MondegarAI
MARTINGALE ASSET MANAGEMENT L P

Q3 2025 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2025-11-13 · accession 0000936944-25-000010

$3.98B
Reported value
756
Positions
2025-09-30
Period end
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The Brief · MARTINGALE ASSET MANAGEMENT L P · Q3 2025

AI · grounded in 13F

MARTINGALE ASSET MANAGEMENT L P established a new position in Alphabet Inc Class A GOOGL valued at $58.4M. The fund also initiated new stakes in Microsoft Corp MSFT for $57.2M and Apple Inc AAPL for $54.4M. Other new additions include Amazon.Com Inc AMZN and Meta Platforms Inc META.

Holdings as filed

First 500 of 756

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLAlphabet Inc Class A$58.4M1.47%240,056CommonSOLE
594918104MSFTMicrosoft Corp$57.2M1.44%110,378CommonSOLE
037833100AAPLApple Inc$54.4M1.37%213,733CommonSOLE
023135106AMZNAmazon.Com Inc$50.9M1.28%231,925CommonSOLE
30303M102METAMeta Platforms Inc$45.2M1.14%61,590CommonSOLE
46625H100JPMJP Morgan Chase & Co$45.2M1.14%143,363CommonSOLE
478160104JNJJohnson & Johnson$43.9M1.10%236,720CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$42.6M1.07%84,830CommonSOLE
00206R102TAT&T$41.9M1.05%1,482,150CommonSOLE
30231G102XOMExxon Mobil Corp$39.4M0.99%349,038CommonSOLE
92826C839VVisa Inc$39.3M0.99%114,993CommonSOLE
17275R102CSCOCisco Systems$39.2M0.99%572,735CommonSOLE
57636Q104MAMastercard Inc Class A$37.1M0.93%65,293CommonSOLE
931142103WMTWalmart Inc$37.0M0.93%359,143CommonSOLE
92343V104VZVerizon Communications$36.8M0.93%838,178CommonSOLE
22160K105COSTCostco Wholesale Corp$36.3M0.91%39,205CommonSOLE
437076102HDHome Depot$36.1M0.91%88,976CommonSOLE
00287Y109ABBVAbbVie Inc$35.5M0.89%153,407CommonSOLE
718172109PMPhilip Morris Int'l$35.4M0.89%217,949CommonSOLE
025816109AXPAmerican Express$33.7M0.85%101,448CommonSOLE
651639106NEMNewmont Corp$33.1M0.83%393,157CommonSOLE
02209S103MOAltria Group Inc$32.8M0.83%496,989CommonSOLE
461202103INTUIntuit Inc$32.2M0.81%47,121CommonSOLE
79466L302CRMSalesforce Com Inc$31.9M0.80%134,642CommonSOLE
742718109PGProcter & Gamble Co$31.3M0.79%203,920CommonSOLE
872590104TMUST-Mobile US Inc$30.7M0.77%128,355CommonSOLE
00724F101ADBEAdobe Inc$30.6M0.77%86,779CommonSOLE
58933Y105MRKMerck and Co Inc$30.2M0.76%359,827CommonSOLE
67066G104NVDANvidia Corp$28.7M0.72%153,958CommonSOLE
002824100ABTAbbott Labs$28.1M0.71%210,116CommonSOLE
532457108LLYEli Lilly Co$28.1M0.71%36,784CommonSOLE
808513105SCHWSchwab Charles Corp$27.6M0.69%288,816CommonSOLE
369604301GEGE Aerospace$27.6M0.69%91,654CommonSOLE
369550108GDGeneral Dynamics$27.5M0.69%80,524CommonSOLE
020002101ALLAllstate Corp$27.4M0.69%127,759CommonSOLE
666807102NOCNorthrop Grumman Corp$27.3M0.69%44,856CommonSOLE
501044101KRKroger Co$27.3M0.69%405,221CommonSOLE
75513E101RTXRTX Corporation$26.7M0.67%159,435CommonSOLE
166764100CVXChevron Corp$26.5M0.67%170,619CommonSOLE
064058100BKBank New York Mellon Corp$26.4M0.66%242,445CommonSOLE
539830109LMTLockheed Martin Corp$26.3M0.66%52,628CommonSOLE
231561101CWCurtiss Wright Corp$25.9M0.65%47,616CommonSOLE
89417E109TRVTravelers Corp$25.8M0.65%92,455CommonSOLE
416515104HIGHartford Insurance Group Inc$25.8M0.65%193,250CommonSOLE
713448108PEPPepsico Inc$25.0M0.63%178,316CommonSOLE
94106L109WMWaste Management Inc$25.0M0.63%113,383CommonSOLE
58155Q103MCKMcKesson Corp$24.7M0.62%31,985CommonSOLE
233331107DTEDTE Energy Company$24.3M0.61%172,151CommonSOLE
G0378L100AUAnglogold Ashanti$24.1M0.61%342,935CommonSOLE
760759100RSGRepublic Services Inc$23.9M0.60%104,022CommonSOLE
30161N101EXCExelon Corp$23.9M0.60%529,999CommonSOLE
747525103QCOMQualcomm Inc$23.7M0.60%142,630CommonSOLE
743315103PGRProgressive Corp$23.5M0.59%95,049CommonSOLE
