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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 9 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AKAM AKAMAI TECHNOLOGIES INC Technology 5,720.0 $657K 0.01% NEW $114.86 +27.3%
162 BROWN FORMAN CORP 24,560.0 $649K 0.01% NEW $26.43
163 CELC CELCUITY INC Healthcare 5,670.0 $647K 0.01% NEW $114.11 +24.9%
164 ETORO GROUP LTD 21,530.0 $647K 0.01% NEW $30.05
165 CHE CHEMED CORP NEW Healthcare 1,700.0 $642K 0.01% NEW $377.65 +16.9%
166 KURA KURA ONCOLOGY INC Healthcare 78,215.0 $636K 0.01% NEW $8.13 +36.9%
167 KIM KIMCO REALTY CORP Real Estate 27,290.0 $613K 0.01% NEW $22.46 +7.1%
168 DNUT KRISPY KREME INC Consumer Defensive 175,140.0 $594K 0.01% NEW $3.39 -1.8%
169 GNL GLOBAL NET LEASE INC Real Estate 63,034.0 $590K 0.01% NEW $9.36 +0.2%
170 AVAV AEROVIRONMENT INC Industrials 3,200.0 $586K 0.01% NEW $183.12 -10.9%
171 STT STATE STR CORP Financial Services 4,580.0 $580K 0.01% NEW $126.64 +21.7%
172 NSP INSPERITY INC Industrials 20,670.0 $559K 0.01% NEW $27.04 +14.1%
173 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,382.0 $550K 0.01% NEW $230.90 -5.5%
174 OLMA OLEMA PHARMACEUTICALS INC Healthcare 35,880.0 $535K 0.01% NEW $14.91 -5.7%
175 SOLID BIOSCIENCES INC 72,654.0 $523K 0.01% NEW $7.20
176 GSM FERROGLOBE PLC Basic Materials 126,718.0 $522K 0.01% NEW $4.12 -0.2%
177 BW BABCOCK & WILCOX ENTERPRISES Industrials 35,020.0 $514K 0.01% NEW $14.68 +39.9%
178 STC STEWART INFORMATION SVCS COR Financial Services 8,240.0 $507K 0.01% NEW $61.53 +10.7%
179 TTC TORO CO Industrials 5,150.0 $481K 0.01% NEW $93.40 -4.6%
180 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 39,420.0 $438K 0.01% NEW $11.11 +6.8%
Page 9 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%