MondegarAI
MARTINGALE ASSET MANAGEMENT L P

Q4 2025 · 13F-HR

MARTINGALE ASSET MANAGEMENT L Pholdings as filed

Filed 2026-02-13 · accession 0000936944-26-000002

$3.93B
Reported value
770
Positions
2025-12-31
Period end
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The Brief · MARTINGALE ASSET MANAGEMENT L P · Q4 2025

AI · grounded in 13F

MARTINGALE ASSET MANAGEMENT L P closed its position in Electronic Arts Inc EA, reducing its holdings by $23.4M. The fund significantly increased its stake in TJX Companies Inc TJX by 765.06% and Incyte Corp INCY by 161.03%. Other notable reductions include trimming holdings in Curtiss Wright Corp CW by 93.56% and Texas Roadhouse Inc TXRH by 89.82%.

Holdings as filed

First 500 of 770

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$59.0M1.50%217,071CommonSOLE
02079K305GOOGLAlphabet Inc Class A$53.3M1.35%170,185CommonSOLE
594918104MSFTMicrosoft Corp$52.3M1.33%108,149CommonSOLE
023135106AMZNAmazon.Com Inc$52.1M1.33%225,902CommonSOLE
478160104JNJJohnson & Johnson$47.1M1.20%227,410CommonSOLE
46625H100JPMJP Morgan Chase & Co$44.2M1.12%137,172CommonSOLE
532457108LLYEli Lilly Co$43.5M1.11%40,469CommonSOLE
17275R102CSCOCisco Systems$42.2M1.07%548,459CommonSOLE
30303M102METAMeta Platforms Inc$42.1M1.07%63,796CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$41.5M1.06%82,605CommonSOLE
92826C839VVisa Inc$39.2M1.00%111,681CommonSOLE
30231G102XOMExxon Mobil Corp$38.0M0.96%315,403CommonSOLE
931142103WMTWalmart Inc$38.0M0.96%340,650CommonSOLE
67066G104NVDANvidia Corp$36.9M0.94%197,594CommonSOLE
57636Q104MAMastercard Inc Class A$36.4M0.93%63,808CommonSOLE
00206R102TAT&T$36.4M0.92%1,463,717CommonSOLE
00287Y109ABBVAbbVie Inc$36.2M0.92%158,554CommonSOLE
79466L302CRMSalesforce Com Inc$35.3M0.90%133,351CommonSOLE
025816109AXPAmerican Express$34.5M0.88%93,175CommonSOLE
58933Y105MRKMerck and Co Inc$34.1M0.87%323,799CommonSOLE
22160K105COSTCostco Wholesale Corp$32.8M0.83%37,992CommonSOLE
651639106NEMNewmont Corp$32.3M0.82%323,748CommonSOLE
742718109PGProcter & Gamble Co$31.8M0.81%222,081CommonSOLE
718172109PMPhilip Morris Int'l$31.6M0.80%197,193CommonSOLE
00724F101ADBEAdobe Inc$30.8M0.78%87,861CommonSOLE
461202103INTUIntuit Inc$30.4M0.77%45,932CommonSOLE
437076102HDHome Depot$30.1M0.76%87,378CommonSOLE
369604301GEGE Aerospace$29.6M0.75%96,124CommonSOLE
110122108BMYBristol Myers Squibb$29.5M0.75%546,873CommonSOLE
75513E101RTXRTX Corporation$28.5M0.72%155,172CommonSOLE
92343V104VZVerizon Communications$28.3M0.72%695,382CommonSOLE
89417E109TRVTravelers Corp$28.3M0.72%97,439CommonSOLE
02209S103MOAltria Group Inc$28.2M0.72%489,922CommonSOLE
G0378L100AUAnglogold Ashanti$27.7M0.70%324,483CommonSOLE
369550108GDGeneral Dynamics$27.6M0.70%81,907CommonSOLE
416515104HIGHartford Insurance Group Inc$27.4M0.70%198,736CommonSOLE
808513105SCHWSchwab Charles Corp$27.1M0.69%271,181CommonSOLE
166764100CVXChevron Corp$26.5M0.67%173,959CommonSOLE
020002101ALLAllstate Corp$26.4M0.67%126,989CommonSOLE
713448108PEPPepsico Inc$25.9M0.66%180,125CommonSOLE
501044101KRKroger Co$25.4M0.64%405,958CommonSOLE
747525103QCOMQualcomm Inc$25.3M0.64%147,960CommonSOLE
666807102NOCNorthrop Grumman Corp$25.2M0.64%44,244CommonSOLE
539830109LMTLockheed Martin Corp$25.2M0.64%52,085CommonSOLE
58155Q103MCKMcKesson Corp$24.8M0.63%30,205CommonSOLE
002824100ABTAbbott Labs$24.5M0.62%195,844CommonSOLE
580135101MCDMcDonald's Corp$24.0M0.61%78,653CommonSOLE
375558103GILDGilead Sciences Inc$23.8M0.61%193,921CommonSOLE
872590104TMUST-Mobile US Inc$23.5M0.60%115,741CommonSOLE
14040H105COFCapital One Finl$23.4M0.59%96,531CommonSOLE
254687106DISWalt Disney Productions$23.2M0.59%203,970CommonSOLE
11135F101AVGOBroadcom Inc$23.0M0.58%66,466CommonSOLE