285512109EAElectronic Arts Inc$23.4M0.59%116,080CommonSOLE
494368103KMBKimberly-Clark$23.2M0.58%186,476CommonSOLE
209115104EDConsolidated Edison$23.2M0.58%230,380CommonSOLE
580135101MCDMcDonald's Corp$22.5M0.57%74,028CommonSOLE
620076307MSIMotorola Solutions Inc$22.4M0.56%48,884CommonSOLE
053015103ADPAutomatic Data Processing$22.2M0.56%75,621CommonSOLE
110122108BMYBristol Myers Squibb$21.7M0.55%482,192CommonSOLE
16411R208LNGCheniere Energy Inc$21.5M0.54%91,429CommonSOLE
98980L101ZNGAZoom Video Communications Inc$21.4M0.54%259,510CommonSOLE
64110L106NFLXNetflix Inc$20.9M0.53%17,450CommonSOLE
776696106ROPRoper Technologies Inc$20.8M0.52%41,800CommonSOLE
H1467J104CBChubb Ltd$20.5M0.52%72,566CommonSOLE
G3223R108EGEverest Re Group$20.4M0.51%58,225CommonSOLE
457187102INGRIngredion Intl$20.3M0.51%165,950CommonSOLE
733174700BPOPPopular Inc Common$19.7M0.50%155,368CommonSOLE
56585A102MPCMarathon Petroleum$19.6M0.49%101,460CommonSOLE
570535104MKLMarkel Group Inc$19.5M0.49%10,202CommonSOLE
147528103CASYCaseys General Stores Inc$19.3M0.49%34,110CommonSOLE
375558103GILDGilead Sciences Inc$19.2M0.48%172,768CommonSOLE
025537101AEPAmerican Elec Power$19.1M0.48%169,525CommonSOLE
052769106ADSKAutodesk Inc$18.9M0.47%59,364CommonSOLE
14149Y108CAHCardinal Health Inc$18.6M0.47%118,389CommonSOLE
784117103SEICSEI Investments Company$18.4M0.46%216,904CommonSOLE
29364G103ETREntergy Corp$18.3M0.46%196,072CommonSOLE
315616102FFIVF5 Networks$18.2M0.46%56,317CommonSOLE
29084Q100EMEEmcor Group Inc$18.1M0.46%27,866CommonSOLE
882681109TXRHTexas Roadhouse Inc$17.8M0.45%107,342CommonSOLE
25659T107DLBDolby Labs$17.7M0.44%244,163CommonSOLE
11135F101AVGOBroadcom Inc$17.5M0.44%53,167CommonSOLE
26875P101EOGEOG Resources Inc$17.4M0.44%155,080CommonSOLE
G02602103DOXAmdocs Ltd Ord$17.4M0.44%211,707CommonSOLE
031162100AMGNAmgen Inc$17.1M0.43%60,602CommonSOLE
194162103CLColgate Palmolive Co$17.0M0.43%213,059CommonSOLE
540424108LLoew's Corp$17.0M0.43%169,169CommonSOLE
14040H105COFCapital One Finl$16.9M0.42%79,370CommonSOLE
502431109LHXL3-Harris Technologies$16.4M0.41%53,832CommonSOLE
12503M108CBOECBOE Holdings Inc$16.4M0.41%66,696CommonSOLE
20030N101CMCSAComcast Corp$16.3M0.41%520,179CommonSOLE
670837103OGEOGE Energy Company$16.3M0.41%352,535CommonSOLE
023608102AEEAmeren Corporation$15.5M0.39%148,464CommonSOLE
G1151C101ACNAccenture PLC Ireland$15.4M0.39%62,300CommonSOLE
701094104PHParker Hannifin$15.3M0.39%20,211CommonSOLE
883203101TXTTextron Inc$15.3M0.38%180,647CommonSOLE
902494103TSNTyson Food Inc$14.8M0.37%273,305CommonSOLE
254687106DISWalt Disney Productions$14.5M0.37%127,060CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$14.3M0.36%36,522CommonSOLE
013091103ACIAlbertsons Companies$14.2M0.36%808,216CommonSOLE
410867105THGHanover Insurance Group Inc$14.1M0.36%77,805CommonSOLE
879360105TDYTeledyne Tech Inc$14.1M0.35%24,012CommonSOLE
81762P102NOWServiceNow Inc$13.9M0.35%15,109CommonSOLE
20825C104COPConocoPhillips$13.5M0.34%142,895CommonSOLE
91913Y100VLOValero Energy Corp$13.4M0.34%78,668CommonSOLE
03076C106AMPAmeriprise Finl Inc$13.1M0.33%26,720CommonSOLE
717081103PFEPfizer Inc$12.9M0.32%505,608CommonSOLE
26441C204DUKDuke Energy Corp$12.3M0.31%99,122CommonSOLE
68389X105ORCLOracle Systems Corp$12.0M0.30%42,658CommonSOLE
780287108RGLDRoyal Gold Inc$12.0M0.30%59,645CommonSOLE
98978V103ZTSZoetis Inc$11.5M0.29%78,923CommonSOLE
191216100KOCoca-Cola Co$11.3M0.28%170,067CommonSOLE
192446102CTSHCognizant Tech$10.9M0.27%162,545CommonSOLE
629377508NRGNRG Energy Inc$10.4M0.26%64,270CommonSOLE
69351T106PPLPPL Corp$10.3M0.26%276,291CommonSOLE
446413106HIIHuntington Ingalls Ind$10.2M0.26%35,363CommonSOLE
525327102LDOSLeidos Holdings Inc$10.0M0.25%52,836CommonSOLE
