Fuller & Thaler Asset Management
$29.7B Assets Reported
552 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMCR | AMCOR PLC | 13,686,792 | $544M | 1.8% |
| DOC | HEALTHPEAK PROPERTIES INC | 29,201,584 | $480M | 1.6% |
| PRIM | PRIMORIS SVCS CORP | 2,966,901 | $424M | 1.4% |
| LITE | LUMENTUM HLDGS INC | 587,679 | $413M | 1.4% |
| ALSN | ALLISON TRANSMISSION HLDGS I | 3,394,635 | $397M | 1.3% |
| EXEL | EXELIXIS INC | 8,542,236 | $366M | 1.2% |
| FIX | COMFORT SYS USA INC | 242,196 | $334M | 1.1% |
| ONB | OLD NATL BANCORP IND | 15,055,918 | $333M | 1.1% |
| SON | SONOCO PRODS CO | 5,913,788 | $320M | 1.1% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1,676,142 | $317M | 1.1% |
Track Fuller & Thaler Asset Management's 13F portfolio: $29.7B in reported holdings, 552 positions. Top holdings, AUM, and quarterly changes on SentiSense.