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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 40 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ATEC ALPHATEC HLDGS INC Healthcare 132,559.0 $1.4M 0.02% -77K -36.6% $10.88 -24.3%
782 CLDT CHATHAM LODGING TR Real Estate 183,251.0 $1.4M 0.02% +150K +443.3% $7.87 +35.8%
783 WDFC WD 40 CO Basic Materials 7,026.0 $1.4M 0.02% -63K -90.0% $203.96 +2.0%
784 UTZ UTZ BRANDS INC Consumer Defensive 180,320.0 $1.4M 0.02% +67K +58.7% $7.92 -2.5%
785 PANL PANGAEA LOGISTICS SOLUTION L Industrials 201,235.0 $1.4M 0.02% +171K +566.5% $7.08 +16.9%
786 ERAS ERASCA INC Healthcare 88,030.0 $1.4M 0.02% NEW $16.18 -28.2%
787 SKYW SKYWEST INC Industrials 15,452.0 $1.4M 0.02% -27K -63.5% $91.83 -9.3%
788 SMC SUMMIT MIDSTREAM CORPORATION Energy 46,711.0 $1.4M 0.02% +1K +2.4% $30.25 +7.2%
789 INVA INNOVIVA INC Healthcare 60,480.0 $1.4M 0.02% -57K -48.7% $23.30 -4.7%
790 IMMUNITYBIO INC 183,560.0 $1.4M 0.02% NEW $7.67
791 NTRS NORTHERN TR CORP Financial Services 10,004.0 $1.4M 0.02% +6K +132.7% $139.54 +19.8%
792 WRBY WARBY PARKER INC Healthcare 65,884.0 $1.4M 0.02% -70K -51.4% $21.07 +16.1%
793 RCKY ROCKY BRANDS INC Consumer Cyclical 35,294.0 $1.4M 0.02% -16K -31.3% $38.73 -8.0%
794 CROX CROCS INC Consumer Cyclical 16,430.0 $1.4M 0.02% NEW $83.02 +31.2%
795 VECO VEECO INSTRS INC DEL Technology 40,140.0 $1.4M 0.02% $33.86 +67.3%
796 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 239,050.0 $1.4M 0.02% +16K +7.3% $5.68 +52.8%
797 ALK ALASKA AIR GROUP INC Industrials 36,900.0 $1.4M 0.02% -22K -37.7% $36.78 +11.7%
798 DCTH DELCATH SYS INC Healthcare 145,733.0 $1.4M 0.02% -26K -15.1% $9.28 +23.4%
799 GGG GRACO INC Industrials 15,972.0 $1.4M 0.02% NEW $84.65 -11.0%
800 IRTC IRHYTHM HOLDINGS INC Healthcare 11,453.0 $1.4M 0.02% -25K -68.4% $118.05 -0.2%
Page 40 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%