209115104EDConsolidated Edison$22.9M0.58%230,097CommonSOLE
30161N101EXCExelon Corp$22.8M0.58%523,740CommonSOLE
233331107DTEDTE Energy Company$22.5M0.57%174,218CommonSOLE
91913Y100VLOValero Energy Corp$22.5M0.57%137,975CommonSOLE
03076C106AMPAmeriprise Finl Inc$22.3M0.57%45,484CommonSOLE
H1467J104CBChubb Ltd$22.3M0.57%71,395CommonSOLE
98980L101ZNGAZoom Video Communications Inc$22.2M0.57%257,748CommonSOLE
743315103PGRProgressive Corp$22.2M0.56%97,513CommonSOLE
14149Y108CAHCardinal Health Inc$21.9M0.56%106,415CommonSOLE
16411R208LNGCheniere Energy Inc$21.5M0.55%110,668CommonSOLE
872540109TJXTJX Companies Inc$21.4M0.54%139,474CommonSOLE
94106L109WMWaste Management Inc$20.5M0.52%93,300CommonSOLE
56585A102MPCMarathon Petroleum$20.2M0.51%124,244CommonSOLE
031162100AMGNAmgen Inc$20.0M0.51%61,046CommonSOLE
064058100BKBank New York Mellon Corp$19.9M0.51%171,304CommonSOLE
052769106ADSKAutodesk Inc$19.7M0.50%66,582CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$19.6M0.50%43,221CommonSOLE
G3223R108EGEverest Re Group$19.4M0.49%57,188CommonSOLE
620076307MSIMotorola Solutions Inc$19.3M0.49%50,344CommonSOLE
025537101AEPAmerican Elec Power$19.0M0.48%164,802CommonSOLE
457187102INGRIngredion Intl$18.8M0.48%170,531CommonSOLE
147528103CASYCaseys General Stores Inc$18.7M0.48%33,807CommonSOLE
776696106ROPRoper Technologies Inc$18.1M0.46%40,725CommonSOLE
29364G103ETREntergy Corp$17.9M0.46%194,111CommonSOLE
540424108LLoew's Corp$17.6M0.45%167,089CommonSOLE
494368103KMBKimberly-Clark$17.6M0.45%174,060CommonSOLE
624756102MLIMueller Industries$17.4M0.44%151,552CommonSOLE
191216100KOCoca-Cola Co$17.4M0.44%248,720CommonSOLE
701094104PHParker Hannifin$17.1M0.44%19,497CommonSOLE
570535104MKLMarkel Group Inc$17.1M0.43%7,948CommonSOLE
760759100RSGRepublic Services Inc$16.9M0.43%79,850CommonSOLE
744573106PEGPublic Service Ent$16.9M0.43%210,154CommonSOLE
194162103CLColgate Palmolive Co$16.7M0.43%211,793CommonSOLE
26441C204DUKDuke Energy Corp$16.6M0.42%141,548CommonSOLE
502431109LHXL3-Harris Technologies$16.4M0.42%55,886CommonSOLE
883203101TXTTextron Inc$16.3M0.41%187,214CommonSOLE
25659T107DLBDolby Labs$16.1M0.41%250,676CommonSOLE
902494103TSNTyson Food Inc$16.0M0.41%272,406CommonSOLE
733174700BPOPPopular Inc Common$15.6M0.40%125,143CommonSOLE
446413106HIIHuntington Ingalls Ind$15.6M0.40%45,782CommonSOLE
45337C102INCYIncyte Corp$15.6M0.40%157,614CommonSOLE
629377508NRGNRG Energy Inc$15.4M0.39%96,984CommonSOLE
26875P101EOGEOG Resources Inc$15.3M0.39%145,483CommonSOLE
023608102AEEAmeren Corporation$15.0M0.38%150,339CommonSOLE
670837103OGEOGE Energy Company$14.9M0.38%348,991CommonSOLE
410867105THGHanover Insurance Group Inc$14.4M0.37%78,747CommonSOLE
29084Q100EMEEmcor Group Inc$14.4M0.37%23,525CommonSOLE
81762P102NOWServiceNow Inc$14.1M0.36%92,180CommonSOLE
053015103ADPAutomatic Data Processing$13.3M0.34%51,719CommonSOLE
013091103ACIAlbertsons Companies$13.3M0.34%774,372CommonSOLE
315616102FFIVF5 Networks$13.2M0.33%51,579CommonSOLE
G7496G103RNRRenaissance Holdings Ltd$13.1M0.33%46,736CommonSOLE
20825C104COPConocoPhillips$13.1M0.33%139,652CommonSOLE
192446102CTSHCognizant Tech$12.8M0.32%153,853CommonSOLE
20030N101CMCSAComcast Corp$12.5M0.32%417,314CommonSOLE
64110L106NFLXNetflix Inc$12.4M0.31%131,837CommonSOLE
G1151C101ACNAccenture PLC Ireland$12.0M0.31%44,757CommonSOLE
717081103PFEPfizer Inc$11.8M0.30%474,418CommonSOLE
032095101APHAmphenol Corp$11.7M0.30%86,411CommonSOLE
548661107LOWLowe's Companies$11.3M0.29%47,021CommonSOLE
191098102COKECoca-Cola Consolidated Inc$11.2M0.28%73,066CommonSOLE
879360105TDYTeledyne Tech Inc$11.2M0.28%21,873CommonSOLE
72147K108PPCPilgrims Pride Corp$10.2M0.26%261,370CommonSOLE
03073E105CORCencora Inc$10.2M0.26%30,104CommonSOLE
87165B103SYFSyncrony Finl Com$10.1M0.26%121,475CommonSOLE
