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Institutional

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327
$29.70B
Reported AUM
497
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · FULLER & THALER ASSET MANAGEMENT, INC. · Q1 2026

AI · grounded in 13F

Fuller & Thaler Asset Management, Inc. established a new position in AMCR valued at $544.0M. The fund also opened new stakes in INDV for $138.1M and TTEK for $99.8M. On the sell side, the fund closed its positions in U for $120.5M and 1RG for $115.4M.

Portfolio · Q1 2026

Other$25.16BFI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AMCRAMCOR PLC$44.88-0.60%-0.59%-13.41%$544.0M1.83%HELD
2DOCHEALTHPEAK PROPERTIES INC$21.83-1.02%40.77%-19.35%$479.8M1.62%HELD
3PRIMPRIMORIS SVCS CORP$84.41-1.45%-5.77%244.84%$424.4M1.43%HELD
4LITELUMENTUM HLDGS INC$713.942.99%549.83%700.14%$413.0M1.39%HELD
5ALSNALLISON TRANSMISSION HLDGS I$114.54-0.78%33.15%235.57%$397.4M1.34%HELD
6EXELEXELIXIS INC$53.03-5.25%43.45%178.82%$366.4M1.23%HELD
7FIXCOMFORT SYS USA INC$1729.691.88%144.74%2179.41%$334.0M1.12%HELD
8ONBOLD NATL BANCORP IND$26.640.87%33.84%85.01%$332.7M1.12%HELD
9SONSONOCO PRODS CO$56.36-0.81%33.20%3.41%$319.9M1.08%HELD
10JAZZJAZZ PHARMACEUTICALS PLC$252.86-2.14%119.30%92.34%$316.9M1.07%HELD
11BEBLOOM ENERGY CORP$205.82-0.63%464.05%866.95%$311.5M1.05%HELD
12FNBF N B CORP$18.90-0.47%31.45%93.95%$298.7M1.01%HELD
13VRTVERTIV HOLDINGS CO$241.576.18%60.85%711.46%$298.1M1.00%HELD
14LKQLKQ CORP$22.45-0.66%-21.08%-51.51%$292.0M0.98%HELD
15DVNDEVON ENERGY CORP NEW$45.132.17%41.83%92.59%$280.7M0.95%HELD
16PRMBPRIMO BRANDS CORPORATION$22.71-0.26%-14.02%44.73%$265.9M0.90%HELD
17SAICSCIENCE APPLICATIONS INTL CO$117.131.22%6.00%47.32%$256.3M0.86%HELD
18CECELANESE CORP DEL$44.72-0.20%-7.48%-69.55%$244.6M0.82%HELD
19STSENSATA TECHNOLOGIES HLDG PL$46.29-3.54%58.42%-16.47%$241.7M0.81%HELD
20MTCHMATCH GROUP INC NEW$39.410.25%19.22%-70.33%$237.9M0.80%HELD
21GHGUARDANT HEALTH INC$161.996.33%291.09%27.28%$235.6M0.79%HELD
22MODMODINE MFG CO$201.063.69%45.03%1458.76%$234.4M0.79%HELD
23CRUSCIRRUS LOGIC INC$129.35-1.90%29.17%57.60%$232.3M0.78%HELD
24WTMWHITE MTNS INS GROUP LTD$2097.73-0.99%18.56%88.27%$229.7M0.77%HELD
25BWABORGWARNER INC$63.74-1.04%75.04%84.46%$223.7M0.75%HELD
26DOCNDIGITALOCEAN HLDGS INC$117.50-2.27%359.01%91.55%$219.8M0.74%HELD
27EHCENCOMPASS HEALTH CORP$111.060.15%2.91%86.88%$215.7M0.73%HELD
28EMEEMCOR GROUP INC$797.43-0.62%32.33%590.02%$214.7M0.72%HELD
29AMGAFFILIATED MANAGERS GROUP$366.730.35%77.14%115.83%$210.4M0.71%HELD
30PORPORTLAND GEN ELEC CO$49.33-1.52%24.57%18.59%$207.6M0.70%HELD
31WFRDWEATHERFORD INTL PLC$87.793.64%$205.1M0.69%HELD
32AGCOAGCO CORP$102.16-4.64%$202.3M0.68%HELD
33GPKGRAPHIC PACKAGING HLDG CO$10.73-2.10%$201.9M0.68%HELD
