Fuller & Thaler Asset Management
$36.7B 13F equity value
551 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fuller & Thaler Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMCR | AMCOR PLC | 15,501,286 | $672M | 1.8% |
| DOC | HEALTHPEAK PROPERTIES INC | 29,119,832 | $623M | 1.7% |
| EXEL | EXELIXIS INC | 8,929,389 | $486M | 1.3% |
| LITE | LUMENTUM HLDGS INC | 541,679 | $465M | 1.3% |
| BE | BLOOM ENERGY CORP | 1,480,139 | $448M | 1.2% |
| FIS | FIDELITY NATL INFORMATION SV | 11,134,748 | $433M | 1.2% |
| ALAB | ASTERA LABS INC | 857,286 | $414M | 1.1% |
| DOCN | DIGITALOCEAN HLDGS INC | 2,631,342 | $413M | 1.1% |
| GTX | GARRETT MOTION INC | 11,379,209 | $412M | 1.1% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1,638,544 | $395M | 1.1% |
Track Fuller & Thaler Asset Management's 13F portfolio: $36.7B in reported holdings, 551 positions. Top holdings and quarterly changes on SentiSense.
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