MARTINGALE ASSET MANAGEMENT L P

data from 30/09/2025

Capitalization

$ 3.976 B -2.49 %

Average holding period

15 ans

Performance

$ 5.942 B -115 049.42 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MARTINGALE ASSET MANAGEMENT L P

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GOOGL Alphabet Inc Class A 1.47% 58.358 M $ 240056 2015/12/31 19.835 M $ 37.94 %
2025/09/30 MSFT Microsoft Corp 1.44% 57.170 M $ 110378 2010/06/30 2.530 M $ 4.13 %
2025/09/30 AAPL Apple Inc 1.37% 54.423 M $ 213733 2010/06/30 11.391 M $ 24.11 %
2025/09/30 AMZN Amazon.Com Inc 1.28% 50.924 M $ 231925 2011/03/31 44.733 K $ 0.08 %
2025/09/30 META Meta Platforms Inc 1.14% 45.230 M $ 61590 2013/06/30 -262.660 K $ -0.50 %
2025/09/30 JPM JP Morgan Chase & Co 1.14% 45.221 M $ 143363 2021/03/31 3.999 M $ 8.80 %
2025/09/30 JNJ Johnson & Johnson 1.10% 43.893 M $ 236720 2002/03/31 8.438 M $ 21.39 %
2025/09/30 BRK-B Berkshire Hathaway Inc B 1.07% 42.647 M $ 84830 2010/12/31 1.685 M $ 3.49 %
2025/09/30 T AT&T 1.05% 41.856 M $ 1482150 2008/06/30 -1.126 M $ -2.42 %
2025/09/30 XOM Exxon Mobil Corp 0.99% 39.354 M $ 349038 2021/12/31 1.835 M $ 4.59 %
2025/09/30 V Visa Inc 0.99% 39.256 M $ 114993 2012/06/30 -1.727 M $ -3.85 %
2025/09/30 CSCO Cisco Systems 0.99% 39.187 M $ 572735 2015/12/31 -607.576 K $ -1.38 %
2025/09/30 MA Mastercard Inc Class A 0.93% 37.139 M $ 65293 2011/06/30 484.850 K $ 1.22 %
2025/09/30 WMT Walmart Inc 0.93% 37.013 M $ 359143 2002/12/31 2.342 M $ 5.40 %
2025/09/30 VZ Verizon Communications 0.93% 36.838 M $ 838178 2010/12/31 613.523 K $ 1.57 %
2025/09/30 COST Costco Wholesale Corp 0.91% 36.289 M $ 39205 2011/09/30 -2.910 M $ -6.50 %
2025/09/30 HD Home Depot 0.91% 36.052 M $ 88976 2008/06/30 3.743 M $ 10.51 %
2025/09/30 ABBV AbbVie Inc 0.89% 35.520 M $ 153407 2013/03/31 7.721 M $ 24.74 %
2025/09/30 PM Philip Morris Int'l 0.89% 35.351 M $ 217949 2008/03/31 -4.610 M $ -10.94 %
2025/09/30 AXP American Express 0.85% 33.697 M $ 101448 2022/06/30 1.601 M $ 4.13 %
2025/09/30 NEM Newmont Corp 0.83% 33.147 M $ 393157 2015/03/31 12.961 M $ 44.71 %
2025/09/30 MO Altria Group Inc 0.83% 32.831 M $ 496989 2011/06/30 4.053 M $ 12.67 %
2025/09/30 INTU Intuit Inc 0.81% 32.179 M $ 47121 2010/06/30 -5.279 M $ -13.30 %
2025/09/30 CRM Salesforce Com Inc 0.80% 31.910 M $ 134642 2018/06/30 -4.490 M $ -13.09 %
2025/09/30 PG Procter & Gamble Co 0.79% 31.332 M $ 203920 2002/03/31 -1.228 M $ -3.56 %
2025/09/30 TMUS T-Mobile US Inc 0.77% 30.726 M $ 128355 2017/06/30 156.642 K $ 0.47 %
2025/09/30 ADBE Adobe Inc 0.77% 30.611 M $ 86779 2015/03/31 -2.180 M $ -8.82 %
2025/09/30 MRK Merck and Co Inc 0.76% 30.200 M $ 359827 2010/12/31 1.856 M $ 6.03 %
2025/09/30 NVDA Nvidia Corp 0.72% 28.725 M $ 153958 2023/03/31 3.567 M $ 18.10 %
2025/09/30 ABT Abbott Labs 0.71% 28.143 M $ 210116 2008/06/30 -492.734 K $ -1.52 %
2025/09/30 LLY Eli Lilly Co 0.71% 28.066 M $ 36784 2007/06/30 -816.515 K $ -2.12 %
2025/09/30 SCHW Schwab Charles Corp 0.69% 27.573 M $ 288816 2024/06/30 1.232 M $ 4.64 %
