MondegarAI
MARTINGALE ASSET MANAGEMENT L P

Q2 2025 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2025-08-11 · accession 0000936944-25-000008

$4.08B
Reported value
779
Positions
2025-06-30
Period end
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The Brief · MARTINGALE ASSET MANAGEMENT L P · Q2 2025

AI · grounded in 13F

MARTINGALE ASSET MANAGEMENT L P established a new position in MSFT worth $61.3M. The fund also initiated new stakes in AMZN for $54.5M and GOOGL for $52.3M. Additional new positions include META at $52.3M and BRK/B at $48.2M. Total assets under management stand at $4.1B across 779 positions.

Holdings as filed

First 500 of 779

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$61.3M1.50%123,185CommonSOLE
023135106AMZNAmazon.Com Inc$54.5M1.34%248,520CommonSOLE
02079K305GOOGLAlphabet Inc Class A$52.3M1.28%296,617CommonSOLE
30303M102METAMeta Platforms Inc$52.3M1.28%70,798CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$48.2M1.18%99,300CommonSOLE
037833100AAPLApple Inc$47.3M1.16%230,304CommonSOLE
00206R102TAT&T$46.6M1.14%1,608,873CommonSOLE
46625H100JPMJP Morgan Chase & Co$45.4M1.11%156,692CommonSOLE
92826C839VVisa Inc$44.8M1.10%126,310CommonSOLE
22160K105COSTCostco Wholesale Corp$44.8M1.10%45,256CommonSOLE
17275R102CSCOCisco Systems$43.9M1.08%632,892CommonSOLE
931142103WMTWalmart Inc$43.4M1.06%443,648CommonSOLE
718172109PMPhilip Morris Int'l$42.1M1.03%231,326CommonSOLE
30231G102XOMExxon Mobil Corp$40.0M0.98%370,652CommonSOLE
461202103INTUIntuit Inc$39.7M0.97%50,413CommonSOLE
57636Q104MAMastercard Inc Class A$39.7M0.97%70,575CommonSOLE
478160104JNJJohnson & Johnson$39.5M0.97%258,273CommonSOLE
92343V104VZVerizon Communications$39.0M0.96%902,241CommonSOLE
025816109AXPAmerican Express$38.8M0.95%121,488CommonSOLE
532457108LLYEli Lilly Co$38.5M0.94%49,396CommonSOLE
437076102HDHome Depot$35.6M0.87%97,089CommonSOLE
742718109PGProcter & Gamble Co$34.5M0.85%216,544CommonSOLE
79466L302CRMSalesforce Com Inc$34.3M0.84%125,810CommonSOLE
872590104TMUST-Mobile US Inc$33.3M0.82%139,859CommonSOLE
002824100ABTAbbott Labs$32.4M0.79%238,036CommonSOLE
02209S103MOAltria Group Inc$32.0M0.78%545,478CommonSOLE
501044101KRKroger Co$31.3M0.77%436,185CommonSOLE
00287Y109ABBVAbbVie Inc$31.2M0.77%168,131CommonSOLE
58933Y105MRKMerck and Co Inc$30.8M0.76%389,127CommonSOLE
760759100RSGRepublic Services Inc$30.3M0.74%122,664CommonSOLE
651639106NEMNewmont Corp$29.0M0.71%497,554CommonSOLE
94106L109WMWaste Management Inc$28.7M0.70%125,589CommonSOLE
570535104MKLMarkel Group Inc$27.6M0.68%13,824CommonSOLE
020002101ALLAllstate Corp$27.6M0.68%137,132CommonSOLE
64110L106NFLXNetflix Inc$26.9M0.66%20,054CommonSOLE
147528103CASYCaseys General Stores Inc$26.7M0.66%52,393CommonSOLE
808513105SCHWSchwab Charles Corp$26.6M0.65%291,176CommonSOLE
231561101CWCurtiss Wright Corp$26.4M0.65%54,119CommonSOLE
743315103PGRProgressive Corp$26.4M0.65%99,007CommonSOLE
064058100BKBank New York Mellon Corp$25.8M0.63%282,671CommonSOLE
053015103ADPAutomatic Data Processing$25.7M0.63%83,221CommonSOLE
75513E101RTXRTX Corporation$25.5M0.63%174,590CommonSOLE
58155Q103MCKMcKesson Corp$25.3M0.62%34,507CommonSOLE
539830109LMTLockheed Martin Corp$25.0M0.61%53,942CommonSOLE
776696106ROPRoper Technologies Inc$24.8M0.61%43,710CommonSOLE
00724F101ADBEAdobe Inc$24.7M0.61%63,873CommonSOLE
G1151C101ACNAccenture PLC Ireland$24.6M0.60%82,462CommonSOLE
26875P101EOGEOG Resources Inc$24.6M0.60%205,925CommonSOLE
68389X105ORCLOracle Systems Corp$24.6M0.60%112,513CommonSOLE
166764100CVXChevron Corp$24.4M0.60%170,489CommonSOLE
494368103KMBKimberly-Clark$24.4M0.60%188,992CommonSOLE
110122108BMYBristol Myers Squibb$24.4M0.60%526,323CommonSOLE
30161N101EXCExelon Corp$24.3M0.60%559,375CommonSOLE