444859102HUMHumana Inc$9.7M0.25%37,945CommonSOLE
525327102LDOSLeidos Holdings Inc$9.5M0.24%52,840CommonSOLE
12503M108CBOECBOE Holdings Inc$9.0M0.23%35,855CommonSOLE
98978V103ZTSZoetis Inc$8.5M0.22%67,481CommonSOLE
512807306LRCXLam Research Corp$8.4M0.21%49,161CommonSOLE
459200101IBMIntl Business Machines$8.3M0.21%28,001CommonSOLE
G0450A105ACGLArch Capital Group Ltd Bermuda$7.9M0.20%82,724CommonSOLE
832248207SFDSmithfield Foods Inc$7.7M0.20%343,963CommonSOLE
443201108HWMHowmet Aerospace Inc.$7.6M0.19%37,250CommonSOLE
75886F107REGNRegeneron Pharm$7.5M0.19%9,764CommonSOLE
281020107EIXEdison Int'l$7.5M0.19%125,288CommonSOLE
254067101DDSDillard's Inc$7.1M0.18%11,716CommonSOLE
784117103SEICSEI Investments Company$7.0M0.18%85,767CommonSOLE
G4474Y214JHGJanus Henderson Grp$7.0M0.18%147,620CommonSOLE
125523100CICigna Group$6.8M0.17%24,607CommonSOLE
626755102MUSAMurphy USA Inc Co$6.8M0.17%16,734CommonSOLE
913903100UHSUniversal Health Services$6.6M0.17%30,481CommonSOLE
989701107ZIONZions Bancorporation$6.5M0.17%110,934CommonSOLE
61174X109MNSTMonster Beverage Corp$6.5M0.16%84,347CommonSOLE
920253101VMIValmont Industries$6.3M0.16%15,747CommonSOLE
00508Y102AYIAcuity Brands Inc$6.3M0.16%17,512CommonSOLE
445658107JBHTHunt (JB) Transport$6.3M0.16%32,342CommonSOLE
69351T106PPLPPL Corp$6.1M0.16%175,254CommonSOLE
780287108RGLDRoyal Gold Inc$6.1M0.15%27,383CommonSOLE
98138H101WDAYWorkday Inc Cl A$6.0M0.15%28,137CommonSOLE
29275Y102ENSEnersys$5.9M0.15%40,443CommonNONE
G3198U102ESNTEssent Group Ltd$5.9M0.15%90,246CommonNONE
03820C105AITApplied Industrial Tech Inc$5.9M0.15%22,830CommonSOLE
46817M107JXNJackson Financial Inc$5.8M0.15%54,829CommonNONE
521865204LEALear Corporation$5.7M0.15%49,815CommonSOLE
05605H100BWXTBWX Technologies Inc$5.7M0.14%32,840CommonSOLE
086516101BBYBest Buy Inc$5.7M0.14%84,686CommonSOLE
736508847PORPortland General Electric$5.6M0.14%117,357CommonNONE
G02602103DOXAmdocs Ltd Ord$5.6M0.14%69,272CommonSOLE
099724106BWABorg Warner Auto$5.5M0.14%122,376CommonSOLE
801056102SANMSanmina Corporation$5.5M0.14%36,378CommonNONE
31428X106FDXFedex Corporation$5.4M0.14%18,550CommonSOLE
040413205ANETArista Networks Inc$5.2M0.13%39,961CommonSOLE
G25508105CRHCRH Plc$5.2M0.13%41,336CommonSOLE
228368106CCKCrown Holdings Inc$5.0M0.13%49,043CommonSOLE
34354P105FLSFlowserve Corp$4.8M0.12%69,573CommonSOLE
403949100DINOHF Sinclair Corp$4.8M0.12%104,663CommonSOLE
G01767105ALKSAlkermes Inc$4.8M0.12%170,267CommonNONE
629209305NMIHNMI Holdings$4.8M0.12%116,705CommonNONE
05379B107AVAAvista Corp Com$4.7M0.12%122,668CommonNONE
784730103SSRMSSR Mining Inc$4.7M0.12%214,068CommonNONE
092113109BKHBlack Hills Corp$4.7M0.12%67,239CommonNONE
729132100PLXSPlexus Corp$4.6M0.12%31,539CommonNONE
G5509L101LIVNLivaNova Plc Ordinary$4.6M0.12%75,185CommonNONE
192108504CDECoeur Mining$4.6M0.12%259,301CommonNONE
043436104ABGAsbury Auto$4.6M0.12%19,820CommonNONE
87724P106TMHCTaylor Morrison Home Cor$4.6M0.12%77,525CommonNONE
G4766E116INDVIndivior Plc$4.6M0.12%127,060CommonNONE
172755100CRUSCirrus Logic Corp$4.5M0.12%38,380CommonSOLE
781846209RUSHARush Enterprises$4.5M0.12%83,993CommonNONE
37045V100GMGeneral Motors Corp$4.5M0.11%54,941CommonSOLE
44107P104HSTHost Hotels & Resorts$4.3M0.11%242,091CommonSOLE
438516106HONHoneywell Int'l Inc$4.2M0.11%21,542CommonNONE
68235P108OGSOne Gas Inc$4.2M0.11%54,185CommonNONE
87612G101TRGPTarga Res Corp$4.2M0.11%22,649CommonSOLE
907818108UNPUnion Pacific Corp$4.1M0.11%17,925CommonSOLE
45841N107IBKRInteractive Brokers$4.1M0.11%64,451CommonSOLE
G3922B107GGenpact Limited$4.1M0.10%86,789CommonSOLE
74164F103PRIMPrimoris Services Corp$4.0M0.10%32,573CommonNONE
46124J201IVTInventrust Properties Corp$4.0M0.10%142,488CommonNONE
422704106HLHecla Mining$4.0M0.10%206,771CommonNONE
03076K108ABCBAmeris Bancorp$3.9M0.10%52,893CommonNONE
252784301DRHDiamondrock Hospitality$3.9M0.10%436,173CommonNONE
615394202MOG/AMoog Inc Cl A$3.9M0.10%16,029CommonSOLE
67103X102OFGOFG Bancorp$3.9M0.10%94,470CommonNONE
830879102SKYWSkywest$3.8M0.10%38,318CommonNONE
04316A108APAMArtisan Partners Asset Mgmt In$3.8M0.10%94,357CommonNONE
589400100MCYMercury General Corp$3.8M0.10%40,852CommonNONE
G0772R208NTBBank of NT Butterfield$3.8M0.10%76,502CommonNONE
89214P109TOWNTownebank com$3.8M0.10%113,633CommonNONE
67011P100DNOWNow Inc$3.8M0.10%286,009CommonNONE
014491104ALEXAlexander & Baldwin$3.8M0.10%182,578CommonNONE
G5960L103MDTMedtronic PLC Shares$3.8M0.10%39,050CommonSOLE
651587107NEUNewmarket Corp$3.7M0.09%5,386CommonSOLE
46120E602ISRGIntuitive Surgical Inc$3.7M0.09%6,517CommonSOLE
02043Q107ALNYAlnylam Pharm$3.6M0.09%9,124CommonSOLE
58502B106MDMednax Inc$3.6M0.09%169,598CommonNONE
12572Q105CMECME Group Inc$3.6M0.09%13,196CommonSOLE
719405102PLABPhotronic Inc$3.6M0.09%111,261CommonNONE
253651202DBDDiebold Nixdorf Inc$3.5M0.09%52,153CommonNONE
294268107PLUSEplus Inc com$3.5M0.09%40,301CommonNONE
130788102CWTCalifornia Water Service$3.5M0.09%81,447CommonNONE
33768G107FCFSFirst Cash Finl Services$3.5M0.09%22,051CommonSOLE
902681105UGIUGI Corp$3.5M0.09%92,999CommonSOLE
518613203LAURLaureate Education Inc$3.4M0.09%102,148CommonSOLE
029899101AWRAmerican States Water Co$3.4M0.09%46,405CommonNONE
09227Q100BLKBBlackbaud Inc$3.4M0.09%53,024CommonNONE
398905109GPIGroup 1 Automotive$3.3M0.08%8,437CommonNONE
72407810062CPiper Sandler Co$3.3M0.08%9,758CommonSOLE
871829107SYYSysco Corp$3.2M0.08%44,050CommonSOLE
298736109EEFTEuronet Worldwide Inc.$3.2M0.08%42,633CommonSOLE
64115T104NTCTNetscout Systems Inc$3.2M0.08%119,870CommonNONE
984017103XHRXenia Hotels & Resorts$3.2M0.08%229,298CommonNONE
143658300CCL1EURCarnival Corp Cl A$3.2M0.08%106,056CommonSOLE
49338L103KEYSKeysight Technologies$3.2M0.08%15,928CommonSOLE
29357K103ENVAEnova Int'l$3.2M0.08%20,494CommonSOLE
576690101MTRNMaterion Corp Com$3.2M0.08%25,863CommonNONE
668074305NWENorthWestern Corp$3.2M0.08%49,604CommonSOLE
08160H101BHEBenchmark Electronics$3.2M0.08%74,649CommonNONE
942749102WTSWatts Water Technologies$3.2M0.08%11,431CommonSOLE
337932107FEFirstEnergy Corp$3.1M0.08%70,039CommonSOLE
125896100CMSCMS Energy Corp$3.1M0.08%44,773CommonNONE
G8726X106TNKTeekay Tankers Ltd$3.1M0.08%58,595CommonNONE
264147109DCODucommon Inc$3.1M0.08%32,757CommonNONE
705573103PEGAPegasystems Inc$3.1M0.08%51,609CommonSOLE
29249E109ACTEnact Holdings inc$3.1M0.08%77,687CommonNONE
G42706104HGHamilton Insurance Group$3.1M0.08%110,248CommonNONE
127387108CDNSCadence Design System$3.0M0.08%9,716CommonNONE
741511109PSMTPricesmart Inc Com$3.0M0.08%24,537CommonSOLE
901109108TPCTutor Perini Corp$3.0M0.08%44,825CommonNONE
034164103ANDEAndersons Inc$3.0M0.08%56,330CommonNONE
004498101ACIWACI Worldwide Inc$3.0M0.08%62,524CommonSOLE
861896108SNEXStoneX Group Inc$3.0M0.08%31,321CommonSOLE
71363P106PRDOPerdoceo Ed Corp$3.0M0.08%101,341CommonNONE
74758T303QLYSQualys Inc$3.0M0.08%22,300CommonSOLE
466313103JBLJabil Inc$2.9M0.07%12,928CommonSOLE
646025106NJRNew Jersey Resources$2.9M0.07%63,345CommonSOLE
844895102SWXSouthwest Gas Co$2.9M0.07%36,493CommonSOLE
004225108ACADAcadia Pharmaceuticals Inc$2.9M0.07%109,319CommonSOLE
384637104GHCGraham Holdings Company$2.9M0.07%2,650CommonSOLE
603158106MTXMinerals Tech$2.9M0.07%47,689CommonNONE
53220K504LGNDLigand Pharmaceuticals$2.9M0.07%15,322CommonSOLE
868459108SUPNSupernus Pharmaceuticals$2.9M0.07%58,268CommonSOLE
09857L108BKNGBooking Holdings Inc$2.9M0.07%538CommonSOLE
981475106WKCWorld Kinect Corp$2.9M0.07%122,786CommonNONE
