonNONE
68554V108OSUROraSure Technologies$950,5510.02%160,295CommonNONE
46269C102IRDMIridium Communications$947,5120.02%20,829CommonSOLE
04316A108APAMArtisan Partners Asset Mgmt In$939,8040.02%25,115CommonNONE
847215100SRJSpartanNash Co$939,1580.02%42,689CommonSOLE
404609109HCKTHackett Group$937,5140.02%39,742CommonSOLE
690732102ACHOwens & Minor Inc$932,4490.02%57,701CommonNONE
16208T102CLDTChatham Lodging Tr Co$927,8890.02%96,958CommonNONE
042735100ARWArrow Electrs Inc$926,7770.02%7,400CommonSOLE
761624105REXRex American Resources$924,3450.02%22,700CommonSOLE
36251C103GMS1EURGMS Inc$912,8520.02%14,270CommonNONE
87265H109T86Tri Pointe Homes Inc$912,4240.02%33,361CommonNONE
00773T101ASIXAdvanSix Inc$908,3130.02%29,225CommonNONE
29460X109EQBKEquity Bancshares Inc$903,0110.02%37,516CommonNONE
858119100STLDSteel Dynamics Inc$903,0070.02%8,422CommonSOLE
336901103SRCE1st Source Corp$902,7890.02%21,449CommonSOLE
39304D102GDOTGreen Dot Corp$899,0150.02%64,538CommonNONE
24344T101DCPHEURDeciphera Pharmaceutical Inc$897,0280.02%70,521CommonNONE
92332V107VTYXUSDVentyx Biosciences Inc$889,9570.02%25,625CommonSOLE
422347104HTLDHeartland Express Inc$887,2470.02%60,398CommonSOLE
318672706FBPFirst Bancorp PR Com New$884,9690.02%65,748CommonNONE
264147109DCODucommon Inc$880,3380.02%20,233CommonNONE
11135E203BNLBroadstone Net Lease$879,7510.02%61,521CommonNONE
853666105SMPStandard Mtr Prods Inc$879,7350.02%26,167CommonSOLE
783754104RYZRyerson Holdings Corp$875,4930.02%30,096CommonNONE
558868105MDGLMadrigal Pharmaceuticals$873,7590.02%5,983CommonSOLE
19459J104COLLCollegium Pharmaceutical$872,2090.02%39,025CommonSOLE
783859101STBAS&T Bancorp Inc$871,7330.02%32,191CommonSOLE
75282U104RNGRRanger Energy Services$868,6960.02%61,262CommonNONE
423452101HPHelmerich & Payne$860,3170.02%20,406CommonNONE
74051N1022655957DPremier Inc Cl A$855,3350.02%39,783CommonSOLE
62878D100NABLN-able Inc$852,3550.02%66,074CommonSOLE
088929104BGCBGC Partners Inc (new)$850,7250.02%161,122CommonNONE
58844R108MBINMerchants Bancorp$849,4800.02%30,645CommonNONE
204149108CTBICommunity Trust Bancorp$845,4690.02%24,678CommonSOLE
153527205CENTACentral Garden and Pet Cl A$840,5680.02%20,967CommonSOLE
46817M107JXNJackson Financial Inc$837,5540.02%21,914CommonNONE
859241101STRLSterling Construction$835,8350.02%11,375CommonNONE
87305R109TTMITTM Tech Inc$832,8470.02%64,662CommonNONE
90328M107USNAUsana Health Sciences Inc$832,6730.02%14,207CommonSOLE
950755108WERNWerner Enterprises Inc$828,8570.02%21,280CommonSOLE
57686G105MATXMatson Inc$826,4270.02%9,315CommonNONE
452521107IMMRImmersion Corp$825,0870.02%124,824CommonNONE
410495204HAFCHanmi Finl Corp$822,1800.02%50,658CommonNONE
98980L101ZNGAZoom Video Communications Inc$821,3760.02%11,744CommonSOLE
05465C100AXAxos Financial Inc$818,1550.02%21,610CommonNONE
L8681T102SPOTSpotify Technology SA$814,7990.02%5,269CommonSOLE
749660106RESRPC Incorporated$812,1910.02%90,849CommonNONE
52603A208LCLendingclub Corp$811,7880.02%133,080CommonNONE
09627Y1092655787DBlueprint Medicines Corp$809,1950.02%16,113CommonSOLE
P16994132BLXBanco Latinoamericano$806,8300.02%38,058CommonSOLE
829214105SLPSimulations Plus Inc$805,7700.02%19,323CommonSOLE

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.