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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 2 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 514,932.0 $29.2M 0.44% -55K -9.7% $56.77 -14.7%
22 AHR AMERICAN HEALTHCARE REIT INC Real Estate 614,651.0 $29.0M 0.44% $47.16 +6.3%
23 SNX TD SYNNEX CORPORATION Technology 162,361.0 $27.4M 0.41% +44K +36.9% $168.71 +36.7%
24 SF STIFEL FINL CORP Financial Services 368,515.0 $27.2M 0.41% +173K +88.7% $73.92 -1.2%
25 FSLY FASTLY INC Technology 923,870.0 $26.8M 0.40% -884K -48.9% $29.06 -43.6%
26 WBS WEBSTER FINL CORP Financial Services 380,022.0 $26.4M 0.40% $69.42 +5.3%
27 AVA AVISTA CORP Utilities 638,807.0 $25.6M 0.39% +40K +6.7% $40.14 +1.9%
28 KEX KIRBY CORP Industrials 192,670.0 $25.6M 0.39% -7K -3.7% $132.88 +9.6%
29 TPC TUTOR PERINI CORP Industrials 327,554.0 $25.3M 0.38% +54K +19.5% $77.19 -0.3%
30 HAS HASBRO INC Consumer Cyclical 264,100.0 $24.7M 0.37% -15K -5.3% $93.60 -3.8%
31 CNX CNX RES CORP Energy 636,011.0 $24.5M 0.37% +458K +256.9% $38.55 -7.8%
32 FN FABRINET Technology 46,823.0 $24.4M 0.37% +18K +63.9% $521.52 +34.9%
33 TECHNIPFMC PLC 349,919.0 $24.2M 0.36% -558K -61.5% $69.13
34 LEA LEAR CORP Consumer Cyclical 198,607.0 $24.0M 0.36% NEW $121.08 +14.3%
35 RL RALPH LAUREN CORP Consumer Cyclical 69,809.0 $24.0M 0.36% +21K +42.2% $344.00 -4.3%
36 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 313,363.0 $23.9M 0.36% NEW $76.16 +10.9%
37 FHN FIRST HORIZON CORPORATION Financial Services 1,037,062.0 $23.6M 0.35% +552K +113.8% $22.76 +5.9%
38 MWA MUELLER WTR PRODS INC Industrials 846,515.0 $23.3M 0.35% +435K +105.5% $27.49 -8.6%
39 CTRI CENTURI HOLDINGS INC Utilities 793,665.0 $23.2M 0.35% +477K +151.0% $29.21 +3.3%
40 ROIV ROIVANT SCIENCES LTD Healthcare 827,454.0 $22.9M 0.34% +121K +17.1% $27.70 +17.0%
Page 2 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%