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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 30 of 40  ·  794 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CTVA Corteva Inc Basic Materials 8,205.0 $687K 0.02% -300.0 -3.5% $83.71 -0.5%
582 Millrose Properties - CL A 24,500.0 $686K 0.02% NEW $28.00
583 CHRD Chord Energy Energy 4,810.0 $684K 0.02% -3K -40.0% $142.18 +4.4%
584 TR Tootsie Roll Inc Consumer Defensive 15,835.0 $676K 0.02% +9K +135.7% $42.72 -5.5%
585 PRTA Prothena Corp Healthcare 69,101.0 $672K 0.02% +6K +8.9% $9.72 +1.4%
586 DC Dakota Gold Corp Basic Materials 132,674.0 $670K 0.02% -8K -5.5% $5.05 +23.8%
587 Qiagen NV 16,555.0 $663K 0.02% NEW $40.04
588 MTRX Matrix Service Co Industrials 57,505.0 $660K 0.02% -25K -30.0% $11.48 +6.7%
589 BOX Box Inc Technology 27,808.0 $657K 0.02% -33K -53.9% $23.64 +4.4%
590 SYK Stryker Corp Healthcare 1,999.0 $657K 0.02% -4K -65.5% $328.59 -7.0%
591 UNF Unifirst Corp Industrials 2,553.0 $642K 0.02% -10K -79.5% $251.59 +2.6%
592 TARS Tarsus Pharmaceuticals Inc Healthcare 9,100.0 $638K 0.02% NEW $70.15 -7.1%
593 ACLS Axcelis Technologies Technology 6,818.0 $635K 0.02% $93.08 +66.7%
594 OPBK OP Bancorp Financial Services 47,645.0 $634K 0.02% +7K +16.7% $13.30 +5.8%
595 WSR Whitestone Reit Cl B Real Estate 39,110.0 $632K 0.02% +1K +3.7% $16.15 +17.6%
596 BWFG Bankwell Finl Financial Services 12,946.0 $628K 0.02% NEW $48.52 +4.2%
597 LQDT Liquidity Services Inc Consumer Cyclical 20,500.0 $627K 0.02% NEW $30.57 +9.1%
598 VST Vistra Energy Corp Utilities 4,023.0 $605K 0.01% -4K -49.8% $150.33 -5.6%
599 ALX Alexanders Inc Real Estate 2,551.0 $603K 0.01% $236.20 -2.7%
600 LFUS Littelfuse Inc Technology 1,768.0 $600K 0.01% NEW $339.35 +35.6%
Page 30 of 40  ·  794 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%