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Institutional

MARTINGALE ASSET MANAGEMENT L P

CIK 0000936944
$3.99B
Reported AUM
794
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · MARTINGALE ASSET MANAGEMENT L P · Q1 2026

AI · grounded in 13F

MARTINGALE ASSET MANAGEMENT L P increased its position in PSX by 1370.05%. The fund also accumulated shares in FDX and GM, increasing those holdings by 290.64% and 247.80% respectively. On the sell side, the fund closed its position in EOG, resulting in a negative delta of $15.28M. Other reductions included trimming holdings in ACI and ACN.

Portfolio · Q1 2026

Other$3.32BMP

Top holdings· first 500 of 794

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLApple Inc$341.281.30%68.71%129.45%$55.4M1.39%HELD
2JNJJohnson & Johnson$267.250.49%64.28%77.25%$46.9M1.18%HELD
3XOMExxon Mobil Corp$157.241.59%44.27%232.87%$46.9M1.18%HELD
4GOOGLAlphabet Inc Class A$335.782.82%76.51%132.04%$46.5M1.17%HELD
5MSFTMicrosoft Corp$395.841.73%-24.35%35.51%$44.4M1.11%HELD
6AMZNAmazon.Com Inc$229.30-0.90%7.50%33.03%$44.3M1.11%HELD
7BRK/BBerkshire Hathaway Inc B$40.2M1.01%HELD
8WMTWalmart Inc$113.881.92%15.79%143.31%$39.0M0.98%HELD
9CSCOCisco Systems$115.000.38%75.85%125.29%$39.0M0.98%HELD
10TAT&T$24.42-0.02%-7.83%59.47%$37.7M0.95%HELD
11JPMJP Morgan Chase & Co$348.08-2.28%25.84%153.16%$37.1M0.93%HELD
12LLYEli Lilly Co$1217.041.63%61.25%393.83%$37.1M0.93%HELD
13COSTCostco Wholesale Corp$976.802.65%2.53%124.94%$36.0M0.90%HELD
14ABBVAbbVie Inc$266.003.54%40.28%164.22%$35.5M0.89%HELD
15MRKMerck and Co Inc$131.370.47%70.49%100.41%$35.5M0.89%HELD
16CVXChevron Corp$192.151.13%32.10%140.30%$34.8M0.87%HELD
17METAMeta Platforms Inc$591.60-0.38%-20.62%57.79%$33.6M0.84%HELD
18VZVerizon Communications$48.071.59%20.06%20.19%$33.6M0.84%HELD
19BMYBristol Myers Squibb$63.561.60%50.70%16.74%$32.4M0.81%HELD
20MOAltria Group Inc$75.343.36%29.32%119.22%$31.9M0.80%HELD
21PGProcter & Gamble Co$145.37-2.19%1.73%18.89%$31.7M0.80%HELD
22VVisa Inc$373.002.89%9.91%67.45%$31.2M0.78%HELD
23NVDANvidia Corp$191.82-2.39%13.56%782.99%$31.1M0.78%HELD
24MAMastercard Inc Class A$568.383.02%1.14%67.42%$31.1M0.78%HELD
25VLOValero Energy Corp$302.30-0.86%128.29%424.15%$30.6M0.77%HELD
26LNGCheniere Energy Inc$257.220.52%6.86%202.41%$30.6M0.77%HELD
27RTXRTX Corporation$215.94-1.14%40.31%183.53%$28.8M0.72%HELD
28LMTLockheed Martin Corp$572.68-1.26%41.80%83.55%$28.8M0.72%HELD
29KRKroger Co$60.324.04%-15.32%42.35%$28.8M0.72%HELD
30MPCMarathon Petroleum$310.07-0.73%88.51%475.63%$28.5M0.72%HELD
31NOCNorthrop Grumman Corp$542.01-1.02%$27.9M0.70%HELD
32TRVTravelers Corp$393.720.86%$27.9M0.70%HELD
33PEPPepsico Inc$144.623.46%$27.7M0.70%HELD
34NEMNewmont Corp$89.86-3.86%$27.6M0.69%HELD