29358P101ENSGEnsign Group Inc Com$2.9M0.07%16,513CommonSOLE
14888U101CPRXCatalyst Pharmaceuticals$2.8M0.07%119,683CommonSOLE
69343T107PJTPJT Partners Inc$2.8M0.07%16,625CommonSOLE
30034W106EVRGEvergy Inc$2.8M0.07%37,954CommonSOLE
387328107GVAGranite Construction Inc$2.7M0.07%23,771CommonSOLE
92839U206VCVisteon Corp$2.7M0.07%28,506CommonNONE
553530106MSMMSC Indl Direct Inc$2.7M0.07%32,067CommonSOLE
689648103OTTROtter Tail Power Company$2.7M0.07%33,241CommonSOLE
88160R101TSLATesla Mtrs Inc$2.7M0.07%5,937CommonSOLE
447462102HURNHuron Consulting Group Inc$2.7M0.07%15,412CommonSOLE
14174T107CTRECaretrust Reit Inc$2.7M0.07%73,409CommonNONE
03168L105AMRXAmneal Pharmaceuticals$2.6M0.07%209,846CommonNONE
816300107SIGISelective Ins Group Inc$2.6M0.07%31,330CommonSOLE
64031N108NNINelnet Inc$2.6M0.07%19,613CommonNONE
74112D101PBHPrestige Brands Holdings Inc.$2.6M0.07%42,230CommonSOLE
413160102HLITHarmonic Inc$2.6M0.07%262,123CommonNONE
Y2065G121DHTDHT Holdings$2.6M0.07%211,965CommonNONE
761152107RMDResmed Inc$2.6M0.07%10,657CommonSOLE
915271100UVSPUnivest Corp Pa Com$2.6M0.07%78,323CommonNONE
92242T101VVXV2X Inc$2.6M0.06%46,832CommonNONE
022671101AMALAmalgamated Finl Corp$2.5M0.06%78,725CommonNONE
49428J109KEKimball Electronics$2.5M0.06%90,583CommonNONE
353514102FELEFranklin Electric Co$2.5M0.06%26,343CommonSOLE
910340108UFCSUnited Fire & Casualty$2.5M0.06%69,170CommonNONE
318672706FBPFirst Bancorp PR Com New$2.5M0.06%121,210CommonNONE
256163106DOCUDocusign Inc$2.4M0.06%35,696CommonSOLE
513847103MZTIMarzetti Company$2.4M0.06%14,843CommonSOLE
806037107SCSCScansource Inc$2.4M0.06%62,196CommonNONE
320218100THFFFirst Finl Corp Indiana$2.4M0.06%40,124CommonNONE
904708104UNFUnifirst Corp$2.4M0.06%12,467CommonSOLE
046433108ATROAstronics Corp Com$2.4M0.06%44,238CommonNONE
52661A108DRSLeonardo Drs Inc$2.4M0.06%69,849CommonSOLE
234264109DAKTDaktronics Inc$2.4M0.06%119,974CommonNONE
320866106FMBHFirst Mid Bancshares Inc$2.4M0.06%60,701CommonNONE
91359V107UVEUniversal Inc Hldgs Co$2.3M0.06%69,473CommonNONE
336901103SRCE1st Source Corp$2.3M0.06%37,532CommonNONE
90041L105TPBTurning Point Brands Inc$2.3M0.06%21,626CommonSOLE
83545G102SAHSonic Automotive Cl A$2.3M0.06%37,585CommonNONE
500643200KFYKorn/Ferry Int'l$2.3M0.06%35,013CommonSOLE
018581108BFHBread Financial Holdings$2.3M0.06%31,201CommonNONE
Y2573F102FLEXFlexLtd$2.3M0.06%37,489CommonSOLE
024013104AATAmerican Assets Trust Inc$2.3M0.06%119,397CommonNONE
09180C106BJRIBJ's Restaurant Inc$2.2M0.06%57,080CommonNONE
440327104HMNHorace Mann Educators$2.2M0.06%48,399CommonSOLE
128030202CALMCal Maine Foods Inc Com$2.2M0.06%27,960CommonSOLE
31488V107FERGFerguson Ent Inc$2.2M0.06%9,912CommonSOLE
011642105ALRMAlarmCom Holdings Inc$2.2M0.06%43,088CommonSOLE
883556102TMOThermo Fisher Scientific Inc$2.2M0.06%3,778CommonSOLE
124830878CBLCBL & Assoc Prop$2.2M0.06%59,140CommonNONE
87612E106TGTTarget Corp$2.2M0.06%22,226CommonSOLE
37253A103THRMGentherm Inc$2.2M0.06%59,645CommonNONE
680277100OSBCOld Second Bancorp$2.2M0.05%110,468CommonNONE
421906108HCSGHealthcare Svcs Group Inc$2.1M0.05%112,370CommonNONE
358054104FRSHFreshworks Inc$2.1M0.05%175,327CommonSOLE
45781M101INVAInnoviva Inc$2.1M0.05%107,148CommonNONE
635906100NHCNatl Healthcare Corp$2.1M0.05%15,519CommonSOLE
825107105SHBIShore Bancshares Inc$2.1M0.05%120,103CommonNONE
55277P104MGEEMGE Energy Inc$2.1M0.05%27,074CommonSOLE
830940102SKWDSkyward Specialty Insurance Gr$2.1M0.05%41,434CommonSOLE
558256103MSGEMadison Square Garden Entertai$2.1M0.05%38,629CommonSOLE
30069T101EEExcelerate Energy Inc$2.1M0.05%74,192CommonNONE
985817105YELPYelp Inc$2.1M0.05%68,279CommonSOLE
Y1771G102CMRECostamare Inc$2.0M0.05%129,482CommonNONE
863667101SYKStryker Corp$2.0M0.05%5,790CommonSOLE
Y41053102INSWIntl Seaways Inc$2.0M0.05%41,798CommonSOLE