34GTXGARRETT MOTION INC$31.150.45%$198.0M0.67%HELD
35COLDAMERICOLD REALTY TRUST INC$14.09-2.56%$195.4M0.66%HELD
36UGIUGI CORP NEW$36.12-0.17%$194.6M0.66%HELD
37OPCHOPTION CARE HEALTH INC$23.032.54%$191.8M0.65%HELD
38RYNRAYONIER INC$21.781.82%$191.6M0.64%HELD
39CMCCOMMERCIAL METALS CO$68.720.45%$182.8M0.62%HELD
40DCIDONALDSON INC$94.241.71%$179.2M0.60%HELD
41AWIARMSTRONG WORLD INDS INC NEW$174.660.17%$171.6M0.58%HELD
42THGHANOVER INS GROUP INC$232.631.10%$171.6M0.58%HELD
43KRGKITE REALTY GROUP TRUST$28.62-1.11%$171.4M0.58%HELD
44UTHRUNITED THERAPEUTICS CORP DEL$517.71-1.54%$166.3M0.56%HELD
45MSMMSC INDL DIRECT INC$123.401.60%$164.8M0.55%HELD
46STRLSTERLING INFRASTRUCTURE INC$596.772.76%$164.1M0.55%HELD
47TFXTELEFLEX INCORPORATED$136.713.33%$163.1M0.55%HELD
48NXTNEXTPOWER INC$89.87-7.25%$162.0M0.55%HELD
49ICUIICU MED INC$168.510.08%$157.6M0.53%HELD
50NXSTNEXSTAR MEDIA GROUP INC$190.53-0.99%$155.9M0.52%HELD
51GNTXGENTEX CORP$23.36-1.18%$155.3M0.52%HELD
52RRYDER SYS INC$256.42-0.68%$154.6M0.52%HELD
53CBTCABOT CORP$88.02-0.24%$154.3M0.52%HELD
54CNOCNO FINL GROUP INC$55.092.99%$154.1M0.52%HELD
55AYIACUITY INC$327.75-2.99%$154.0M0.52%HELD
56RLRALPH LAUREN CORP$380.34-1.44%$153.1M0.52%HELD
57AIZASSURANT INC$279.19-1.16%$151.9M0.51%HELD
58AEISADVANCED ENERGY INDS$289.525.56%$151.7M0.51%HELD
59CCKCROWN HLDGS INC$117.85-0.44%$151.4M0.51%HELD
60FHIFEDERATED HERMES INC$59.960.82%$150.2M0.51%HELD
61ZIONZIONS BANCORPORATION NATL AS$69.700.35%$149.5M0.50%HELD
62AITAPPLIED INDL TECHNOLOGIES IN$345.211.58%$149.3M0.50%HELD
63AAPADVANCE AUTO PARTS INC$55.54-1.16%$149.2M0.50%HELD
64SRSPIRE INC$79.86-0.83%$149.2M0.50%HELD
65OLNOLIN CORP$18.50-16.53%$149.1M0.50%HELD
66XRAYDENTSPLY SIRONA INC$13.37-2.69%$148.4M0.50%HELD
67MMSIMERIT MED SYS INC$85.011.99%$145.8M0.49%HELD
68REYNREYNOLDS CONSUMER PRODS INC$24.94-1.27%$145.1M0.49%HELD
69ELANELANCO ANIMAL HEALTH INC$26.37-0.34%$143.9M0.48%HELD
70BBTBEACON FINANCIAL CORP.$31.512.87%$143.1M0.48%HELD
71MWAMUELLER WTR PRODS INC$25.241.16%$142.1M0.48%HELD
72VNTVONTIER CORPORATION$32.130.75%$140.5M0.47%HELD
73DINOHF SINCLAIR CORP$91.41-1.11%$140.4M0.47%HELD
74FTDRFRONTDOOR INC$72.63-1.21%$139.7M0.47%HELD
75BTSGBRIGHTSPRING HEALTH SVCS INC$59.71-18.07%$138.5M0.47%HELD
76FISFIDELITY NATL INFORMATION SV$44.77-2.67%$138.3M0.47%HELD
77INDVINDIVIOR PHARMACEUTICALS INC$40.01-0.52%$138.1M0.46%HELD
78HWCHANCOCK WHITNEY CORPORATION$77.000.93%$137.6M0.46%HELD
79HRBBLOCK H & R INC$44.03-0.59%$135.9M0.46%HELD
80TMHCTAYLOR MORRISON HOME CORP$135.8M0.46%HELD
81MMSMAXIMUS INC$60.25-0.64%$133.4M0.45%HELD
82REZIRESIDEO TECHNOLOGIES INC$34.30-1.21%$133.1M0.45%HELD
83PTENPATTERSON-UTI ENERGY INC$10.486.40%$132.7M0.45%HELD
84VSATVIASAT INC$76.93-0.86%$132.5M0.45%HELD
85SLGNSILGAN HLDGS INC$39.98-2.63%$128.0M0.43%HELD