713448108PEPPepsico Inc$24.2M0.59%183,332CommonSOLE
666807102NOCNorthrop Grumman Corp$24.2M0.59%48,380CommonSOLE
747525103QCOMQualcomm Inc$24.1M0.59%151,502CommonSOLE
16411R208LNGCheniere Energy Inc$24.1M0.59%99,036CommonSOLE
457187102INGRIngredion Intl$23.7M0.58%174,627CommonSOLE
416515104HIGHartford Insurance Group Inc$23.6M0.58%185,819CommonSOLE
209115104EDConsolidated Edison$23.5M0.58%234,128CommonSOLE
89417E109TRVTravelers Corp$23.1M0.57%86,172CommonSOLE
285512109EAElectronic Arts Inc$23.0M0.56%143,777CommonSOLE
759351604RGAReinsurance Grp of America$23.0M0.56%115,729CommonSOLE
G02602103DOXAmdocs Ltd Ord$22.7M0.56%248,836CommonSOLE
H1467J104CBChubb Ltd$22.7M0.56%78,361CommonSOLE
233331107DTEDTE Energy Company$22.4M0.55%168,852CommonSOLE
14149Y108CAHCardinal Health Inc$21.8M0.53%129,662CommonSOLE
369550108GDGeneral Dynamics$21.8M0.53%74,660CommonSOLE
882681109TXRHTexas Roadhouse Inc$21.6M0.53%115,232CommonSOLE
375558103GILDGilead Sciences Inc$21.5M0.53%194,237CommonSOLE
98980L101ZNGAZoom Video Communications Inc$21.4M0.53%275,037CommonSOLE
620076307MSIMotorola Solutions Inc$21.4M0.52%50,791CommonSOLE
12503M108CBOECBOE Holdings Inc$20.7M0.51%88,939CommonSOLE
194162103CLColgate Palmolive Co$20.5M0.50%225,991CommonSOLE
784117103SEICSEI Investments Company$20.5M0.50%228,004CommonSOLE
125523100CICigna Group$20.3M0.50%61,450CommonSOLE
67066G104NVDANvidia Corp$19.7M0.48%124,767CommonSOLE
29084Q100EMEEmcor Group Inc$19.4M0.48%36,280CommonSOLE
052769106ADSKAutodesk Inc$19.1M0.47%61,705CommonSOLE
025537101AEPAmerican Elec Power$19.1M0.47%183,954CommonSOLE
013091103ACIAlbertsons Companies$18.9M0.46%877,339CommonSOLE
031162100AMGNAmgen Inc$18.6M0.46%66,770CommonSOLE
733174700BPOPPopular Inc Common$18.4M0.45%167,375CommonSOLE
G3223R108EGEverest Re Group$18.4M0.45%54,274CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$18.4M0.45%41,282CommonSOLE
25659T107DLBDolby Labs$18.1M0.44%243,198CommonSOLE
571748102MRSHMarsh & McLennan$18.0M0.44%82,254CommonSOLE
670837103OGEOGE Energy Company$17.8M0.44%401,570CommonSOLE
29364G103ETREntergy Corp$17.6M0.43%211,712CommonSOLE
036752103ELVElevance Health Inc$17.3M0.42%44,400CommonSOLE
20825C104COPConocoPhillips$16.6M0.41%184,616CommonSOLE
29261A100EHCEncompass Health Corp$16.4M0.40%133,729CommonSOLE
369604301GEGeneral Electric$16.3M0.40%63,504CommonSOLE
701094104PHParker Hannifin$16.2M0.40%23,250CommonSOLE
883203101TXTTextron Inc$15.7M0.39%195,827CommonSOLE
540424108LLoew's Corp$15.6M0.38%170,119CommonSOLE
780287108RGLDRoyal Gold Inc$15.5M0.38%87,288CommonSOLE
626755102MUSAMurphy USA Inc Co$15.0M0.37%36,975CommonSOLE
902494103TSNTyson Food Inc$15.0M0.37%268,682CommonSOLE
16359R103CHEChemed Corp$14.9M0.37%30,668CommonSOLE
81762P102NOWServiceNow Inc$14.5M0.35%14,077CommonSOLE
69351T106PPLPPL Corp$13.7M0.34%404,657CommonSOLE
879360105TDYTeledyne Tech Inc$13.7M0.34%26,714CommonSOLE
98978V103ZTSZoetis Inc$13.6M0.33%87,093CommonSOLE
717081103PFEPfizer Inc$13.6M0.33%560,208CommonSOLE
651587107NEUNewmarket Corp$13.5M0.33%19,492CommonSOLE
459200101IBMIntl Business Machines$12.8M0.31%43,557CommonSOLE
20030N101CMCSAComcast Corp$12.3M0.30%345,721CommonSOLE
410867105THGHanover Insurance Group Inc$12.3M0.30%72,136CommonSOLE
444859102HUMHumana Inc$12.1M0.30%49,501CommonSOLE
298736109EEFTEuronet Worldwide Inc.$12.0M0.29%118,168CommonSOLE
03076C106AMPAmeriprise Finl Inc$11.7M0.29%21,856CommonSOLE
254687106DISWalt Disney Productions$11.7M0.29%93,947CommonSOLE
629377508NRGNRG Energy Inc$11.6M0.28%71,978CommonSOLE
192446102CTSHCognizant Tech$11.4M0.28%146,545CommonSOLE
075887109BDXBecton Dickinson & Co$11.4M0.28%66,358CommonSOLE
05605H100BWXTBWX Technologies Inc$11.2M0.27%77,501CommonSOLE
G0692U109AXSAxis Capital Holdings$11.1M0.27%107,014CommonSOLE
466313103JBLJabil Inc$10.8M0.26%49,492CommonSOLE
03073E105CORCencora Inc$10.6M0.26%35,295CommonSOLE
72147K108PPCPilgrims Pride Corp$10.3M0.25%229,056CommonSOLE
315616102FFIVF5 Networks$10.2M0.25%34,824CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$9.7M0.24%40,071CommonSOLE
191216100KOCoca-Cola Co$9.4M0.23%132,974CommonSOLE
302941109FCNFTI Consult Inc$9.3M0.23%57,676CommonSOLE
548661107LOWLowe's Companies$9.1M0.22%40,841CommonSOLE
191098102COKECoca-Cola Consolidated Inc$9.0M0.22%81,030CommonSOLE
98389B100XELXcel Energy Inc$8.9M0.22%130,815CommonNONE
705573103PEGAPegasystems Inc$8.8M0.22%162,745CommonSOLE
45841N107IBKRInteractive Brokers$8.8M0.22%158,628CommonSOLE
525327102LDOSLeidos Holdings Inc$8.7M0.21%55,284CommonSOLE
871829107SYYSysco Corp$8.5M0.21%112,744CommonNONE
22266T109CPNGCoupang Inc$8.5M0.21%283,157CommonSOLE
87165B103SYFSyncrony Finl Com$8.5M0.21%126,929CommonSOLE
913903100UHSUniversal Health Services$7.9M0.19%43,770CommonSOLE
636180101NFGNatl Fuel Gas Co$7.1M0.17%84,139CommonSOLE
281020107EIXEdison Int'l$6.5M0.16%126,360CommonSOLE
38526M106LOPEGrand Canyon Education Inc$6.5M0.16%34,459CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$6.3M0.15%69,332CommonSOLE
126117100CNACNA Finl Corp$5.9M0.14%125,829CommonSOLE
G4474Y214JHGJanus Henderson Grp$5.8M0.14%149,194CommonSOLE
438516106HONHoneywell Int'l Inc$5.8M0.14%24,792CommonNONE
801056102SANMSanmina Corporation$5.7M0.14%58,378CommonNONE
G3198U102ESNTEssent Group Ltd$5.6M0.14%92,665CommonNONE
989701107ZIONZions Bancorporation$5.6M0.14%107,316CommonSOLE
143658300CCL1EURCarnival Corp Cl A$5.2M0.13%186,034CommonSOLE
G3922B107GGenpact Limited$5.2M0.13%117,767CommonSOLE
34354P105FLSFlowserve Corp$5.2M0.13%98,455CommonSOLE
G5960L103MDTMedtronic PLC Shares$5.0M0.12%57,312CommonSOLE
863667101SYKStryker Corp$5.0M0.12%12,583CommonSOLE
629209305NMIHNMI Holdings$4.9M0.12%117,131CommonNONE
12572Q105CMECME Group Inc$4.8M0.12%17,396CommonSOLE
133131102CPTCamden Property Trust$4.7M0.12%41,833CommonSOLE
521865204LEALear Corporation$4.7M0.12%49,418CommonSOLE
184496107CLHClean Harbor Inc$4.6M0.11%19,993CommonSOLE
254067101DDSDillard's Inc$4.6M0.11%11,001CommonSOLE
907818108UNPUnion Pacific Corp$4.6M0.11%19,935CommonSOLE
092113109BKHBlack Hills Corp$4.6M0.11%81,744CommonNONE
91307C102UTHRUnited Therapeutics$4.6M0.11%15,843CommonSOLE
91324P102UNHUnitedHealth Group Inc$4.5M0.11%14,348CommonSOLE
172908105CTASCintas Corp$4.4M0.11%19,762CommonSOLE
05379B107AVAAvista Corp Com$4.4M0.11%115,943CommonNONE
729132100PLXSPlexus Corp$4.3M0.11%31,788CommonNONE
500643200KFYKorn/Ferry Int'l$4.2M0.10%57,303CommonNONE
518613203LAURLaureate Education Inc$4.2M0.10%179,397CommonNONE
85208M102SFMSprouts Farmers Mkts$4.0M0.10%24,540CommonSOLE
172755100CRUSCirrus Logic Corp$4.0M0.10%38,436CommonSOLE
761152107RMDResmed Inc$4.0M0.10%15,456CommonSOLE
674215207CHRDChord Energy$4.0M0.10%41,172CommonSOLE
91913Y100VLOValero Energy Corp$4.0M0.10%29,419CommonSOLE
G01767105ALKSAlkermes Inc$3.9M0.09%135,251CommonNONE
29357K103ENVAEnova Int'l$3.9M0.09%34,693CommonNONE
744573106PEGPublic Service Ent$3.8M0.09%45,728CommonSOLE
09857L108BKNGBooking Holdings Inc$3.8M0.09%663CommonSOLE
29275Y102ENSEnersys$3.8M0.09%44,728CommonNONE
67103X102OFGOFG Bancorp$3.8M0.09%88,809CommonNONE
125896100CMSCMS Energy Corp$3.7M0.09%53,925CommonNONE
130788102CWTCalifornia Water Service$3.7M0.09%82,078CommonNONE
204166102CVLTCommvault System Inc$3.7M0.09%21,192CommonSOLE
87612E106TGTTarget Corp$3.6M0.09%36,988CommonSOLE
46124J201IVTInventrust Properties Corp$3.6M0.09%132,916CommonNONE
G0772R208NTBBank of NT Butterfield$3.6M0.09%82,208CommonNONE
624756102MLIMueller Industries$3.6M0.09%45,393CommonSOLE
