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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 5 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRBG COREBRIDGE FINL INC Financial Services 590,237.0 $14.1M 0.21% +249K +73.1% $23.86 +15.9%
82 GOOG ALPHABET INC Communication Services 48,959.0 $14.0M 0.21% +2K +3.3% $286.85 +33.7%
83 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 327,698.0 $14.0M 0.21% +197K +150.7% $42.61 +36.1%
84 XPO XPO INC Industrials 68,823.0 $13.4M 0.20% +21K +44.6% $194.56 +8.3%
85 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 599,025.0 $13.1M 0.20% +32K +5.7% $21.89 -29.8%
86 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 277,600.0 $13.1M 0.20% +273K +5623.7% $47.14 -16.2%
87 TTMI TTM TECHNOLOGIES INC Technology 134,165.0 $13.1M 0.20% +66K +98.2% $97.42 +73.8%
88 GTES GATES INDL CORP PLC Industrials 577,552.0 $13.1M 0.20% +207K +55.9% $22.61 +6.5%
89 M MACYS INC Consumer Cyclical 706,690.0 $12.8M 0.19% +262K +59.0% $18.09 +14.0%
90 CRVL CORVEL CORP Financial Services 229,542.0 $12.5M 0.19% +67K +41.4% $54.65 +12.6%
91 ASB ASSOCIATED BANC-CORP Financial Services 483,423.0 $12.5M 0.19% +263K +119.0% $25.86 +8.5%
92 CUSHMAN AND WAKEFIELD LTD 1,011,856.0 $12.4M 0.19% +441K +77.3% $12.26
93 HOG HARLEY DAVIDSON INC Consumer Cyclical 611,860.0 $12.4M 0.19% +248K +68.3% $20.22 +14.7%
94 JPM JPMORGAN CHASE & CO Financial Services 41,913.0 $12.3M 0.18% +14K +50.4% $294.16 +3.0%
95 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 1,132,702.0 $12.2M 0.18% +183K +19.2% $10.80 +27.2%
96 MRNA MODERNA INC Healthcare 237,418.0 $12.1M 0.18% +53K +28.8% $50.80 -7.0%
97 LOB LIVE OAK BANCSHARES INC Financial Services 362,679.0 $12.0M 0.18% +89K +32.6% $33.07 +13.1%
98 NHI NATIONAL HEALTH INVS INC Real Estate 145,580.0 $11.8M 0.18% +137K +1610.7% $80.86 -5.3%
99 AA ALCOA CORP Basic Materials 176,733.0 $11.7M 0.18% +67K +60.3% $66.33 -0.1%
100 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 329,415.0 $11.6M 0.17% +126K +62.3% $35.21 +21.5%
Page 5 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%