86BDCBELDEN INC$124.055.93%$120.6M0.41%HELD
87CRCCALIFORNIA RES CORP$52.623.04%$119.6M0.40%HELD
88PLXSPLEXUS CORP$251.343.86%$119.3M0.40%HELD
89BCOBRINKS CO$118.450.83%$118.2M0.40%HELD
90FHBFIRST HAWAIIAN INC$27.79-0.47%$117.6M0.40%HELD
91ENSGENSIGN GROUP INC$178.16-0.37%$115.6M0.39%HELD
92EGEVEREST GROUP LTD$374.15-0.32%$115.1M0.39%HELD
93CSNCSG SYS INTL INC$113.2M0.38%HELD
94KMPRKEMPER CORP$28.38-2.51%$113.0M0.38%HELD
95VACMARRIOTT VACATIONS WORLDWIDE$97.51-0.08%$110.5M0.37%HELD
96FORMFORMFACTOR INC$106.200.78%$110.3M0.37%HELD
97RRCRANGE RES CORP$40.141.49%$110.2M0.37%HELD
98FIVEFIVE BELOW INC$217.13-0.93%$109.4M0.37%HELD
99SKYWSKYWEST INC$106.97-1.19%$108.6M0.37%HELD
100CROXCROCS INC$128.013.52%$103.8M0.35%HELD
101WAFDWAFD INC$102.2M0.34%HELD
102GVAGRANITE CONSTR INC$101.8M0.34%HELD
103VSECVSE CORP$101.4M0.34%HELD
104CRDOCREDO TECHNOLOGY GROUP HOLDI$101.3M0.34%HELD
105MATXMATSON INC$100.5M0.34%HELD
106TTEKTETRA TECH INC NEW$99.8M0.34%HELD
107EVREVERCORE INC$98.8M0.33%HELD
108GGENPACT LIMITED$98.2M0.33%HELD
109BFAMBRIGHT HORIZONS FAM SOL IN D$96.6M0.33%HELD
110NVSTENVISTA HOLDINGS CORPORATION$95.7M0.32%HELD
111GMEDGLOBUS MED INC$94.9M0.32%HELD
112HALOHALOZYME THERAPEUTICS INC$94.7M0.32%HELD
113VISNVISTANCE NETWORKS INC$94.4M0.32%HELD
114FCFSFIRSTCASH HOLDINGS INC$93.4M0.31%HELD
115FLOFLOWERS FOODS INC$92.5M0.31%HELD
116NATLNCR ATLEOS CORPORATION$92.1M0.31%HELD
117ALABASTERA LABS INC$91.5M0.31%HELD
118ECGEVERUS CONSTR GROUP$91.1M0.31%HELD
119HASHASBRO INC$90.9M0.31%HELD
120SANMSANMINA CORP$90.6M0.30%HELD
121WTFCWINTRUST FINL CORP$90.4M0.30%HELD
122SFSTIFEL FINL CORP$90.1M0.30%HELD
123VIAVVIAVI SOLUTIONS INC$88.5M0.30%HELD
124ACIWACI WORLDWIDE INC$88.2M0.30%HELD
125TEXTEREX CORP NEW$88.0M0.30%HELD
126IDCCINTERDIGITAL INC$86.7M0.29%HELD
127FULTFULTON FINL CORP PA$86.6M0.29%HELD
128APLEAPPLE HOSPITALITY REIT INC$85.2M0.29%HELD
129HMNHORACE MANN EDUCATORS CORP N$84.7M0.29%HELD
130SKYCHAMPION HOMES INC$83.9M0.28%HELD
131AVTRAVANTOR INC$83.4M0.28%HELD
132GEFGREIF INC$83.1M0.28%HELD
133PRGOPERRIGO CO PLC$82.3M0.28%HELD
134CGNXCOGNEX CORP$81.2M0.27%HELD
135PRIPRIMERICA INC$80.0M0.27%HELD
136IRTCIRHYTHM HOLDINGS INC$79.6M0.27%HELD
137ZWSZURN ELKAY WATER SOLNS CORP$79.6M0.27%HELD
138AIRAAR CORP$78.6M0.26%HELD
139VSCOVICTORIAS SECRET AND CO$76.9M0.26%HELD
140BILLBILL HOLDINGS INC$76.5M0.26%HELD
141JBLJABIL INC$75.6M0.25%HELD
142GFFGRIFFON CORP$72.8M0.25%HELD
143SWXSOUTHWEST GAS HLDGS INC$72.1M0.24%HELD
144LBRTLIBERTY ENERGY INC$71.4M0.24%HELD
145RRRRED ROCK RESORTS INC$69.3M0.23%HELD
146AGOASSURED GUARANTY LTD$69.2M0.23%HELD
147RDNRADIAN GROUP INC$68.8M0.23%HELD
148KEYKEYCORP$67.7M0.23%HELD
149BOOTBOOT BARN HLDGS INC$67.5M0.23%HELD
150CACICACI INTL INC$67.0M0.23%HELD