042735100ARWArrow Electrs Inc$3.6M0.09%28,050CommonSOLE
G5509L101LIVNLivaNova Plc Ordinary$3.6M0.09%78,989CommonNONE
502431109LHXL3-Harris Technologies$3.5M0.09%14,044CommonNONE
294268107PLUSEplus Inc com$3.5M0.09%48,604CommonNONE
784730103SSRMSSR Mining Inc$3.5M0.09%274,725CommonNONE
64115T104NTCTNetscout Systems Inc$3.5M0.09%139,990CommonNONE
668771108GENGen Digital Inc$3.4M0.08%117,020CommonSOLE
912008109USFDUS Foods Hldgs Corp$3.4M0.08%44,563CommonSOLE
84857L101SRSpire Inc$3.4M0.08%46,942CommonSOLE
G25508105CRHCRH Plc$3.4M0.08%37,237CommonSOLE
04316A108APAMArtisan Partners Asset Mgmt In$3.4M0.08%76,925CommonNONE
902681105UGIUGI Corp$3.4M0.08%92,820CommonSOLE
667340103NWBINorthwest Bancshares Inc$3.3M0.08%261,117CommonNONE
861896108SNEXStoneX Group Inc$3.3M0.08%36,319CommonSOLE
11135E203BNLBroadstone Net Lease$3.3M0.08%203,726CommonNONE
920253101VMIValmont Industries$3.3M0.08%9,977CommonSOLE
830879102SKYWSkywest$3.2M0.08%31,551CommonNONE
33768G107FCFSFirst Cash Finl Services$3.2M0.08%23,993CommonSOLE
192108504CDECoeur Mining$3.2M0.08%365,388CommonNONE
147448104CWSTCasella Waste Systems$3.2M0.08%27,699CommonSOLE
293712105EFSCEnterprise Finl Services$3.2M0.08%57,747CommonNONE
64031N108NNINelnet Inc$3.2M0.08%26,223CommonNONE
023608102AEEAmeren Corporation$3.2M0.08%32,938CommonSOLE
26210C104DBXDropbox Inc$3.2M0.08%110,237CommonSOLE
52661A108DRSLeonardo Drs Inc$3.1M0.08%67,570CommonSOLE
781846209RUSHARush Enterprises$3.1M0.08%60,715CommonNONE
74758T303QLYSQualys Inc$3.1M0.08%21,726CommonSOLE
736508847PORPortland General Electric$3.1M0.08%75,753CommonSOLE
981475106WKCWorld Kinect Corp$3.1M0.07%107,834CommonNONE
014491104ALEXAlexander & Baldwin$3.0M0.07%169,511CommonNONE
49338L103KEYSKeysight Technologies$3.0M0.07%18,357CommonSOLE
128030202CALMCal Maine Foods Inc Com$3.0M0.07%30,090CommonSOLE
615394202MOG/AMoog Inc Cl A$3.0M0.07%16,565CommonSOLE
264147109DCODucommon Inc$3.0M0.07%36,275CommonNONE
646025106NJRNew Jersey Resources$3.0M0.07%66,120CommonSOLE
69343T107PJTPJT Partners Inc$3.0M0.07%17,943CommonSOLE
74112D101PBHPrestige Brands Holdings Inc.$2.9M0.07%36,802CommonSOLE
00508Y102AYIAcuity Brands Inc$2.9M0.07%9,817CommonSOLE
056525108BMIBadger Meter Inc$2.9M0.07%11,941CommonSOLE
29249E109ACTEnact Holdings inc$2.9M0.07%78,592CommonNONE
72407810062CPiper Sandler Co$2.9M0.07%10,449CommonSOLE
08160H101BHEBenchmark Electronics$2.9M0.07%74,618CommonNONE
56585A102MPCMarathon Petroleum$2.9M0.07%17,337CommonSOLE
942749102WTSWatts Water Technologies$2.9M0.07%11,711CommonSOLE
252784301DRHDiamondrock Hospitality$2.9M0.07%375,749CommonNONE
H11356104BGBunge Global SA$2.9M0.07%35,836CommonSOLE
14174T107CTRECaretrust Reit Inc$2.9M0.07%93,864CommonNONE
67011P100DNOWNow Inc$2.9M0.07%192,696CommonNONE
71844V201PECOPhillips Edison & Co Inc$2.8M0.07%81,324CommonSOLE
904708104UNFUnifirst Corp$2.8M0.07%14,992CommonSOLE
404251100HNIHNI Corp$2.8M0.07%57,228CommonNONE
55345K10337MMRC Global Inc$2.8M0.07%204,675CommonNONE
741511109PSMTPricesmart Inc Com$2.8M0.07%26,377CommonSOLE
59156R108METMetlife Inc$2.8M0.07%34,377CommonSOLE
256163106DOCUDocusign Inc$2.7M0.07%35,010CommonSOLE
G8726X106TNKTeekay Tankers Ltd$2.7M0.07%65,137CommonNONE
984017103XHRXenia Hotels & Resorts$2.7M0.07%214,102CommonNONE
737630103PCHPotlatch Corp$2.7M0.07%69,772CommonNONE
422819102HSIHeidrick & Struggles$2.7M0.07%58,482CommonNONE
03820C105AITApplied Industrial Tech Inc$2.7M0.07%11,507CommonNONE
004498101ACIWACI Worldwide Inc$2.7M0.07%57,741CommonSOLE
71363P106PRDOPerdoceo Ed Corp$2.7M0.07%81,083CommonSOLE
336901103SRCE1st Source Corp$2.6M0.06%42,663CommonNONE
577933104MMSMaximus Inc$2.6M0.06%37,600CommonSOLE
70450Y103PYPLPaypal Holdings$2.6M0.06%35,486CommonSOLE
