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MARTINGALE ASSET MANAGEMENT L P

Q4 2023 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2024-02-12 · accession 0000936944-24-000002

$4.90B
Reported value
783
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 783

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$71.9M1.47%191,252CommonSOLE
11135F101AVGOBroadcom Inc$67.3M1.37%60,336CommonSOLE
02079K305GOOGLAlphabet Inc Class A$66.4M1.36%475,420CommonSOLE
037833100AAPLApple Inc$60.2M1.23%312,614CommonSOLE
478160104JNJJohnson & Johnson$57.1M1.17%364,170CommonSOLE
91324P102UNHUnitedHealth Group Inc$56.9M1.16%108,104CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$56.0M1.14%157,070CommonSOLE
58933Y105MRKMerck and Co Inc$54.9M1.12%503,877CommonSOLE
22160K105COSTCostco Wholesale Corp$54.5M1.11%82,536CommonSOLE
742718109PGProcter & Gamble Co$54.5M1.11%371,591CommonSOLE
92826C839VVisa Inc$54.3M1.11%208,607CommonSOLE
00724F101ADBEAdobe Inc$52.8M1.08%88,510CommonSOLE
532457108LLYEli Lilly Co$52.2M1.07%89,559CommonSOLE
17275R102CSCOCisco Systems$52.2M1.06%1,032,421CommonSOLE
461202103INTUIntuit Inc$51.5M1.05%82,427CommonSOLE
G1151C101ACNAccenture PLC Ireland$48.8M1.00%138,944CommonSOLE
002824100ABTAbbott Labs$46.0M0.94%417,588CommonSOLE
931142103WMTWalmart Inc$44.6M0.91%283,020CommonSOLE
713448108PEPPepsico Inc$44.0M0.90%258,869CommonSOLE
30231G102XOMExxon Mobil Corp$42.9M0.88%429,242CommonSOLE
127387108CDNSCadence Design System$42.4M0.86%155,588CommonSOLE
92343V104VZVerizon Communications$41.6M0.85%1,102,851CommonSOLE
191216100KOCoca Cola Co$40.8M0.83%691,945CommonSOLE
872590104TMUST-Mobile US Inc$40.0M0.82%249,594CommonSOLE
30303M102METAMeta Platforms Inc$39.5M0.81%111,699CommonSOLE
036752103ELVElevance Health Inc$39.0M0.80%82,650CommonSOLE
79466L302CRMSalesforce Com Inc$38.8M0.79%147,466CommonSOLE
025816109AXPAmerican Express$38.7M0.79%206,353CommonSOLE
760759100RSGRepublic Services Inc$37.9M0.77%229,918CommonSOLE
94106L109WMWaste Management Inc$37.8M0.77%210,805CommonSOLE
871607107SNPSSynopsys Inc$37.1M0.76%72,135CommonSOLE
58155Q103MCKMcKesson Corp$37.1M0.76%80,155CommonSOLE
776696106ROPRoper Technologies Inc$36.8M0.75%67,525CommonSOLE
166764100CVXChevron Corp$36.8M0.75%246,730CommonSOLE
285512109EAElectronic Arts Inc$36.7M0.75%268,545CommonSOLE
00206R102TAT&T$35.1M0.72%2,091,346CommonSOLE
023135106AMZNAmazon.Com Inc$35.0M0.71%230,211CommonSOLE
H1467J104CBChubb Ltd$35.0M0.71%154,676CommonSOLE
98978V103ZTSZoetis Inc$34.8M0.71%176,358CommonSOLE
539830109LMTLockheed Martin Corp$34.7M0.71%76,582CommonSOLE
00287Y109ABBVAbbVie Inc$34.7M0.71%223,931CommonSOLE
580135101MCDMcDonald's Corp$34.7M0.71%116,942CommonSOLE
G02602103DOXAmdocs Ltd Ord$33.6M0.69%381,990CommonSOLE
68389X105ORCLOracle Systems Corp$32.9M0.67%312,235CommonSOLE
501044101KRKroger Co$32.7M0.67%716,017CommonSOLE
031162100AMGNAmgen Inc$32.4M0.66%112,610CommonSOLE
052769106ADSKAutodesk Inc$31.8M0.65%130,686CommonSOLE
147528103CASYCaseys General Stores Inc$31.7M0.65%115,450CommonSOLE
G3223R108EGEverest Re Group$31.7M0.65%89,677CommonSOLE
718172109PMPhilip Morris Int'l$31.6M0.64%335,829CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$31.1M0.63%76,452CommonSOLE
194162103CLColgate Palmolive Co$30.9M0.63%387,264CommonSOLE
02209S103MOAltria Group Inc$29.7M0.61%736,760CommonSOLE
369550108GDGeneral Dynamics$29.4M0.60%113,402CommonSOLE
14149Y108CAHCardinal Health Inc$29.4M0.60%291,910CommonSOLE
039483102ADMArcher Daniels Midland$29.2M0.60%404,797CommonSOLE
883203101TXTTextron Inc$28.9M0.59%359,781CommonSOLE
540424108LLoew's Corp$28.9M0.59%415,509CommonSOLE
75886F107REGNRegeneron Pharm$28.8M0.59%32,782CommonSOLE
