ALGERT GLOBAL LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, ALGERT GLOBAL LLC maintained a portfolio of 1376 distinct positions. The most significant new addition to the portfolio was LEAR CORP, which now represents 0.36% of the total fund value. They heavily accumulated shares in APPLE INC, increasing their position by 4.2%. The fund also reduced its exposure to TECHNIPFMC PLC by 61.5%.
PCA Score Concentration Risk
Risk ENB
Total Positions
1376
Quarter
2026 Q1
Top Holding
SNDK (1.1%)
Top 10 Concentration
6.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1376
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SNDK
SANDISK CORP
Technology 1.10% 0.50% #1 12
Prev: #13
2.9 -18,519 -13.8%
P
S
115,380 $73,306 2004 Q4 13F Filing 2026-03-31 2026-05-14
AAPL
APPLE INC
Technology 0.67% 0.72% #2 1
Prev: #1
2.3 7,037 4.2%
P
S
176,254 $44,732 2005 Q2 13F Filing 2026-03-31 2026-05-14
NXT
NEXTPOWER INC
Technology 0.62% 0.60% #3 2
Prev: #5
1.2 -99,612 -22.5%
P
S
343,842 $41,450 2023 Q4 13F Filing 2026-03-31 2026-05-14
ENS
ENERSYS
Industrials 0.59% 0.53% #4 5
Prev: #9
1.2 -5,208 -2.3%
P
S
225,306 $39,140 2007 Q1 13F Filing 2026-03-31 2026-05-14
NVDA
NVIDIA CORPORAT...
Technology 0.58% 0.64% #5 3
Prev: #2
1.2 2,587 1.2%
P
S
221,593 $38,646 2005 Q4 13F Filing 2026-03-31 2026-05-14
MTZ
MASTEC INC
Industrials 0.57% 0.43% #6 17
Prev: #23
0.7 -8,179 -6.5%
P
S
118,056 $37,983 2005 Q1 13F Filing 2026-03-31 2026-05-14
PRIM
PRIMORIS SVCS C...
Industrials 0.55% 0.55% #7 1
Prev: #6
0.7 -26,483 -9.3%
P
S
257,265 $36,799 2011 Q2 13F Filing 2026-03-31 2026-05-14
MATX
MATSON INC
Industrials 0.55% 0.51% #8 4
Prev: #12
0.7 -40,053 -15.2%
P
S
222,914 $36,545 2013 Q3 13F Filing 2026-03-31 2026-05-14
WWD
WOODWARD INC
Industrials 0.53% 0.38% #9 21
Prev: #30
2.7 17,527 21.6%
P
S
98,558 $35,276 2003 Q4 13F Filing 2026-03-31 2026-05-14
POR
PORTLAND GEN EL...
Utilities 0.52% 0.48% #10 4
Prev: #14
0.7 8,620 1.3%
P
S
652,927 $34,455 2019 Q3 13F Filing 2026-03-31 2026-05-14
WTS
WATTS WATER TEC...
Industrials 0.51% 0.55% #11 3
Prev: #8
0.7 -10,860 -8.5%
P
S
116,501 $33,819 2009 Q1 13F Filing 2026-03-31 2026-05-14
TMHC
TAYLOR MORRISON...
Consumer Cyclical 0.50% 0.43% #12 10
Prev: #22
2.7 104,498 22.3%
P
S
572,307 $33,331 2017 Q1 13F Filing 2026-03-31 2026-05-14
MSFT
MICROSOFT CORP
Technology 0.49% 0.63% #13 10
Prev: #3
0.7 3,546 4.2%
P
S
87,235 $32,292 2006 Q4 13F Filing 2026-03-31 2026-05-14
BCPC
BALCHEM CORP
Basic Materials 0.48% 0.52% #14 4
Prev: #10
0.7 -28,740 -13.3%
P
S
187,584 $31,792 2021 Q3 13F Filing 2026-03-31 2026-05-14
APG
API GROUP CORP
Industrials 0.47% 0.31% #15 42
Prev: #57
2.7 249,311 47.7%
P
S
771,658 $31,268 2023 Q1 13F Filing 2026-03-31 2026-05-14
LAUR
LAUREATE ED INC
Consumer Defensive 0.46% 0.40% #16 10
Prev: #26
2.2 122,110 16.1%
P
S
880,208 $30,666 2022 Q1 13F Filing 2026-03-31 2026-05-14
DT
DYNATRACE INC
Technology 0.45% 0.09% #17 359
Prev: #376
3.2 679,416 502.9%
P
S
814,526 $30,121 2023 Q1 13F Filing 2026-03-31 2026-05-14
ALB
ALBEMARLE CORP
Basic Materials 0.45% 0.22% #18 95
Prev: #113
3.2 67,092 67.6%
P
S
166,318 $29,859 2007 Q2 13F Filing 2026-03-31 2026-05-14
MOG/A
MOOG INC
Industrials 0.45% 0.32% #19 35
Prev: #54
2.7 17,012 20.0%
P
S
101,879 $29,814 2005 Q1 13F Filing 2026-03-31 2026-05-14
AR
ANTERO RESOURCE...
Energy 0.44% 0.22% #20 86
Prev: #106
3.2 281,617 67.9%
P
S
696,642 $29,565 2021 Q3 13F Filing 2026-03-31 2026-05-14
ATMU
ATMUS FILTRATIO...
Consumer Cyclical 0.44% 0.46% #21 4
Prev: #17
0.7 -55,005 -9.7%
P
S
514,932 $29,233 2024 Q2 13F Filing 2026-03-31 2026-05-14
AHR
AMERICAN HEALTH...
Real Estate 0.44% 0.45% #22 2
Prev: #20
0.7 -1,993 -0.3%
P
S
614,651 $28,987 2024 Q4 13F Filing 2026-03-31 2026-05-14
SNX
TD SYNNEX CORPO...
Technology 0.41% 0.28% #23 49
Prev: #72
2.7 43,791 36.9%
P
S
162,361 $27,392 2010 Q1 13F Filing 2026-03-31 2026-05-14
SF
STIFEL FINL COR...
Financial Services 0.41% 0.38% #24 7
Prev: #31
3.2 173,237 88.7%
P
S
368,515 $27,241 2005 Q3 13F Filing 2026-03-31 2026-05-14
FSLY
FASTLY INC
Technology 0.40% 0.29% #25 40
Prev: #65
0.2 -884,061 -48.9%
P
S
923,870 $26,848 2021 Q4 13F Filing 2026-03-31 2026-05-14
WBS
WEBSTER FINL CO...
Financial Services 0.40% 0.37% #26 8
Prev: #34
0.7 1,548 0.4%
P
S
380,022 $26,381 2020 Q2 13F Filing 2026-03-31 2026-05-14
AVA
AVISTA CORP
Utilities 0.39% 0.36% #27 10
Prev: #37
2.2 39,879 6.7%
P
S
638,807 $25,642 2021 Q3 13F Filing 2026-03-31 2026-05-14
KEX
KIRBY CORP
Industrials 0.39% 0.34% #28 17
Prev: #45
0.7 -7,404 -3.7%
P
S
192,670 $25,602 2004 Q3 13F Filing 2026-03-31 2026-05-14
TPC
TUTOR PERINI CO...
Industrials 0.38% 0.29% #29 37
Prev: #66
2.2 53,513 19.5%
P
S
327,554 $25,284 2015 Q3 13F Filing 2026-03-31 2026-05-14
HAS
HASBRO INC
Consumer Cyclical 0.37% 0.36% #30 8
Prev: #38
0.6 -14,781 -5.3%
P
S
264,100 $24,720 2003 Q4 13F Filing 2026-03-31 2026-05-14
CNX
CNX RES CORP
Energy 0.37% 0.10% #31 309
Prev: #340
3.1 457,831 256.9%
P
S
636,011 $24,518 2022 Q1 13F Filing 2026-03-31 2026-05-14
FN
FABRINET
Technology 0.37% 0.20% #32 101
Prev: #133
3.1 18,253 63.9%
P
S
46,823 $24,419 2016 Q1 13F Filing 2026-03-31 2026-05-14
FTI
TECHNIPFMC PLC
Energy 0.36% 0.63% #33 29
Prev: #4
0.1 -557,907 -61.5%
P
S
349,919 $24,190 2008 Q1 13F Filing 2026-03-31 2026-05-14
LEA
LEAR CORP
Consumer Cyclical 0.36% #34
Prev: #—
3.6 198,607 no change
NEW
198,607 $24,047 2005 Q2 13F Filing 2026-03-31 2026-05-14
RL
RALPH LAUREN CO...