35PMPhilip Morris Int'l$200.102.27%$27.5M0.69%HELD
36GDGeneral Dynamics$388.63-0.13%$27.3M0.68%HELD
37HDHome Depot$341.811.70%$27.2M0.68%HELD
38AXPAmerican Express$334.07-0.40%$26.8M0.67%HELD
39GEGE Aerospace$351.14-2.90%$26.5M0.67%HELD
40HIGHartford Insurance Group Inc$144.983.45%$26.4M0.66%HELD
41ALLAllstate Corp$275.205.33%$25.8M0.65%HELD
42FDXFedex Corporation$309.79-0.32%$25.8M0.65%HELD
43EDConsolidated Edison$112.330.74%$25.7M0.64%HELD
44MCKMcKesson Corp$899.995.87%$25.5M0.64%HELD
45MCDMcDonald's Corp$272.260.59%$25.3M0.63%HELD
46EXCExelon Corp$47.13-0.03%$25.1M0.63%HELD
47GILDGilead Sciences Inc$133.852.55%$25.0M0.63%HELD
48AUAnglogold Ashanti$76.72-4.67%$25.0M0.63%HELD
49TMUST-Mobile US Inc$181.032.16%$24.4M0.61%HELD
50DTEDTE Energy Company$144.75-1.68%$24.3M0.61%HELD
51TJXTJX Companies Inc$162.603.98%$23.2M0.58%HELD
52ADBEAdobe Inc$262.1110.24%$22.5M0.56%HELD
53CASYCaseys General Stores Inc$877.112.78%$22.4M0.56%HELD
54AMGNAmgen Inc$389.913.63%$22.4M0.56%HELD
55KOCoca-Cola Co$89.836.85%$22.4M0.56%HELD
56AEEAmeren Corporation$111.49-0.55%$22.2M0.56%HELD
57CAHCardinal Health Inc$232.191.24%$22.1M0.55%HELD
58CBChubb Ltd$364.151.46%$21.6M0.54%HELD
59QCOMQualcomm Inc$159.71-6.08%$21.3M0.53%HELD
60ETREntergy Corp$109.88-3.41%$21.0M0.53%HELD
61AEPAmerican Elec Power$131.26-1.74%$20.8M0.52%HELD
62MSIMotorola Solutions Inc$436.452.98%$20.5M0.51%HELD
63AMPAmeriprise Finl Inc$545.581.41%$20.4M0.51%HELD
64ZNGAZoom Video Comm Inc$20.3M0.51%HELD
65JBHTHunt (JB) Transport$273.05-2.82%$20.2M0.51%HELD
66WMWaste Management Inc$238.680.33%$20.1M0.50%HELD
67VRTXVertex Pharmaceuticals Inc$488.331.95%$20.0M0.50%HELD
68ABTAbbott Labs$109.324.63%$19.9M0.50%HELD
69PGRProgressive Corp$221.252.54%$19.8M0.50%HELD
70COFCapital One Finl$211.021.92%$18.9M0.47%HELD
71DISWalt Disney Productions$98.692.11%$18.7M0.47%HELD
72TSNTyson Food Inc$60.920.35%$18.6M0.47%HELD
73CLColgate Palmolive Co$93.041.15%$18.1M0.45%HELD
74INGRIngredion Intl$102.320.86%$18.0M0.45%HELD
75SCHWSchwab Charles Corp$106.402.13%$18.0M0.45%HELD
76LHXL3-Harris Technologies$297.73-1.89%$17.9M0.45%HELD
77MLIMueller Industries$65.271.71%$17.5M0.44%HELD
78LLoew's Corp$119.350.68%$17.4M0.44%HELD
79ADSKAutodesk Inc$246.559.14%$17.3M0.43%HELD
80AVGOBroadcom Inc$373.90-2.43%$17.0M0.43%HELD
81OGEOGE Energy Company$48.16-2.27%$16.9M0.42%HELD
82RSGRepublic Services Inc$220.991.89%$16.7M0.42%HELD
83EGEverest Re Group$396.851.93%$16.4M0.41%HELD
84PEGPublic Service Ent$78.21-1.26%$16.4M0.41%HELD
85CRUSCirrus Logic Corp$132.96-2.32%$16.4M0.41%HELD
86BPOPPopular Inc Common$173.921.46%$16.1M0.40%HELD
87HIIHuntington Ingalls Ind$288.560.11%$16.1M0.40%HELD
88CRMSalesforce Com Inc$188.798.75%$16.0M0.40%HELD
89TXTTextron Inc$85.74-10.81%$16.0M0.40%HELD
90DLBDolby Labs$52.833.05%$15.5M0.39%HELD