184496107CLHClean Harbor Inc$28.6M0.58%163,945CommonSOLE
570535104MKLMarkel Group Inc$28.5M0.58%20,099CommonSOLE
12503M108CBOECBOE Holdings Inc$28.0M0.57%156,719CommonSOLE
833034101SNASnap-On Inc$27.9M0.57%96,528CommonSOLE
457187102INGRIngredion Intl$27.7M0.57%255,577CommonSOLE
651639106NEMNewmont Corp$27.7M0.57%669,817CommonSOLE
125523100CICigna Group$27.6M0.56%92,124CommonSOLE
57636Q104MAMastercard Inc Class A$27.5M0.56%64,484CommonSOLE
693718108PCARPaccar Inc$27.4M0.56%280,983CommonSOLE
375558103GILDGilead Sciences Inc$27.4M0.56%338,027CommonSOLE
494368103KMBKimberly-Clark$27.0M0.55%222,518CommonSOLE
110122108BMYBristol Myers Squibb$27.0M0.55%526,906CommonSOLE
416515104HIGHartford Finl Services$27.0M0.55%335,968CommonSOLE
666807102NOCNorthrop Grumman Corp$26.9M0.55%57,533CommonSOLE
89417E109TRVTravelers Corp$26.8M0.55%140,810CommonSOLE
446413106HIIHuntington Ingalls Ind$26.1M0.53%100,472CommonSOLE
302130109EXPDExpeditors Int'l Wash$25.8M0.53%203,013CommonSOLE
053015103ADPAutomatic Data Processing$25.6M0.52%109,935CommonSOLE
626755102MUSAMurphy USA Inc Co$25.3M0.52%71,003CommonSOLE
233331107DTEDTE Energy Company$25.3M0.52%229,067CommonSOLE
445658107JBHTHunt (JB) Transport$25.1M0.51%125,810CommonSOLE
16359R103CHEChemed Corp$24.6M0.50%42,130CommonSOLE
209115104EDConsolidated Edison$24.5M0.50%268,859CommonSOLE
437076102HDHome Depot$23.6M0.48%68,041CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$23.6M0.48%120,194CommonSOLE
744573106PEGPublic Service Ent$23.5M0.48%384,410CommonSOLE
60855R100MOHMolina Healthcare$23.4M0.48%64,802CommonSOLE
20030N101CMCSAComcast Corp$23.0M0.47%525,612CommonSOLE
515098101LSTRLandstar Sys Inc$22.6M0.46%116,666CommonSOLE
459200101IBMIntl Business Machines$22.5M0.46%137,531CommonSOLE
571748102MRSHMarsh & McLennan$22.1M0.45%116,780CommonSOLE
444859102HUMHumana Inc$21.2M0.43%46,248CommonSOLE
46625H100JPMJP Morgan Chase & Co$21.0M0.43%123,457CommonSOLE
G3421J106FERG1GBXFerguson PLC$20.8M0.42%107,637CommonSOLE
67103H107ORLYOReilly Automotive$20.7M0.42%21,737CommonSOLE
231561101CWCurtiss Wright Corp$20.6M0.42%92,501CommonSOLE
29364G103ETREntergy Corp$20.3M0.42%201,085CommonSOLE
81762P102NOWServiceNow Inc$20.3M0.41%28,765CommonSOLE
670837103OGEOGE Energy Company$20.2M0.41%579,417CommonSOLE
780287108RGLDRoyal Gold Inc$20.1M0.41%166,560CommonSOLE
808625107SAICScience Applications Intl Corp$19.8M0.40%159,303CommonSOLE
562750109MANHManhattan Assoc$19.2M0.39%89,396CommonSOLE
03073E105CORCencora Inc$19.2M0.39%93,379CommonSOLE
98389B100XELXcel Energy Inc$18.8M0.38%304,217CommonSOLE
237194105DRIDarden Restaurants$18.6M0.38%113,245CommonSOLE
257651109DCIDonaldsons Inc$18.5M0.38%283,100CommonSOLE
427866108HSYHershey Foods$18.3M0.37%98,088CommonSOLE
N72482149Qiagen NV ord (new)$18.1M0.37%415,843CommonSOLE
G0692U109AXSAxis Capital Holdings$17.2M0.35%311,107CommonSOLE
127190304CACICACI Int'l Cl A$17.2M0.35%53,070CommonSOLE
759351604RGAReinsurance Grp of America$16.5M0.34%102,204CommonSOLE
09062X103BIIBBiogen Inc$16.1M0.33%62,227CommonSOLE
718546104PSXPhillips 66$15.9M0.32%119,331CommonSOLE
651587107NEUNewmarket Corp$15.7M0.32%28,673CommonSOLE
553530106MSMMSC Indl Direct Inc$15.6M0.32%154,330CommonSOLE
G4705A100ICLRIcon PLC$15.5M0.32%54,614CommonSOLE
443510607HUBBHubbell Inc$15.1M0.31%45,779CommonSOLE
88162G103TTEKTetra Tech Inc$14.8M0.30%88,527CommonSOLE
084423102WRBWR Berkley Corp$14.4M0.29%203,904CommonSOLE
747525103QCOMQualcomm Inc$14.1M0.29%97,816CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$13.0M0.27%175,532CommonSOLE
013091103ACIAlbertsons Companies$12.9M0.26%562,382CommonSOLE
00508Y102AYIAcuity Brands Inc$12.7M0.26%62,234CommonSOLE