151HOPEHOPE BANCORP INC$66.1M0.22%HELD
152EXLSEXLSERVICE HLDGS INC$65.7M0.22%HELD
153MUSAMURPHY USA INC$65.0M0.22%HELD
154FFINFIRST FINL BANKSHARES INC$64.5M0.22%HELD
155HNGEHINGE HEALTH INC$63.8M0.21%HELD
156IPGPIPG PHOTONICS CORP$63.3M0.21%HELD
157LRNSTRIDE INC$63.2M0.21%HELD
158FSLYFASTLY INC$62.8M0.21%HELD
159AGXARGAN INC$62.6M0.21%HELD
160SITMSITIME CORP$61.6M0.21%HELD
161PEBPEBBLEBROOK HOTEL TR$61.4M0.21%HELD
162VLYVALLEY NATL BANCORP$61.0M0.21%HELD
163BROSDUTCH BROS INC$60.0M0.20%HELD
164RSIRUSH STREET INTERACTIVE INC$58.9M0.20%HELD
165TDCTERADATA CORP DEL$58.8M0.20%HELD
166CNMDCONMED CORP$58.1M0.20%HELD
167TERTERADYNE INC$57.6M0.19%HELD
168KLICKULICKE & SOFFA INDS INC$57.4M0.19%HELD
169KVYOKLAVIYO INC$57.3M0.19%HELD
170TKRTIMKEN CO$57.2M0.19%HELD
171MURMURPHY OIL CORP$56.1M0.19%HELD
172MOG/AMOOG INC$56.0M0.19%HELD
173BNLBROADSTONE NET LEASE INC$55.9M0.19%HELD
174UBSIUNITED BANKSHARES INC WEST V$55.0M0.19%HELD
175WKWORKIVA INC$55.0M0.19%HELD
176TTANSERVICETITAN INC$55.0M0.19%HELD
177XMTRXOMETRY INC$54.7M0.18%HELD
178NYTNEW YORK TIMES CO MTN BE$54.0M0.18%HELD
179FIGFIGMA INC$53.8M0.18%HELD
180TREXTREX INC$53.7M0.18%HELD
181ENRENERGIZER HLDGS INC$53.7M0.18%HELD
182BKHBLACK HILLS CORP$53.4M0.18%HELD
183CNXCCONCENTRIX CORP$53.3M0.18%HELD
184ESEESCO TECHNOLOGIES INC$52.9M0.18%HELD
185JBHTHUNT J B TRANS SVCS INC$52.6M0.18%HELD
186DGDOLLAR GEN CORP$52.5M0.18%HELD
187AEOAMERICAN EAGLE OUTFITTERS IN$52.2M0.18%HELD
188FOURSHIFT4 PMTS INC$52.0M0.18%HELD
189COKECOCA COLA CONS INC$52.0M0.18%HELD
190EVTCEVERTEC INC$51.8M0.17%HELD
191PLPLANET LABS PBC$51.7M0.17%HELD
192ZBRAZEBRA TECHNOLOGIES CORPORATI$51.4M0.17%HELD
193FFBC1ST FINL BANCORP$50.7M0.17%HELD
194RAMPLIVERAMP HLDGS INC$49.9M0.17%HELD
195COLLCOLLEGIUM PHARMACEUTICAL INC$49.6M0.17%HELD
196PAYPAYMENTUS HOLDINGS INC$49.6M0.17%HELD
197SYFSYNCHRONY FINANCIAL$49.4M0.17%HELD
198LCLENDINGCLUB ISSUANCE TR SER$49.0M0.16%HELD
199WRBYWARBY PARKER INC$48.7M0.16%HELD
200DECKDECKERS OUTDOOR CORP$48.7M0.16%HELD
201CHECHEMED CORP NEW$48.1M0.16%HELD
202FCFFIRST COMWLTH FINL CORP PA$47.8M0.16%HELD
203CHRDCHORD ENERGY CORPORATION$47.1M0.16%HELD
204IBPINSTALLED BLDG PRODS INC$47.0M0.16%HELD
205TILEINTERFACE INC$46.9M0.16%HELD
206EXPEEXPEDIA GROUP INC$46.2M0.16%HELD
207FCNCAFIRST CTZNS BANCSHARES INC D$46.0M0.15%HELD
208AXTAAXALTA COATING SYS LTD$46.0M0.15%HELD
209VCYTVERACYTE INC$45.6M0.15%HELD
210AXSAXIS CAP HLDGS LTD$45.5M0.15%HELD
211PEGAPEGASYSTEMS INC$45.5M0.15%HELD
212RVLVREVOLVE GROUP INC$45.2M0.15%HELD
213RDNTRADNET INC$45.1M0.15%HELD
214EBAYEBAY INC.$43.8M0.15%HELD
215BBWIBATH & BODY WORKS INC$43.6M0.15%HELD
216MASMASCO CORP$43.4M0.15%HELD
217JBTMJBT MAREL CORPORATION$43.3M0.15%HELD
218CELHCELSIUS HLDGS INC$43.3M0.15%HELD
219MLKNMILLERKNOLL INC$43.0M0.14%HELD
