MARTINGALE ASSET MANAGEMENT L P

CIK
936944
City
BOSTON
State / Country
MA

Top Portfolio Positions

782 positions · $3,929,501,097 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
218,441 $55,438,141 1.41%
JNJ
Johnson & Johnson
Healthcare
192,001 $46,932,724 1.19%
XOM
Exxon Mobil Corp
Energy
276,516 $46,913,704 1.19%
GOOGL
Alphabet Inc.
Communication Services
161,740 $46,509,954 1.18%
MSFT
Microsoft Corp
Technology
120,001 $44,420,770 1.13%
AMZN
Amazon Com Inc
Consumer Cyclical
212,476 $44,252,376 1.13%
WMT
Walmart Inc.
Consumer Defensive
313,795 $38,998,442 0.99%
CSCO
Cisco Systems, Inc.
Technology
502,379 $38,979,586 0.99%
T
At&T Inc.
Communication Services
1,301,656 $37,735,007 0.96%
JPM
Jpmorgan Chase & Co
Financial Services
125,982 $37,058,865 0.94%

Portfolio Trend

52 quarters · across all stocks

Holdings in PLUS

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $2,470,081 32,825
2025-12-31 $3,534,397 40,301
2025-09-30 $3,181,816 44,808
2025-06-30 $3,504,348 48,604
2025-03-31 $2,803,229 45,932
2024-12-31 $3,400,844 46,032
2024-09-30 $4,414,776 44,893
2024-06-30 $3,255,402 44,183
2024-03-31 $3,462,278 44,083
2023-12-31 $3,511,442 43,981
2023-09-30 $2,759,181 43,438
2023-06-30 $1,740,064 30,907
2023-03-31 $1,559,814 31,807
2022-12-31 $1,390,701 31,407
2022-09-30 $1,104,298 26,584
2022-06-30 $1,404,174 26,434
2022-03-31 $1,358,558 24,234
2021-12-31 $1,305,727 24,234
2021-09-30 $678,098 13,217
2021-06-30 $164,927 3,805