72147K108PPCPilgrims Pride Corp$9.9M0.25%243,723CommonSOLE
03073E105CORCencora Inc$9.9M0.25%31,726CommonSOLE
651587107NEUNewmarket Corp$9.9M0.25%11,936CommonSOLE
444859102HUMHumana Inc$9.8M0.25%37,745CommonSOLE
459200101IBMIntl Business Machines$9.7M0.24%34,358CommonSOLE
744573106PEGPublic Service Ent$9.5M0.24%113,624CommonSOLE
548661107LOWLowe's Companies$9.3M0.23%37,064CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$9.2M0.23%36,391CommonSOLE
624756102MLIMueller Industries$9.2M0.23%90,710CommonSOLE
191098102COKECoca-Cola Consolidated Inc$9.2M0.23%78,109CommonSOLE
98389B100XELXcel Energy Inc$9.1M0.23%113,437CommonSOLE
05605H100BWXTBWX Technologies Inc$9.1M0.23%49,603CommonSOLE
125523100CICigna Group$9.1M0.23%31,479CommonSOLE
45841N107IBKRInteractive Brokers$8.8M0.22%128,218CommonSOLE
87165B103SYFSyncrony Finl Com$8.7M0.22%122,572CommonSOLE
571748102MRSHMarsh & McLennan$8.0M0.20%39,664CommonSOLE
22266T109CPNGCoupang Inc$7.8M0.19%240,709CommonSOLE
254067101DDSDillard's Inc$7.2M0.18%11,779CommonSOLE
281020107EIXEdison Int'l$7.0M0.18%126,360CommonSOLE
98138H101WDAYWorkday Inc Cl A$6.8M0.17%28,202CommonSOLE
626755102MUSAMurphy USA Inc Co$6.7M0.17%17,176CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$6.6M0.16%72,270CommonSOLE
G4474Y214JHGJanus Henderson Grp$6.5M0.16%145,210CommonSOLE
29261A100EHCEncompass Health Corp$6.5M0.16%50,881CommonSOLE
871829107SYYSysco Corp$6.4M0.16%78,299CommonSOLE
913903100UHSUniversal Health Services$6.3M0.16%30,779CommonSOLE
920253101VMIValmont Industries$6.1M0.15%15,721CommonSOLE
989701107ZIONZions Bancorporation$6.1M0.15%107,725CommonSOLE
G3198U102ESNTEssent Group Ltd$5.8M0.15%90,746CommonNONE
705573103PEGAPegasystems Inc$5.5M0.14%96,103CommonSOLE
192108504CDECoeur Mining$5.5M0.14%294,534CommonNONE
801056102SANMSanmina Corporation$5.4M0.14%47,345CommonNONE
143658300CCL1EURCarnival Corp Cl A$5.3M0.13%181,846CommonSOLE
45337C102INCYIncyte Corp$5.1M0.13%60,382CommonSOLE
092113109BKHBlack Hills Corp$5.1M0.13%82,255CommonNONE
29275Y102ENSEnersys$5.0M0.13%44,182CommonNONE
521865204LEALear Corporation$5.0M0.13%49,427CommonSOLE
G01767105ALKSAlkermes Inc$5.0M0.12%165,110CommonNONE
298736109EEFTEuronet Worldwide Inc.$4.9M0.12%56,268CommonSOLE
172755100CRUSCirrus Logic Corp$4.9M0.12%38,715CommonSOLE
086516101BBYBest Buy Inc$4.8M0.12%62,968CommonSOLE
38526M106LOPEGrand Canyon Education Inc$4.7M0.12%21,318CommonSOLE
05379B107AVAAvista Corp Com$4.6M0.12%122,741CommonNONE
784730103SSRMSSR Mining Inc$4.6M0.12%188,931CommonNONE
729132100PLXSPlexus Corp$4.6M0.12%31,629CommonNONE
74164F103PRIMPrimoris Services Corp$4.6M0.11%33,224CommonNONE
518613203LAURLaureate Education Inc$4.6M0.11%144,419CommonNONE
438516106HONHoneywell Int'l Inc$4.5M0.11%21,542CommonNONE
099724106BWABorg Warner Auto$4.5M0.11%102,958CommonSOLE
629209305NMIHNMI Holdings$4.5M0.11%116,921CommonNONE
G25508105CRHCRH Plc$4.5M0.11%37,294CommonSOLE
043436104ABGAsbury Auto$4.3M0.11%17,507CommonNONE
032095101APHAmphenol Corp$4.3M0.11%34,503CommonSOLE
907818108UNPUnion Pacific Corp$4.2M0.11%17,925CommonSOLE
403949100DINOHF Sinclair Corp$4.2M0.11%79,911CommonSOLE
228368106CCKCrown Holdings Inc$4.1M0.10%42,587CommonSOLE
12572Q105CMECME Group Inc$4.1M0.10%15,197CommonSOLE
G5509L101LIVNLivaNova Plc Ordinary$4.1M0.10%78,179CommonNONE
G3922B107GGenpact Limited$4.1M0.10%97,585CommonSOLE
04316A108APAMArtisan Partners Asset Mgmt In$4.1M0.10%93,437CommonNONE
03076K108ABCBAmeris Bancorp$3.9M0.10%53,216CommonNONE
46124J201IVTInventrust Properties Corp$3.9M0.10%135,102CommonNONE
204166102CVLTCommvault System Inc$3.9M0.10%20,472CommonSOLE
67103X102OFGOFG Bancorp$3.9M0.10%88,849CommonNONE
445658107JBHTHunt (JB) Transport$3.9M0.10%28,733CommonSOLE
781846209RUSHARush Enterprises$3.8M0.10%71,341CommonNONE