384637104GHCGraham Holdings Company$2.6M0.06%2,766CommonSOLE
447462102HURNHuron Consulting Group Inc$2.6M0.06%18,999CommonSOLE
029899101AWRAmerican States Water Co$2.6M0.06%33,872CommonSOLE
29358P101ENSGEnsign Group Inc Com$2.6M0.06%16,779CommonSOLE
806037107SCSCScansource Inc$2.6M0.06%61,381CommonNONE
816300107SIGISelective Ins Group Inc$2.6M0.06%29,543CommonSOLE
668074305NWENorthWestern Corp$2.6M0.06%49,794CommonSOLE
513847103MZTILancaster Colony Corp (5138471$2.6M0.06%14,780CommonSOLE
689648103OTTROtter Tail Power Company$2.5M0.06%33,062CommonSOLE
58502B106MDMednax Inc$2.5M0.06%177,560CommonNONE
688239201OSKOshkosh Truck Corp$2.5M0.06%22,350CommonSOLE
90278Q108UFPIUFP Industries Inc$2.5M0.06%25,109CommonSOLE
154760409CPFCentral Pacific Finl Corp$2.5M0.06%88,706CommonNONE
09227Q100BLKBBlackbaud Inc$2.5M0.06%38,716CommonSOLE
221006109CRVLCorvel Corp$2.5M0.06%24,115CommonSOLE
830940102SKWDSkyward Specialty Insurance Gr$2.5M0.06%42,567CommonSOLE
14888U101CPRXCatalyst Pharmaceuticals$2.4M0.06%112,340CommonSOLE
G27907107DOLEDole PLC$2.4M0.06%171,882CommonNONE
68235P108OGSOne Gas Inc$2.4M0.06%33,457CommonSOLE
011642105ALRMAlarmCom Holdings Inc$2.4M0.06%41,994CommonSOLE
589400100MCYMercury General Corp$2.4M0.06%35,267CommonNONE
03784Y200APLEApple Hospitality REIT$2.4M0.06%202,676CommonNONE
G42706104HGHamilton Insurance Group$2.4M0.06%109,268CommonNONE
915271100UVSPUnivest Corp Pa Com$2.4M0.06%78,360CommonNONE
680277100OSBCOld Second Bancorp$2.3M0.06%131,992CommonNONE
03783C100APPFAppfolio Inc$2.3M0.06%10,091CommonNONE
372284208GNEGenie Energy Ltd$2.3M0.06%85,785CommonNONE
374689107ROCKGibraltar Industries$2.3M0.06%38,976CommonNONE
53220K504LGNDLigand Pharmaceuticals$2.3M0.06%20,153CommonSOLE
69047Q102OVVOvintiv Inc$2.3M0.06%60,153CommonSOLE
086516101BBYBest Buy Inc$2.3M0.06%33,776CommonSOLE
398905109GPIGroup 1 Automotive$2.3M0.06%5,153CommonNONE
237194105DRIDarden Restaurants$2.2M0.05%10,222CommonSOLE
89214P109TOWNTownebank com$2.2M0.05%65,186CommonSOLE
985817105YELPYelp Inc$2.2M0.05%64,293CommonSOLE
320218100THFFFirst Finl Corp Indiana$2.2M0.05%40,379CommonNONE
153527205CENTACentral Garden and Pet Cl A$2.2M0.05%69,454CommonSOLE
457030104IMKTAIngles Mkts Inc Cl A$2.2M0.05%34,281CommonNONE
353514102FELEFranklin Electric Co$2.2M0.05%24,198CommonSOLE
126349109CSNCSG Systems Int'l Inc$2.2M0.05%33,094CommonSOLE
10316T104BOXBox Inc$2.2M0.05%63,079CommonSOLE
422704106HLHecla Mining$2.2M0.05%359,123CommonNONE
922475108VEEVVeeva Systems Inc$2.1M0.05%7,432CommonSOLE
440327104HMNHorace Mann Educators$2.1M0.05%49,633CommonSOLE
053484101AVBAvalonbay Communities Inc$2.1M0.05%10,443CommonSOLE
022671101AMALAmalgamated Finl Corp$2.1M0.05%67,898CommonNONE
71742Q106PAHCPhibro Animal Health$2.1M0.05%82,758CommonNONE
737446104POSTPost Holdings Inc$2.1M0.05%19,380CommonNONE
589889104MMSIMerit Med Sys$2.1M0.05%22,260CommonSOLE
68287N100OSPNOnespan Inc$2.1M0.05%123,568CommonNONE
22002T108CDPCopt Defense Properties$2.1M0.05%74,756CommonSOLE
87724P106TMHCTaylor Morrison Home Cor$2.0M0.05%33,333CommonNONE
868459108SUPNSupernus Pharmaceuticals$2.0M0.05%64,793CommonSOLE
66765N105NWNNorthwest Natural Holding$2.0M0.05%51,126CommonSOLE
91359V107UVEUniversal Inc Hldgs Co$2.0M0.05%73,125CommonNONE
69753M105PLMRPalomar Holdings Inc$2.0M0.05%13,009CommonSOLE
101137107BSXBoston Scientific Corp$2.0M0.05%18,665CommonSOLE
910340108UFCSUnited Fire & Casualty$2.0M0.05%69,577CommonNONE
83190L208SMBKSmartfinancial$2.0M0.05%58,880CommonNONE
002121101ATENA10 Networks inc$2.0M0.05%101,935CommonSOLE
G8726T105TKTeekay Corp Ltd$2.0M0.05%237,457CommonNONE
90041L105TPBTurning Point Brands Inc$2.0M0.05%25,754CommonSOLE
913456109UVVUniversal Corp Va$1.9M0.05%33,376CommonSOLE
03076K108ABCBAmeris Bancorp$1.9M0.05%30,009CommonSOLE
686688102ORAOrmat Technologies Inc$1.9M0.05%22,820CommonNONE
939653101ELMEElme Communities$1.9M0.05%119,191CommonSOLE
453838609IBCPIndependent Bank Corp/MI$1.9M0.05%57,882CommonNONE
034164103ANDEAndersons Inc$1.9M0.05%51,037CommonSOLE
09739D100BCCBoise Cascade$1.9M0.05%21,586CommonNONE
09627Y1092655787DBlueprint Medicines Corp$1.9M0.05%14,592CommonSOLE
719405102PLABPhotronic Inc$1.9M0.05%99,183CommonNONE
92645B103VCTRVictory Capital Holdings$1.9M0.05%29,100CommonSOLE
825107105SHBIShore Bancshares Inc$1.8M0.04%116,236CommonNONE
018581108BFHBread Financial Holdings$1.8M0.04%31,633CommonNONE
55277P104MGEEMGE Energy Inc$1.8M0.04%20,390CommonNONE
Y2065G121DHTDHT Holdings$1.8M0.04%166,261CommonSOLE
30069T101EEExcelerate Energy Inc$1.8M0.04%61,131CommonNONE
320866106FMBHFirst Mid Bancshares Inc$1.8M0.04%47,349CommonNONE
G3398L118PLGOFidelis Insurance$1.8M0.04%106,425CommonNONE
44930G107ICUIICU Medical Inc$1.8M0.04%13,253CommonSOLE
139674105CCBGCapital City Bank Group$1.7M0.04%44,212CommonNONE
635906100NHCNatl Healthcare Corp$1.7M0.04%16,257CommonSOLE
87901J105TGNATegna Inc$1.7M0.04%103,635CommonNONE
913259107UTLUnitil Corporation$1.7M0.04%33,100CommonSOLE
05350V106AVNSAvanos Medical Inc$1.7M0.04%140,601CommonNONE
49428J109KEKimball Electronics$1.7M0.04%89,440CommonNONE
G1757E113CMCLCaledonia Minining Corp Plc$1.7M0.04%89,016CommonNONE
234264109DAKTDaktronics Inc$1.7M0.04%113,359CommonNONE
83946P107SPFISouth Plains Fin$1.7M0.04%47,402CommonNONE
45765U103NSITInsight Enterprises Inc$1.7M0.04%12,310CommonSOLE
25787G100DFINDonnelley Financial Solutions$1.7M0.04%27,219CommonSOLE
40416E103HCIHCI Group Inc$1.7M0.04%10,888CommonSOLE
558868105MDGLMadrigal Pharmaceuticals$1.6M0.04%5,445CommonSOLE
31488V107FERGFerguson Ent Inc$1.6M0.04%7,528CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.6M0.04%4,032CommonSOLE
126128107CCNECNB Finl Corp PA$1.6M0.04%71,254CommonNONE
83545G102SAHSonic Automotive Cl A$1.6M0.04%20,312CommonSOLE
948849104WMKWeis Mkts Inc Com$1.6M0.04%22,394CommonSOLE
880345103TNCTennant Co$1.6M0.04%20,904CommonSOLE
64110Y108NLOPNet Lease Office Prop$1.6M0.04%49,666CommonNONE
37959E102GLGlobe Life Inc$1.6M0.04%12,998CommonSOLE
12618T105CRAICRA Int'l Inc$1.6M0.04%8,575CommonSOLE
360271100FULTFulton Finl Corp$1.6M0.04%88,979CommonNONE
043436104ABGAsbury Auto$1.6M0.04%6,684CommonNONE
45781M101INVAInnoviva Inc$1.6M0.04%79,313CommonSOLE
25264R207BVEDiamond Hill Investment Grp$1.6M0.04%10,943CommonNONE
901109108TPCTutor Perini Corp$1.6M0.04%33,764CommonNONE
00182C103ANIPAni Pharmaceuticals Inc$1.6M0.04%24,114CommonSOLE
068463108BBSIBarrett Business Svcs$1.6M0.04%37,594CommonSOLE
G36738105FDPFresh Del Monte$1.6M0.04%48,310CommonSOLE
006739106ADUSAddus Homecare Corp Co$1.6M0.04%13,526CommonSOLE
126501105CTSCTS Corp Co$1.6M0.04%36,484CommonSOLE
78648T100SAFTSafety Insurance Group$1.5M0.04%19,512CommonSOLE
76171L106REYNReynolds Consumer Product$1.5M0.04%72,308CommonSOLE
413197104HRMYHarmony Bioscience Holding Inc$1.5M0.04%48,998CommonSOLE
695127100PCRXPacira Biosciences Inc$1.5M0.04%64,493CommonNONE
90138F102TWLOTwilio Inc$1.5M0.04%12,365CommonSOLE
981419104WRLDWorld Acceptance Corp$1.5M0.04%9,279CommonNONE
502175102LTCLTC Properties Inc$1.5M0.04%44,169CommonSOLE
74164F103PRIMPrimoris Services Corp$1.5M0.04%19,513CommonNONE
87265H109T86Tri Pointe Homes Inc$1.5M0.04%47,572CommonNONE
21871N101CXWCorecivic Inc$1.5M0.04%71,749CommonNONE
292218104EIGEmployers Holdings Inc Co$1.5M0.04%31,851CommonSOLE
466032109JJSFJ and J Snack Foods Corp$1.5M0.04%13,209CommonSOLE
004225108ACADAcadia Pharmaceuticals Inc$1.5M0.04%69,280CommonSOLE
55305B101MHOM/I Schottenstein Home$1.5M0.04%13,228CommonNONE
