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ALGERT GLOBAL LLC

Q2 2025 · Filed 2025-08-14
Market Value
$4.7B
+18.3%
Holdings
1,339
+8
New Purchases
210
Added To
448
Closed
203
Reduced
372
Top 10 Concentration
6.0%
Turnover
30.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALB 0.39% 0.02% +0.37% $18M
NXT 0.49% 0.14% +0.35% $23M
MRP 0.34% 0.00% +0.34% $16M
SLAB 0.31% 0.03% +0.28% $15M
BCPC 0.40% 0.12% +0.28% $19M
SWX 0.28% 0.01% +0.28% $13M
SR 0.24% 0.00% +0.24% $11M
MYRG 0.25% 0.01% +0.24% $12M
FN 0.54% 0.31% +0.22% $25M
CRDO 0.34% 0.12% +0.22% $16M
DY 0.23% 0.02% +0.22% $11M
TXG 0.32% 0.10% +0.22% $15M
LOPE 0.46% 0.24% +0.21% $21M
DV 0.21% 0.00% +0.21% $10M
BKE 0.20% 0.00% +0.20% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GMED 0.00% 0.28% -0.28% $0
EEFT 0.13% 0.41% -0.28% $6M
HURN 0.01% 0.29% -0.28% $704K
GFF 0.07% 0.34% -0.28% $3M
FHI 0.07% 0.34% -0.27% $3M
BCC 0.08% 0.32% -0.24% $4M
PFGC 0.17% 0.38% -0.22% $8M
BECN 0.00% 0.22% -0.22% $0
SKT 0.00% 0.21% -0.21% $0
ENSG 0.05% 0.26% -0.20% $2M
BMI 0.08% 0.28% -0.20% $4M
HESM 0.15% 0.35% -0.20% $7M
AES 0.17% 0.37% -0.20% $8M
ITCI 0.00% 0.20% -0.20% $0
MWA 0.27% 0.45% -0.19% $12M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 40 $276M 5.9%
Large Cap 301 $1.3B 27.4%
Mid Cap 562 $2.5B 52.4%
Small Cap 386 $659M 14.0%
Micro Cap 50 $11M 0.2%

Portfolio Analytics

Avg Market Cap
$43.3B
Median Market Cap
$3.9B
Avg P/E
33.1
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
1.13
# Stocks
1,338
# ETFs / Funds
1