38526M106LOPEGrand Canyon Education Inc$12.5M0.26%94,915CommonSOLE
91307C102UTHRUnited Therapeutics$12.3M0.25%55,828CommonSOLE
023608102AEEAmeren Corporation$12.1M0.25%167,939CommonSOLE
882508104TXNTexas Instruments$12.0M0.24%70,116CommonSOLE
315616102FFIVF5 Networks$11.3M0.23%62,898CommonSOLE
29084Q100EMEEmcor Group Inc$10.8M0.22%50,270CommonSOLE
12541W209CHRWC H Robinson World Wide$10.8M0.22%124,694CommonSOLE
29261A100EHCEncompass Health Corp$10.6M0.22%158,444CommonSOLE
620076307MSIMotorola Solutions Inc$10.4M0.21%33,087CommonSOLE
882681109TXRHTexas Roadhouse Inc$10.3M0.21%84,238CommonSOLE
09857L108BKNGBooking Holdings Inc$10.2M0.21%2,868CommonSOLE
502431109LHXL3-Harris Technologies$10.0M0.20%47,547CommonSOLE
172755100CRUSCirrus Logic Corp$9.8M0.20%118,034CommonSOLE
053332102AZOAutozone Inc$9.6M0.20%3,697CommonSOLE
16411R208LNGCheniere Energy Inc$9.5M0.19%55,633CommonSOLE
30034W106EVRGEvergy Inc$9.3M0.19%177,670CommonSOLE
46266C105IQVIqvia Holdings Inc$9.1M0.19%39,468CommonSOLE
69370C100PTCPTC Inc Co$8.9M0.18%50,980CommonSOLE
482480100KLACKLA-Tencor Corp$8.8M0.18%15,136CommonSOLE
12514G108CDWCDW Corporation$8.6M0.18%37,869CommonSOLE
806407102HSICSchein (Henry) Inc$8.5M0.17%112,088CommonSOLE
363576109AJGGallagher Arthur J & C$8.3M0.17%37,075CommonSOLE
784730103SSRMSSR Mining Inc$7.9M0.16%737,038CommonSOLE
126117100CNACNA Finl Corp$7.6M0.15%179,396CommonSOLE
717081103PFEPfizer Inc$7.1M0.14%245,240CommonSOLE
040413106ANETEURArista Networks Inc$7.1M0.14%29,947CommonSOLE
09061G101BMRNBiomarin Pharmaceutical Inc$7.0M0.14%72,254CommonSOLE
56585A102MPCMarathon Petroleum$6.9M0.14%46,840CommonSOLE
88076W103TDCTeradata Corp$6.6M0.14%152,045CommonSOLE
90384S303ULTAUlta Salon Cosmetics$6.3M0.13%12,862CommonSOLE
G9618E107WTMWhite Mtns Ins Group$6.0M0.12%3,961CommonSOLE
98980L101ZNGAZoom Video Communications Inc$5.8M0.12%80,835CommonSOLE
172908105CTASCintas Corp$5.8M0.12%9,546CommonSOLE
064058100BKBank of NY Mellon Corp$5.6M0.11%107,477CommonSOLE
680223104ORIOld Republic Int'l$5.6M0.11%189,730CommonSOLE
69351T106PPLPPL Corporation$5.4M0.11%199,695CommonSOLE
20825C104COPConocoPhillips$5.4M0.11%46,204CommonSOLE
90278Q108UFPIUFP Industries Inc$5.3M0.11%42,052CommonNONE
G3198U102ESNTEssent Group Ltd$4.9M0.10%93,049CommonNONE
624756102MLIMueller Industries$4.9M0.10%103,073CommonNONE
09739D100BCCBoise Cascade$4.8M0.10%37,433CommonNONE
83088M102SWKSSkyworks Solutions$4.6M0.09%41,124CommonSOLE
298736109EEFTEuronet Worldwide Inc.$4.6M0.09%45,188CommonSOLE
521865204LEALear Corporation$4.5M0.09%31,783CommonSOLE
H11356104BGBunge Global SA$4.5M0.09%44,432CommonSOLE
811543107SEBSeaboard Corp$4.5M0.09%1,253CommonSOLE
438516106HONHoneywell Int'l Inc$4.4M0.09%21,052CommonSOLE
403949100DINOHF Sinclair Corp$4.3M0.09%78,114CommonSOLE
001084102AGCOAgco Corp$4.2M0.09%34,328CommonSOLE
018522300AEBAAllete Inc$3.9M0.08%64,351CommonNONE
71377A103PFGCPerformance Food Group$3.9M0.08%56,797CommonSOLE
29275Y102ENSEnersys$3.9M0.08%38,404CommonNONE
80689H102SNDRSchneider National$3.9M0.08%151,348CommonSOLE
29977A105EVREvercore Partners Inc Cl A$3.8M0.08%22,215CommonSOLE
550021109LULULululemon Athletica$3.8M0.08%7,378CommonSOLE
204166102CVLTCommvault System Inc$3.8M0.08%47,101CommonNONE
292562105WIREEUREncore Wire Common Stk$3.7M0.08%17,361CommonNONE
26210C104DBXDropbox Inc$3.7M0.08%125,292CommonSOLE
78467J100SSNCSS&C Technologies Hldgs$3.7M0.08%60,347CommonSOLE
45841N107IBKRInteractive Brokers Grp$3.7M0.08%44,364CommonSOLE
87162W100SNXTD Synnex Corp$3.5M0.07%32,697CommonSOLE
294268107PLUSEplus Inc com$3.5M0.07%43,981CommonNONE
64125C109NBIXNeurocrine Biosciences Inc$3.5M0.07%26,507CommonSOLE
