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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 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KGS Kodiak Gas Services Inc Energy 129,612.0 $4.8M 0.77% NEW $37.40 +98.5%
62 ATEC Alphatec Holdings Inc Healthcare 229,807.0 $4.8M 0.77% NEW $21.04 -63.6%
63 FORM FormFactor Inc Technology 86,298.0 $4.8M 0.77% NEW $55.78 +129.5%
64 XMTR Xometry Inc Industrials 77,640.0 $4.6M 0.74% NEW $59.47 +51.3%
65 POWL Powell Industries Inc Industrials 14,435.0 $4.6M 0.73% NEW $318.78 -6.8%
66 PWP Perella Weinberg Partners Financial Services 264,984.0 $4.6M 0.73% NEW $17.30 +6.4%
67 SXT Sensient Technologies Corp Basic Materials 48,555.0 $4.6M 0.73% NEW $93.95 +24.8%
68 SITM SiTime Corp Technology 12,640.0 $4.5M 0.71% NEW $353.19 +132.2%
69 GRAL GRAIL Inc Healthcare 51,836.0 $4.4M 0.71% NEW $85.59 -27.8%
70 AEHR Aehr Test Systems Technology 211,619.0 $4.3M 0.68% NEW $20.19 +392.8%
71 FLNC Fluence Energy Inc Utilities 213,856.0 $4.2M 0.68% NEW $19.78 +5.9%
72 Oddity Tech Ltd 104,649.0 $4.2M 0.67% NEW $40.18
73 MRCY Mercury Systems Inc Industrials 56,727.0 $4.1M 0.66% NEW $73.01 +29.5%
74 PATH UiPath Inc Technology 251,245.0 $4.1M 0.66% NEW $16.39 -41.0%
75 MP MP Materials Corp Basic Materials 76,811.0 $3.9M 0.62% NEW $50.52 +19.4%
76 GOOS Canada Goose Holdings Inc Consumer Cyclical 298,459.0 $3.9M 0.62% NEW $12.95 -23.6%
77 ACLX Arcellx Inc Healthcare 59,063.0 $3.9M 0.61% NEW $65.20 +76.5%
78 BE Bloom Energy Corp Industrials 44,151.0 $3.8M 0.61% NEW $86.89 +217.6%
79 ADPT Adaptive Biotechnologies Corp Healthcare 234,848.0 $3.8M 0.61% NEW $16.24 -21.0%
80 SITE SiteOne Landscape Supply Inc Industrials 30,403.0 $3.8M 0.60% NEW $124.56 -2.4%
Page 4 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%