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Portfolio (Quarterly) Guide ↗

Global Alpha Capital Management Ltd.

· CIK 0001584691
13F Portfolio $1.7B AUM 48 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 19 Added 17 Reduced 8 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGM FEDERAL AGRIC MTG CORP Financial Services 18,367.0 $3.7M 0.22% +2K +9.3% $199.27 +11.5%
42 MEG ONTERRIS INC Industrials 173,335.0 $3.5M 0.21% +30K +21.2% $20.21 -22.6%
43 BCPC BALCHEM CORP Basic Materials 20,214.0 $3.4M 0.20% $168.95 +6.6%
44 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 66,923.0 $3.4M 0.20% $50.53 -3.3%
45 VCEL VERICEL CORP Healthcare 64,141.0 $2.9M 0.17% +14K +28.4% $44.49 -3.0%
46 CVSA COVISTA INC Consumer Cyclical 19,501.0 $2.4M 0.15% $124.66 +7.0%
47 MWA MUELLER WTR PRODS INC Industrials 90,303.0 $2.3M 0.14% +42K +85.7% $25.83 -3.2%
48 POWI POWER INTEGRATIONS INC Technology 11,829.0 $991K 0.06% NEW $83.76 -37.0%
Page 3 of 3  ·  48 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 19.9%
Financial Services 15.9%
Industrials 10.7%
Utilities 9.4%
Consumer Cyclical 8.0%
Basic Materials 7.3%
Real Estate 7.1%
Healthcare 6.0%
Energy 5.9%
Consumer Defensive 5.4%