646025106NJRNew Jersey Resources$3.8M0.10%78,931CommonNONE
130788102CWTCalifornia Water Service$3.8M0.10%82,597CommonNONE
71363P106PRDOPerdoceo Ed Corp$3.8M0.10%100,579CommonNONE
761152107RMDResmed Inc$3.8M0.10%13,828CommonSOLE
830879102SKYWSkywest$3.8M0.09%37,327CommonNONE
33768G107FCFSFirst Cash Finl Services$3.7M0.09%23,661CommonSOLE
34354P105FLSFlowserve Corp$3.7M0.09%70,211CommonSOLE
G5960L103MDTMedtronic PLC Shares$3.7M0.09%38,665CommonSOLE
G0772R208NTBBank of NT Butterfield$3.7M0.09%85,510CommonNONE
87724P106TMHCTaylor Morrison Home Cor$3.7M0.09%55,381CommonNONE
172908105CTASCintas Corp$3.6M0.09%17,343CommonSOLE
736508847PORPortland General Electric$3.5M0.09%80,267CommonSOLE
72407810062CPiper Sandler Co$3.5M0.09%9,965CommonSOLE
589400100MCYMercury General Corp$3.5M0.09%40,775CommonNONE
422704106HLHecla Mining$3.4M0.09%282,281CommonNONE
252784301DRHDiamondrock Hospitality$3.4M0.09%429,039CommonNONE
615394202MOG/AMoog Inc Cl A$3.4M0.09%16,366CommonSOLE
26210C104DBXDropbox Inc$3.4M0.08%110,905CommonSOLE
004498101ACIWACI Worldwide Inc$3.3M0.08%63,008CommonSOLE
00508Y102AYIAcuity Brands Inc$3.3M0.08%9,597CommonSOLE
68235P108OGSOne Gas Inc$3.3M0.08%40,737CommonSOLE
125896100CMSCMS Energy Corp$3.3M0.08%44,773CommonNONE
53220K504LGNDLigand Pharmaceuticals$3.3M0.08%18,472CommonSOLE
G8726X106TNKTeekay Tankers Ltd$3.3M0.08%64,497CommonNONE
861896108SNEXStoneX Group Inc$3.2M0.08%31,964CommonSOLE
64115T104NTCTNetscout Systems Inc$3.2M0.08%123,681CommonNONE
52661A108DRSLeonardo Drs Inc$3.2M0.08%70,272CommonSOLE
294268107PLUSEplus Inc com$3.2M0.08%44,808CommonNONE
398905109GPIGroup 1 Automotive$3.2M0.08%7,260CommonSOLE
942749102WTSWatts Water Technologies$3.2M0.08%11,329CommonSOLE
384637104GHCGraham Holdings Company$3.1M0.08%2,671CommonSOLE
042735100ARWArrow Electrs Inc$3.1M0.08%25,981CommonSOLE
264147109DCODucommon Inc$3.1M0.08%32,685CommonNONE
89214P109TOWNTownebank com$3.1M0.08%90,622CommonNONE
984017103XHRXenia Hotels & Resorts$3.1M0.08%226,369CommonNONE
64031N108NNINelnet Inc$3.1M0.08%24,736CommonNONE
84857L101SRSpire Inc$3.1M0.08%37,927CommonSOLE
014491104ALEXAlexander & Baldwin$3.1M0.08%168,542CommonNONE
741511109PSMTPricesmart Inc Com$3.1M0.08%25,247CommonSOLE
126117100CNACNA Finl Corp$3.1M0.08%65,771CommonSOLE
127387108CDNSCadence Design System$3.1M0.08%8,688CommonNONE
09857L108BKNGBooking Holdings Inc$3.0M0.08%557CommonSOLE
29249E109ACTEnact Holdings inc$3.0M0.08%78,122CommonNONE
69343T107PJTPJT Partners Inc$3.0M0.08%16,812CommonSOLE
58502B106MDMednax Inc$3.0M0.08%178,165CommonNONE
49338L103KEYSKeysight Technologies$3.0M0.07%17,037CommonSOLE
981475106WKCWorld Kinect Corp$3.0M0.07%114,149CommonNONE
08160H101BHEBenchmark Electronics$3.0M0.07%76,825CommonNONE
668074305NWENorthWestern Corp$2.9M0.07%50,144CommonSOLE
74758T303QLYSQualys Inc$2.9M0.07%22,096CommonSOLE
09227Q100BLKBBlackbaud Inc$2.9M0.07%45,087CommonSOLE
422819102HSIHeidrick & Struggles$2.9M0.07%58,173CommonNONE
667340103NWBINorthwest Bancshares Inc$2.9M0.07%232,754CommonNONE
466313103JBLJabil Inc$2.9M0.07%13,268CommonSOLE
868459108SUPNSupernus Pharmaceuticals$2.9M0.07%59,953CommonSOLE
29358P101ENSGEnsign Group Inc Com$2.9M0.07%16,510CommonSOLE
14174T107CTRECaretrust Reit Inc$2.8M0.07%82,043CommonNONE
029899101AWRAmerican States Water Co$2.8M0.07%38,791CommonSOLE
67011P100DNOWNow Inc$2.8M0.07%184,846CommonNONE
500643200KFYKorn/Ferry Int'l$2.8M0.07%39,825CommonSOLE
939653101ELMEElme Communities$2.8M0.07%163,289CommonNONE
G42706104HGHamilton Insurance Group$2.7M0.07%110,829CommonNONE
447462102HURNHuron Consulting Group Inc$2.7M0.07%18,608CommonSOLE
30034W106EVRGEvergy Inc$2.7M0.07%35,444CommonSOLE
806037107SCSCScansource Inc$2.7M0.07%61,236CommonNONE