Consumer Cyclical 0.36% 0.27% #35 41
Prev: #76
2.6 20,709 42.2%
P
S
69,809 $24,014 2005 Q3 13F Filing 2026-03-31 2026-05-14
SOLS
SOLSTICE ADVANC...
Basic Materials 0.36% #36
Prev: #—
3.6 313,363 no change
NEW
313,363 $23,866 2026 Q1 13F Filing 2026-03-31 2026-05-14
FHN
FIRST HORIZON C...
Financial Services 0.36% 0.18% #37 114
Prev: #151
3.1 552,084 113.8%
P
S
1,037,062 $23,604 2021 Q3 13F Filing 2026-03-31 2026-05-14
MWA
MUELLER WTR PRO...
Industrials 0.35% 0.15% #38 162
Prev: #200
3.1 434,657 105.5%
P
S
846,515 $23,271 2009 Q1 13F Filing 2026-03-31 2026-05-14
CTRI
CENTURI HOLDING...
Utilities 0.35% 0.12% #39 248
Prev: #287
3.1 477,473 151.0%
P
S
793,665 $23,183 2025 Q3 13F Filing 2026-03-31 2026-05-14
ROIV
ROIVANT SCIENCE...
Healthcare 0.34% 0.24% #40 56
Prev: #96
2.1 120,900 17.1%
P
S
827,454 $22,920 2023 Q3 13F Filing 2026-03-31 2026-05-14
AXSM
AXSOME THERAPEU...
Healthcare 0.34% 0.43% #41 17
Prev: #24
0.6 -13,932 -9.3%
P
S
135,460 $22,895 2022 Q3 13F Filing 2026-03-31 2026-05-14
MSGE
MADISON SQUARE ...
Consumer Cyclical 0.34% 0.08% #42 402
Prev: #444
3.1 297,205 331.4%
P
S
386,895 $22,792 2024 Q1 13F Filing 2026-03-31 2026-05-14
ALRM
ALARM COM HLDGS...
Technology 0.34% 0.35% #43 2
Prev: #41
2.1 87,330 19.9%
P
S
525,759 $22,708 2019 Q3 13F Filing 2026-03-31 2026-05-14
STRL
STERLING INFRAS...
Industrials 0.34% 0.20% #44 92
Prev: #136
2.6 13,832 33.4%
P
S
55,271 $22,510 2007 Q2 13F Filing 2026-03-31 2026-05-14
EXLS
EXLSERVICE HLDG...
Technology 0.33% 0.51% #45 34
Prev: #11
0.6 -42,191 -5.5%
P
S
729,923 $22,226 2009 Q2 13F Filing 2026-03-31 2026-05-14
COKE
COCA COLA CONS ...
Consumer Defensive 0.33% 0.26% #46 42
Prev: #88
2.1 6,401 5.9%
P
S
114,423 $21,939 2016 Q4 13F Filing 2026-03-31 2026-05-14
DOCU
DOCUSIGN INC
Technology 0.33% 0.06% #47 499
Prev: #546
3.1 408,945 773.8%
P
S
461,795 $21,894 2021 Q3 13F Filing 2026-03-31 2026-05-14
GOOGL
ALPHABET INC
Communication Services 0.33% 0.22% #48 62
Prev: #110
3.1 30,768 68.0%
P
S
76,037 $21,865 2016 Q2 13F Filing 2026-03-31 2026-05-14
SNDX
SYNDAX PHARMACE...
Healthcare 0.33% 0.30% #49 9
Prev: #58
0.6 480 0.1%
P
S
928,568 $21,691 2018 Q2 13F Filing 2026-03-31 2026-05-14
ZION
ZIONS BANCORPOR...
Financial Services 0.33% 0.32% #50 2
Prev: #52
2.1 20,832 5.9%
P
S
375,505 $21,637 2021 Q1 13F Filing 2026-03-31 2026-05-14
Showing 1-50 of 1376 holdings

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