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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 14 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VRT VERTIV HOLDINGS CO Industrials 33,935.0 $8.5M 0.13% -10K -22.0% $250.57 +26.0%
262 RGLD ROYAL GOLD INC Basic Materials 33,320.0 $8.5M 0.13% NEW $254.50 -12.3%
263 IRMD IRADIMED CORP Healthcare 88,056.0 $8.5M 0.13% +2K +2.8% $96.26 -3.2%
264 COHU COHU INC Technology 275,070.0 $8.4M 0.13% NEW $30.62 +49.1%
265 SHOO MADDEN STEVEN LTD Consumer Cyclical 247,070.0 $8.4M 0.13% NEW $33.92 +19.3%
266 LW LAMB WESTON HLDGS INC Consumer Defensive 197,462.0 $8.3M 0.13% +63K +46.7% $42.26 +1.3%
267 KRG KITE REALTY GROUP TRUST Real Estate 339,641.0 $8.3M 0.12% $24.55 +9.5%
268 MORN MORNINGSTAR INC Financial Services 48,957.0 $8.3M 0.12% $169.05 +2.6%
269 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 78,470.0 $8.3M 0.12% +73K +1441.7% $105.40 -4.3%
270 DYN DYNE THERAPEUTICS INC Healthcare 454,463.0 $8.2M 0.12% +183K +67.5% $18.13 -4.2%
271 THG HANOVER INS GROUP INC Financial Services 47,430.0 $8.2M 0.12% +27K +126.8% $173.35 +12.2%
272 ABM ABM INDS INC Industrials 213,380.0 $8.2M 0.12% -36K -14.4% $38.52 +4.2%
273 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 189,590.0 $8.2M 0.12% NEW $43.06 -0.7%
274 PLTR PALANTIR TECHNOLOGIES INC Technology 55,197.0 $8.1M 0.12% +2K +2.8% $146.28 -6.2%
275 GWRE GUIDEWIRE SOFTWARE INC Technology 53,763.0 $8.0M 0.12% +22K +71.0% $149.56 -9.3%
276 SMBC SOUTHERN MO BANCORP INC Financial Services 124,981.0 $8.0M 0.12% +3K +2.3% $63.94 +7.2%
277 MHO M/I HOMES INC Consumer Cyclical 65,069.0 $8.0M 0.12% -35K -34.9% $122.45 +5.3%
278 FSS FEDERAL SIGNAL CORP Industrials 73,652.0 $8.0M 0.12% -129K -63.7% $108.14 +3.2%
279 ALGN ALIGN TECHNOLOGY INC Healthcare 46,410.0 $8.0M 0.12% +36K +338.7% $171.43 -4.9%
280 MSGE SPHERE ENTERTAINMENT CO Communication Services 67,370.0 $7.9M 0.12% +53K +378.8% $117.40 -40.9%
Page 14 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%