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Portfolio (Quarterly) Guide ↗

ALGERT GLOBAL LLC

· CIK 0001275218
13F Portfolio $6.6B AUM 1,134 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 257 New 445 Added 372 Reduced 243 Exited
Page 4 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WAL WESTERN ALLIANCE BANCORP Financial Services 292,136.0 $20.7M 0.31% +175K +149.4% $70.85 +8.7%
62 URBN URBAN OUTFITTERS INC Consumer Cyclical 323,558.0 $20.5M 0.31% +93K +40.0% $63.35 +13.1%
63 OGE OGE ENERGY CORP Utilities 415,659.0 $19.9M 0.30% +26K +6.8% $47.96 +0.3%
64 NVT NVENT ELEC PLC Industrials 165,997.0 $19.6M 0.29% -47K -21.9% $118.28 +38.3%
65 HCC WARRIOR MET COAL INC Energy 210,351.0 $19.6M 0.29% +96K +83.6% $93.15 -8.3%
66 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 459,038.0 $19.3M 0.29% +179K +63.9% $42.09 +4.3%
67 CTRE CARETRUST REIT INC Real Estate 516,677.0 $18.9M 0.28% +261K +101.8% $36.65 +11.9%
68 CUBE CUBESMART Real Estate 512,296.0 $18.8M 0.28% +36K +7.5% $36.65 +9.4%
69 KMPR KEMPER CORP Financial Services 609,813.0 $18.6M 0.28% +64K +11.7% $30.56 -2.9%
70 LASR NLIGHT INC Technology 321,661.0 $18.3M 0.28% -44K -12.1% $57.02 +34.0%
71 AWI ARMSTRONG WORLD INDS INC NEW Industrials 111,061.0 $18.3M 0.28% -3K -2.4% $164.80 -4.6%
72 SWX SOUTHWEST GAS HLDGS INC Utilities 210,571.0 $18.3M 0.28% +149K +241.9% $86.90 +3.2%
73 AMZN AMAZON COM INC Consumer Cyclical 87,604.0 $18.2M 0.27% +6K +7.8% $208.27 +28.9%
74 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 221,753.0 $18.2M 0.27% +118K +113.2% $82.13 -17.8%
75 CCK CROWN HLDGS INC Consumer Cyclical 181,280.0 $18.2M 0.27% +15K +9.0% $100.25 -3.8%
76 KRP KIMBELL RTY PARTNERS LP Energy 1,249,275.0 $18.1M 0.27% NEW $14.47 +5.5%
77 STRA STRATEGIC ED INC Consumer Defensive 217,518.0 $18.0M 0.27% +188K +635.7% $82.96 -3.6%
78 PBF PBF ENERGY INC Energy 378,861.0 $18.0M 0.27% +19K +5.3% $47.62 -18.0%
79 EPR EPR PPTYS Real Estate 360,691.0 $18.0M 0.27% +134K +59.3% $49.96 +17.5%
80 LOPE GRAND CANYON ED INC Consumer Defensive 105,871.0 $18.0M 0.27% -40K -27.4% $170.03 -7.8%
Page 4 of 57  ·  1,134 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
Industrials 18.5%
Technology 15.3%
Financial Services 13.6%
Healthcare 13.4%
Consumer Cyclical 12.8%
Energy 5.8%
Real Estate 5.6%
Consumer Defensive 5.3%
Basic Materials 4.1%
Utilities 3.0%