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Portfolio (Quarterly) Guide ↗

ALGERT GLOBAL LLC

· CIK 0001275218
13F Portfolio $6.6B AUM 1,134 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 257 New 445 Added 372 Reduced 243 Exited
Page 14 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PGR PROGRESSIVE CORP Financial Services 25,926.0 $5.1M 0.08% +2K +7.2% $198.26 +2.2%
262 MOH MOLINA HEALTHCARE INC Healthcare 38,550.0 $5.1M 0.08% +34K +745.4% $133.31 +36.0%
263 LUMN LUMEN TECHNOLOGIES INC Communication Services 732,574.0 $5.1M 0.08% +79K +12.1% $6.95 +35.8%
264 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 64,074.0 $5.1M 0.08% +22K +52.4% $79.33 -4.0%
265 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 112,140.0 $5.0M 0.08% +40K +56.0% $44.84 +6.7%
266 DPZ DOMINOS PIZZA INC Consumer Cyclical 13,980.0 $5.0M 0.07% +10K +239.3% $358.80 -11.8%
267 FET FORUM ENERGY TECHNOLOGIES IN Energy 85,429.0 $5.0M 0.07% +38K +79.0% $58.66 -0.3%
268 VSH VISHAY INTERTECHNOLOGY INC Technology 277,470.0 $5.0M 0.07% +158K +132.2% $18.00 +123.1%
269 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 820,786.0 $5.0M 0.07% +386K +88.7% $6.05 -0.8%
270 AVTR AVANTOR INC Healthcare 630,360.0 $4.9M 0.07% +555K +736.5% $7.84 +0.4%
271 FLOTEK INDUSTRIES INC 290,155.0 $4.9M 0.07% +28K +10.5% $16.97
272 FDS FACTSET RESH SYS INC Financial Services 22,110.0 $4.8M 0.07% +4K +19.3% $217.01 +3.7%
273 PCG PG&E CORP Utilities 267,016.0 $4.7M 0.07% +58K +28.0% $17.57 -6.4%
274 RBLX ROBLOX CORP Technology 81,817.0 $4.6M 0.07% +5K +6.6% $56.57 -19.0%
275 BTBT BIT DIGITAL INC Financial Services 3,517,442.0 $4.6M 0.07% +465K +15.2% $1.31 +48.1%
276 OCUL OCULAR THERAPEUTIX INC Healthcare 538,939.0 $4.6M 0.07% +412K +323.0% $8.47 -3.0%
277 AMT AMERICAN TOWER CORP Real Estate 26,325.0 $4.5M 0.07% +5K +22.4% $172.57 +6.5%
278 QBTS D-WAVE QUANTUM INC Technology 313,016.0 $4.5M 0.07% +57K +22.3% $14.43 +33.7%
279 SFBS SERVISFIRST BANCSHARES INC Financial Services 61,903.0 $4.5M 0.07% +13K +26.4% $72.82 +6.0%
280 SNAP SNAP INC Communication Services 961,069.0 $4.4M 0.07% +213K +28.5% $4.60 +22.3%
Page 14 of 23  ·  445 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 18.5%
Technology 15.3%
Financial Services 13.6%
Healthcare 13.4%
Consumer Cyclical 12.8%
Energy 5.8%
Real Estate 5.6%
Consumer Defensive 5.3%
Basic Materials 4.1%
Utilities 3.0%