Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MARTINGALE ASSET MANAGEMENT L P (CIK 936944) reported $3.99B across 792 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($55.4M, 1.39%), JNJ ($46.9M, 1.18%), XOM ($46.9M, 1.18%), GOOGL ($46.5M, 1.17%), MSFT ($44.4M, 1.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $55.4M | 1.39% | 218,441 | Added |
| 2 | JNJ | Johnson & Johnson | $46.9M | 1.18% | 192,001 | Trimmed |
| 3 | XOM | Exxon Mobil Corp | $46.9M | 1.18% | 276,516 | Trimmed |
| 4 | GOOGL | Alphabet Inc Class A | $46.5M | 1.17% | 161,740 | Trimmed |
| 5 | MSFT | Microsoft Corp | $44.4M | 1.11% | 120,001 | Added |
| 6 | AMZN | Amazon.Com Inc | $44.3M | 1.11% | 212,476 | Trimmed |
| 7 | BRK/B | Berkshire Hathaway Inc B | $40.2M | 1.01% | 83,968 | Added |
| 8 | WMT | Walmart Inc | $39.0M | 0.98% | 313,795 | Trimmed |
| 9 | CSCO | Cisco Systems | $39.0M | 0.98% | 502,379 | Trimmed |
| 10 | T | AT&T | $37.7M | 0.95% | 1.3M | Trimmed |
| 11 | LLY | Eli Lilly Co | $37.1M | 0.93% | 40,286 | Trimmed |
| 12 | JPM | JP Morgan Chase & Co | $37.1M | 0.93% | 125,982 | Trimmed |
| 13 | COST | Costco Wholesale Corp | $36.0M | 0.90% | 36,143 | Trimmed |
| 14 | MRK | Merck and Co Inc | $35.5M | 0.89% | 294,925 | Trimmed |
| 15 | ABBV | AbbVie Inc | $35.5M | 0.89% | 163,305 | Added |
| 16 | CVX | Chevron Corp | $34.8M | 0.87% | 168,279 | Trimmed |
| 17 | VZ | Verizon Communications | $33.6M | 0.84% | 668,548 | Trimmed |
| 18 | META | Meta Platforms Inc | $33.6M | 0.84% | 58,791 | Trimmed |
| 19 | BMY | Bristol Myers Squibb | $32.4M | 0.81% | 534,665 | Trimmed |
| 20 | PG | Procter & Gamble Co | $31.7M | 0.80% | 219,699 | Trimmed |
| 21 | MO | Altria Group Inc | $31.9M | 0.80% | 483,990 | Trimmed |
| 22 | V | Visa Inc | $31.2M | 0.78% | 103,274 | Trimmed |
| 23 | NVDA | Nvidia Corp | $31.1M | 0.78% | 178,515 | Trimmed |
| 24 | MA | Mastercard Inc Class A | $31.1M | 0.78% | 62,149 | Trimmed |
| 25 | VLO | Valero Energy Corp | $30.6M | 0.77% | 124,043 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31