220ABMABM INDS INC$41.0M0.14%HELD
221VYXNCR VOYIX CORPORATION$40.9M0.14%HELD
222BYDBOYD GAMING CORP$40.4M0.14%HELD
223NMIHNMI HLDGS INC$40.2M0.14%HELD
224CVBFCVB FINL CORP$39.7M0.13%HELD
225ROSTROSS STORES INC$38.7M0.13%HELD
226KOPKOPPERS HOLDINGS INC$37.9M0.13%HELD
227WATWATERS CORP$37.8M0.13%HELD
228T86TRI POINTE HOMES INC$36.7M0.12%HELD
229LINELINEAGE INC$36.7M0.12%HELD
230MEDPMEDPACE HLDGS INC$35.4M0.12%HELD
231DAVEDAVE INC$35.2M0.12%HELD
232DNOWDNOW INC$34.8M0.12%HELD
233LRCXLAM RESEARCH CORP$33.9M0.11%HELD
234ORLYOREILLY AUTOMOTIVE INC$33.5M0.11%HELD
235IARTINTEGRA LIFESCIENCES HLDGS C$33.2M0.11%HELD
236UNPUNION PAC CORP$32.8M0.11%HELD
237PENNPENN ENTERTAINMENT INC$32.6M0.11%HELD
238THRMGENTHERM INC$32.6M0.11%HELD
239CTASCINTAS CORP$32.5M0.11%HELD
240DORMDORMAN PRODS INC$32.1M0.11%HELD
241NWENORTHWESTERN ENERGY GROUP IN$31.9M0.11%HELD
242FIGSFIGS INC$31.5M0.11%HELD
243NAVNNAVAN INC$31.5M0.11%HELD
244RELYREMITLY GLOBAL INC$30.3M0.10%HELD
245EXPEAGLE MATLS INC$30.1M0.10%HELD
246UCTTULTRA CLEAN HLDGS INC$29.5M0.10%HELD
247HIMSHIMS & HERS HEALTH INC$29.5M0.10%HELD
248ECLECOLAB INC$29.3M0.10%HELD
249BANFBANCFIRST CORP$29.3M0.10%HELD
250DIODDIODES INC$29.2M0.10%HELD
251ANAUTONATION INC$29.2M0.10%HELD
252AVNTAVIENT CORPORATION$29.0M0.10%HELD
253PHPARKER-HANNIFIN CORP$28.9M0.10%HELD
254EYENATIONAL VISION HLDGS INC$28.5M0.10%HELD
255AMATAPPLIED MATLS INC$28.3M0.10%HELD
256MCRIMONARCH CASINO & RESORT INC$28.1M0.09%HELD
257IWOISHARES TR$27.9M0.09%HELD
258SMPLSIMPLY GOOD FOODS CO$27.5M0.09%HELD
259AMPHAMPHASTAR PHARMACEUTICALS IN$27.3M0.09%HELD
260KLACKLA CORP$26.5M0.09%HELD
261BLKBBLACKBAUD INC$26.4M0.09%HELD
262MDPEDIATRIX MEDICAL GROUP INC$26.3M0.09%HELD
263SFNCSIMMONS FIRST NATL CORP$25.9M0.09%HELD
264GPNGLOBAL PMTS INC$25.1M0.08%HELD
265TTCTORO CO$24.0M0.08%HELD
266MATMATTEL INC$23.9M0.08%HELD
267VCTRVICTORY CAP HLDGS INC DEL$23.9M0.08%HELD
268CRCRANE COMPANY$23.8M0.08%HELD
269TNKTEEKAY TANKERS LTD$23.5M0.08%HELD
270MLIMUELLER INDS INC$23.4M0.08%HELD
271BBWBUILD-A-BEAR WORKSHOP INC$22.9M0.08%HELD
272HWKNHAWKINS INC$22.5M0.08%HELD
273SFMSPROUTS FMRS MKT INC$22.5M0.08%HELD
274LZBLA Z BOY INC$22.0M0.07%HELD
275DFINDONNELLEY FINL SOLUTIONS INC$21.8M0.07%HELD
276KTBKONTOOR BRANDS INC$21.2M0.07%HELD
277HUBGHUB GROUP INC$20.6M0.07%HELD
278LKFNLAKELAND FINL CORP$18.8M0.06%HELD
279BROBROWN & BROWN INC$17.8M0.06%HELD
280CTRACOTERRA ENERGY INC$17.6M0.06%HELD
281NBTBNBT BANCORP INC$17.2M0.06%HELD
282ITGRINTEGER HLDGS CORP$16.9M0.06%HELD
283PRGSPROGRESS SOFTWARE CORP$16.3M0.05%HELD
284CLHCLEAN HARBORS INC$15.6M0.05%HELD
285GGGGRACO INC$15.3M0.05%HELD
286COLMCOLUMBIA SPORTSWEAR CO$15.1M0.05%HELD
287AKAMAKAMAI TECHNOLOGIES INC$14.1M0.05%HELD
288ALLYALLY FINL INC$14.1M0.05%HELD
289ALLEALLEGION PLC$13.8M0.05%HELD
