MARTINGALE ASSET MANAGEMENT L P
Top Portfolio Positions
787 positions ·
$3,976,545,625 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
218,441 | $55,438,141 | 1.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
192,001 | $46,932,724 | 1.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
276,516 | $46,913,704 | 1.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
161,740 | $46,509,954 | 1.17% | |
| MSFT |
Microsoft Corp
Technology
|
120,001 | $44,420,770 | 1.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
212,476 | $44,252,376 | 1.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
83,968 | $40,237,465 | 1.01% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
313,795 | $38,998,442 | 0.98% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
502,379 | $38,979,586 | 0.98% | |
| T |
At&T Inc.
Communication Services
|
1,301,656 | $37,735,007 | 0.95% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UFCS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,816,745 | 76,005 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,514,329 | 69,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,120,425 | 69,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,996,859 | 69,577 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,010,762 | 68,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,363,494 | 47,926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $922,803 | 44,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $927,142 | 43,143 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $622,142 | 28,578 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $559,878 | 27,827 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $557,740 | 28,240 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $639,895 | 28,239 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $738,063 | 27,799 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $746,900 | 27,299 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $763,959 | 26,591 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $899,872 | 26,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $800,891 | 25,777 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $588,492 | 25,377 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $581,588 | 25,177 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $310,825 | 11,209 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $393,553 | 11,309 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $303,935 | 12,109 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,154,358 | 56,809 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,206,296 | 115,709 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,773,270 | 115,709 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||