29357K103ENVAEnova Int'l$2.7M0.07%23,177CommonSOLE
689648103OTTROtter Tail Power Company$2.7M0.07%32,484CommonSOLE
863667101SYKStryker Corp$2.7M0.07%7,180CommonSOLE
128030202CALMCal Maine Foods Inc Com$2.7M0.07%28,200CommonSOLE
336901103SRCE1st Source Corp$2.6M0.07%42,723CommonNONE
737630103PCHPotlatch Corp$2.6M0.07%63,988CommonNONE
668771108GENGen Digital Inc$2.6M0.07%91,247CommonSOLE
49428J109KEKimball Electronics$2.6M0.06%86,266CommonNONE
83545G102SAHSonic Automotive Cl A$2.6M0.06%33,711CommonNONE
404251100HNIHNI Corp$2.6M0.06%54,458CommonNONE
G1757E113CMCLCaledonia Minining Corp Plc$2.5M0.06%70,374CommonNONE
816300107SIGISelective Ins Group Inc$2.5M0.06%31,324CommonSOLE
256163106DOCUDocusign Inc$2.5M0.06%35,013CommonSOLE
513847103MZTIMarzetti Company$2.5M0.06%14,590CommonSOLE
576690101MTRNMaterion Corp Com$2.5M0.06%20,710CommonNONE
184496107CLHClean Harbor Inc$2.4M0.06%10,491CommonSOLE
03784Y200APLEApple Hospitality REIT$2.4M0.06%202,648CommonNONE
902681105UGIUGI Corp$2.4M0.06%73,082CommonSOLE
69047Q102OVVOvintiv Inc$2.4M0.06%60,073CommonSOLE
70450Y103PYPLPaypal Holdings$2.4M0.06%36,148CommonSOLE
92242T101VVXV2X Inc$2.4M0.06%41,577CommonNONE
71844V201PECOPhillips Edison & Co Inc$2.4M0.06%70,133CommonSOLE
66765N105NWNNorthwest Natural Holding$2.4M0.06%53,197CommonSOLE
915271100UVSPUnivest Corp Pa Com$2.4M0.06%79,091CommonNONE
14888U101CPRXCatalyst Pharmaceuticals$2.4M0.06%120,398CommonSOLE
92840M102VSTVistra Energy Corp$2.4M0.06%12,045CommonSOLE
234264109DAKTDaktronics Inc$2.4M0.06%112,449CommonNONE
680277100OSBCOld Second Bancorp$2.3M0.06%135,240CommonNONE
872540109TJXTJX Companies Inc$2.3M0.06%16,123CommonSOLE
11135E203BNLBroadstone Net Lease$2.3M0.06%130,022CommonSOLE
74112D101PBHPrestige Brands Holdings Inc.$2.3M0.06%37,141CommonSOLE
G4766E116INDVIndivior Plc$2.3M0.06%95,881CommonNONE
55277P104MGEEMGE Energy Inc$2.3M0.06%27,278CommonSOLE
G27907107DOLEDole PLC$2.3M0.06%170,640CommonNONE
011642105ALRMAlarmCom Holdings Inc$2.3M0.06%43,090CommonSOLE
719405102PLABPhotronic Inc$2.3M0.06%98,857CommonNONE
90041L105TPBTurning Point Brands Inc$2.3M0.06%22,821CommonSOLE
320218100THFFFirst Finl Corp Indiana$2.3M0.06%39,870CommonNONE
154760409CPFCentral Pacific Finl Corp$2.2M0.06%73,980CommonNONE
253651202DBDDiebold Nixdorf Inc$2.2M0.06%39,080CommonNONE
024013104AATAmerican Assets Trust Inc$2.2M0.06%109,187CommonNONE
034164103ANDEAndersons Inc$2.2M0.06%55,693CommonNONE
440327104HMNHorace Mann Educators$2.2M0.06%48,853CommonSOLE
688239201OSKOshkosh Truck Corp$2.2M0.05%16,827CommonSOLE
68287N100OSPNOnespan Inc$2.2M0.05%136,891CommonNONE
353514102FELEFranklin Electric Co$2.2M0.05%22,818CommonSOLE
00182C103ANIPAni Pharmaceuticals Inc$2.2M0.05%23,714CommonSOLE
22002T108CDPCopt Defense Properties$2.2M0.05%74,356CommonSOLE
904708104UNFUnifirst Corp$2.1M0.05%12,843CommonSOLE
004225108ACADAcadia Pharmaceuticals Inc$2.1M0.05%100,328CommonSOLE
296315104ESEEsco Technologies Inc$2.1M0.05%10,111CommonSOLE
910340108UFCSUnited Fire & Casualty$2.1M0.05%69,705CommonNONE
126349109CSNCSG Systems Int'l Inc$2.1M0.05%32,864CommonSOLE
87901J105TGNATegna Inc$2.1M0.05%103,635CommonNONE
87612E106TGTTarget Corp$2.1M0.05%23,401CommonSOLE
318672706FBPFirst Bancorp PR Com New$2.1M0.05%95,188CommonNONE
39304D102GDOTGreen Dot Corp$2.1M0.05%155,969CommonNONE
558868105MDGLMadrigal Pharmaceuticals$2.1M0.05%4,515CommonSOLE
360271100FULTFulton Finl Corp$2.1M0.05%110,741CommonNONE
40416E103HCIHCI Group Inc$2.1M0.05%10,698CommonSOLE
985817105YELPYelp Inc$2.1M0.05%65,745CommonSOLE
022671101AMALAmalgamated Finl Corp$2.0M0.05%75,005CommonNONE
45774W108IIINInsteel Industries Inc$2.0M0.05%52,915CommonNONE
695127100PCRXPacira Biosciences Inc$2.0M0.05%78,697CommonNONE
