Martingale Asset Management L P Portfolio Stock Holdings

Martingale Asset Management L P disclosed 794 stock positions valued at approximately $4.0 billion in its latest SEC 13F filing. The largest holdings include Apple Inc, Johnson & Johnson, and Exxon Mobil Corp. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
794
Portfolio Value
$4.0B
Holdings by Sector
Martingale Asset Management L P Portfolio Holdings in Q1 2026

760 holdings in the latest reporting period.

Page 1 of 8
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Apple IncAAPLTechnology1.39%218,441+1,370+0.63%$55,438,142
Johnson & JohnsonJNJHealthcare1.18%192,001-35,409-15.57%$46,932,725
Exxon Mobil CorpXOMEnergy1.18%276,516-38,887-12.33%$46,913,705
Alphabet Inc Class AGOOGLCommunication Services1.17%161,740-8,445-4.96%$46,509,955
Microsoft CorpMSFTTechnology1.11%120,001+11,852+10.96%$44,420,771
Amazon.Com IncAMZNConsumer Cyclical1.11%212,476-13,426-5.94%$44,252,377
Berkshire Hathaway Inc BBRK-BFinancial Services1.01%83,968+1,363+1.65%$40,237,466
Walmart IncWMTConsumer Defensive0.98%313,795-26,855-7.88%$38,998,443
Cisco SystemsCSCOTechnology0.98%502,379-46,080-8.40%$38,979,587
AT&TTCommunication Services0.95%1,301,656-162,061-11.07%$37,735,008
JP Morgan Chase & CoJPMFinancial Services0.93%125,982-11,190-8.16%$37,058,866
Eli Lilly CoLLYHealthcare0.93%40,286-183-0.45%$37,053,855
Costco Wholesale CorpCOSTConsumer Defensive0.90%36,143-1,849-4.87%$36,013,970
AbbVie IncABBVHealthcare0.89%163,305+4,751+3.00%$35,517,205
Merck and Co IncMRKHealthcare0.89%294,925-28,874-8.92%$35,476,529
Chevron CorpCVXEnergy0.87%168,279-5,680-3.27%$34,816,926
Meta Platforms IncMETACommunication Services0.84%58,791-5,005-7.85%$33,636,095
Verizon CommunicationsVZCommunication Services0.84%668,548-26,834-3.86%$33,561,110
Bristol Myers SquibbBMYHealthcare0.81%534,665-12,208-2.23%$32,427,433
Altria Group IncMOConsumer Defensive0.80%483,990-5,932-1.21%$31,938,501
Procter & Gamble CoPGConsumer Defensive0.80%219,699-2,382-1.07%$31,733,324
Visa IncVFinancial Services0.78%103,274-8,407-7.53%$31,213,534
Nvidia CorpNVDATechnology0.78%178,515-19,079-9.66%$31,133,016
Mastercard Inc Class AMAFinancial Services0.78%62,149-1,659-2.60%$31,053,370
Valero Energy CorpVLOEnergy0.77%124,043-13,932-10.10%$30,648,545
Cheniere Energy IncLNGEnergy0.77%107,866-2,802-2.53%$30,608,057
RTX CorporationRTXIndustrials0.72%149,244-5,928-3.82%$28,789,168
Lockheed Martin CorpLMTIndustrials0.72%47,624-4,461-8.56%$28,783,470
Kroger CoKRConsumer Defensive0.72%397,381-8,577-2.11%$28,754,490
Marathon PetroleumMPCEnergy0.72%116,803-7,441-5.99%$28,520,957
Northrop Grumman CorpNOCIndustrials0.70%40,922-3,322-7.51%$27,918,626
Travelers CorpTRVFinancial Services0.70%95,596-1,843-1.89%$27,883,442
Pepsico IncPEPConsumer Defensive0.70%178,655-1,470-0.82%$27,743,335
Newmont CorpNEMBasic Materials0.69%254,904-68,844-21.26%$27,593,358
Philip Morris Int'lPMConsumer Defensive0.69%166,061-31,132-15.79%$27,456,526
General DynamicsGDIndustrials0.68%79,484-2,423-2.96%$27,280,499
Home DepotHDConsumer Cyclical0.68%82,831-4,547-5.20%$27,242,288
American ExpressAXPFinancial Services0.67%88,688-4,487-4.82%$26,826,347
GE AerospaceGEIndustrials0.67%93,507-2,617-2.72%$26,534,482
Hartford Insurance Group IncHIGFinancial Services0.66%195,271-3,465-1.74%$26,406,498
Allstate CorpALLFinancial Services0.65%124,666-2,323-1.83%$25,848,249
Fedex CorporationFDXIndustrials0.65%72,463+53,913+290.64%$25,809,872
Consolidated EdisonEDUtilities0.64%226,665-3,432-1.49%$25,653,945
McKesson CorpMCKHealthcare0.64%29,445-760-2.52%$25,480,526
McDonald's CorpMCDConsumer Cyclical0.63%81,299+2,646+3.36%$25,266,917
Exelon CorpEXCUtilities0.63%512,500-11,240-2.15%$25,122,750
