FULLER & THALER ASSET MANAGEMENT, INC. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
FT
FULLER & THALER ASSET MANAGEMENT, INC.
Institutional Filer 2.06%$29.70B497

Current Portfolio Holdings

Showing all 497 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AMCRAmcor plcConsumer Cyclical13.7M$544.0M1.83%
2DOCHealthpeak Properties, Inc.Real Estate29.2M$479.8M1.62%
3PRIMPrimoris Services CorporationIndustrials3.0M$424.4M1.43%
4LITELumentum Holdings Inc.Technology588K$413.0M1.39%
5ALSNAllison Transmission Holdings, Inc.Consumer Cyclical3.4M$397.4M1.34%
6EXELExelixis, Inc.Healthcare8.5M$366.4M1.23%
7FIXComfort Systems USA, Inc.Industrials242K$334.0M1.12%
8ONBOld National BancorpFinancial Services15.1M$332.7M1.12%
9SONSonoco Products CompanyConsumer Cyclical5.9M$319.9M1.08%
10JAZZJazz Pharmaceuticals plcHealthcare1.7M$316.9M1.07%
11BEBloom Energy CorporationIndustrials2.3M$311.5M1.05%
12FNBF.N.B. CorporationFinancial Services17.9M$298.7M1.01%
13VRTVertiv Holdings CoIndustrials1.2M$298.1M1.00%
14LKQLKQ CorporationConsumer Cyclical9.9M$292.0M0.98%
15DVNDevon Energy CorporationEnergy5.6M$280.7M0.95%
Showing 1 to 15 of 497 holdings
FULLER & THALER ASSET MANAGEMENT, INC. 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner