§ 13F · FUND PROFILE
MARTINGALE ASSET MANAGEMENT L P.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.0B (13F)Positions · 1032Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$128M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 218K | $55M | 1.4% | +1% |
| 2 | JNJ | Johnson & Johnson | 192K | $47M | 1.2% | −16% |
| 3 | XOM | Exxon Mobil Corp | 277K | $47M | 1.2% | −12% |
| 4 | GOOGL | Alphabet Inc Class A | 162K | $47M | 1.2% | −5% |
| 5 | MSFT | Microsoft Corp | 120K | $44M | 1.1% | +11% |
| 6 | AMZN | Amazon.Com Inc | 212K | $44M | 1.1% | −6% |
| 7 | BRK/B | Berkshire Hathaway Inc B | 84K | $40M | 1.0% | +2% |
| 8 | WMT | Walmart Inc | 314K | $39M | 1.0% | −8% |
| 9 | CSCO | Cisco Systems | 502K | $39M | 1.0% | −8% |
| 10 | T | AT&T | 1.30M | $38M | 0.9% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARTINGALE SIGNAL
AC read
MARTINGALE ASSET MANAGEMENT L P is a Other fund managing $4.0 billion in assets. The fund runs a massive portfolio of 1,032 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed