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Portfolio (Quarterly) Guide ↗

MARTINGALE ASSET MANAGEMENT L P

· CIK 0000936944
13F Portfolio $4.0B AUM 794 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 331 Added 282 Reduced 84 Exited
Page 8 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TXG 10X Genomics Inc Healthcare 85,207.0 $1.8M 0.04% -4K -4.3% $21.23 -0.1%
142 ALRM AlarmCom Holdings Inc Technology 41,472.0 $1.8M 0.04% -2K -3.8% $43.19 +1.5%
143 OSBC Old Second Bancorp Financial Services 87,224.0 $1.8M 0.04% -23K -21.0% $20.16 +1.3%
144 Skyward Specialty Insurance Gr 39,534.0 $1.7M 0.04% -2K -4.6% $43.68
145 NXT Nextpower Inc Technology 14,220.0 $1.7M 0.04% -1K -9.2% $120.55 +19.7%
146 FLEX FlexLtd Technology 26,049.0 $1.7M 0.04% -11K -30.5% $65.46 +110.6%
147 SRCE 1st Source Corp Financial Services 24,415.0 $1.7M 0.04% -13K -35.0% $69.21 +2.9%
148 BMI Badger Meter Inc Technology 10,510.0 $1.6M 0.04% -801.0 -7.1% $152.35 -21.9%
149 EEFT Euronet Worldwide Inc. Technology 24,038.0 $1.6M 0.04% -19K -43.6% $66.37 -0.4%
150 KLIC Kulicke & Soffa Industries Technology 24,169.0 $1.6M 0.04% -683.0 -2.8% $65.72 +55.3%
151 IBM Intl Business Machines Technology 6,257.0 $1.5M 0.04% -22K -77.7% $242.39 -9.5%
152 APAM Artisan Partners Asset Mgmt In Financial Services 41,239.0 $1.5M 0.04% -53K -56.3% $36.39 +0.8%
153 CMCL Caledonia Minining Corp Plc Basic Materials 65,505.0 $1.5M 0.04% -2K -3.0% $22.59 +4.9%
154 SIG Signet Jewelers Limited Consumer Cyclical 16,833.0 $1.4M 0.04% -2K -11.2% $84.64 -10.2%
155 RELY Remitily Global Inc Technology 89,863.0 $1.4M 0.04% -5K -5.1% $15.67 +44.2%
156 CMC Commercial Metals Basic Materials 22,904.0 $1.4M 0.04% -2K -9.8% $61.43 +14.1%
157 PRIM Primoris Services Corp Industrials 9,665.0 $1.4M 0.04% -23K -70.3% $143.04 -20.8%
158 CDP Copt Defense Properties Real Estate 43,948.0 $1.3M 0.03% -26K -37.3% $30.60 +3.9%
159 GPOR Gulfport Energy Corp Energy 6,305.0 $1.3M 0.03% -390.0 -5.8% $211.57 -13.6%
160 SNCY Sun Country Airlines Hldgs Industrials 80,346.0 $1.3M 0.03% -10K -11.4% $16.52 -2.1%
Page 8 of 15  ·  282 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 16.3%
Healthcare 14.2%
Technology 14.2%
Industrials 13.2%
Consumer Defensive 10.8%
Consumer Cyclical 8.0%
Utilities 7.0%
Energy 6.8%
Communication Services 5.6%
Basic Materials 2.0%