2025/09/30 GE GE Aerospace 0.69% 27.571 M $ 91654 2025/06/30 2.758 M $ 16.87 %
2025/09/30 GD General Dynamics 0.69% 27.459 M $ 80524 2022/06/30 3.684 M $ 16.92 %
2025/09/30 ALL Allstate Corp 0.69% 27.423 M $ 127759 2024/03/31 1.829 M $ 6.63 %
2025/09/30 NOC Northrop Grumman Corp 0.69% 27.332 M $ 44856 2022/09/30 5.290 M $ 21.87 %
2025/09/30 KR Kroger Co 0.69% 27.316 M $ 405221 2019/03/31 -1.884 M $ -6.02 %
2025/09/30 RTX RTX Corporation 0.67% 26.678 M $ 159435 2024/06/30 3.721 M $ 14.59 %
2025/09/30 CVX Chevron Corp 0.67% 26.495 M $ 170619 2021/12/31 2.063 M $ 8.45 %
2025/09/30 BK Bank New York Mellon Corp 0.66% 26.417 M $ 242445 2023/03/31 5.046 M $ 19.59 %
2025/09/30 LMT Lockheed Martin Corp 0.66% 26.272 M $ 52628 2022/03/31 1.946 M $ 7.79 %
2025/09/30 CW Curtiss Wright Corp 0.65% 25.853 M $ 47616 2022/06/30 2.944 M $ 11.13 %
2025/09/30 TRV Travelers Corp 0.65% 25.815 M $ 92455 2011/06/30 1.006 M $ 4.37 %
2025/09/30 HIG Hartford Insurance Group Inc 0.65% 25.778 M $ 193250 2022/06/30 1.212 M $ 5.14 %
2025/09/30 PEP Pepsico Inc 0.63% 25.043 M $ 178316 2005/06/30 1.540 M $ 6.36 %
2025/09/30 WM Waste Management Inc 0.63% 25.038 M $ 113383 2011/06/30 -1.003 M $ -3.49 %
2025/09/30 MCK McKesson Corp 0.62% 24.710 M $ 31985 2010/12/31 1.372 M $ 5.43 %
2025/09/30 DTE DTE Energy Company 0.61% 24.347 M $ 172151 2008/06/30 1.515 M $ 6.77 %
2025/09/30 AU Anglogold Ashanti 0.61% 24.119 M $ 342935 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSG Republic Services Inc 0.60% 23.871 M $ 104022 2011/06/30 -2.101 M $ -6.95 %
2025/09/30 EXC Exelon Corp 0.60% 23.855 M $ 529999 2024/12/31 889.406 K $ 3.66 %
2025/09/30 QCOM Qualcomm Inc 0.60% 23.728 M $ 142630 2020/03/31 1.076 M $ 4.46 %
2025/09/30 PGR Progressive Corp 0.59% 23.472 M $ 95049 2013/06/30 -1.971 M $ -7.46 %
2025/09/30 EA Electronic Arts Inc 0.59% 23.413 M $ 116080 2017/03/31 6.039 M $ 26.30 %
2025/09/30 KMB Kimberly-Clark 0.58% 23.186 M $ 186476 2009/06/30 -865.583 K $ -3.55 %
2025/09/30 ED Consolidated Edison 0.58% 23.158 M $ 230380 2011/06/30 39.801 K $ 0.17 %
2025/09/30 MCD McDonald's Corp 0.57% 22.496 M $ 74028 2023/06/30 52.001 K $ 4.01 %
2025/09/30 MSI Motorola Solutions Inc 0.56% 22.354 M $ 48884 2016/03/31 1.871 M $ 8.76 %
2025/09/30 ADP Automatic Data Processing 0.56% 22.195 M $ 75621 2011/06/30 -1.240 M $ -4.83 %
2025/09/30 BMY Bristol Myers Squibb 0.55% 21.747 M $ 482192 2011/06/30 -626.324 K $ -2.57 %
2025/09/30 LNG Cheniere Energy Inc 0.54% 21.484 M $ 91429 2023/06/30 -845.767 K $ -3.51 %
2025/09/30 ZM Zoom Video Communications Inc 0.54% 21.410 M $ 259510 2022/06/30 1.243 M $ 5.80 %
2025/09/30 NFLX Netflix Inc 0.53% 20.921 M $ 17450 2023/09/30 -2.812 M $ -10.47 %
2025/09/30 ROP Roper Technologies Inc 0.52% 20.845 M $ 41800 2020/09/30 -2.979 M $ -12.02 %
2025/09/30 CB Chubb Ltd 0.52% 20.482 M $ 72566 2021/09/30 -585.356 K $ -2.58 %
2025/09/30 Everest Re Group 0.51% 20.392 M $ 58225 2011/09/30 563.364 K $ 3.05 %