Gilead Sciences IncGILDHealthcare0.63%179,462-14,459-7.46%$25,011,619
Anglogold AshantiAUOther0.63%256,590-67,893-20.92%$24,981,603
T-Mobile US IncTMUSCommunication Services0.61%116,033+292+0.25%$24,370,411
DTE Energy CompanyDTEUtilities0.61%166,160-8,058-4.63%$24,295,916
TJX Companies IncTJXConsumer Cyclical0.58%144,973+5,499+3.94%$23,152,189
Adobe IncADBETechnology0.56%92,395+4,534+5.16%$22,459,377
Caseys General Stores IncCASYConsumer Cyclical0.56%30,824-2,983-8.82%$22,435,557
Amgen IncAMGNHealthcare0.56%63,736+2,690+4.41%$22,425,512
Coca-Cola CoKOConsumer Defensive0.56%294,085+45,365+18.24%$22,365,165
Ameren CorporationAEEUtilities0.56%201,901+51,562+34.30%$22,192,958
Cardinal Health IncCAHHealthcare0.55%104,518-1,897-1.78%$22,085,699
Chubb LtdCBFinancial Services0.54%66,132-5,263-7.37%$21,554,403
Qualcomm IncQCOMTechnology0.53%165,123+17,163+11.60%$21,264,540
Entergy CorpETRUtilities0.53%186,830-7,281-3.75%$20,992,219
American Elec PowerAEPUtilities0.52%158,645-6,157-3.74%$20,795,187
Motorola Solutions IncMSITechnology0.51%47,176-3,168-6.29%$20,472,969
Ameriprise Finl IncAMPFinancial Services0.51%45,914+430+0.95%$20,404,182
Zoom Video Comm IncZMTechnology0.51%252,624-5,124-1.99%$20,308,444
Hunt (JB) TransportJBHTIndustrials0.51%95,339+62,997+194.78%$20,202,335
Waste Management IncWMIndustrials0.50%87,570-5,730-6.14%$20,122,711
Vertex Pharmaceuticals IncVRTXHealthcare0.50%44,750+1,529+3.54%$19,982,665
Abbott LabsABTHealthcare0.50%193,705-2,139-1.09%$19,887,693
Progressive CorpPGRFinancial Services0.50%99,939+2,426+2.49%$19,811,908
Capital One FinlCOFFinancial Services0.47%103,596+7,065+7.32%$18,899,019
Walt Disney ProductionsDISCommunication Services0.47%193,718-10,252-5.03%$18,670,541
Tyson Food IncTSNConsumer Defensive0.47%290,478+18,072+6.63%$18,610,926
Colgate Palmolive CoCLConsumer Defensive0.45%212,681+888+0.42%$18,126,802
Ingredion IntlINGRConsumer Defensive0.45%159,861-10,670-6.26%$18,009,941
Schwab Charles CorpSCHWFinancial Services0.45%191,542-79,639-29.37%$18,001,118
L3-Harris TechnologiesLHXIndustrials0.45%51,836-4,050-7.25%$17,891,196
Mueller IndustriesMLIIndustrials0.44%157,681+6,129+4.04%$17,471,055
Loew's CorpLFinancial Services0.44%162,599-4,490-2.69%$17,355,818
Autodesk IncADSKTechnology0.43%72,275+5,693+8.55%$17,302,635
Broadcom IncAVGOTechnology0.43%54,915-11,551-17.38%$16,996,742
OGE Energy CompanyOGEUtilities0.42%352,142+3,151+0.90%$16,888,731
Republic Services IncRSGIndustrials0.42%76,047-3,803-4.76%$16,655,814
Everest Re GroupEGOther0.41%50,138-7,050-12.33%$16,387,606
Public Service EntPEGUtilities0.41%202,180-7,974-3.79%$16,366,471
Cirrus Logic CorpCRUSTechnology0.41%113,072+74,692+194.61%$16,352,473
Popular Inc CommonBPOPFinancial Services0.40%120,016-5,127-4.10%$16,102,547
Huntington Ingalls IndHIIIndustrials0.40%42,308-3,474-7.59%$16,072,810
Salesforce Com IncCRMTechnology0.40%85,775-47,576-35.68%$16,011,620
Textron IncTXTIndustrials0.40%182,456-4,758-2.54%$15,975,848
Dolby LabsDLBIndustrials0.39%258,736+8,060+3.22%$15,539,685
Kimberly-ClarkKMBConsumer Defensive0.39%161,041-13,019-7.48%$15,535,626
Incyte CorpINCYHealthcare0.39%164,646+7,032+4.46%$15,496,482
Markel Group IncMKLFinancial Services0.37%7,674-274-3.45%$14,688,574
Phillips 66PSXEnergy0.36%79,721+74,298+1370.05%$14,523,572
F5 NetworksFFIVTechnology0.36%50,172-1,407-2.73%$14,516,265
Duke Energy CorpDUKUtilities0.36%110,275-31,273-22.09%$14,439,409
Parker HannifinPHIndustrials0.36%16,048-3,449-17.69%$14,366,812
Murphy USA Inc CoMUSAConsumer Cyclical0.36%28,933+12,199+72.90%$14,292,035
Bank New York Mellon CorpBKFinancial Services0.36%120,338-50,966-29.75%$14,275,697
General Motors CorpGMConsumer Cyclical0.36%191,087+136,146+247.80%$14,235,982