91KMBKimberly-Clark$113.221.60%$15.5M0.39%HELD
92INCYIncyte Corp$126.146.12%$15.5M0.39%HELD
93RNRRenaissance Holdings Ltd$333.931.54%$15.4M0.38%HELD
94MKLMarkel Group Inc$2033.510.92%$14.7M0.37%HELD
95PSXPhillips 66$208.200.18%$14.5M0.36%HELD
96FFIVF5 Networks$393.47-3.55%$14.5M0.36%HELD
97DUKDuke Energy Corp$129.680.66%$14.4M0.36%HELD
98PHParker Hannifin$944.48-4.34%$14.4M0.36%HELD
99MUSAMurphy USA Inc Co$620.171.59%$14.3M0.36%HELD
100BKBank New York Mellon Corp$14.3M0.36%HELD
101GMGeneral Motors Corp$14.2M0.36%HELD
102THGHanover Insurance Group Inc$13.6M0.34%HELD
103PFEPfizer Inc$13.5M0.34%HELD
104COKECoca-Cola Consolidated Inc$13.3M0.33%HELD
105REGNRegeneron Pharm$13.0M0.33%HELD
106INTUIntuit Inc$12.6M0.32%HELD
107VMIValmont Industries$11.7M0.29%HELD
108LOWLowe's Companies$11.3M0.28%HELD
109SFDSmithfield Foods Inc$10.7M0.27%HELD
110CCKCrown Holdings Inc$10.4M0.26%HELD
111LEALear Corporation$10.4M0.26%HELD
112EIXEdison Int'l$10.4M0.26%HELD
113CBOECBOE Holdings Inc$10.3M0.26%HELD
114PPCPilgrims Pride Corp$10.2M0.26%HELD
115APHAmphenol Corp$9.5M0.24%HELD
116CTSHCognizant Tech$9.4M0.24%HELD
117LRCXLam Research Corp$9.0M0.23%HELD
118EMEEmcor Group Inc$9.0M0.22%HELD
119JAZZJazz Pharmaceuticals$8.8M0.22%HELD
120ACGLArch Capital Group Ltd Bermuda$8.8M0.22%HELD
121AITApplied Industrial Tech Inc$8.6M0.22%HELD
122HWMHowmet Aerospace Inc.$8.6M0.21%HELD
123CORCencora Inc$8.4M0.21%HELD
124ANETArista Networks Inc$8.4M0.21%HELD
125ROSTRoss Stores Inc$8.3M0.21%HELD
126DINOHF Sinclair Corp$8.2M0.21%HELD
127TGTTarget Corp$8.0M0.20%HELD
128NRGNRG Energy Inc$8.0M0.20%HELD
129DDSDillard's Inc$7.9M0.20%HELD
130SYFSyncrony Finl Com$7.9M0.20%HELD
131AYIAcuity Brands Inc$7.6M0.19%HELD
132ROPRoper Technologies Inc$7.4M0.18%HELD
133CICigna Group$7.3M0.18%HELD
134MNSTMonster Beverage Corp$7.3M0.18%HELD
135LDOSLeidos Holdings Inc$7.1M0.18%HELD
136HSTHost Hotels & Resorts$7.1M0.18%HELD
137FEFirstEnergy Corp$7.1M0.18%HELD
138COPConocoPhillips$7.0M0.18%HELD
139PORPortland General Electric$6.9M0.17%HELD
140ALKSAlkermes Inc$6.9M0.17%HELD
141BIIBBiogen Inc$6.7M0.17%HELD
142SEICSEI Investments Company$6.7M0.17%HELD
143BWABorg Warner Auto$6.7M0.17%HELD
144ENSEnersys$6.6M0.17%HELD
145ZIONZions Bancorporation$6.6M0.16%HELD
146JXNJackson Financial Inc$6.6M0.16%HELD
147CMCSAComcast Corp$6.5M0.16%HELD
148PLXSPlexus Corp$6.4M0.16%HELD
149OGSOne Gas Inc$6.3M0.16%HELD
150SSRMSSR Mining Inc$6.1M0.15%HELD
151SNXTD Synnex Corp$6.0M0.15%HELD
152ESNTEssent Group Ltd$6.0M0.15%HELD
153RUSHARush Enterprises$5.9M0.15%HELD
154ZTSZoetis Inc$5.9M0.15%HELD
155DBXDropbox Inc$5.8M0.15%HELD
156MMacys Inc$5.8M0.14%HELD
157HONHoneywell Int'l Inc$5.7M0.14%HELD
158ADPAutomatic Data Processing$5.7M0.14%HELD
159AVAAvista Corp Com$5.5M0.14%HELD
