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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 52 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SES SES AI CORPORATION Consumer Cyclical 311,390.0 $300K 0.01% NEW $0.96 +7.9%
1022 CTRN CITI TRENDS INC Consumer Cyclical 6,890.0 $298K 0.00% NEW $43.25 -11.6%
1023 IBEX IBEX LTD Technology 11,110.0 $298K 0.00% +5K +81.5% $26.82 +19.5%
1024 CYRX CRYOPORT INC Industrials 35,700.0 $296K 0.00% NEW $8.29 +71.5%
1025 NTGR NETGEAR INC Technology 13,300.0 $290K 0.00% +3K +26.7% $21.80 +14.1%
1026 BMO BANK MONTREAL MEDIUM Financial Services 2,131.0 $288K 0.00% NEW $135.15 +18.2%
1027 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 20,800.0 $288K 0.00% NEW $13.85 +2.1%
1028 OPRT OPORTUN FINL CORP Financial Services 62,039.0 $286K 0.00% NEW $4.61 +17.6%
1029 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,850.0 $283K 0.00% NEW $152.97 -17.1%
1030 TTI TETRA TECHNOLOGIES INC DEL Energy 33,150.0 $282K 0.00% NEW $8.51 +22.5%
1031 GALAXY DIGITAL INC. 15,280.0 $282K 0.00% -28K -64.5% $18.46
1032 IAG IAMGOLD CORP Basic Materials 14,982.0 $281K 0.00% NEW $18.76 -10.5%
1033 NTLA INTELLIA THERAPEUTICS INC Healthcare 21,920.0 $281K 0.00% NEW $12.82 -3.5%
1034 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 13,065.0 $277K 0.00% +4K +48.0% $21.20 +4.9%
1035 GRMN GARMIN LTD Technology 1,194.0 $277K 0.00% -2K -58.5% $231.99 +3.4%
1036 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 210,754.0 $274K 0.00% NEW $1.30 -45.1%
1037 AGM FEDERAL AGRIC MTG CORP Financial Services 1,826.0 $271K 0.00% -2K -49.2% $148.41 +19.3%
1038 ASLE AERSALE CORPORATION Industrials 43,283.0 $269K 0.00% -5K -11.1% $6.21 -1.0%
1039 SFIX STITCH FIX INC Consumer Cyclical 80,930.0 $268K 0.00% NEW $3.31 -3.4%
1040 KEY KEYCORP Financial Services 13,170.0 $264K 0.00% NEW $20.05 +7.2%
Page 52 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%