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Portfolio (Quarterly) Guide ↗

PIER 88 INVESTMENT PARTNERS LLC

· CIK 0001697366
13F Portfolio $402M AUM 112 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 34 Added 53 Reduced 20 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETSY INC 30,140,000.0 $26.9M 6.70% +1.8M +6.4% $0.89
2 GLOBAL PMTS INC 28,555,000.0 $25.2M 6.26% +200K +0.7% $0.88
3 PPL CAP FDG INC 21,130,000.0 $24.8M 6.16% +1.3M +6.7% $1.17
4 MERITAGE HOMES CORP 19,761,000.0 $19.0M 4.74% +1.3M +6.9% $0.96
5 UBER TECHNOLOGIES INC 13,179,000.0 $15.8M 3.94% +1.7M +14.9% $1.20
6 ALLIANT ENERGY CORP 9,980,000.0 $10.6M 2.63% +2.8M +38.0% $1.06
7 ITT ITT INC Industrials 26,500.0 $5.0M 1.26% +540.0 +2.1% $190.53 +3.3%
8 WELL WELLTOWER INC Real Estate 23,400.0 $4.6M 1.15% +2K +11.4% $197.71 +4.5%
9 DATADOG INC 3,880,000.0 $3.8M 0.93% +1.6M +66.5% $0.97
10 HALOZYME THERAPEUTICS INC 2,970,000.0 $3.1M 0.77% +459K +18.3% $1.04
11 MDT MEDTRONIC PLC Healthcare 33,200.0 $2.9M 0.72% +3K +9.2% $86.65 -8.4%
12 GH GUARDANT HEALTH INC Healthcare 2,057,200.0 $2.9M 0.71% +2.1M +10000.0% $1.39 +9368.1%
13 BE BLOOM ENERGY CORP Industrials 1,466,300.0 $2.4M 0.60% +1.5M +10000.0% $1.64 +19926.6%
14 DOV DOVER CORP Industrials 11,400.0 $2.4M 0.59% +8K +270.7% $208.45 +7.3%
15 WTTR SELECT WATER SOLUTIONS INC Utilities 100,100.0 $1.5M 0.38% +1K +1.1% $15.30 +15.7%
16 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,300.0 $1.3M 0.32% +640.0 +24.1% $391.76 +173.2%
17 ATRO ASTRONICS CORP Industrials 17,600.0 $1.2M 0.29% +270.0 +1.6% $66.73 +20.7%
18 ANET ARISTA NETWORKS INC Technology 8,400.0 $1.0M 0.26% +710.0 +9.2% $122.78 +38.2%
19 FPI FARMLAND PARTNERS INC Real Estate 83,300.0 $935K 0.23% +36K +77.4% $11.23 -13.1%
20 MP MP MATERIALS CORP Basic Materials 17,600.0 $849K 0.21% +2K +15.6% $48.26 +26.2%
Page 1 of 2  ·  34 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
Healthcare 28.1%
Industrials 27.6%
Technology 25.5%
Real Estate 8.2%
Energy 3.8%
Basic Materials 2.5%
Utilities 2.3%
Consumer Cyclical 1.7%
Financial Services 0.4%