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Portfolio (Quarterly) Guide ↗

Pier Capital, LLC

· CIK 0001310051
13F Portfolio $626M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 125 New
Page 1 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MIR Mirion Technologies Inc Industrials 717,392.0 $16.8M 2.68% NEW $23.42 -23.3%
2 CWAN Clearwater Analytics Holdings Inc Technology 681,972.0 $16.4M 2.63% NEW $24.12 +1.0%
3 HXL Hexcel Corp Industrials 162,219.0 $12.0M 1.91% NEW $73.90 +19.8%
4 ALHC Alignment Healthcare Inc Healthcare 546,674.0 $10.8M 1.72% NEW $19.75 -19.2%
5 FULT Fulton Financial Corp Financial Services 543,387.0 $10.5M 1.68% NEW $19.33 +7.8%
6 ESTA Establishment Labs Holdings Inc Healthcare 143,842.0 $10.5M 1.67% NEW $72.88 -7.8%
7 SKY Champion Homes Inc Consumer Cyclical 121,883.0 $10.3M 1.64% NEW $84.50 -20.7%
8 HRI Herc Holdings Inc Industrials 69,196.0 $10.3M 1.64% NEW $148.38 -7.2%
9 MC Moelis & Co Financial Services 141,352.0 $9.7M 1.55% NEW $68.74 -7.6%
10 FLS Flowserve Corp Industrials 138,520.0 $9.6M 1.53% NEW $69.38 -5.6%
11 SIBN SI-BONE Inc Healthcare 485,217.0 $9.6M 1.53% NEW $19.72 -25.9%
12 ONTO Onto Innovation Inc Technology 58,183.0 $9.2M 1.47% NEW $157.86 +65.5%
13 IMAX IMAX Corp Communication Services 244,589.0 $9.0M 1.44% NEW $36.96 -9.0%
14 CCS Century Communities Inc Consumer Cyclical 151,365.0 $9.0M 1.43% NEW $59.35 -17.8%
15 GTLB GitLab Inc Technology 236,771.0 $8.9M 1.42% NEW $37.53 -35.6%
16 RGEN Repligen Corp Healthcare 54,147.0 $8.9M 1.42% NEW $163.86 -36.9%
17 GBCI Glacier Bancorp Inc Financial Services 196,118.0 $8.6M 1.38% NEW $44.05 +4.1%
18 RDNT RadNet Inc Healthcare 121,005.0 $8.6M 1.38% NEW $71.35 -27.1%
19 SAIA Saia Inc Industrials 26,284.0 $8.6M 1.37% NEW $326.52 +40.1%
20 OSW OneSpaWorld Holdings Ltd Consumer Cyclical 413,170.0 $8.6M 1.37% NEW $20.74 +14.9%
Page 1 of 7  ·  125 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
Technology 25.0%
Industrials 23.2%
Healthcare 20.6%
Consumer Cyclical 12.1%
Financial Services 8.9%
Consumer Defensive 4.7%
Energy 2.0%
Communication Services 1.5%
Basic Materials 1.4%
Utilities 0.7%