153527205CENTACentral Garden and Pet Cl A$2.0M0.05%68,323CommonSOLE
46817M107JXNJackson Financial Inc$2.0M0.05%19,879CommonNONE
387328107GVAGranite Construction Inc$2.0M0.05%18,333CommonSOLE
825107105SHBIShore Bancshares Inc$2.0M0.05%122,270CommonNONE
03168L105AMRXAmneal Pharmaceuticals$2.0M0.05%200,203CommonNONE
421906108HCSGHealthcare Svcs Group Inc$2.0M0.05%118,470CommonNONE
056525108BMIBadger Meter Inc$2.0M0.05%11,111CommonSOLE
830940102SKWDSkyward Specialty Insurance Gr$2.0M0.05%41,598CommonSOLE
10316T104BOXBox Inc$2.0M0.05%61,179CommonSOLE
31488V107FERGFerguson Ent Inc$2.0M0.05%8,746CommonSOLE
Y2065G121DHTDHT Holdings$2.0M0.05%163,461CommonSOLE
83190L208SMBKSmartfinancial$1.9M0.05%54,488CommonNONE
91359V107UVEUniversal Inc Hldgs Co$1.9M0.05%74,001CommonNONE
G8726T105TKTeekay Corp Ltd$1.9M0.05%236,887CommonNONE
55305B101MHOM/I Schottenstein Home$1.9M0.05%13,378CommonNONE
901109108TPCTutor Perini Corp$1.9M0.05%29,158CommonNONE
87612G101TRGPTarga Res Corp$1.9M0.05%11,414CommonSOLE
635906100NHCNatl Healthcare Corp$1.9M0.05%15,717CommonSOLE
502175102LTCLTC Properties Inc$1.9M0.05%51,579CommonSOLE
61174X109MNSTMonster Beverage Corp$1.9M0.05%28,105CommonSOLE
913456109UVVUniversal Corp Va$1.9M0.05%33,818CommonSOLE
046433108ATROAstronics Corp Com$1.9M0.05%41,127CommonNONE
55345K10337MMRC Global Inc$1.9M0.05%129,354CommonNONE
30069T101EEExcelerate Energy Inc$1.9M0.05%73,911CommonNONE
G0692U109AXSAxis Capital Holdings$1.9M0.05%19,373CommonSOLE
002121101ATENA10 Networks inc$1.8M0.05%101,293CommonSOLE
85208M102SFMSprouts Farmers Mkts$1.8M0.05%16,770CommonSOLE
03820C105AITApplied Industrial Tech Inc$1.8M0.05%6,955CommonNONE
912008109USFDUS Foods Hldgs Corp$1.8M0.05%23,623CommonSOLE
443201108HWMHowmet Aerospace Inc.$1.8M0.05%9,213CommonSOLE
740444104PLPCPreformed Line Products$1.8M0.05%9,150CommonNONE
589889104MMSIMerit Med Sys$1.8M0.05%21,520CommonSOLE
453838609IBCPIndependent Bank Corp/MI$1.8M0.05%57,762CommonNONE
G81276100SIGSignet Jewelers Limited$1.8M0.04%18,630CommonNONE
139674105CCBGCapital City Bank Group$1.8M0.04%42,582CommonNONE
09739D100BCCBoise Cascade$1.8M0.04%22,984CommonNONE
221006109CRVLCorvel Corp$1.8M0.04%22,915CommonSOLE
09180C106BJRIBJ's Restaurant Inc$1.8M0.04%57,864CommonNONE
133131102CPTCamden Property Trust$1.7M0.04%16,385CommonSOLE
553530106MSMMSC Indl Direct Inc$1.7M0.04%18,986CommonSOLE
558256103MSGEMadison Square Garden Entertai$1.7M0.04%38,631CommonSOLE
018581108BFHBread Financial Holdings$1.7M0.04%31,331CommonNONE
457030104IMKTAIngles Mkts Inc Cl A$1.7M0.04%25,054CommonNONE
946784105WAYWaystar Holdings Corp$1.7M0.04%45,922CommonSOLE
320866106FMBHFirst Mid Bancshares Inc$1.7M0.04%45,845CommonNONE
75960P104RELYRemitily Global Inc$1.7M0.04%106,110CommonSOLE
76118Y104REZIResideo Technologies$1.7M0.04%40,012CommonNONE
237194105DRIDarden Restaurants$1.7M0.04%9,009CommonSOLE
911163103UNFIUnited Natl Foods Inc$1.7M0.04%45,540CommonSOLE
126128107CCNECNB Finl Corp PA$1.7M0.04%70,754CommonNONE
01446U103ALRSAlerus Fiancial Corp$1.7M0.04%76,749CommonNONE
37959E102GLGlobe Life Inc$1.7M0.04%11,852CommonSOLE
552848103MTGMGIC Investment Corp$1.7M0.04%59,727CommonSOLE
12618T105CRAICRA Int'l Inc$1.7M0.04%8,005CommonSOLE
053484101AVBAvalonbay Communities Inc$1.7M0.04%8,601CommonSOLE
65290E101NXTNextracker Inc$1.7M0.04%22,439CommonNONE
G36738105FDPFresh Del Monte$1.7M0.04%47,770CommonSOLE
87265H109T86Tri Pointe Homes Inc$1.6M0.04%48,523CommonNONE
974250102WINAWinmark Corp Com$1.6M0.04%3,300CommonSOLE
G66721104NCLHNorwegian Cruise Line$1.6M0.04%66,652CommonSOLE
913259107UTLUnitil Corporation$1.6M0.04%34,287CommonNONE
P16994132BLXBanco Latinoamericano$1.6M0.04%35,674CommonSOLE
068463108BBSIBarrett Business Svcs$1.6M0.04%36,784CommonSOLE