880345103TNCTennant Co$2.0M0.05%27,344CommonNONE
413197104HRMYHarmony Bioscience Holding Inc$2.0M0.05%53,632CommonSOLE
40416E103HCIHCI Group Inc$2.0M0.05%10,418CommonSOLE
296315104ESEEsco Technologies Inc$2.0M0.05%10,113CommonSOLE
624758108MWAMueller Water Products$2.0M0.05%82,887CommonSOLE
056525108BMIBadger Meter Inc$2.0M0.05%11,311CommonSOLE
71844V201PECOPhillips Edison & Co Inc$2.0M0.05%55,450CommonSOLE
558868105MDGLMadrigal Pharmaceuticals$2.0M0.05%3,386CommonSOLE
22002T108CDPCopt Defense Properties$1.9M0.05%70,048CommonSOLE
153527205CENTACentral Garden and Pet Cl A$1.9M0.05%66,442CommonSOLE
595112103MUMicron Technology$1.9M0.05%6,782CommonSOLE
68213N109OMCLOmnicell Inc$1.9M0.05%42,618CommonNONE
667746101NWPXNorthwest Pipe Company$1.9M0.05%30,741CommonNONE
11276H106BIPCBrookfield Infrastructure$1.9M0.05%41,923CommonNONE
939653101ELMEElme Communities$1.9M0.05%108,405CommonSOLE
589889104MMSIMerit Med Sys$1.9M0.05%21,216CommonSOLE
Y7542C130STNGScorpio Tankers Inc$1.9M0.05%36,642CommonSOLE
00182C103ANIPAni Pharmaceuticals Inc$1.9M0.05%23,488CommonSOLE
88362T103THRThermon Group Holdings Inc$1.8M0.05%49,697CommonNONE
87484T108TALOTalos Energy Inc$1.8M0.05%167,016CommonNONE
740444104PLPCPreformed Line Products$1.8M0.05%8,859CommonNONE
88422P109TCBXThird Coast Bancsr Inc -Redh$1.8M0.05%48,007CommonNONE
01446U103ALRSAlerus Fiancial Corp$1.8M0.05%80,750CommonNONE
66765N105NWNNorthwest Natural Holding$1.8M0.05%38,836CommonSOLE
882681109TXRHTexas Roadhouse Inc$1.8M0.05%10,929CommonSOLE
26210C104DBXDropbox Inc$1.8M0.05%65,105CommonSOLE
552848103MTGMGIC Investment Corp$1.8M0.05%61,841CommonSOLE
10316T104BOXBox Inc$1.8M0.05%60,329CommonSOLE
68389X105ORCLOracle Systems Corp$1.8M0.05%9,223CommonSOLE
911163103UNFIUnited Natl Foods Inc$1.8M0.05%53,355CommonSOLE
G27907107DOLEDole PLC$1.8M0.05%119,140CommonSOLE
002121101ATENA10 Networks inc$1.8M0.05%100,510CommonSOLE
05350V106AVNSAvanos Medical Inc$1.8M0.05%157,970CommonNONE
913456109UVVUniversal Corp Va$1.8M0.05%33,614CommonSOLE
G1757E113CMCLCaledonia Minining Corp Plc$1.8M0.04%67,553CommonNONE
19459J104COLLCollegium Pharmaceutical$1.8M0.04%38,153CommonSOLE
44267T102HHHHoward Hughes Holdings$1.8M0.04%22,141CommonSOLE
695127100PCRXPacira Biosciences Inc$1.8M0.04%68,202CommonNONE
126501105CTSCTS Corp Co$1.8M0.04%41,058CommonSOLE
201723103CMCCommercial Metals$1.8M0.04%25,388CommonNONE
502175102LTCLTC Properties Inc$1.8M0.04%51,037CommonSOLE
69753M105PLMRPalomar Holdings Inc$1.8M0.04%13,012CommonSOLE
404251100HNIHNI Corp$1.7M0.04%40,740CommonSOLE
55305B101MHOM/I Schottenstein Home$1.7M0.04%13,378CommonNONE
45774W108IIINInsteel Industries Inc$1.7M0.04%53,769CommonNONE
666762109NRIMNorthrim Bancorp Inc$1.7M0.04%63,953CommonNONE
360271100FULTFulton Finl Corp$1.7M0.04%87,474CommonNONE
231561101CWCurtiss Wright Corp$1.7M0.04%3,067CommonSOLE
912008109USFDUS Foods Hldgs Corp$1.7M0.04%22,391CommonSOLE
G36738105FDPFresh Del Monte$1.7M0.04%47,323CommonSOLE
867892101SHOSunstone Hotel Investors Inc$1.7M0.04%188,111CommonNONE
913259107UTLUnitil Corporation$1.7M0.04%34,707CommonSOLE
74736K101QRVOQorvo Inc$1.7M0.04%19,543CommonSOLE
69888T207PARRPar Pacific Holdings$1.6M0.04%46,444CommonNONE
237194105DRIDarden Restaurants$1.6M0.04%8,849CommonSOLE
83190L208SMBKSmartfinancial$1.6M0.04%43,895CommonNONE
12618T105CRAICRA Int'l Inc$1.6M0.04%8,005CommonSOLE
12763L105CDRECadre Holdings Inc$1.6M0.04%39,315CommonSOLE
008252108AMGAffiliated Managers$1.6M0.04%5,549CommonSOLE
P16994132BLXBanco Latinoamericano$1.6M0.04%35,740CommonSOLE
154760409CPFCentral Pacific Finl Corp$1.6M0.04%51,079CommonNONE
G81276100SIGSignet Jewelers Limited$1.6M0.04%18,951CommonNONE
221006109CRVLCorvel Corp$1.6M0.04%22,915CommonSOLE
