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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 9 of 57  ·  1,134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NHI NATIONAL HEALTH INVS INC Real Estate 145,580.0 $11.8M 0.18% +137K +1610.7% $80.86 -5.3%
162 AA ALCOA CORP Basic Materials 176,733.0 $11.7M 0.18% +67K +60.3% $66.33 -0.1%
163 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 329,415.0 $11.6M 0.17% +126K +62.3% $35.21 +21.5%
164 PHR PHREESIA INC Healthcare 1,380,874.0 $11.6M 0.17% +982K +246.3% $8.38 +5.6%
165 ORRF ORRSTOWN FINL SVCS INC Financial Services 320,560.0 $11.6M 0.17% +175K +119.5% $36.08 +1.9%
166 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 1,794,880.0 $11.6M 0.17% +570K +46.5% $6.44 +19.1%
167 INVH INVITATION HOMES INC Real Estate 465,114.0 $11.6M 0.17% +16K +3.6% $24.85 +16.8%
168 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 248,902.0 $11.5M 0.17% +241K +2880.9% $46.36 +2.9%
169 KLIC KULICKE & SOFFA INDS INC Technology 174,492.0 $11.5M 0.17% -35K -16.6% $65.72 +53.8%
170 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 11,485.0 $11.4M 0.17% +680.0 +6.3% $996.43 +5.4%
171 INGR INGREDION INC Consumer Defensive 101,164.0 $11.4M 0.17% -30K -22.6% $112.66 -9.3%
172 FIVE FIVE BELOW INC Consumer Cyclical 49,727.0 $11.4M 0.17% -1K -2.6% $228.49 -3.8%
173 WLDN WILLDAN GROUP INC Industrials 147,587.0 $11.3M 0.17% +38K +35.3% $76.56 +21.0%
174 USLM UNITED STS LIME & MINERALS I Basic Materials 86,491.0 $11.3M 0.17% -6K -6.1% $130.61 -20.3%
175 XPLR INFRASTRUCTURE LP 1,054,945.0 $11.2M 0.17% +464K +78.4% $10.62
176 AMKR AMKOR TECHNOLOGY INC Technology 248,600.0 $11.2M 0.17% NEW $45.03 +46.4%
177 NNN NNN REIT INC Real Estate 265,144.0 $11.1M 0.17% +30K +12.7% $42.03 +7.0%
178 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 563,999.0 $11.0M 0.17% +139K +32.7% $19.56 -9.9%
179 NYT NEW YORK TIMES CO MTN BE Communication Services 131,385.0 $11.0M 0.17% -129K -49.5% $83.73 -11.3%
180 PEN PENUMBRA INC Healthcare 33,475.0 $11.0M 0.17% -3K -9.3% $328.36 -0.1%
Page 9 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%