50216C108LYTSLSI Industries Inc$1.6M0.04%68,529CommonNONE
320209109FFBCFirst Finl Bancorp$1.6M0.04%64,072CommonNONE
636180101NFGNatl Fuel Gas Co$1.6M0.04%17,241CommonSOLE
880345103TNCTennant Co$1.6M0.04%19,624CommonSOLE
948849104WMKWeis Mkts Inc Com$1.6M0.04%22,104CommonSOLE
68404L201OPCHOption Care Health Inc$1.6M0.04%57,039CommonSOLE
05350V106AVNSAvanos Medical Inc$1.6M0.04%136,816CommonNONE
G0084W101ADNTAdient Plc$1.6M0.04%65,637CommonNONE
000361105AIRAAR Corp$1.6M0.04%17,619CommonSOLE
124830878CBLCBL & Assoc Prop$1.6M0.04%51,535CommonNONE
45866F104ICEIntercontinentalExchange Grp$1.6M0.04%9,330CommonNONE
981419104WRLDWorld Acceptance Corp$1.6M0.04%9,235CommonNONE
88422P109TCBXThird Coast Bancsr Inc -Redh$1.5M0.04%40,439CommonNONE
126501105CTSCTS Corp Co$1.5M0.04%38,269CommonSOLE
10948W103AAMIAcadian Asset Management Inc$1.5M0.04%31,728CommonSOLE
25264R207BVEDiamond Hill Investment Grp$1.5M0.04%10,912CommonNONE
69753M105PLMRPalomar Holdings Inc$1.5M0.04%13,009CommonSOLE
006739106ADUSAddus Homecare Corp Co$1.5M0.04%12,806CommonSOLE
368736104GNRCGenerac Hldgs$1.5M0.04%9,012CommonSOLE
13057Q305CRCCalifornia Resources Corp$1.5M0.04%28,286CommonNONE
83946P107SPFISouth Plains Fin$1.5M0.04%38,787CommonNONE
101137107BSXBoston Scientific Corp$1.5M0.04%15,269CommonSOLE
64110Y108NLOPNet Lease Office Prop$1.5M0.04%50,186CommonNONE
G5698W116LXFRLuxfer Hldgs PLC$1.5M0.04%106,133CommonNONE
372284208GNEGenie Energy Ltd$1.5M0.04%97,099CommonNONE
45781M101INVAInnoviva Inc$1.4M0.04%79,414CommonSOLE
71742Q106PAHCPhibro Animal Health$1.4M0.04%35,524CommonSOLE
383082104GRCGorman-Rupp Co$1.4M0.04%30,752CommonSOLE
413197104HRMYHarmony Bioscience Holding Inc$1.4M0.04%51,429CommonSOLE
603158106MTXMinerals Tech$1.4M0.04%22,668CommonNONE
67018T105NUSNu Skin Enterprises$1.4M0.04%114,914CommonNONE
78648T100SAFTSafety Insurance Group$1.4M0.03%19,472CommonSOLE
008252108AMGAffiliated Managers$1.4M0.03%5,762CommonSOLE
666762109NRIMNorthrim Bancorp Inc$1.4M0.03%63,280CommonNONE
29476L107EQREquity Residential Ppt$1.4M0.03%21,078CommonSOLE
25787G100DFINDonnelley Financial Solutions$1.4M0.03%26,519CommonSOLE
82620P102BSRRSierra Bancorp$1.3M0.03%46,656CommonNONE
512807306LRCXLam Research Corp$1.3M0.03%10,005CommonSOLE
374689107ROCKGibraltar Industries$1.3M0.03%21,238CommonNONE
15202L107CSRCenterspace$1.3M0.03%22,635CommonSOLE
910047109UALUnited Airlines Holdings Inc$1.3M0.03%13,811CommonSOLE
16208T102CLDTChatham Lodging Tr Co$1.3M0.03%198,395CommonNONE
64111Q104NTGRNetgear Inc$1.3M0.03%40,151CommonSOLE
74319R101PRGProg Holdings Inc$1.3M0.03%39,960CommonNONE
29977A105EVREvercore Partners Inc Cl A$1.3M0.03%3,785CommonSOLE
466032109JJSFJ and J Snack Foods Corp$1.3M0.03%13,209CommonSOLE
71367G102PWPPerella Weinberg Partners$1.3M0.03%59,068CommonSOLE
12763L105CDRECadre Holdings Inc$1.3M0.03%34,424CommonSOLE
147448104CWSTCasella Waste Systems$1.3M0.03%13,219CommonSOLE
292218104EIGEmployers Holdings Inc Co$1.3M0.03%29,521CommonSOLE
047649108ATKRAtkore Int'l Group$1.2M0.03%19,921CommonNONE
093671105HRBBlock H & R Inc$1.2M0.03%24,646CommonSOLE
448947507IDTIDT Corp Com Cl B$1.2M0.03%23,814CommonNONE
204149108CTBICommunity Trust Bancorp$1.2M0.03%22,064CommonSOLE
631103108NDAQNasdaq Stock Market In$1.2M0.03%13,912CommonSOLE
402635502GPORGulfport Energy Corp$1.2M0.03%6,775CommonNONE
45781V101IIPRInnovative Industrial Pro$1.2M0.03%22,708CommonNONE
G98239109XPXP Inc$1.2M0.03%64,431CommonSOLE
156504300CCSCentury Communities$1.2M0.03%18,997CommonNONE
667746101NWPXNorthwest Pipe Company$1.2M0.03%22,728CommonNONE
85208T107CXMSprinkler Inc$1.2M0.03%155,807CommonSOLE
737446104POSTPost Holdings Inc$1.2M0.03%11,160CommonSOLE
867892101SHOSunstone Hotel Investors Inc$1.2M0.03%127,473CommonNONE