G5698W116LXFRLuxfer Hldgs PLC$1.5M0.04%114,493CommonNONE
139674105CCBGCapital City Bank Group$1.5M0.04%36,232CommonNONE
13057Q305CRCCalifornia Resources Corp$1.5M0.04%34,374CommonNONE
042744102AROWArrow Finl$1.5M0.04%48,909CommonNONE
F21107101CSTMConstellium SE$1.5M0.04%81,373CommonNONE
69366J200PTCTPTC Thereapeutics Inc$1.5M0.04%20,115CommonNONE
126128107CCNECNB Finl Corp PA$1.5M0.04%57,861CommonNONE
16208T102CLDTChatham Lodging Tr Co$1.5M0.04%221,225CommonNONE
78648T100SAFTSafety Insurance Group$1.5M0.04%19,334CommonSOLE
946784105WAYWaystar Holdings Corp$1.5M0.04%45,922CommonSOLE
22266T109CPNGCoupang Inc$1.5M0.04%63,723CommonSOLE
15202L107CSRCenterspace$1.5M0.04%22,470CommonSOLE
87357P100TCMDTactile Systems Technology$1.5M0.04%51,370CommonNONE
037598109APOGApogee Enterprises Inc$1.5M0.04%40,372CommonNONE
383082104GRCGorman-Rupp Co$1.5M0.04%30,572CommonSOLE
88025U109TXG10X Genomics Inc$1.5M0.04%89,006CommonNONE
83946P107SPFISouth Plains Fin$1.4M0.04%37,309CommonNONE
457030104IMKTAIngles Mkts Inc Cl A$1.4M0.04%21,066CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$1.4M0.04%18,226CommonSOLE
019330109ALNTAllient Inc (new)$1.4M0.04%26,540CommonNONE
45781V101IIPRInnovative Industrial Pro$1.4M0.04%29,524CommonNONE
402635502GPORGulfport Energy Corp$1.4M0.04%6,695CommonNONE
74319R101PRGProg Holdings Inc$1.4M0.04%47,170CommonNONE
101137107BSXBoston Scientific Corp$1.4M0.04%14,574CommonSOLE
G8726T105TKTeekay Corp Ltd$1.4M0.04%153,672CommonNONE
948849104WMKWeis Mkts Inc Com$1.4M0.04%21,626CommonSOLE
047649108ATKRAtkore Int'l Group$1.4M0.03%21,746CommonNONE
006739106ADUSAddus Homecare Corp Co$1.4M0.03%12,806CommonSOLE
65290E101NXTNextpower Inc$1.4M0.03%15,665CommonNONE
85208T107CXMSprinkler Inc$1.4M0.03%174,810CommonSOLE
05464T104AXSMAxsome Therapeutics$1.4M0.03%7,406CommonSOLE
82620P102BSRRSierra Bancorp$1.4M0.03%41,381CommonNONE
03784Y200APLEApple Hospitality REIT$1.3M0.03%113,640CommonNONE
50216C108LYTSLSI Industries Inc$1.3M0.03%72,972CommonNONE
01748X102ALGTAllegiant Travel Co$1.3M0.03%15,524CommonNONE
068463108BBSIBarrett Business Svcs$1.3M0.03%36,484CommonSOLE
156504300CCSCentury Communities$1.3M0.03%22,244CommonNONE
70509V100PEBPebblebrook Hotel$1.3M0.03%116,544CommonNONE
55616P104MMacys Inc$1.3M0.03%59,755CommonSOLE
00164V103AMCXAMC Networks$1.3M0.03%137,668CommonNONE
75960P104RELYRemitily Global Inc$1.3M0.03%94,699CommonNONE
866683105SNCYSun Country Airlines Hldgs$1.3M0.03%90,649CommonNONE
64110Y108NLOPNet Lease Office Prop$1.3M0.03%50,575CommonNONE
631103108NDAQNasdaq Stock Market In$1.3M0.03%13,399CommonSOLE
92840M102VSTVistra Energy Corp$1.3M0.03%8,017CommonSOLE
981419104WRLDWorld Acceptance Corp$1.3M0.03%9,205CommonNONE
268158201DVAXDynavax Technologies Corp$1.3M0.03%83,993CommonSOLE
G69451105PAXPatria Investments$1.3M0.03%78,921CommonSOLE
664121100NECBNortheast Comm Banc$1.3M0.03%55,393CommonNONE
46266A109IRMDIradimed Corp$1.3M0.03%12,870CommonSOLE
35671D857FCXFreeport Mcmoran Cop/Gold B$1.2M0.03%24,602CommonSOLE
71742Q106PAHCPhibro Animal Health$1.2M0.03%33,365CommonSOLE
G8807B106TBPHTheravance Biopharma Inc$1.2M0.03%66,458CommonSOLE
910047109UALUnited Airlines Holdings Inc$1.2M0.03%11,041CommonSOLE
73757R102PSTLPostal Realty Trust Inc$1.2M0.03%76,292CommonNONE
G0084W101ADNTAdient Plc$1.2M0.03%63,977CommonNONE
87901J105TGNATegna Inc$1.2M0.03%62,735CommonSOLE
36237H101GIIIG III Apparel Group$1.2M0.03%41,872CommonNONE
92939U106WECWEC Energy Corp$1.2M0.03%11,483CommonSOLE
204149108CTBICommunity Trust Bancorp$1.2M0.03%21,414CommonSOLE
372284208GNEGenie Energy Ltd$1.2M0.03%87,191CommonNONE
448947507IDTIDT Corp Com Cl B$1.2M0.03%23,417CommonSOLE
29977A105EVREvercore Partners Inc Cl A$1.2M0.03%3,520CommonSOLE