160NBIXNeurocrine Biosciences Inc$5.4M0.14%HELD
161ADMArcher Daniels Midland$5.4M0.14%HELD
162BBYBest Buy Inc$5.1M0.13%HELD
163BWXTBWX Technologies Inc$5.0M0.13%HELD
164TRGPTarga Res Corp$5.0M0.13%HELD
165LIVNLivaNova Plc Ordinary$5.0M0.13%HELD
166NMIHNMI Holdings$5.0M0.13%HELD
167TDYTeledyne Tech Inc$4.9M0.12%HELD
168DHTDHT Holdings$4.9M0.12%HELD
169SANMSanmina Corporation$4.9M0.12%HELD
170SKYWSkywest$4.8M0.12%HELD
171TMHCTaylor Morrison Home Cor$4.8M0.12%HELD
172CDECoeur Mining$4.7M0.12%HELD
173TNKTeekay Tankers Ltd$4.7M0.12%HELD
174CWTCalifornia Water Service$4.7M0.12%HELD
175MOG/AMoog Inc Cl A$4.7M0.12%HELD
176BHEBenchmark Electronics$4.7M0.12%HELD
177DRHDiamondrock Hospitality$4.6M0.12%HELD
178AWRAmerican States Water Co$4.6M0.12%HELD
179STTState Street Corp$4.6M0.12%HELD
180NTBBank of NT Butterfield$4.6M0.11%HELD
181AIRAAR Corp$4.5M0.11%HELD
182ABGAsbury Auto$4.5M0.11%HELD
183MTRNMaterion Corp Com$4.5M0.11%HELD
184UTHRUnited Therapeutics$4.4M0.11%HELD
185GPIGroup 1 Automotive$4.4M0.11%HELD
186FLSFlowserve Corp$4.4M0.11%HELD
187DBDDiebold Nixdorf Inc$4.4M0.11%HELD
188STNGScorpio Tankers Inc$4.4M0.11%HELD
189CMSCMS Energy Corp$4.4M0.11%HELD
190OFGOFG Bancorp$4.4M0.11%HELD
191UNPUnion Pacific Corp$4.3M0.11%HELD
192ESEEsco Technologies Inc$4.3M0.11%HELD
193DCODucommon Inc$4.3M0.11%HELD
194INDVIndivior Pharm Inc (new)$4.2M0.11%HELD
195PARRPar Pacific Holdings$4.2M0.11%HELD
196ISRGIntuitive Surgical Inc$4.2M0.11%HELD
197NTRSNorthern Trust Corp$4.2M0.10%HELD
198VCVisteon Corp$4.1M0.10%HELD
199ATKRAtkore Int'l Group$4.1M0.10%HELD
200SHOSunstone Hotel Investors Inc$4.1M0.10%HELD
201NJRNew Jersey Resources$4.0M0.10%HELD
202VVXV2X Inc$4.0M0.10%HELD
203XHRXenia Hotels & Resorts$4.0M0.10%HELD
204WTSWatts Water Technologies$4.0M0.10%HELD
205CSTMConstellium SE$3.9M0.10%HELD
206SNEXStoneX Group Inc$3.9M0.10%HELD
207SWXSouthwest Gas Co$3.9M0.10%HELD
208MCYMercury General Corp$3.8M0.10%HELD
209FCFSFirst Cash Finl Services$3.8M0.09%HELD
210MTXMinerals Tech$3.7M0.09%HELD
211KEYSKeysight Technologies$3.7M0.09%HELD
212DRSLeonardo Drs Inc$3.7M0.09%HELD
213ABCBAmeris Bancorp$3.6M0.09%HELD
214INSWIntl Seaways Inc$3.6M0.09%HELD
215PRDOPerdoceo Ed Corp$3.6M0.09%HELD
216HGHamilton Insurance Group$3.6M0.09%HELD
217ALSNAllison Transmission Hldgs$3.6M0.09%HELD
218ANDEAndersons Inc$3.6M0.09%HELD
219LGNDLigand Pharmaceuticals$3.5M0.09%HELD
220PLABPhotronic Inc$3.5M0.09%HELD
221NTCTNetscout Systems Inc$3.5M0.09%HELD
222SUPNSupernus Pharmaceuticals$3.5M0.09%HELD
223OTTROtter Tail Power Company$3.5M0.09%HELD
224ACTEnact Holdings inc$3.5M0.09%HELD
225TALOTalos Energy Inc$3.5M0.09%HELD
226CPRXCatalyst Pharmaceuticals$3.5M0.09%HELD
227BIPCBrookfield Infrastructure$3.4M0.09%HELD
228MDMednax Inc$3.4M0.09%HELD