Top Holdings (1,339 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 0.75% 70,530 $35M $497.41 $9M +808 +1.2%
2 MLI 0.72% 428,832 $34M $79.47 $7M +75,055 +21.2%
3 AAPL 0.67% 152,761 $31M $205.17 -$2M +1,055 +0.7%
4 ITRI 0.65% 232,031 $31M $131.63 $9M +29,010 +14.3%
5 NVDA 0.63% 186,641 $29M $157.99 $9M -3,072 -1.6%
6 FTI 0.56% 770,757 $27M $34.44 $2M -6,152 -0.8%
7 FN 0.54% 85,720 $25M $294.68 $13M +22,571 +35.7%
8 AX 0.50% 312,070 $24M $76.04 $9M +90,340 +40.7%
9 NXT 0.49% 422,881 $23M $54.37 $17M +289,683 +217.5%
10 PRIM 0.48% 292,114 $23M $77.94 $9M +49,829 +20.6%
11 CVSA 0.47% 175,027 $22M $127.23 $8M +36,378 +26.2%
12 POR 0.47% 547,972 $22M $40.63 $3M +113,302 +26.1%
13 SFM 0.46% 130,315 $21M $164.64 $5M +24,881 +23.6%
14 LOPE 0.46% 113,371 $21M $189.00 $12M +57,825 +104.1%
15 BRBR 0.44% 355,087 $21M $57.93 -$3M +40,223 +12.8%
16 CRS 0.43% 73,564 $20M $276.39 $5M -12,717 -14.7%
17 FIX 0.42% 37,142 $20M $536.21 $7M -2,247 -5.7%
18 DORM 0.42% 160,979 $20M $122.67 $6M +44,095 +37.7%
19 TPR 0.42% 224,839 $20M $87.81 $10M +79,403 +54.6%
20 FBP 0.42% 939,250 $20M $20.83 $5M +157,654 +20.2%
21 CW 0.41% 39,276 $19M $488.54 $3M -11,382 -22.5%
22 SKYW 0.40% 183,204 $19M $102.97 $9M +73,676 +67.3%
23 LTH 0.40% 619,267 $19M $30.33 $7M +231,952 +59.9%
24 BCPC 0.40% 117,143 $19M $159.20 $14M +88,630 +310.8%
25 LRN 0.39% 126,483 $18M $145.19 $10M +58,999 +87.4%
26 ALB 0.39% 293,003 $18M $62.67 $18M +281,743 +2502.2%
27 ACIW 0.39% 399,206 $18M $45.91 $7M +190,687 +91.5%
28 AR 0.39% 454,014 $18M $40.28 $5M +132,886 +41.4%
29 PAGP 0.39% 932,015 $18M $19.43 $981K +130,135 +16.2%
30 DEI 0.38% 1,200,202 $18M $15.04 $7M +517,368 +75.8%
31 DRS 0.37% 379,363 $18M $46.48 $5M -12,360 -3.2%
32 JXN 0.37% 198,265 $18M $88.79 $8M +85,218 +75.4%
33 WBS 0.37% 316,905 $17M $54.60 $2M +13,823 +4.6%
34 MHO 0.37% 153,699 $17M $112.12 $2M +24,020 +18.5%
35 COKE 0.36% 150,210 $17M $111.65 $772K +138,359 +1167.5%
36 AROC 0.35% 669,485 $17M $24.83 $1M +92,915 +16.1%
37 BRX 0.35% 635,819 $17M $26.04 -$272K +1,976 +0.3%
38 CRDO 0.34% 173,762 $16M $92.59 $11M +51,830 +42.5%
39 MRP 0.34% 553,296 $16M $28.51 +553,296 NEW
40 ABCB 0.34% 243,749 $16M $64.70 $4M +47,305 +24.1%
41 GVA 0.33% 166,270 $16M $93.51 $2M -16,029 -8.8%
42 SIGI 0.33% 178,381 $15M $86.65 $1M +25,837 +16.9%
43 LAD 0.33% 45,630 $15M $337.83 $2M -1,115 -2.4%
44 RL 0.33% 56,122 $15M $274.28 $1M -8,752 -13.5%
45 MANH 0.32% 77,299 $15M $197.47 $6M +24,764 +47.1%
46 TMHC 0.32% 246,141 $15M $61.42 $574K +3,900 +1.6%
47 AVGO 0.32% 54,387 $15M $275.65 $5M -6,589 -10.8%
48 TPC 0.32% 319,248 $15M $46.78 $9M +73,693 +30.0%
49 SNV 0.32% 288,570 $15M $51.75 $4M +46,591 +19.2%
50 AMZN 0.32% 67,613 $15M $219.40 $2M -2,072 -3.0%
51 TXG 0.32% 1,279,868 $15M $11.58 $11M +826,581 +182.3%
52 BBWI 0.31% 491,005 $15M $29.96 $8M +276,138 +128.5%
53 AMBA 0.31% 221,363 $15M $66.06 $3M -16,938 -7.1%
54 CHE 0.31% 29,981 $15M $486.94 $448K +6,984 +30.4%