781846209RUSHARush Enterprises$3.5M0.07%69,239CommonNONE
629209305NMIHNMI Holdings$3.5M0.07%117,111CommonNONE
03784Y200APLEApple Hospitality REIT$3.5M0.07%207,720CommonNONE
719405102PLABPhotronic Inc$3.4M0.07%109,241CommonNONE
37959E102GLGlobe Life Inc$3.4M0.07%27,898CommonSOLE
254543101DIODDiodes Inc$3.3M0.07%41,544CommonNONE
466313103JBLJabil Inc$3.3M0.07%26,167CommonSOLE
374689107ROCKGibraltar Industries$3.3M0.07%41,817CommonNONE
398905109GPIGroup 1 Automotive$3.3M0.07%10,817CommonNONE
034164103ANDEAndersons Inc$3.3M0.07%57,138CommonNONE
91913Y100VLOValero Energy Corp$3.2M0.07%24,861CommonSOLE
98138H101WDAYWorkday Inc Cl A$3.2M0.07%11,601CommonSOLE
134429109CPBCampbell Soup Co$3.2M0.07%73,860CommonSOLE
294628102HP5AEquity Commonwealth$3.2M0.06%165,681CommonNONE
74758T303QLYSQualys Inc$3.2M0.06%16,131CommonSOLE
68235P108OGSOne Gas Inc$3.1M0.06%49,003CommonNONE
G3075P101ESGRUSDEnstar Group Ltd$3.1M0.06%10,581CommonNONE
928298108VSHVishay Intertechnology$3.1M0.06%129,427CommonNONE
21037T109CEGConstellation Energy Corp$3.1M0.06%26,486CommonSOLE
831865209AOSSmith A O$3.0M0.06%36,932CommonSOLE
67103X102OFGOFG Bancorp$3.0M0.06%81,002CommonNONE
03820C105AITApplied Industrial Tech Inc$3.0M0.06%17,484CommonSOLE
03662Q105AKXAnsys Inc$3.0M0.06%8,317CommonSOLE
72147K108PPCPilgrims Pride Corp$3.0M0.06%108,235CommonSOLE
689648103OTTROtter Tail Power Company$3.0M0.06%34,962CommonNONE
000361105AIRAAR Corp$2.9M0.06%46,945CommonNONE
12572Q105CMECME Group Inc$2.9M0.06%13,895CommonSOLE
85208M102SFMSprouts Farmers Mkts$2.9M0.06%60,100CommonSOLE
45073V108ITTITT Inc$2.9M0.06%24,150CommonSOLE
87724P106TMHCTaylor Morrison Home Cor$2.9M0.06%53,893CommonNONE
Y8565N300TNKTeekay Tankers Ltd Cl A$2.9M0.06%57,406CommonNONE
29358P101ENSGEnsign Group Inc Com$2.9M0.06%25,528CommonSOLE
191098102COKECoca Cola Bottling Co$2.8M0.06%3,069CommonSOLE
22266T109CPNGCoupang Inc$2.8M0.06%175,426CommonSOLE
293712105EFSCEnterprise Finl Services$2.8M0.06%63,569CommonNONE
45765U103NSITInsight Enterprises Inc$2.8M0.06%15,710CommonSOLE
880345103TNCTennant Co$2.8M0.06%29,881CommonNONE
500643200KFYKorn/Ferry Int'l$2.8M0.06%46,551CommonNONE
615394202MOG/AMoog Inc Cl A$2.7M0.06%18,760CommonSOLE
G3922B107GGenpact Limited$2.7M0.05%77,057CommonSOLE
29357K103ENVAEnova Int'l$2.7M0.05%48,275CommonNONE
09227Q100BLKBBlackbaud Inc$2.7M0.05%30,779CommonSOLE
15135B101CNCCentene Corp$2.6M0.05%35,235CommonSOLE
942749102WTSWatts Water Technologies$2.6M0.05%12,548CommonSOLE
057665200BCPCBalchem Corp$2.6M0.05%17,476CommonSOLE
086516101BBYBest Buy Inc$2.6M0.05%33,097CommonSOLE
816300107SIGISelective Ins Group Inc$2.6M0.05%25,980CommonSOLE
44107P104HSTHost Hotels & Resorts$2.6M0.05%131,846CommonSOLE
21871N101CXWCorecivic Inc$2.6M0.05%175,695CommonNONE
124805102CBZCBIZ Inc$2.5M0.05%40,737CommonSOLE
402635502GPORGulfport Energy Corp$2.5M0.05%19,068CommonNONE
71363P106PRDOPerdoceo Ed Corp$2.5M0.05%143,873CommonNONE
006739106ADUSAddus Homecare Corp Co$2.5M0.05%27,194CommonNONE
860630102SFStifel Finl Corp$2.5M0.05%36,153CommonSOLE
Y7542C130STNGScorpio Tankers Inc$2.5M0.05%40,644CommonNONE
49338L103KEYSKeysight Technologies$2.5M0.05%15,439CommonSOLE
78463M107SPSCSPS Commerce Inc$2.4M0.05%12,608CommonSOLE
857477103STTState Street Corp$2.4M0.05%31,423CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals$2.4M0.05%39,273CommonSOLE
74736K101QRVOQorvo Inc$2.4M0.05%21,540CommonSOLE
69318J100CNXNPC Connection Inc$2.4M0.05%35,557CommonNONE
00191U102EFORASGN Inc$2.4M0.05%24,822CommonSOLE
33768G107FCFSFirst Cash Finl Services$2.4M0.05%21,934CommonSOLE
147448104CWSTCasella Waste Systems$2.4M0.05%27,778CommonSOLE
443320106HUBGHub Group Inc$2.4M0.05%25,727CommonSOLE
674215207CHRDChord Energy$2.3M0.05%14,130CommonNONE
G01767105ALKSAlkermes Inc$2.3M0.05%84,345CommonSOLE
70202L102PSNParsons Corp$2.3M0.05%37,266CommonSOLE
69343T107PJTPJT Partners Inc$2.3M0.05%22,875CommonSOLE
589889104MMSIMerit Med Sys$2.3M0.05%30,635CommonSOLE
46120E602ISRGIntuitive Surgical Inc$2.3M0.05%6,845CommonSOLE
86333M108LRNStride Inc$2.3M0.05%38,650CommonSOLE
53220K504LGNDLigand Pharmaceuticals$2.3M0.05%31,959CommonNONE
G8192H106SPNTSiriusPoint Ltd$2.3M0.05%196,232CommonNONE
29249E109ACTEnact Holdings inc$2.3M0.05%78,305CommonNONE
221006109CRVLCorvel Corp$2.3M0.05%9,146CommonSOLE
405024100HAEHaemonetics Corp$2.3M0.05%26,381CommonSOLE
218352102CORTCorcept Therapeutics$2.2M0.05%69,090CommonSOLE
74112D101PBHPrestige Brands Holdings Inc.$2.2M0.05%36,037CommonSOLE
128030202CALMCal Maine Foods Inc Com$2.2M0.04%38,376CommonSOLE
671044105OSISOsi Systems$2.2M0.04%17,008CommonSOLE
912008109USFDUS Foods Hldgs Corp$2.2M0.04%48,069CommonSOLE
743312100PRGSProgress Software$2.2M0.04%39,631CommonSOLE
398433102GFFGriffon Corp$2.1M0.04%35,077CommonNONE
466032109JJSFJ and J Snack Foods Corp$2.1M0.04%12,608CommonSOLE
31428X106FDXFedex Corporation$2.1M0.04%8,316CommonSOLE
854231107SXIStandex Int'l Corp Com$2.1M0.04%13,181CommonSOLE
74167P108BCBUSDPrimo Water Corp$2.1M0.04%138,299CommonSOLE
05350V106AVNSHalyard Health Inc$2.1M0.04%92,684CommonNONE
353514102FELEFranklin Electric Co$2.1M0.04%21,507CommonSOLE
30040P103EVTCEvertec Inc Shares$2.1M0.04%50,663CommonSOLE
011642105ALRMAlarmCom Holdings Inc$2.1M0.04%31,920CommonSOLE
50540R409LSILab Corp of American Holding$2.1M0.04%9,073CommonSOLE
904708104UNFUnifirst Corp$2.1M0.04%11,217CommonSOLE
55277P104MGEEMGE Energy Inc$2.0M0.04%28,329CommonSOLE
037598109APOGApogee Enterprises Inc$2.0M0.04%38,021CommonNONE
397624107GEFGreif Inc$2.0M0.04%30,897CommonNONE
029899101AWRAmerican States Water Co$2.0M0.04%25,195CommonSOLE
806037107SCSCScansource Inc$2.0M0.04%51,129CommonNONE
453838609IBCPIndependent Bank Corp/MI$2.0M0.04%77,699CommonNONE
668074305NWENorthWestern Corp$2.0M0.04%39,705CommonSOLE
G36738105FDPFresh Del Monte$2.0M0.04%76,681CommonNONE
G27907107DOLEDole PLC$2.0M0.04%163,507CommonNONE
985817105YELPYelp Inc$2.0M0.04%42,405CommonSOLE
42222N103HSTMHealthstream Inc$2.0M0.04%74,246CommonNONE
384637104GHCGraham Holdings Company$2.0M0.04%2,876CommonSOLE
513847103MZTILancaster Colony Corp$2.0M0.04%11,957CommonSOLE
370334104GISGeneral Mills$2.0M0.04%30,236CommonSOLE
703395103PDCOEURPatterson Companies Inc$2.0M0.04%69,007CommonNONE
969904101WSMWilliams-Sonoma Inc$1.9M0.04%9,617CommonSOLE
130788102CWTCalifornia Water Service$1.9M0.04%37,348CommonSOLE
913259107UTLUnitil Corporation$1.9M0.04%36,758CommonNONE
031100100AMEAmetek Inc$1.9M0.04%11,673CommonSOLE
092113109BKHBlack Hills Corp$1.9M0.04%35,614CommonSOLE
646025106NJRNew Jersey Resources$1.9M0.04%43,073CommonSOLE
913456109UVVUniversal Corp Va$1.9M0.04%28,460CommonSOLE
97650W108WTFCWintrust Finl Corp$1.9M0.04%20,621CommonSOLE
03783C100APPFAppfolio Inc$1.9M0.04%11,007CommonSOLE
Y41053102INSWIntl Seaways Inc$1.9M0.04%41,524CommonSOLE
320218100THFFFirst Finl Corp Indiana$1.9M0.04%43,330CommonNONE
10316T104BOXBox Inc$1.9M0.04%72,526CommonSOLE
929236107WDFCWD-40 Co$1.9M0.04%7,757CommonSOLE
447462102HURNHuron Consulting Group Inc$1.8M0.04%17,874CommonSOLE
741511109PSMTPricesmart Inc Com$1.8M0.04%24,137CommonSOLE
440327104HMNHorace Mann Educators$1.8M0.04%55,733CommonNONE
201723103CMCCommercial Metals$1.8M0.04%36,314CommonNONE
59001A102MTHMeritage Homes Corp$1.8M0.04%10,399CommonNONE
014491104ALEXAlexander & Baldwin$1.8M0.04%95,197CommonNONE
Y0207T100ASCArdmore Shipping Corp$1.8M0.04%127,846CommonNONE