229MWAMueller Water Products$3.4M0.09%HELD
230TPCTutor Perini Corp$3.4M0.08%HELD
231ENSGEnsign Group Inc Com$3.4M0.08%HELD
232WKCWorld Kinect Corp$3.4M0.08%HELD
233ALNYAlnylam Pharm$3.3M0.08%HELD
234UGIUGI Corp$3.3M0.08%HELD
235PSMTPricesmart Inc Com$3.3M0.08%HELD
236SIGISelective Ins Group Inc$3.3M0.08%HELD
237MUMicron Technology$3.3M0.08%HELD
238LAURLaureate Education Inc$3.3M0.08%HELD
239CEGConstellation Energy Corp$3.3M0.08%HELD
240AMRXAmneal Pharmaceuticals$3.2M0.08%HELD
241BKHBlack Hills Corp$3.2M0.08%HELD
242SAHSonic Automotive Cl A$3.2M0.08%HELD
243UNFIUnited Natl Foods Inc$3.2M0.08%HELD
244UVSPUnivest Corp Pa Com$3.2M0.08%HELD
245FELEFranklin Electric Co$3.2M0.08%HELD
246IVTInventrust Properties Corp$3.2M0.08%HELD
247SFStifel Finl Corp$3.1M0.08%HELD
248GGenpact Limited$3.1M0.08%HELD
249HLHecla Mining$3.1M0.08%HELD
250ACADAcadia Pharmaceuticals Inc$3.1M0.08%HELD
251CMECME Group Inc$3.1M0.08%HELD
252FBPFirst Bancorp PR Com New$3.1M0.08%HELD
253PTCTPTC Thereapeutics Inc$3.1M0.08%HELD
254PECOPhillips Edison & Co Inc$3.1M0.08%HELD
255MGEEMGE Energy Inc$3.1M0.08%HELD
256LPGDorian LPG Ltd$3.0M0.08%HELD
257JBLJabil Inc$3.0M0.08%HELD
258PBHPrestige Brands Holdings Inc.$3.0M0.08%HELD
259CCL1EURCarnival Corp Cl A$3.0M0.08%HELD
260GHCGraham Holdings Company$3.0M0.08%HELD
261HLITHarmonic Inc$3.0M0.08%HELD
262CDNSCadence Design System$3.0M0.08%HELD
263MDTMedtronic PLC Shares$2.9M0.07%HELD
264MSMMSC Indl Direct Inc$2.9M0.07%HELD
265INVAInnoviva Inc$2.9M0.07%HELD
266BLKBBlackbaud Inc$2.9M0.07%HELD
267SYYSysco Corp$2.9M0.07%HELD
268NHCNatl Healthcare Corp$2.9M0.07%HELD
269NWPXNorthwest Pipe Company$2.9M0.07%HELD
270CMRECostamare Inc$2.9M0.07%HELD
271FCXFreeport Mcmoran Cop/Gold B$2.8M0.07%HELD
272PIPRPiper Sandler Co$2.8M0.07%HELD
273MZTIMarzetti Company$2.8M0.07%HELD
274UFCSUnited Fire & Casualty$2.8M0.07%HELD
275MSGEMadison Square Garden Entertai$2.8M0.07%HELD
276THRThermon Group Holdings Inc$2.8M0.07%HELD
277DIODDiodes Inc$2.7M0.07%HELD
278EEExcelerate Energy Inc$2.7M0.07%HELD
279THRMGentherm Inc$2.7M0.07%HELD
280CTSCTS Corp Co$2.7M0.07%HELD
281UVEUniversal Inc Hldgs Co$2.7M0.07%HELD
282APLEApple Hospitality REIT$2.7M0.07%HELD
283MMSIMerit Med Sys$2.7M0.07%HELD
284SCSCScansource Inc$2.7M0.07%HELD
285NWNNorthwest Natural Holding$2.7M0.07%HELD
286THFFFirst Finl Corp Indiana$2.6M0.07%HELD
287ENVAEnova Int'l$2.6M0.07%HELD
288CRHCRH Plc$2.6M0.06%HELD
289NOWServiceNow Inc$2.6M0.06%HELD
290NFLXNetflix Inc$2.6M0.06%HELD
291AVNSAvanos Medical Inc$2.5M0.06%HELD
292RDNRadian Group Inc$2.5M0.06%HELD
293CBLCBL & Assoc Prop$2.5M0.06%HELD
294NEUNewmarket Corp$2.5M0.06%HELD
295PLUSEplus Inc com$2.5M0.06%HELD
296PCRXPacira Biosciences Inc$2.5M0.06%HELD
297PLPCPreformed Line Products$2.4M0.06%HELD
298KEKimball Electronics$2.4M0.06%HELD