2025/09/30 INGR Ingredion Intl 0.51% 20.264 M $ 165950 2012/06/30 -2.359 M $ -9.96 %
2025/09/30 BPOP Popular Inc Common 0.50% 19.733 M $ 155368 2014/06/30 2.812 M $ 15.24 %
2025/09/30 MPC Marathon Petroleum 0.49% 19.555 M $ 101460 2025/06/30 461.684 K $ 16.03 %
2025/09/30 MKL Markel Group Inc 0.49% 19.500 M $ 10202 2020/03/31 -1.189 M $ -4.31 %
2025/09/30 CASY Caseys General Stores Inc 0.49% 19.283 M $ 34110 2019/03/31 2.884 M $ 10.79 %
2025/09/30 GILD Gilead Sciences Inc 0.48% 19.177 M $ 172768 2021/09/30 25.250 K $ 0.12 %
2025/09/30 AEP American Elec Power 0.48% 19.072 M $ 169525 2011/09/30 1.608 M $ 8.42 %
2025/09/30 ADSK Autodesk Inc 0.47% 18.858 M $ 59364 2020/06/30 499.810 K $ 2.62 %
2025/09/30 CAH Cardinal Health Inc 0.47% 18.582 M $ 118389 2010/12/31 -1.431 M $ -6.57 %
2025/09/30 SEIC SEI Investments Company 0.46% 18.404 M $ 216904 2024/03/31 -1.142 M $ -5.58 %
2025/09/30 ETR Entergy Corp 0.46% 18.272 M $ 196072 2023/03/31 2.132 M $ 12.12 %
2025/09/30 FFIV F5 Networks 0.46% 18.201 M $ 56317 2021/12/31 1.005 M $ 9.81 %
2025/09/30 EME Emcor Group Inc 0.46% 18.100 M $ 27866 2023/03/31 4.160 M $ 21.43 %
2025/09/30 TXRH Texas Roadhouse Inc 0.45% 17.835 M $ 107342 2022/12/31 -2.450 M $ -11.34 %
2025/09/30 DLB Dolby Labs 0.44% 17.670 M $ 244163 2025/03/31 -459.644 K $ -2.55 %
2025/09/30 AVGO Broadcom Inc 0.44% 17.540 M $ 53167 2019/03/31 249.053 K $ 19.68 %
2025/09/30 EOG EOG Resources Inc 0.44% 17.388 M $ 155080 2023/03/31 -1.542 M $ -6.26 %
2025/09/30 DOX Amdocs Ltd Ord 0.44% 17.371 M $ 211707 2010/12/31 -2.287 M $ -10.07 %
2025/09/30 AMGN Amgen Inc 0.43% 17.102 M $ 60602 2010/12/31 199.642 K $ 1.07 %
2025/09/30 CL Colgate Palmolive Co 0.43% 17.032 M $ 213059 2005/06/30 -2.477 M $ -12.06 %
2025/09/30 L Loew's Corp 0.43% 16.983 M $ 169169 2022/09/30 1.485 M $ 9.52 %
2025/09/30 COF Capital One Finl 0.42% 16.872 M $ 79370 2025/09/30 0.000 $ 0.00 %
2025/09/30 LHX L3-Harris Technologies 0.41% 16.441 M $ 53832 2023/03/31 766.381 K $ 21.75 %
2025/09/30 CBOE CBOE Holdings Inc 0.41% 16.357 M $ 66696 2019/03/31 1.071 M $ 5.16 %
2025/09/30 CMCSA Comcast Corp 0.41% 16.344 M $ 520179 2021/09/30 -1.476 M $ -11.96 %
2025/09/30 OGE OGE Energy Company 0.41% 16.312 M $ 352535 2022/06/30 758.967 K $ 4.26 %
2025/09/30 AEE Ameren Corporation 0.39% 15.497 M $ 148464 2010/12/31 274.702 K $ 8.68 %
2025/09/30 ACN Accenture PLC Ireland 0.39% 15.363 M $ 62300 2010/12/31 -4.312 M $ -17.49 %
2025/09/30 PH Parker Hannifin 0.39% 15.323 M $ 20211 2023/09/30 1.388 M $ 8.54 %
2025/09/30 TXT Textron Inc 0.38% 15.263 M $ 180647 2022/06/30 822.473 K $ 5.23 %
2025/09/30 TSN Tyson Food Inc 0.37% 14.840 M $ 273305 2015/12/31 -440.638 K $ -2.93 %
2025/09/30 DIS Walt Disney Productions 0.37% 14.548 M $ 127060 2025/03/31 -893.435 K $ -7.67 %
2025/09/30 VRTX Vertex Pharmaceuticals Inc 0.36% 14.303 M $ 36522 2017/03/31 -2.211 M $ -12.03 %
2025/09/30 ACI Albertsons Companies 0.36% 14.152 M $ 808216 2020/12/31 -3.509 M $ -18.60 %