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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 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SWKS SKYWORKS SOLUTIONS INC Technology 40,880.0 $2.2M 0.03% NEW $53.55 +38.9%
82 ULS UL SOLUTIONS INC Industrials 25,190.0 $2.2M 0.03% NEW $85.71 +19.0%
83 SUNC SUNOCOCORP LLC Energy 34,430.0 $2.1M 0.03% NEW $61.66 +16.5%
84 JAMES HARDIE INDS PLC 111,002.0 $2.1M 0.03% NEW $18.94
85 KFY KORN FERRY Industrials 33,120.0 $2.1M 0.03% NEW $62.95 +5.9%
86 B BARRICK MNG CORP Basic Materials 49,280.0 $2.0M 0.03% NEW $40.73 +1.3%
87 TDS TELEPHONE & DATA SYS INC Communication Services 47,150.0 $2.0M 0.03% NEW $42.10 -1.2%
88 EQT EQT CORP Energy 30,828.0 $2.0M 0.03% NEW $63.64 -9.3%
89 NOW SERVICENOW INC Technology 18,617.0 $1.9M 0.03% NEW $104.53 -4.6%
90 REPL REPLIMUNE GROUP INC Healthcare 249,740.0 $1.9M 0.03% NEW $7.65 -32.6%
91 SFST SOUTHERN FIRST BANCSHARES Financial Services 34,008.0 $1.9M 0.03% NEW $54.49 +3.5%
92 STTK SHATTUCK LABS INC Healthcare 286,072.0 $1.8M 0.03% NEW $6.43 -4.0%
93 AXTI AXT INC Technology 32,230.0 $1.8M 0.03% NEW $56.97 +112.4%
94 NWPX NWPX INFRASTRUCTURE INC Industrials 22,633.0 $1.8M 0.03% NEW $77.85 +40.0%
95 KODK EASTMAN KODAK CO Industrials 194,321.0 $1.8M 0.03% NEW $9.05 +6.4%
96 COTY COTY INC Consumer Defensive 854,770.0 $1.7M 0.03% NEW $2.01 -1.5%
97 GSAT GLOBALSTAR INC Communication Services 25,860.0 $1.7M 0.03% NEW $66.43 +24.5%
98 GFF GRIFFON CORP Industrials 23,400.0 $1.7M 0.03% NEW $72.69 +16.4%
99 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 76,130.0 $1.6M 0.03% NEW $21.45 +19.3%
100 SJM SMUCKER J M CO Consumer Defensive 16,180.0 $1.6M 0.02% NEW $96.42 +4.2%
Page 5 of 13  ·  257 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%