299CENTACentral Garden and Pet Cl A$2.4M0.06%HELD
300CTRECaretrust Reit Inc$2.4M0.06%HELD
301AROWArrow Finl$2.4M0.06%HELD
302BLBDBlue Bird Corp$2.4M0.06%HELD
303NNINelnet Inc$2.4M0.06%HELD
304IDTIDT Corp Com Cl B$2.4M0.06%HELD
305TSLATesla Mtrs Inc$2.4M0.06%HELD
306FERGFerguson Ent Inc$2.4M0.06%HELD
307LTCLTC Properties Inc$2.4M0.06%HELD
308MDGLMadrigal Pharmaceuticals$2.3M0.06%HELD
309CPFCentral Pacific Finl Corp$2.3M0.06%HELD
310ACIWACI Worldwide Inc$2.3M0.06%HELD
311CALMCal Maine Foods Inc Com$2.3M0.06%HELD
312AMALAmalgamated Finl Corp$2.3M0.06%HELD
313BFHBread Financial Holdings$2.3M0.06%HELD
314AMBPArdagh Metal Packaging$2.3M0.06%HELD
315IBKRInteractive Brokers$2.3M0.06%HELD
316GVAGranite Construction Inc$2.3M0.06%HELD
317DOCUDocusign Inc$2.2M0.06%HELD
318BLXBanco Latinoamericano$2.2M0.06%HELD
319TOWNTownebank com$2.2M0.06%HELD
320ATENA10 Networks inc$2.2M0.06%HELD
321NVGSNavigator Holdings Ltd$2.2M0.06%HELD
322PJTPJT Partners Inc$2.2M0.06%HELD
323UEUrban Edge Pptys$2.2M0.06%HELD
324TCBXThird Coast Bancsr Inc -Redh$2.2M0.06%HELD
325HAFCHanmi Finl Corp$2.2M0.06%HELD
326AATAmerican Assets Trust Inc$2.2M0.06%HELD
327DAKTDaktronics Inc$2.2M0.06%HELD
328GRCGorman-Rupp Co$2.2M0.06%HELD
329ATROAstronics Corp Com$2.2M0.05%HELD
330HMNHorace Mann Educators$2.2M0.05%HELD
331SMSM Energy Co Com$2.2M0.05%HELD
332KFYKorn/Ferry Int'l$2.2M0.05%HELD
333BANRBanner Corp$2.2M0.05%HELD
334IIINInsteel Industries Inc$2.1M0.05%HELD
335IMKTAIngles Mkts Inc Cl A$2.1M0.05%HELD
336RMDResmed Inc$2.1M0.05%HELD
337ANIPAni Pharmaceuticals Inc$2.1M0.05%HELD
338FDPFresh Del Monte$2.1M0.05%HELD
339AXSMAxsome Therapeutics$2.1M0.05%HELD
340PAHCPhibro Animal Health$2.1M0.05%HELD
341SMBKSmartfinancial$2.1M0.05%HELD
342MIRMMirum Pharmaceuticals Inc$2.1M0.05%HELD
343ORKAOruka Therapeutics$2.1M0.05%HELD
344UTLUnitil Corporation$2.1M0.05%HELD
345UVVUniversal Corp Va$2.1M0.05%HELD
346GCMGGCM Grosvenor Inc$2.0M0.05%HELD
347HCIHCI Group Inc$2.0M0.05%HELD
348TNCTennant Co$2.0M0.05%HELD
349HCSGHealthcare Svcs Group Inc$2.0M0.05%HELD
350DKDelek US Hldgs$2.0M0.05%HELD
351BDCBelden Cdt Inc$2.0M0.05%HELD
352EVRGEvergy Inc$2.0M0.05%HELD
353BJRIBJ's Restaurant Inc$2.0M0.05%HELD
354HRMYHarmony Bioscience Holding Inc$1.9M0.05%HELD
355UCTTUltra Clean Holdings$1.9M0.05%HELD
356TMOThermo Fisher Scientific Inc$1.9M0.05%HELD
357QLYSQualys Inc$1.9M0.05%HELD
358UHSUniversal Health Services$1.9M0.05%HELD
359APOGApogee Enterprises Inc$1.9M0.05%HELD
360KRYSKrystal Biotech$1.9M0.05%HELD
361LYTSLSI Industries Inc$1.9M0.05%HELD
362SPFISouth Plains Fin$1.8M0.05%HELD
363JLLJones Lang La Salle Inc$1.8M0.05%HELD
364FORForestar Group Inc$1.8M0.05%HELD
365CCNECNB Finl Corp PA$1.8M0.05%HELD
366TXG10X Genomics Inc$1.8M0.05%HELD
367ALRMAlarmCom Holdings Inc$1.8M0.04%HELD