466032109JJSFJ and J Snack Foods Corp$1.2M0.03%13,211CommonSOLE
146103106CARECarter Bank and Trust (new)$1.2M0.03%60,484CommonNONE
404111106HBTHBT Financial Inc$1.2M0.03%45,782CommonNONE
90385V107UCTTUltra Clean Holdings$1.2M0.03%46,555CommonNONE
75282U104RNGRRanger Energy Services$1.2M0.03%83,721CommonNONE
231021106CMICummins Inc$1.2M0.03%2,271CommonSOLE
566330106MCSMarcus Corp$1.2M0.03%74,647CommonNONE
453838609IBCPIndependent Bank Corp/MI$1.1M0.03%35,120CommonNONE
75902K106RMRegional Management Corp$1.1M0.03%29,279CommonNONE
501242101KLICKulicke & Soffa Industries$1.1M0.03%24,852CommonNONE
34965K107FTREFortrea Holdings Inc$1.1M0.03%65,377CommonNONE
68287N100OSPNOnespan Inc$1.1M0.03%87,378CommonNONE
501147102KRYSKrystal Biotech$1.1M0.03%4,506CommonNONE
11135E203BNLBroadstone Net Lease$1.1M0.03%63,851CommonSOLE
92243G108PCVXVaxcyte Inc$1.1M0.03%23,992CommonNONE
69318J100CNXNPC Connection Inc$1.1M0.03%19,137CommonSOLE
G68707101PAGSPagseguro Digital Ltd$1.1M0.03%114,600CommonNONE
760281204RBCAARepublic Bancorp$1.1M0.03%15,948CommonNONE
74967R106RMRRMR Group Inc Class A$1.1M0.03%73,817CommonNONE
46134L105ISTRInvestar Holdings Corp$1.1M0.03%41,114CommonNONE
879433829TDSTelephone & Data Systems$1.1M0.03%26,718CommonSOLE
G0692U109AXSAxis Capital Holdings$1.1M0.03%10,199CommonSOLE
43689E107HBCPHome Bancorp Inc$1.1M0.03%18,842CommonNONE
85208M102SFMSprouts Farmers Mkts$1.1M0.03%13,650CommonSOLE
060505104BACBank of America Corp$1.1M0.03%19,744CommonSOLE
392709101GRBKGreen Brick Partners Inc$1.1M0.03%17,196CommonNONE
750236101RDNRadian Group Inc$1.1M0.03%29,605CommonSOLE
02079K107GOOGAlphabet Inc Class C$1.1M0.03%3,378CommonSOLE
10948W103AAMIAcadian Asset Management Inc$1.1M0.03%22,524CommonSOLE
84857L101SRSpire Inc$1.1M0.03%12,800CommonSOLE
74874Q100QNSTQuinstreet Inc Com$1.1M0.03%73,323CommonSOLE
00810F106ASLEAersale Corporation$1.1M0.03%147,848CommonNONE
36831E108GCMGGCM Grosvenor Inc$1.0M0.03%92,214CommonNONE
30041R108EVEREverquote Inc$1.0M0.03%38,637CommonSOLE
368736104GNRCGenerac Hldgs$1.0M0.03%7,638CommonSOLE
800422107JBSSSanfilippo John B Son$1.0M0.03%14,679CommonSOLE
75686R202RRBIRed River Bancshares Inc$1.0M0.03%14,161CommonNONE
G23773107CWCOConsolidated Water Co Inc$989,2500.03%28,032CommonSOLE
517834107LVSLas Vegas Sands Corp$986,8300.03%15,161CommonSOLE
784305104HTOH2O America$980,3400.02%20,011CommonNONE
500255104KSSKohls Corp$972,9860.02%47,672CommonNONE
637215104NPKNatl Presto Inds Inc$965,7520.02%9,046CommonSOLE
982104101WSWorthington Steel Inc$964,8950.02%27,871CommonNONE
75704L104RDVTRed Violet Inc$961,5450.02%16,884CommonSOLE
576853105MTRXMatrix Service Co$961,1790.02%82,152CommonNONE
19623P101CBANColony Bankcorp Inc$955,6690.02%53,629CommonNONE
390607109GLDDGreat Lakes Dredge & Dock$955,1630.02%72,802CommonNONE
G66721104NCLHNorwegian Cruise Line$939,8060.02%42,106CommonSOLE
Y62132108NVGSNavigator Holdings Ltd$938,9530.02%54,212CommonNONE
533900106LECOLincoln Electric Holdings$938,4310.02%3,916CommonSOLE
21037T109CEGConstellation Energy Corp$935,8130.02%2,649CommonSOLE
67018T105NUSNu Skin Enterprises$922,1640.02%95,859CommonNONE
74965L101RLJRLJ Lodging$921,0960.02%123,637CommonNONE
31931U102FRBAFirst Bank$905,0710.02%54,986CommonNONE
42222N103HSTMHealthstream Inc$897,4470.02%38,901CommonSOLE
817070501SENEASeneca Foods Corp$891,6790.02%8,060CommonSOLE
635017106FIZZNatl Beverage Corp Co$891,1990.02%27,946CommonSOLE
90984P303UCBUnited Community Banks/GA$889,9270.02%28,505CommonNONE
25525P107DHCDiversified Healthcare Trust$887,3660.02%182,962CommonNONE
98585N106YEXTYext Inc$881,7730.02%109,401CommonSOLE
69320M109PCBPCB Bancorp$879,2940.02%40,614CommonNONE
866674104SUISun Comm Inc$871,8310.02%7,036CommonSOLE

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.