290IWNISHARES TR$13.3M0.04%HELD
291LDOSLEIDOS HOLDINGS INC$12.8M0.04%HELD
292WTSWATTS WATER TECHNOLOGIES INC$12.6M0.04%HELD
293CLDTCHATHAM LODGING TR$12.3M0.04%HELD
294MZTIMARZETTI COMPANY$12.2M0.04%HELD
295OCOWENS CORNING NEW$12.2M0.04%HELD
296STLDSTEEL DYNAMICS INC$12.1M0.04%HELD
297QCRHQCR HLDGS INC$12.1M0.04%HELD
298HLNEHAMILTON LANE INC$12.0M0.04%HELD
299NSANATIONAL STORAGE AFFILIATES$12.0M0.04%HELD
300NBIXNEUROCRINE BIOSCIENCES INC$11.5M0.04%HELD
301AATAMERICAN ASSETS TR INC$11.0M0.04%HELD
302AMTAMERICAN TOWER CORP$10.9M0.04%HELD
303ORIOLD REP INTL CORP$10.8M0.04%HELD
304MKLMARKEL GROUP INC$10.7M0.04%HELD
305ROPROPER TECHNOLOGIES INC$10.7M0.04%HELD
306LOBLIVE OAK BANCSHARES INC$10.4M0.04%HELD
307HO1HOLOGIC INC$10.2M0.03%HELD
308UHAL/BU HAUL HOLDING COMPANY$9.4M0.03%HELD
309SWSMURFIT WESTROCK PLC$9.0M0.03%HELD
310OECORION S.A.$9.0M0.03%HELD
311TRUTRANSUNION$9.0M0.03%HELD
312DOWDOW HLDGS INC$8.6M0.03%HELD
313COPCONOCOPHILLIPS$8.2M0.03%HELD
314PHMPULTE GROUP INC$8.1M0.03%HELD
315RSGREPUBLIC SVCS INC$8.1M0.03%HELD
316GLPIGAMING & LEISURE P$7.9M0.03%HELD
317KMXCARMAX INC$7.9M0.03%HELD
318SSNCSS&C TECH HLDGS$7.8M0.03%HELD
319NTAPNETAPP INC$7.7M0.03%HELD
320CWKCUSHMAN AND WAKEFIELD LTD$7.6M0.03%HELD
321ARMKARAMARK$6.6M0.02%HELD
322NVDANVIDIA CORPORATION$6.4M0.02%HELD
323DLTRDOLLAR TREE INC$6.4M0.02%HELD
324AAPLAPPLE INC$6.3M0.02%HELD
325GLGLOBE LIFE INC$6.2M0.02%HELD
326IWSISHARES TR$6.1M0.02%HELD
327LNGCHENIERE ENERGY INC$6.1M0.02%HELD
328SMMDISHARES TR$5.7M0.02%HELD
329INGRINGREDION INC$5.6M0.02%HELD
330SHWSHERWIN WILLIAMS CO$4.9M0.02%HELD
331DGXQUEST DIAGNOSTICS INC$4.9M0.02%HELD
332FTITECHNIPFMC PLC$4.8M0.02%HELD
333MSFTMICROSOFT CORP$4.6M0.02%HELD
334AMEAMETEK INC$4.4M0.01%HELD
335CNPCENTERPOINT ENERGY INC$4.3M0.01%HELD
336TTTRANE TECHNOLOGIES PLC$4.1M0.01%HELD
337AMZNAMAZON COM INC$3.9M0.01%HELD
338LYBLYONDELLBASELL INDUSTRIES NV$3.9M0.01%HELD
339HSICSCHEIN HENRY INC$3.8M0.01%HELD
340IWMISHARES TR$3.7M0.01%HELD
341CMICUMMINS INC$3.7M0.01%HELD
342LNTALLIANT ENERGY CORP$3.7M0.01%HELD
343PSAPUBLIC STORAGE OPER CO$3.5M0.01%HELD
344ATOATMOS ENERGY CORP$3.5M0.01%HELD
345ULTAULTA BEAUTY INC$3.5M0.01%HELD
346PNWPINNACLE WEST CAP CORP$3.4M0.01%HELD
347WPCWP CAREY INC$3.4M0.01%HELD
348KRKROGER CO$3.3M0.01%HELD
349CFCF INDUSTRIES HOLD$3.3M0.01%HELD
350BJBJS WHSL CLUB HLDGS INC$3.2M0.01%HELD
351HIGHARTFORD INSURANCE GROUP INC$3.2M0.01%HELD
352GOOGLALPHABET INC$3.2M0.01%HELD
353DOXAMDOCS LTD$2.9M0.01%HELD
354CMSCMS ENERGY CORP$2.8M0.01%HELD
355GOOGALPHABET INC$2.8M0.01%HELD
356BIIBBIOGEN INC$2.8M0.01%HELD
357GWWWW GRAINGER INC$2.6M0.01%HELD
358EIXEDISON INTL$2.6M0.01%HELD
359METAMETA PLATFORMS INC$2.5M0.01%HELD
360CBRECBRE GROUP INC$2.3M0.01%HELD
361LLYELI LILLY & CO$2.2M0.01%HELD
362CWCURTISS WRIGHT CORP$2.2M0.01%HELD