368CLDTChatham Lodging Tr Co$1.8M0.04%HELD
369DOLEDole PLC$1.8M0.04%HELD
370ALNTAllient Inc (new)$1.8M0.04%HELD
371OSBCOld Second Bancorp$1.8M0.04%HELD
372EPACEnerpac Tool Group Corp$1.8M0.04%HELD
373JJSFJ and J Snack Foods Corp$1.8M0.04%HELD
374SAFTSafety Insurance Group$1.8M0.04%HELD
375SKWDSkyward Specialty Insurance Gr$1.7M0.04%HELD
376CUBICustomers Bancorp Inc$1.7M0.04%HELD
377NXTNextpower Inc$1.7M0.04%HELD
378FLEXFlexLtd$1.7M0.04%HELD
379WMKWeis Mkts Inc Com$1.7M0.04%HELD
380SRCE1st Source Corp$1.7M0.04%HELD
381ADNTAdient Plc$1.7M0.04%HELD
382YELPYelp Inc$1.7M0.04%HELD
383IIPRInnovative Industrial Pro$1.7M0.04%HELD
384MHOM/I Schottenstein Home$1.7M0.04%HELD
385NUVLNuvalent Inc$1.7M0.04%HELD
386RNGRRanger Energy Services$1.7M0.04%HELD
387PLMRPalomar Holdings Inc$1.7M0.04%HELD
388LVSLas Vegas Sands Corp$1.6M0.04%HELD
389COLLCollegium Pharmaceutical$1.6M0.04%HELD
390BMIBadger Meter Inc$1.6M0.04%HELD
391EEFTEuronet Worldwide Inc.$1.6M0.04%HELD
392KLICKulicke & Soffa Industries$1.6M0.04%HELD
393PEBPebblebrook Hotel$1.6M0.04%HELD
394PRGProg Holdings Inc$1.6M0.04%HELD
395ANABAnaptysbio Inc$1.6M0.04%HELD
396CMICummins Inc$1.6M0.04%HELD
397ARCBArcBest Corp$1.6M0.04%HELD
398IDYAIdeaya Biosciences Inc$1.5M0.04%HELD
399COCOVita Coco Company Inc$1.5M0.04%HELD
400IBMIntl Business Machines$1.5M0.04%HELD
401QRVOQorvo Inc$1.5M0.04%HELD
402APAMArtisan Partners Asset Mgmt In$1.5M0.04%HELD
403CMCLCaledonia Minining Corp Plc$1.5M0.04%HELD
404PGCPeapack-Gladstone Finl$1.5M0.04%HELD
405HBTHBT Financial Inc$1.5M0.04%HELD
406PKBKParke Bancorp Inc$1.5M0.04%HELD
407LXFRLuxfer Hldgs PLC$1.4M0.04%HELD
408KNKnowles Corp$1.4M0.04%HELD
409ISTRInvestar Holdings Corp$1.4M0.04%HELD
410HHHHoward Hughes Holdings$1.4M0.04%HELD
411OUTOutfront Media Inc.$1.4M0.04%HELD
412SIGSignet Jewelers Limited$1.4M0.04%HELD
413SENEASeneca Foods Corp$1.4M0.04%HELD
414RELYRemitily Global Inc$1.4M0.04%HELD
415KALVKalvista Pharmaceuticals$1.4M0.04%HELD
416AMATApplied Materials$1.4M0.04%HELD
417CMCCommercial Metals$1.4M0.04%HELD
418CDRECadre Holdings Inc$1.4M0.04%HELD
419FCPTFour Corners Property Trust$1.4M0.04%HELD
420NPKNatl Presto Inds Inc$1.4M0.04%HELD
421PCVXVaxcyte Inc$1.4M0.03%HELD
422FLOCFlowco Holdings Inc$1.4M0.03%HELD
423PRIMPrimoris Services Corp$1.4M0.03%HELD
424RBCAARepublic Bancorp$1.4M0.03%HELD
425SUISun Comm Inc$1.4M0.03%HELD
426JBSSSanfilippo John B Son$1.4M0.03%HELD
427GTXGarrett Motion In$1.4M0.03%HELD
428REPXRiley Exploration Permian$1.4M0.03%HELD
429CDPCopt Defense Properties$1.3M0.03%HELD
430EVREvercore Partners Inc Cl A$1.3M0.03%HELD
431GPORGulfport Energy Corp$1.3M0.03%HELD
432SNCYSun Country Airlines Hldgs$1.3M0.03%HELD
433PAGSPagseguro Digital Ltd$1.3M0.03%HELD
434NECBNortheast Comm Banc$1.3M0.03%HELD