982104101WSWorthington Steel Inc$1.2M0.03%39,169CommonNONE
92839U206VCVisteon Corp$1.2M0.03%9,914CommonNONE
69318J100CNXNPC Connection Inc$1.2M0.03%18,885CommonSOLE
G69451105PAXPatria Investments$1.2M0.03%79,338CommonSOLE
566330106MCSMarcus Corp$1.2M0.03%74,642CommonNONE
404111106HBTHBT Financial Inc$1.2M0.03%45,801CommonNONE
760281204RBCAARepublic Bancorp$1.1M0.03%15,858CommonNONE
F21107101CSTMConstellium SE$1.1M0.03%76,958CommonNONE
75902K106RMRegional Management Corp$1.1M0.03%29,277CommonNONE
922475108VEEVVeeva Systems Inc$1.1M0.03%3,807CommonSOLE
22658D100CRCTCricut Inc$1.1M0.03%179,558CommonNONE
864159108RGRSturm Ruger & Co Inc$1.1M0.03%25,857CommonSOLE
36237H101GIIIG III Apparel Group$1.1M0.03%41,874CommonNONE
36831E108GCMGGCM Grosvenor Inc$1.1M0.03%91,534CommonNONE
19459J104COLLCollegium Pharmaceutical$1.1M0.03%31,463CommonSOLE
358054104FRSHFreshworks Inc$1.1M0.03%93,334CommonNONE
03783C100APPFAppfolio Inc$1.1M0.03%3,982CommonSOLE
576853105MTRXMatrix Service Co$1.1M0.03%83,212CommonNONE
35905A109FTDRFrontdoor Inc$1.1M0.03%16,169CommonSOLE
00164V103AMCXAMC Networks$1.1M0.03%131,540CommonNONE
392709101GRBKGreen Brick Partners Inc$1.1M0.03%14,655CommonNONE
16359R103CHEChemed Corp$1.1M0.03%2,385CommonSOLE
75282U104RNGRRanger Energy Services$1.1M0.03%75,984CommonNONE
42222N103HSTMHealthstream Inc$1.1M0.03%37,643CommonSOLE
19623P101CBANColony Bankcorp Inc$1.0M0.03%61,553CommonNONE
00810F106ASLEAersale Corporation$1.0M0.03%127,618CommonNONE
664121100NECBNortheast Comm Banc$1.0M0.03%50,493CommonNONE
44267T102HHHHoward Hughes Holdings$1.0M0.03%12,636CommonSOLE
92645B103VCTRVictory Capital Holdings$1.0M0.03%16,017CommonSOLE
G8807B106TBPHTheravance Biopharma Inc$1.0M0.03%70,966CommonSOLE
879433829TDSTelephone & Data Systems$1.0M0.03%26,318CommonSOLE
74967R106RMRRMR Group Inc Class A$1.0M0.03%65,261CommonNONE
90984P303UCBUnited Community Banks/GA$1.0M0.03%32,705CommonNONE
43689E107HBCPHome Bancorp Inc$1.0M0.03%18,872CommonNONE
866683105SNCYSun Country Airlines Hldgs$1.0M0.03%86,448CommonNONE
74874Q100QNSTQuinstreet Inc Com$1.0M0.03%65,598CommonSOLE
68213N109OMCLOmnicell Inc$1.0M0.03%33,291CommonNONE
73757R102PSTLPostal Realty Trust Inc$1.0M0.03%64,355CommonNONE
05988J103BANDBandwidth Inc$1.0M0.03%60,493CommonNONE
21871N101CXWCorecivic Inc$1.0M0.03%49,418CommonNONE
88025U109TXG10X Genomics Inc$1.0M0.03%86,003CommonNONE
01748X102ALGTAllegiant Travel Co$1.0M0.03%16,525CommonNONE
465741106ITRIItron Inc$998,9720.03%8,020CommonNONE
69888T207PARRPar Pacific Holdings$998,3130.03%28,185CommonNONE
G23773107CWCOConsolidated Water Co Inc$997,6490.03%28,278CommonSOLE
76171L106REYNReynolds Consumer Product$996,8590.03%40,738CommonSOLE
74965L101RLJRLJ Lodging$995,3070.03%138,237CommonNONE
90364P105PATHUipath Inc$993,0370.02%74,218CommonSOLE
75686R202RRBIRed River Bancshares Inc$988,5700.02%15,251CommonNONE
637215104NPKNatl Presto Inds Inc$987,4810.02%8,805CommonSOLE
826917106SIGASiga Technologies Inc$966,7890.02%105,660CommonNONE
G4095J109GLREGreenlight Capital Re$966,3940.02%76,094CommonNONE
843380106SMBCSouthern Missouri Bancorp$965,5280.02%18,370CommonNONE
800422107JBSSSanfilippo John B Son$964,1370.02%14,999CommonSOLE
624758108MWAMueller Water Products$956,7710.02%37,491CommonSOLE
109641100EATBrinker Int'l Inc$955,2940.02%7,541CommonSOLE
G0176J109ALLEAllegion Pub Ltd Co$942,0840.02%5,312CommonSOLE
577933104MMSMaximus Inc$933,3450.02%10,215CommonSOLE
037598109APOGApogee Enterprises Inc$929,0870.02%21,324CommonNONE
46266A109IRMDIradimed Corp$926,4330.02%13,019CommonSOLE
533900106LECOLincoln Electric Holdings$923,2750.02%3,915CommonSOLE
87484T108TALOTalos Energy Inc$919,4510.02%95,876CommonNONE

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.