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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 4 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ECG EVERUS CONSTR GROUP Industrials 84,786.0 $10.0M 0.15% -12K -12.7% $118.06 +27.7%
62 MRK MERCK & CO INC Healthcare 81,672.0 $9.8M 0.15% -16K -16.1% $120.29 -3.7%
63 GL GLOBE LIFE INC Financial Services 70,147.0 $9.8M 0.15% -14K -16.5% $139.16 +12.5%
64 MXL MAXLINEAR INC Technology 550,396.0 $9.6M 0.14% -411K -42.8% $17.39 +473.2%
65 RGA REINSURANCE GROUP AMER INC Financial Services 46,610.0 $9.5M 0.14% -25K -34.5% $204.16 +4.9%
66 BWA BORGWARNER INC Consumer Cyclical 174,975.0 $9.5M 0.14% -128K -42.2% $54.26 +17.1%
67 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 99,656.0 $9.4M 0.14% -13K -11.4% $93.87 +106.0%
68 BANC BANC OF CALIFORNIA INC Financial Services 528,330.0 $9.3M 0.14% -59K -10.0% $17.58 +7.0%
69 BMY BRISTOL-MYERS SQUIBB CO Healthcare 152,200.0 $9.2M 0.14% -6K -3.7% $60.65 -1.8%
70 DINO HF SINCLAIR CORP Energy 147,840.0 $9.2M 0.14% -249K -62.7% $62.39 +9.6%
71 RIG TRANSOCEAN LTD Energy 1,387,490.0 $9.2M 0.14% -1.3M -47.6% $6.63 +10.7%
72 AGIO AGIOS PHARMACEUTICALS INC Healthcare 268,435.0 $9.1M 0.14% -146K -35.2% $33.83 -14.9%
73 HL HECLA MINING COMPANY Basic Materials 482,962.0 $9.0M 0.14% -88K -15.5% $18.63 -7.1%
74 PPC PILGRIMS PRIDE CORP Consumer Defensive 237,746.0 $9.0M 0.14% -44K -15.8% $37.76 -24.1%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 54,021.0 $8.9M 0.13% -4K -6.9% $165.34 +14.1%
76 CSTM CONSTELLIUM SE Basic Materials 358,938.0 $8.8M 0.13% -97K -21.3% $24.58 +30.3%
77 MZTI MARZETTI COMPANY Consumer Defensive 63,565.0 $8.8M 0.13% -48K -43.1% $138.33 -18.5%
78 WCC WESCO INTL INC Industrials 32,037.0 $8.8M 0.13% -1K -4.2% $273.62 +27.9%
79 IONS IONIS PHARMACEUTICALS INC Healthcare 116,563.0 $8.8M 0.13% -11K -8.4% $75.09 +0.9%
80 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 94,557.0 $8.6M 0.13% -16K -14.3% $91.37 -16.3%
Page 4 of 19  ·  372 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%