45866F104ICEIntercontinentalExchange Grp$1.5M0.04%7,948CommonNONE
G52694109KNSAKiniksa Pharmaceuticals new$1.5M0.04%52,434CommonSOLE
740444104PLPCPreformed Line Products$1.4M0.04%9,030CommonNONE
74965L101RLJRLJ Lodging$1.4M0.04%197,911CommonNONE
847215100SRJSpartanNash Co$1.4M0.04%54,386CommonSOLE
402635502GPORGulfport Energy Corp$1.4M0.04%7,145CommonNONE
78463M107SPSCSPS Commerce Inc$1.4M0.04%10,526CommonSOLE
G81276100SIGSignet Jewelers Limited$1.4M0.04%18,002CommonNONE
448947507IDTIDT Corp Com Cl B$1.4M0.04%20,910CommonSOLE
558256103MSGEMadison Square Garden Entertai$1.4M0.03%35,596CommonSOLE
P16994132BLXBanco Latinoamericano$1.4M0.03%35,294CommonSOLE
64111Q104NTGRNetgear Inc$1.4M0.03%48,629CommonSOLE
83444M101SOLVSolventum Corp$1.4M0.03%18,599CommonSOLE
297178105ESSEssex Property Trust$1.4M0.03%4,912CommonSOLE
15202L107CSRCenterspace$1.4M0.03%23,075CommonSOLE
82620P102BSRRSierra Bancorp$1.4M0.03%46,741CommonNONE
N72482206QGENQiagen NV (new)$1.4M0.03%28,812CommonSOLE
88422P109TCBXThird Coast Bancsr Inc -Redh$1.4M0.03%42,303CommonNONE
974250102WINAWinmark Corp Com$1.4M0.03%3,636CommonSOLE
093671105HRBBlock H & R Inc$1.4M0.03%24,973CommonSOLE
92242T101VVXV2X Inc$1.4M0.03%28,114CommonSOLE
75886F107REGNRegeneron Pharm$1.4M0.03%2,598CommonSOLE
046433108ATROAstronics Corp Com$1.4M0.03%40,616CommonNONE
G66721104NCLHNorwegian Cruise Line$1.4M0.03%66,691CommonSOLE
G7T16G103S3PSapiens Intl Corp NV$1.4M0.03%46,164CommonSOLE
29476L107EQREquity Residential Ppt$1.3M0.03%19,728CommonSOLE
16208T102CLDTChatham Lodging Tr Co$1.3M0.03%190,576CommonNONE
65290E101NXTNextracker Inc$1.3M0.03%24,261CommonNONE
368736104GNRCGenerac Hldgs$1.3M0.03%9,176CommonSOLE
008252108AMGAffiliated Managers$1.3M0.03%6,652CommonSOLE
222795502CUZCousins Pptys Inc$1.3M0.03%43,525CommonSOLE
580135101MCDMcDonald's Corp$1.3M0.03%4,437CommonSOLE
69924R1086PMParamount Group Inc$1.3M0.03%211,630CommonNONE
296315104ESEEsco Technologies Inc$1.3M0.03%6,711CommonSOLE
09180C106BJRIBJ's Restaurant Inc$1.3M0.03%28,753CommonNONE
G0084W101ADNTAdient Plc$1.3M0.03%65,792CommonNONE
11135F101AVGOBroadcom Inc$1.3M0.03%4,590CommonSOLE
576853105MTRXMatrix Service Co$1.3M0.03%93,172CommonNONE
69318J100CNXNPC Connection Inc$1.3M0.03%19,135CommonSOLE
566330106MCSMarcus Corp$1.3M0.03%74,642CommonNONE
G7709Q104RPRXRoyal Pharma PLC$1.3M0.03%34,723CommonSOLE
03168L105AMRXAmneal Pharmaceuticals$1.2M0.03%154,287CommonNONE
358054104FRSHFreshworks Inc$1.2M0.03%83,606CommonSOLE
871332102SLVMSylvamo Corp$1.2M0.03%24,654CommonNONE
92840M102VSTVistra Energy Corp$1.2M0.03%6,362CommonSOLE
22410J106CBRLCracker Barrel$1.2M0.03%20,111CommonNONE
024013104AATAmerican Assets Trust Inc$1.2M0.03%61,760CommonSOLE
000361105AIRAAR Corp$1.2M0.03%17,619CommonSOLE
G17977110BURBurford Capital Ltd$1.2M0.03%84,537CommonNONE
149123101CATCaterpillar Inc$1.2M0.03%3,097CommonSOLE
683416101OOMAOoma Inc$1.2M0.03%92,834CommonNONE
22658D100CRCTCricut Inc$1.2M0.03%176,187CommonNONE
G4095J109GLREGreenlight Capital Re$1.2M0.03%81,833CommonNONE
664121100NECBNortheast Comm Banc$1.2M0.03%50,465CommonNONE
982104101WSWorthington Steel Inc$1.2M0.03%39,176CommonNONE
26441C204DUKDuke Energy Corp$1.2M0.03%9,893CommonSOLE
04010E109AGXArgan Inc$1.2M0.03%5,289CommonNONE
52110M109LAZLazard Inc$1.2M0.03%24,304CommonSOLE
178587101CIOCity Office REIT$1.2M0.03%217,983CommonNONE
404111106HBTHBT Financial Inc$1.2M0.03%45,851CommonNONE
204149108CTBICommunity Trust Bancorp$1.2M0.03%21,754CommonSOLE
383082104GRCGorman-Rupp Co$1.1M0.03%31,282CommonSOLE
957090103WABCWestamerica Bancorp$1.1M0.03%23,628CommonSOLE
666762109NRIMNorthrim Bancorp Inc$1.1M0.03%12,180CommonNONE
278865100ECLEcolab Inc$1.1M0.03%4,200CommonSOLE
G69451105PAXPatria Investments$1.1M0.03%80,438CommonSOLE
