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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 12 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BBY BEST BUY INC Consumer Cyclical 147,183.0 $9.4M 0.14% +125K +556.8% $64.20 -4.7%
222 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 166,570.0 $9.4M 0.14% +50K +42.3% $56.49 -4.2%
223 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 99,656.0 $9.4M 0.14% -13K -11.4% $93.87 +106.0%
224 BANC BANC OF CALIFORNIA INC Financial Services 528,330.0 $9.3M 0.14% -59K -10.0% $17.58 +7.0%
225 TJX TJX COS INC NEW Consumer Cyclical 58,015.0 $9.3M 0.14% +5K +8.7% $159.70 -0.3%
226 DK DELEK US HLDGS INC NEW Energy 205,171.0 $9.2M 0.14% +123K +150.7% $45.07 -6.6%
227 BMY BRISTOL-MYERS SQUIBB CO Healthcare 152,200.0 $9.2M 0.14% -6K -3.7% $60.65 -1.8%
228 DINO HF SINCLAIR CORP Energy 147,840.0 $9.2M 0.14% -249K -62.7% $62.39 +9.6%
229 RIG TRANSOCEAN LTD Energy 1,387,490.0 $9.2M 0.14% -1.3M -47.6% $6.63 +10.7%
230 NJR NEW JERSEY RES CORP Utilities 166,239.0 $9.1M 0.14% $54.92 +4.1%
231 VLYPN VALLEY NATL BANCORP Financial Services 742,442.0 $9.1M 0.14% $12.28 +110.7%
232 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 337,245.0 $9.1M 0.14% +78K +29.9% $26.94 +22.3%
233 AGIO AGIOS PHARMACEUTICALS INC Healthcare 268,435.0 $9.1M 0.14% -146K -35.2% $33.83 -14.9%
234 AAOI APPLIED OPTOELECTRONICS INC Technology 106,635.0 $9.0M 0.14% +25K +29.9% $84.59 +109.0%
235 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 94,214.0 $9.0M 0.14% +34K +55.4% $95.60 +21.6%
236 WMG WARNER MUSIC GROUP CORP Communication Services 352,495.0 $9.0M 0.14% +66K +22.8% $25.54 +32.8%
237 HL HECLA MINING COMPANY Basic Materials 482,962.0 $9.0M 0.14% -88K -15.5% $18.63 -7.1%
238 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 428,529.0 $9.0M 0.14% +209K +95.5% $20.95 +11.5%
239 PPC PILGRIMS PRIDE CORP Consumer Defensive 237,746.0 $9.0M 0.14% -44K -15.8% $37.76 -24.1%
240 PM PHILIP MORRIS INTL INC Consumer Defensive 54,021.0 $8.9M 0.13% -4K -6.9% $165.34 +14.1%
Page 12 of 57  ·  1,134 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%