435FISIFinl Institutions$1.3M0.03%HELD
436FIZZNatl Beverage Corp Co$1.3M0.03%HELD
437CNXNPC Connection Inc$1.3M0.03%HELD
438RGRSturm Ruger & Co Inc$1.3M0.03%HELD
439STRTStrattec Sec Corp$1.3M0.03%HELD
440GRBKGreen Brick Partners Inc$1.3M0.03%HELD
441AMGAffiliated Managers$1.3M0.03%HELD
442MCRIMonarch Casino & Rest$1.2M0.03%HELD
443CSRCenterspace$1.2M0.03%HELD
444CTBICommunity Trust Bancorp$1.2M0.03%HELD
445TKTeekay Corp Ltd$1.2M0.03%HELD
446PKEPark Aerospace$1.2M0.03%HELD
447WDAYWorkday Inc Cl A$1.2M0.03%HELD
448ALGTAllegiant Travel Co$1.2M0.03%HELD
449PSTLPostal Realty Trust Inc$1.2M0.03%HELD
450ASCArdmore Shipping Corp$1.2M0.03%HELD
451AGIOAgios Pharmaceuticals Inc$1.2M0.03%HELD
452NPBNorthpointe Bancshares$1.2M0.03%HELD
453CVLGCovenant Logistics Group$1.2M0.03%HELD
454CNCCentene Corp$1.2M0.03%HELD
455IRMDIradimed Corp$1.2M0.03%HELD
456DHRDanaher Corp$1.2M0.03%HELD
457TGTredegar Corporation$1.2M0.03%HELD
458STRAStrategic Education$1.2M0.03%HELD
459BNLBroadstone Net Lease$1.2M0.03%HELD
460PTENPatterson-Uti Energy Inc$1.2M0.03%HELD
461ADUSAddus Homecare Corp Co$1.2M0.03%HELD
462FLRFluor Corp (New)$1.2M0.03%HELD
463AVTAvnet Inc$1.2M0.03%HELD
464UCBUnited Community Banks/GA$1.2M0.03%HELD
465BCAXBicara Therapeutics$1.1M0.03%HELD
466OMCLOmnicell Inc$1.1M0.03%HELD
467FMBHFirst Mid Bancshares Inc$1.1M0.03%HELD
468CMPCompass Minerals Int'l$1.1M0.03%HELD
469CCSCentury Communities$1.1M0.03%HELD
470GICGlobal Industrial Co$1.1M0.03%HELD
471REXRex American Resources$1.1M0.03%HELD
472WLYWiley John & Sons Inc$1.1M0.03%HELD
473XENEXenon Pharmaceuticals$1.1M0.03%HELD
474TXNTexas Instruments$1.1M0.03%HELD
475GOOGAlphabet Inc Class C$1.1M0.03%HELD
476NUENucor Corp$1.1M0.03%HELD
477UALUnited Airlines Holdings Inc$1.1M0.03%HELD
478GIIIG III Apparel Group$1.1M0.03%HELD
479TBPHTheravance Biopharma Inc$1.1M0.03%HELD
480DOXAmdocs Ltd Ord$1.1M0.03%HELD
481AAAlcoa Corp$1.1M0.03%HELD
482CXMSprinkler Inc$1.1M0.03%HELD
483UHTUniv Health Rlty Income Trust$1.0M0.03%HELD
484EBFEnnis Inc$1.0M0.03%HELD
485HUMHumana Inc$1.0M0.03%HELD
486RGLDRoyal Gold Inc$1.0M0.03%HELD
487INRInfinity Natural Resource$1.0M0.03%HELD
488CTOCTO Realty Growth Inc$1.0M0.03%HELD
489NRIMNorthrim Bancorp Inc$1.0M0.03%HELD
490ADIAnalog Devices Inc$1.0M0.03%HELD
491DCIDonaldsons Inc$1.0M0.03%HELD
492CWCOConsolidated Water Co Inc$998K0.03%HELD
493CRCCalifornia Resources Corp$992K0.02%HELD
494TDSTelephone & Data Systems$990K0.02%HELD
495PANLPangaea Logistics$988K0.02%HELD
496DHCDiversified Healthcare Trust$982K0.02%HELD
497BKNGBooking Holdings Inc$977K0.02%HELD
498QNSTQuinstreet Inc Com$974K0.02%HELD
499DNOWNow Inc$972K0.02%HELD
500AVOMission Produce Inc$968K0.02%HELD

Source: SEC EDGAR · accession 0000936944-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.