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Portfolio (Quarterly) Guide ↗

MARTINGALE ASSET MANAGEMENT L P

· CIK 0000936944
13F Portfolio $3.9B AUM 1,051 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 770 New
Page 14 of 39  ·  770 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NNI Nelnet Inc Financial Services 19,613.0 $2.6M 0.07% NEW $132.96 +1.7%
262 PBH Prestige Brands Holdings Inc. Healthcare 42,230.0 $2.6M 0.07% NEW $61.69 -19.9%
263 HLIT Harmonic Inc Technology 262,123.0 $2.6M 0.07% NEW $9.89 +42.3%
264 DHT DHT Holdings Energy 211,965.0 $2.6M 0.07% NEW $12.21 +40.7%
265 RMD Resmed Inc Healthcare 10,657.0 $2.6M 0.07% NEW $240.87 -13.0%
266 UVSP Univest Corp Pa Com Financial Services 78,323.0 $2.6M 0.07% NEW $32.74 +37.9%
267 VVX V2X Inc Industrials 46,832.0 $2.6M 0.07% NEW $54.55 +31.8%
268 AMAL Amalgamated Finl Corp Financial Services 78,725.0 $2.5M 0.06% NEW $32.03 +43.7%
269 KE Kimball Electronics Industrials 90,583.0 $2.5M 0.06% NEW $27.82 -9.8%
270 FELE Franklin Electric Co Industrials 26,343.0 $2.5M 0.06% NEW $95.53 +10.1%
271 UFCS United Fire & Casualty Financial Services 69,170.0 $2.5M 0.06% NEW $36.35 +48.4%
272 FBP First Bancorp PR Com New Financial Services 121,210.0 $2.5M 0.06% NEW $20.73 +27.0%
273 DOCU Docusign Inc Technology 35,696.0 $2.4M 0.06% NEW $68.40 -33.1%
274 MZTI Marzetti Company Consumer Defensive 14,843.0 $2.4M 0.06% NEW $164.42 -29.6%
275 SCSC Scansource Inc Technology 62,196.0 $2.4M 0.06% NEW $39.06 +30.2%
276 THFF First Finl Corp Indiana Financial Services 40,124.0 $2.4M 0.06% NEW $60.42 +27.5%
277 UNF Unifirst Corp Industrials 12,467.0 $2.4M 0.06% NEW $192.90 +41.8%
278 ATRO Astronics Corp Com Industrials 44,238.0 $2.4M 0.06% NEW $54.24 +30.6%
279 DRS Leonardo Drs Inc Industrials 69,849.0 $2.4M 0.06% NEW $34.09 +28.2%
280 DAKT Daktronics Inc Technology 119,974.0 $2.4M 0.06% NEW $19.77 +0.7%
Page 14 of 39  ·  770 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 18.0%
Technology 17.2%
Healthcare 13.2%
Industrials 12.4%
Consumer Defensive 10.4%
Consumer Cyclical 7.0%
Utilities 6.6%
Communication Services 6.5%
Energy 5.3%
Basic Materials 2.0%