420261109HWKNHawkins Inc$1.8M0.04%25,388CommonSOLE
55305B101MHOM/I Schottenstein Home$1.8M0.04%12,922CommonNONE
04208T108AHRTArmada Hoffler Pptys Inc$1.8M0.04%143,328CommonNONE
P16994132BLXBanco Latinoamericano$1.8M0.04%71,603CommonNONE
68554V108OSUROraSure Technologies$1.8M0.04%214,102CommonNONE
313148306AGMFederal Agric Mtg Corp$1.8M0.04%9,165CommonSOLE
056525108BMIBadger Meter Inc$1.8M0.04%11,340CommonSOLE
165303108CPKChesapeake Utils$1.7M0.04%16,532CommonSOLE
74967R106RMRThe RMR Group Inc Class A$1.7M0.04%61,199CommonNONE
69318G106PBFPBF Energy Inc$1.7M0.04%39,127CommonNONE
038222105AMATApplied Materials$1.7M0.03%10,572CommonSOLE
749607107RLIRLI Corp$1.7M0.03%12,662CommonSOLE
336901103SRCE1st Source Corp$1.7M0.03%30,533CommonNONE
64115T104NTCTNetscout Systems Inc$1.7M0.03%76,279CommonNONE
23204G100CUBICustomers Bancorp Inc$1.7M0.03%28,990CommonNONE
Y8564W103Teekay Corp$1.7M0.03%233,277CommonNONE
861896108SNEXStoneX Group Inc$1.7M0.03%22,476CommonNONE
739128106POWLPowell Ind Inc$1.7M0.03%18,679CommonNONE
45768S105IOSPInnospec Inc Com$1.6M0.03%13,207CommonSOLE
83417Q2040OIASolarWinds Corp$1.6M0.03%129,973CommonNONE
35137L105FOXAFox Corp Cl A$1.6M0.03%54,458CommonSOLE
493732101KFRCKForce$1.6M0.03%23,896CommonSOLE
922417100VECOVeeco Instruments$1.6M0.03%51,997CommonSOLE
690742101OCOwens Corning$1.6M0.03%10,878CommonSOLE
46333X108IRWDIronwood Pharm$1.6M0.03%139,858CommonSOLE
42234Q102HTLFEURHeartland Finl USA$1.6M0.03%42,391CommonNONE
254067101DDSDillard's Inc$1.6M0.03%3,932CommonSOLE
66765N105NWNNorthwest Natural Hldgs Co$1.6M0.03%40,658CommonSOLE
227483104CCRNCross Country Inc$1.6M0.03%69,714CommonNONE
50155Q100KDKyndryl Holdings$1.6M0.03%75,634CommonSOLE
153527205CENTACentral Garden and Pet Cl A$1.6M0.03%35,577CommonSOLE
829073105SSDSimpson Manufacturing$1.5M0.03%7,813CommonSOLE
031652100AMKRAmkor Technologies$1.5M0.03%46,434CommonNONE
558868105MDGLMadrigal Pharmaceuticals$1.5M0.03%6,644CommonSOLE
45781V101IIPRInnovative Industrial Pro$1.5M0.03%15,165CommonNONE
783549108RRyder Systems Inc$1.5M0.03%13,282CommonSOLE
69888T207PARRPar Pacific Holdings$1.5M0.03%41,951CommonNONE
Y2065G121DHTDHT Holdings$1.5M0.03%155,451CommonSOLE
974250102WINAWinmark Corp Com$1.5M0.03%3,646CommonSOLE
26884U109EPREPR Properties Trust$1.5M0.03%31,298CommonSOLE
705573103PEGAPegasystems Inc$1.5M0.03%30,938CommonSOLE
03940C100ACLXGBXArcellx Inc$1.5M0.03%27,134CommonSOLE
76122Q105RGPResources Connection$1.5M0.03%106,076CommonNONE
887389104TKRTimken Co$1.5M0.03%18,671CommonSOLE
457030104IMKTAIngles Mkts Inc Cl A$1.5M0.03%17,259CommonSOLE
053484101AVBAvalonbay Communities Inc$1.5M0.03%7,901CommonSOLE
957090103WABCWestamerica Bancorp$1.5M0.03%26,121CommonSOLE
53115L104LBRTLiberty Oilfield Svs$1.5M0.03%80,760CommonNONE
7495271071RGRev Group Inc$1.5M0.03%79,818CommonNONE
501147102KRYSKrystal Biotech$1.4M0.03%11,687CommonSOLE
635906100NHCNatl Healthcare Corp$1.4M0.03%15,538CommonSOLE
867892101SHOSunstone Hotel Investors Inc$1.4M0.03%132,813CommonNONE
93627C101HCCWarrior Met Coal Inc$1.4M0.03%23,282CommonNONE
573075108MRTNMarten Transport Ltd$1.4M0.03%67,604CommonSOLE
068463108BBSIBarrett Business Svcs$1.4M0.03%12,217CommonNONE
46124J201IVTInventrust Properties Corp$1.4M0.03%55,700CommonSOLE
36251C103GMS1EURGMS Inc$1.4M0.03%17,095CommonNONE
67066G104NVDANvidia Corp$1.4M0.03%2,841CommonSOLE
688239201OSKOshkosh Truck Corp$1.4M0.03%12,925CommonSOLE
750236101RDNRadian Group Inc$1.4M0.03%48,161CommonSOLE
09624H208BXCBlueLinx Holdings$1.4M0.03%12,102CommonNONE
56418H100MANManpower Inc$1.4M0.03%17,151CommonSOLE
552676108MDC1USDMDC Holdings$1.4M0.03%24,607CommonNONE
022671101AMALAmalgamated Finl Corp$1.4M0.03%50,336CommonNONE
