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Funds / Fuller & Thaler Asset Management, Inc.
Institutional Fund

Fuller & Thaler Asset Management, Inc.

San Mateo, CACIK 10823276 filings on record

Portfolio Value
$29.70B
Q1 2026
Holdings
497
Reported positions
New Buys
56
Opened this quarter
QoQ Change
+0.3%
from $29.60B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Amcor PLC1.8%
  • Healthpeak Properties Inc1.6%
  • Primoris Svcs Corp1.4%
  • Lumentum Hldgs Inc1.4%
  • Allison Transmission Hldgs I1.3%
  • Exelixis Inc1.2%
  • Other91.2%

Portfolio Holdings

497 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Amcor PLC13.69M$544.05M1.8%+13.69MNew
2Healthpeak Properties Inc29.20M$479.78M1.6%446.7KReduced
3Primoris Svcs Corp2.97M$424.39M1.4%71.3KReduced
4Lumentum Hldgs Inc587.7K$413.00M1.4%383.9KReduced
5Allison Transmission Hldgs I3.39M$397.38M1.3%+81.0KAdded
6Exelixis Inc8.54M$366.38M1.2%+581.3KAdded
7Comfort Sys USA Inc242.2K$333.99M1.1%46.8KReduced
8Old Natl Bancorp Ind15.06M$332.74M1.1%847.1KReduced
9Sonoco Prods Co5.91M$319.88M1.1%+11.8KAdded
10Jazz Pharmaceuticals PLC1.68M$316.87M1.1%990Reduced

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