363BKRBAKER HUGHES COMPANY$2.1M0.01%HELD
364VRSKVERISK ANALYTICS INC$2.1M0.01%HELD
365MSCIMSCI INC$2.0M0.01%HELD
366FITBFIFTH THIRD BANCORP$2.0M0.01%HELD
367BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.01%HELD
368ALGNALIGN TECHNOLOGY INC$2.0M0.01%HELD
369IQVIQVIA HLDGS INC$1.9M0.01%HELD
370XOMEXXON MOBIL CORP$1.8M0.01%HELD
371FOXFOX CORP$1.8M0.01%HELD
372CASYCASEYS GEN STORES INC$1.8M0.01%HELD
373POWIPOWER INTEGRATIONS INC$1.6M0.01%HELD
374LECOLINCOLN ELEC HLDGS INC$1.6M0.01%HELD
375WMTWALMART INC$1.6M0.01%HELD
376CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.6M0.01%HELD
377CPAYCORPAY INC$1.6M0.01%HELD
378NFLXNETFLIX INC.$1.6M0.01%HELD
379NTRSNORTHERN TR CORP$1.5M0.01%HELD
380CAHCARDINAL HEALTH INC$1.5M0.01%HELD
381PPGPPG INDS INC$1.2M0.00%HELD
382EAELECTRONIC ARTS INC$1.2M0.00%HELD
383LHLABCORP HOLDINGS INC$1.2M0.00%HELD
384CNCCENTENE CORP DEL$1.2M0.00%HELD
385BACBANK AMERICA CORP$1.2M0.00%HELD
386ORCLORACLE CORP$1.1M0.00%HELD
387AAGILENT TECHNOLOGIES INC$1.1M0.00%HELD
388VBKVANGUARD INDEX FDS$1.1M0.00%HELD
389JPMJPMORGAN CHASE & CO$1.0M0.00%HELD
390COSTCOSTCO WHOLESALE CORPORATION$1.0M0.00%HELD
391KEYSKEYSIGHT TECHNOLOGIES INC$1.0M0.00%HELD
392AMGNAMGEN INC$984K0.00%HELD
393EWBCEAST WEST BANCORP INC$984K0.00%HELD
394TPRTAPESTRY INC$965K0.00%HELD
395EBSEMERGENT BIOSOLUTIONS INC$937K0.00%HELD
396FFIVF5 INC$899K0.00%HELD
397CFRCULLEN FROST BANKERS INC$879K0.00%HELD
398ABTABBOTT LABORATORIES$849K0.00%HELD
399WWDWOODWARD INC$829K0.00%HELD
400MTDRMATADOR RES CO$827K0.00%HELD
401IWVISHARES TR$801K0.00%HELD
402MSMORGAN STANLEY$800K0.00%HELD
403MTDMETTLER TOLEDO INTERNATIONAL$779K0.00%HELD
404EZPWEZCORP INC$757K0.00%HELD
405TMUST-MOBILE US INC$730K0.00%HELD
406MANHMANHATTAN ASSOCIATES INC$728K0.00%HELD
407AMRCAMERESCO INC$684K0.00%HELD
408OMCOMNICOM GROUP INC$680K0.00%HELD
409NPKINPK INTERNATIONAL INC$662K0.00%HELD
410DKDELEK US HLDGS INC NEW$655K0.00%HELD
411ICHRICHOR HOLDINGS$655K0.00%HELD
412BLDRBUILDERS FIRSTSOURCE INC$618K0.00%HELD
413HLTHILTON WORLDWIDE HLDGS INC$606K0.00%HELD
414INTCINTEL CORP$589K0.00%HELD
415FLNCFLUENCE ENERGY INC$585K0.00%HELD
416BBYBEST BUY INC$570K0.00%HELD
417LOCOEL POLLO LOCO HLDGS INC$539K0.00%HELD
418THTARGET HOSPITALITY CORP$538K0.00%HELD
419SHENSHENANDOAH TELECOMMUNICATION$535K0.00%HELD
420ELVELEVANCE HEALTH INC FORMERLY$533K0.00%HELD
421PRCHPORCH GROUP INC$533K0.00%HELD
422VSTVISTRA CORP$516K0.00%HELD
423TCMDTACTILE SYS TECHNOLOGY INC$515K0.00%HELD
424TOLTOLL BROTHERS INC$508K0.00%HELD
425PLABPHOTRONICS INC$507K0.00%HELD
426CTRNCITI TRENDS INC$507K0.00%HELD
427RMDRESMED INC$502K0.00%HELD
428BKBANK NEW YORK MELLON CORP$501K0.00%HELD
429ALNTALLIENT INC$500K0.00%HELD
430GCTGIGACLOUD TECHNOLOGY INC$500K0.00%HELD
431UNHUNITEDHEALTH GROUP INC$495K0.00%HELD