55 SLAB 0.31% 98,959 $15M $147.36 $14M +89,446 +940.2%
56 ATMU 0.31% 399,317 $15M $36.42 $2M +65,310 +19.6%
57 NMIH 0.31% 343,795 $15M $42.19 $7M +139,616 +68.4%
58 OZK 0.31% 307,836 $14M $47.06 $3M +46,804 +17.9%
59 KRG 0.31% 639,545 $14M $22.65 $2M +97,978 +18.1%
60 RBRK 0.30% 157,485 $14M $89.59 $8M +57,485 +57.5%
61 AIT 0.30% 60,350 $14M $232.44 $1M +4,616 +8.3%
62 ROKU 0.30% 159,277 $14M $87.89 $8M +68,431 +75.3%
63 BGC 0.30% 1,359,503 $14M $10.23 $8M +709,004 +109.0%
64 MORN 0.29% 44,143 $14M $313.93 $2M +5,987 +15.7%
65 VLYPN 0.29% 1,548,620 $14M $8.93 $2M +168,531 +12.2%
66 LIVN 0.29% 306,199 $14M $45.02 $7M +128,946 +72.8%
67 COLD 0.29% 824,288 $14M $16.63 -$2M +98,928 +13.6%
68 CHWY 0.29% 319,166 $14M $42.62 $4M +17,945 +6.0%
69 KGS 0.29% 393,183 $13M $34.27 $8M +237,533 +152.6%
70 SWX 0.28% 180,172 $13M $74.39 $13M +174,971 +3364.2%
71 BKU 0.28% 372,658 $13M $35.59 $303K -3,649 -1.0%
72 CCS 0.28% 234,350 $13M $56.32 $152K +39,915 +20.5%
73 NYT 0.28% 232,641 $13M $55.98 $969K -10,382 -4.3%
74 RUSHA 0.28% 251,953 $13M $51.51 $2M +47,010 +22.9%
75 CRVL 0.27% 125,482 $13M $102.78 $1M +22,403 +21.7%
76 BWXT 0.27% 89,390 $13M $144.07 -$965K -50,932 -36.3%
77 MMS 0.27% 180,756 $13M $70.20 $5M +70,815 +64.4%
78 SANM 0.27% 129,471 $13M $97.83 $6M +39,381 +43.7%
79 PARR 0.27% 471,141 $12M $26.53 $4M -125,332 -21.0%
80 MWA 0.27% 518,734 $12M $24.04 -$6M -192,603 -27.1%
81 GPOR 0.27% 61,972 $12M $201.17 $5M +20,931 +51.0%
82 MEDP 0.26% 39,380 $12M $313.86 -$3M -10,538 -21.1%
83 VITL 0.26% 320,326 $12M $38.52 $5M +91,258 +39.8%
84 FTDR 0.26% 209,019 $12M $58.94 $10M +138,532 +196.5%
85 JHG 0.26% 309,899 $12M $38.84 $1M +7,930 +2.6%
86 APG 0.26% 235,758 $12M $51.05 $7M +91,733 +63.7%
87 MYRG 0.25% 65,665 $12M $181.45 $11M +60,635 +1205.5%
88 CHRD 0.25% 121,880 $12M $96.85 -$2M -2,983 -2.4%
89 COMP 0.25% 1,875,246 $12M $6.28 $1M +690,258 +58.2%
90 EME 0.25% 21,963 $12M $534.90 $4M -331 -1.5%
91 BANC 0.25% 834,200 $12M $14.05 -$2M -143,034 -14.6%
92 AFRM 0.25% 168,290 $12M $69.14 $4M -7,376 -4.2%
93 AVA 0.25% 306,391 $12M $37.95 $9M +252,586 +469.4%
94 RAMP 0.25% 351,795 $12M $33.04 $4M +70,107 +24.9%
95 QLYS 0.25% 80,898 $12M $142.87 $8M +54,602 +207.6%
96 USFD 0.25% 149,806 $12M $77.01 -$3M -66,999 -30.9%
97 SR 0.24% 156,957 $11M $72.99 +156,957 NEW
98 AMG 0.24% 57,220 $11M $196.77 -$375K -12,020 -17.4%
99 EXTR 0.24% 623,898 $11M $17.95 $7M +342,440 +121.7%
100 MATX 0.24% 100,013 $11M $111.35 $2M +27,876 +38.6%

New Positions

SymbolValue% Port
MRP $16M 0.34%
SR $11M 0.24%
DV $10M 0.21%
BKE $10M 0.20%
NVT $9M 0.19%
LW $9M 0.19%
IPG $8M 0.17%
JEF $7M 0.15%
MRK $7M 0.15%
TOL $7M 0.15%
WBA $6M 0.14%
QXO $6M 0.14%
CASY $6M 0.13%
EXAS $5M 0.11%
LMT $5M 0.11%

Sold Out Positions

SymbolValue% Port
T —%
GNK —%
MTDR —%
YETI —%
ALG —%
QUAD —%
CPS —%
ABG —%
BMY —%
SLGN —%
KW —%
WWW —%
GMED —%
SPB —%
TRGP —%
View SEC EDGAR Filings for ALGERT GLOBAL LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms