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Portfolio (Quarterly) Guide ↗

Acuitas Investments, LLC

· CIK 0001524828
13F Portfolio $156M AUM Filed Nov 18, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 52 New
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDOT GREEN DOT CORP Financial Services 271,611.0 $3.6M 2.34% NEW $13.43 -4.2%
22 INVX INNOVEX INTERNATIONAL INC Energy 185,353.0 $3.4M 2.21% NEW $18.54 +48.9%
23 RAMACO RES INC 102,610.0 $3.4M 2.19% NEW $33.19
24 HZO MARINEMAX INC Consumer Cyclical 131,538.0 $3.3M 2.14% NEW $25.33 +34.3%
25 RNGR RANGER ENERGY SVCS INC Energy 226,479.0 $3.2M 2.04% NEW $14.04 +15.6%
26 METCB RAMACO RES INC Energy 182,621.0 $3.1M 1.98% NEW $16.85 -39.1%
27 GROY GOLD ROYALTY CORP Basic Materials 780,816.0 $3.0M 1.94% NEW $3.86 -7.8%
28 FLOTEK INDS INC DEL 203,469.0 $3.0M 1.91% NEW $14.60
29 PUBM PUBMATIC INC Technology 355,651.0 $2.9M 1.89% NEW $8.28 +15.0%
30 KRMD KORU MEDICAL SYSTEMS INC Healthcare 763,088.0 $2.9M 1.88% NEW $3.83 +1.8%
31 PGNY PROGYNY INC Healthcare 131,725.0 $2.8M 1.82% NEW $21.52 +9.2%
32 VPG VISHAY PRECISION GROUP INC Technology 86,281.0 $2.8M 1.77% NEW $32.05 +213.1%
33 CRAI CRA INTL INC Industrials 12,800.0 $2.7M 1.71% NEW $208.53 -33.4%
34 LGND LIGAND PHARMACEUTICALS INC Healthcare 13,494.0 $2.4M 1.53% NEW $177.14 +23.6%
35 INBK FIRST INTERNET BANCORP Financial Services 104,832.0 $2.4M 1.51% NEW $22.43 +3.3%
36 HCKT HACKETT GROUP INC Technology 122,500.0 $2.3M 1.50% NEW $19.01 -49.7%
37 GOLD A-MARK PRECIOUS METALS INC Financial Services 84,664.0 $2.2M 1.41% NEW $25.87 +56.8%
38 CTLP CANTALOUPE INC Technology 205,645.0 $2.2M 1.40% NEW $10.57 +6.0%
39 TMCI TREACE MED CONCEPTS INC Healthcare 301,100.0 $2.0M 1.30% NEW $6.71 -58.7%
40 AVNW AVIAT NETWORKS INC Technology 63,377.0 $1.5M 0.93% NEW $22.93 -30.2%
Page 2 of 3  ·  52 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
Energy 29.4%
Technology 17.9%
Healthcare 14.2%
Consumer Cyclical 10.7%
Financial Services 10.1%
Industrials 9.5%
Basic Materials 7.6%
Communication Services 0.7%