432AMPYAMPLIFY ENERGY CORP NEW$492K0.00%HELD
433TREELENDINGTREE INC$484K0.00%HELD
434VTOLBRISTOW GROUP INC$478K0.00%HELD
435GEHCGE HEALTHCARE TECHNOLOGIES I$478K0.00%HELD
436BSXBOSTON SCIENTIFIC CORP$475K0.00%HELD
437CRSCARPENTER TECHNOLOGY CORP$469K0.00%HELD
438RSRELIANCE INC$465K0.00%HELD
439LASRNLIGHT INC$460K0.00%HELD
440VOEVANGUARD INDEX FDS$459K0.00%HELD
441CFGCITIZENS FINL GROUP INC$456K0.00%HELD
442ADEAADEIA INC$452K0.00%HELD
443CCRNCROSS CTRY HEALTHCARE INC$440K0.00%HELD
444KTOSKRATOS DEFENSE & SEC SOLUTIO$431K0.00%HELD
445FVRFRONTVIEW REIT INC$429K0.00%HELD
446NXDTNEXPOINT DIVERSIFIED REL ET$426K0.00%HELD
447NEOGNEOGEN CORP$418K0.00%HELD
448BJRIBJS RESTAURANTS INC$416K0.00%HELD
449APPSDIGITAL TURBINE INC$399K0.00%HELD
450TXRHTEXAS ROADHOUSE INC$394K0.00%HELD
451TXTTEXTRON INC$392K0.00%HELD
452PRGPROG HOLDINGS INC$390K0.00%HELD
453SEZLSEZZLE INC$390K0.00%HELD
454LMNRLIMONEIRA CO$388K0.00%HELD
455CRSRCORSAIR GAMING INC$387K0.00%HELD
456DRIDARDEN RESTAURANTS INC$386K0.00%HELD
457BZHBEAZER HOMES USA INC$384K0.00%HELD
458PAHCPHIBRO ANIMAL HEALTH CORP$380K0.00%HELD
459MNROMONRO INC$369K0.00%HELD
460PSXPHILLIPS 66$360K0.00%HELD
461GPREGREEN PLAINS INC$360K0.00%HELD
462AFLAFLAC INC$354K0.00%HELD
463VNDAVANDA PHARMACEUTICALS INC$344K0.00%HELD
464SWIMLATHAM GROUP INC$342K0.00%HELD
465NEONEOGENOMICS INC$341K0.00%HELD
466GENIGENIUS SPORTS LIMITED$340K0.00%HELD
467CVGWCALAVO GROWERS INC$339K0.00%HELD
468WYWEYERHAEUSER CO$338K0.00%HELD
469GOGROCERY OUTLET HLDG CORP$336K0.00%HELD
470PAYSPAYSIGN INC$333K0.00%HELD
471FOSLFOSSIL GROUP INC$320K0.00%HELD
472IRWDIRONWOOD PHARMACEUTICALS INC$320K0.00%HELD
473INSEINSPIRED ENTMT INC$319K0.00%HELD
474IJTISHARES TR$318K0.00%HELD
475OPRTOPORTUN FINL CORP$314K0.00%HELD
476FUBOFUBOTV INC$313K0.00%HELD
477STRZSTARZ ENTERTAINMENT CORP.$311K0.00%HELD
478APEIAMERICAN PUB ED INC$302K0.00%HELD
479PUBMPUBMATIC INC$301K0.00%HELD
480OSURORASURE TECHNOLOGIES INC$298K0.00%HELD
481XRNCHIRON REAL ESTATE INC$296K0.00%HELD
482ALGTALLEGIANT TRAVEL CO$295K0.00%HELD
483LQDTLIQUIDITY SVCS INC$295K0.00%HELD
484BLMNBLOOMIN BRANDS INC$291K0.00%HELD
485SDHCSMITH DOUGLAS HOMES CORP$285K0.00%HELD
486ACELACCEL ENTERTAINMENT INC$281K0.00%HELD
487SONOSONOS INC$280K0.00%HELD
488ACVAACV AUCTIONS INC$278K0.00%HELD
489FWRDFORWARD AIR CORP$271K0.00%HELD
490GOGOGOGO INC$263K0.00%HELD
491HNRGHALLADOR ENERGY COMPANY$262K0.00%HELD
492MAAMID-AMER APT CMNTYS INC$245K0.00%HELD
493IDXXIDEXX LABS INC$244K0.00%HELD
494UTZUTZ BRANDS INC$236K0.00%HELD
495EGHT8X8 INC NEW$235K0.00%HELD
496EOLSEVOLUS INC$228K0.00%HELD
497RRGBRED ROBIN GOURMET BURGERS IN$221K0.00%HELD

Source: SEC EDGAR · accession 0001420506-26-000992. 13F discloses long positions only — shorts, foreign equities, and options are excluded.