49803T300KRGKite Realty Group Trust$1.3M0.03%58,908CommonNONE
74965L101RLJRLJ Lodging$1.3M0.03%114,863CommonNONE
126501105CTSCTS Corp Co$1.3M0.03%30,742CommonSOLE
580589109MGRCMcGrath Rentcorp$1.3M0.03%11,208CommonSOLE
346232101FORForestar Group Inc$1.3M0.03%39,963CommonNONE
09627Y1092655787DBlueprint Medicines Corp$1.3M0.03%14,315CommonNONE
192446102CTSHCognizant Tech$1.3M0.03%17,397CommonSOLE
76009N100UPBDUpbound Group Inc$1.3M0.03%38,577CommonNONE
29476L107EQREquity Residential Ppt$1.3M0.03%21,376CommonSOLE
103304101BYDBoyd Gaming Corp$1.3M0.03%20,880CommonSOLE
204149108CTBICommunity Trust Bancorp$1.3M0.03%29,796CommonNONE
422819102HSIHeidrick & Struggles$1.3M0.03%44,113CommonNONE
020764106AMRAlpha Metallurgical Resources$1.3M0.03%3,829CommonNONE
801056102SANMSanmina Corporation$1.3M0.03%25,044CommonSOLE
743315103PGRProgressive Corp$1.3M0.03%8,063CommonSOLE
984017103XHRXenia Hotels & Resorts$1.3M0.03%94,090CommonNONE
29460X109EQBKEquity Bancshares Inc$1.3M0.03%37,721CommonNONE
49714P108KNSLKinsale Capital Group Inc$1.3M0.03%3,801CommonSOLE
55405W104MYRGMyr Group Inc$1.3M0.03%8,737CommonSOLE
00847J105AGYSAgilysis Inc$1.3M0.03%14,808CommonSOLE
154760409CPFCentral Pacific Finl Corp$1.3M0.03%63,609CommonNONE
40412C101HCAHCA Healthcare Inc$1.3M0.03%4,622CommonSOLE
317585404FISIFinl Institutions$1.2M0.03%58,632CommonNONE
68162K106ZEUSOlympic Steel Inc$1.2M0.03%18,522CommonNONE
91359V107UVEUniversal Inc Hldgs Co$1.2M0.03%76,933CommonNONE
525558201LMATLemaitre Vascular Inc$1.2M0.02%21,484CommonSOLE
45781M101INVAInnoviva Inc$1.2M0.02%75,892CommonSOLE
948849104WMKWeis Mkts Inc Com$1.2M0.02%19,032CommonSOLE
78377T107RHPRyman Hospitality$1.2M0.02%11,058CommonSOLE
19459J104COLLCollegium Pharmaceutical$1.2M0.02%39,489CommonSOLE
733174700BPOPPopular Inc Common$1.2M0.02%14,802CommonSOLE
92645B103VCTRVictory Capital Holdings$1.2M0.02%35,207CommonNONE
292218104EIGEmployers Holdings Inc Co$1.2M0.02%30,588CommonSOLE
437872104HTBHometrust Bancshares Inc$1.2M0.02%44,252CommonNONE
78648T100SAFTSafety Insurance Group$1.2M0.02%15,580CommonSOLE
G7T16G103S3PSapiens Intl Corp NV$1.2M0.02%40,893CommonSOLE
853666105SMPStandard Mtr Prods Inc$1.2M0.02%29,470CommonSOLE
74319R101PRGProg Holdings Inc$1.2M0.02%37,892CommonNONE
800422107JBSSSanfilippo John B Son$1.2M0.02%11,353CommonSOLE
62878D100NABLN-able Inc$1.2M0.02%88,251CommonSOLE
43940T109HOPEHope Bancorp Inc$1.2M0.02%96,548CommonNONE
589400100MCYMercury General Corp$1.2M0.02%31,229CommonNONE
22766M109Crossfirst Bankshares Inc$1.2M0.02%85,022CommonNONE
832696405SJMSmucker JM Co$1.2M0.02%9,133CommonSOLE
25787G100DFINDonnelley Financial Solutions$1.1M0.02%18,385CommonSOLE
40434L105HPQHP Inc$1.1M0.02%37,973CommonSOLE
58506Q109MEDPMedpace Holdings Inc$1.1M0.02%3,725CommonSOLE
24344T101DCPHEURDeciphera Pharmaceutical Inc$1.1M0.02%70,526CommonNONE
690732102ACHOwens & Minor Inc$1.1M0.02%59,009CommonNONE
139674105CCBGCapital City Bank Group$1.1M0.02%38,104CommonNONE
736508847PORPortland General Electric$1.1M0.02%25,832CommonSOLE
002121101ATENA10 Networks inc$1.1M0.02%84,923CommonSOLE
149123101CATCaterpillar Inc$1.1M0.02%3,760CommonSOLE
981811102WORWorthington Enterprises Inc$1.1M0.02%19,278CommonNONE
92214X106VREXVarex Imaging Corporation$1.1M0.02%53,721CommonNONE
858155203GJBSteelcase Inc$1.1M0.02%80,094CommonNONE
98956P102ZBHZimmer Biomet Holdings Inc$1.1M0.02%8,897CommonSOLE
47580P103JELDJeld - Wen Holdings Inc$1.1M0.02%56,914CommonNONE
761624105REXRex American Resources$1.1M0.02%22,700CommonSOLE
783754104RYZRyerson Holdings Corp$1.1M0.02%30,708CommonNONE
868459108SUPNSupernus Pharmaceuticals$1.0M0.02%36,136CommonSOLE
609207105MDLZMondelez Int'l$1.0M0.02%14,368CommonSOLE
15202L107CSRCenterspace$1.0M0.02%17,849CommonSOLE
16208T102CLDTChatham Lodging Tr Co$1.0M0.02%96,671CommonNONE
163092109CHGGChegg Inc$1.0M0.02%90,883CommonNONE
03071H100AMSFAmerisafe Inc$1.0M0.02%21,964CommonSOLE
00258W108Aaron's Company Inc$1.0M0.02%93,429CommonNONE
29605J106ESABESAB Corp$1.0M0.02%11,614CommonSOLE
37247D106GNWGenworth Finl Inc Cl A$996,7630.02%149,216CommonNONE
847215100SRJSpartanNash Co$995,7790.02%43,389CommonSOLE
92243G108PCVXVaxcyte Inc$994,9410.02%15,843CommonSOLE
59100U108CASHPathward Finl Inc$994,4500.02%18,788CommonSOLE
607525102MODNEURModel N Inc$988,9780.02%36,724CommonSOLE
71742Q106PAHCPhibro Animal Health$986,6860.02%85,206CommonNONE
L8681T102SPOTSpotify Technology SA$986,3400.02%5,249CommonSOLE
66987E206NGNovagold Resources Ltd$979,0610.02%261,781CommonSOLE
83946P107SPFISouth Plains Finl$965,4410.02%33,337CommonNONE
025537101AEPAmerican Elec Power$965,3810.02%11,886CommonSOLE
00847X104AGIOAgios Pharmaceuticals Inc$964,5150.02%43,310CommonSOLE
024013104AATAmerican Assets Trust Inc$964,1490.02%42,832CommonNONE
126128107CCNECNB Finl Corp PA$962,0410.02%42,587CommonNONE
88830M102TWITitan Int'l INc$959,3590.02%64,473CommonNONE
88337F105ODP1Office Depot Inc$959,1840.02%17,037CommonSOLE
74347M108PUMPPropetro Holdings Corp$957,7670.02%114,292CommonNONE
G54950103LINLinde plc (ireland)$947,0980.02%2,306CommonNONE
00182C103ANIPAni Pharmaceuticals Inc$938,4830.02%17,020CommonSOLE
004239109AKRAcadia Realty Trust Co$934,6710.02%55,013CommonNONE
58844R108MBINMerchants Bancorp$928,7130.02%21,811CommonSOLE
68629Y103ONLOrion Office REIT$926,4230.02%161,962CommonNONE
783859101STBAS&T Bancorp Inc$925,8680.02%27,704CommonSOLE
39304D102GDOTGreen Dot Corp$925,6600.02%93,501CommonNONE
18538R103CLWClearwater Paper Corp$919,2910.02%25,451CommonNONE
404609109HCKTHackett Group$913,1240.02%40,102CommonSOLE
864159108RGRSturm Ruger & Co Inc$912,7270.02%20,082CommonSOLE
G69451105PAXPatria Investments$908,4840.02%58,574CommonSOLE
758849103REGRegency Centers Corp$907,1800.02%13,540CommonSOLE
81617J301WTTRSelect Water Solutions Inc$902,6560.02%118,927CommonNONE
264147109DCODucommon Inc$896,9420.02%17,229CommonNONE
88579Y101MMM3M Company$895,9870.02%8,196CommonSOLE
088929104BGCBGC Partners Inc (new)$895,2800.02%124,000CommonNONE
871829107SYYSysco Corp$893,5760.02%12,219CommonSOLE
12763L105CDRECadre Holdings Inc$878,1640.02%26,700CommonSOLE
178587101CIOCity Office REIT$874,5490.02%143,134CommonNONE
829214105SLPSimulations Plus Inc$865,2860.02%19,336CommonSOLE
29082K105EMBCEmbecta Corp$864,0410.02%45,644CommonNONE
749660106RESRPC Incorporated$863,9540.02%118,675CommonNONE
372284208GNEGenie Energy Ltd$853,0710.02%30,326CommonSOLE
902673102UFPTUFP Technologies Inc Com$845,2340.02%4,913CommonNONE
686688102ORAOrmat Technologies Inc$842,2550.02%11,113CommonSOLE
05465C100AXAxos Financial Inc$841,2770.02%15,408CommonNONE
077347300BELFBBel Fuse Inc Cl B$840,1010.02%12,582CommonNONE
129500104CALCaleres Inc$831,8620.02%27,070CommonNONE
G50871105JAZZJazz Pharmaceuticals$827,4210.02%6,727CommonSOLE
08579X101BRYBerry Petroleum Company Cl A$825,9060.02%117,483CommonNONE
987184108YORWYork Water Co$823,1470.02%21,314CommonSOLE
04010E109AGXArgan Inc$819,5750.02%17,516CommonSOLE
410495204HAFCHanmi Finl Corp$816,3520.02%42,080CommonNONE
235825205DANDana Holdings Corp$812,7840.02%55,632CommonNONE
37892E102GICGlobal Industrial Co$812,7670.02%20,926CommonSOLE
293389102EBFEnnis Inc$811,4370.02%37,035CommonSOLE
53815P108RAMPLiveramp Holdings Inc$804,0790.02%21,227CommonNONE
489170100KMTKennametal$799,1040.02%30,985CommonNONE

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.