533900106LECOLincoln Electric Holdings$1.1M0.03%5,455CommonSOLE
G5698W116LXFRLuxfer Hldgs PLC$1.1M0.03%92,734CommonNONE
743312100PRGSProgress Software$1.1M0.03%17,674CommonSOLE
71367G102PWPPerella Weinberg Partners$1.1M0.03%58,060CommonSOLE
421906108HCSGHealthcare Svcs Group Inc$1.1M0.03%74,383CommonNONE
43689E107HBCPHome Bancorp Inc$1.1M0.03%21,324CommonNONE
404609109HCKTHackett Group$1.1M0.03%43,381CommonSOLE
858155203GJBSteelcase Inc$1.1M0.03%105,569CommonNONE
17243V102CNKCinemark Holdings$1.1M0.03%36,483CommonNONE
67018T105NUSNu Skin Enterprises$1.1M0.03%137,621CommonNONE
74319R101PRGProg Holdings Inc$1.1M0.03%37,242CommonNONE
42222N103HSTMHealthstream Inc$1.1M0.03%38,983CommonSOLE
843380106SMBCSouthern Missouri Bancorp$1.1M0.03%19,570CommonNONE
12763L105CDRECadre Holdings Inc$1.1M0.03%33,324CommonSOLE
10948W103AAMIAcadian Asset Management Inc$1.1M0.03%29,907CommonNONE
403949100DINOHF Sinclair Corp$1.1M0.03%25,619CommonSOLE
90984P303UCBUnited Community Banks/GA$1.0M0.03%35,207CommonNONE
23355L106DXCDXC Technology$1.0M0.03%68,550CommonSOLE
29460X109EQBKEquity Bancshares Inc$1.0M0.03%25,437CommonNONE
M5425M103INMDInmode Ltd$1.0M0.03%70,850CommonNONE
29414B104EPAMEPAM Systems$1.0M0.03%5,772CommonSOLE
88162G103TTEKTetra Tech Inc$1.0M0.02%28,320CommonNONE
74967R106RMRRMR Group Inc Class A$1.0M0.02%61,783CommonNONE
228368106CCKCrown Holdings Inc$1.0M0.02%9,809CommonSOLE
74874Q100QNSTQuinstreet Inc Com$984,7410.02%61,164CommonSOLE
318672706FBPFirst Bancorp PR Com New$976,0940.02%46,860CommonNONE
76118Y104REZIResideo Technologies$968,9640.02%43,924CommonNONE
13057Q305CRCCalifornia Resources Corp$965,0990.02%21,132CommonNONE
866683105SNCYSun Country Airlines Hldgs$964,3350.02%82,071CommonNONE
800422107JBSSSanfilippo John B Son$959,9210.02%15,179CommonSOLE
G0176J109ALLEAllegion Pub Ltd Co$957,1010.02%6,641CommonSOLE
M7S64L123PGYPagaya Technologies Inc$954,1770.02%44,755CommonNONE
047649108ATKRAtkore Int'l Group$953,6950.02%13,518CommonNONE
35905A109FTDRFrontdoor Inc$953,4730.02%16,177CommonSOLE
29977A105EVREvercore Partners Inc Cl A$950,7410.02%3,521CommonSOLE
90364P105PATHUipath Inc$950,1060.02%74,227CommonSOLE
760281204RBCAARepublic Bancorp$947,3600.02%12,958CommonSOLE
910047109UALUnited Airlines Holdings Inc$942,5810.02%11,837CommonSOLE
833034101SNASnap-On Inc$923,2720.02%2,967CommonNONE
81282V100PRKSUnited Parks & Resorts Inc.$917,6810.02%19,463CommonNONE
36237H101GIIIG III Apparel Group$915,5780.02%40,874CommonNONE
01748X102ALGTAllegiant Travel Co$908,0490.02%16,525CommonNONE
76665T102REPXRiley Exploration Permian$907,3490.02%34,592CommonNONE
75282U104RNGRRanger Energy Services$907,2610.02%75,985CommonNONE
624758108MWAMueller Water Products$901,4040.02%37,496CommonSOLE
879433829TDSTelephone & Data Systems$899,6060.02%25,284CommonSOLE
70438V106PCTYPaylocity Holding Corp$894,1730.02%4,935CommonSOLE
866082100INNSummit Hotel Properties$891,6620.02%175,179CommonNONE
G39387108GFSGlobalfoundries Inc$888,4560.02%23,258CommonSOLE
864159108RGRSturm Ruger & Co Inc$888,4180.02%24,747CommonSOLE
124830878CBLCBL & Assoc Prop$888,3970.02%34,990CommonSOLE
03071H100AMSFAmerisafe Inc$886,6260.02%20,275CommonSOLE
376536108GOODGladstone Commercial Corp$877,8570.02%61,260CommonSOLE
60510V108AVOMission Produce Inc$876,5750.02%74,793CommonSOLE
320209109FFBCFirst Finl Bancorp$876,3200.02%36,122CommonNONE
637215104NPKNatl Presto Inds Inc$873,3140.02%8,915CommonSOLE
98585N106YEXTYext Inc$867,5190.02%102,061CommonSOLE
07272M107BCMLBaycom Corp$867,5170.02%31,307CommonNONE
037598109APOGApogee Enterprises Inc$865,7550.02%21,324CommonNONE
96924N100WLDNWilldan Group Inc$864,2020.02%13,825CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.