FULLER & THALER ASSET MANAGEMENT, INC.
SAN MATEO CA · SEC CIK 0001082327
$297.02亿2026Q1 申报市值
497持仓数
13.2%前十大占比 · 第一大 1.8%
54 / 55新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMCR 新建仓+$5.44亿
SUPN 新建仓+$1.38亿
FIS 加仓+$1.04亿
TTEK 新建仓+$9,983.10万
ECG 新建仓+$9,112.00万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$9.53亿
Amcor Plc 清仓-$4.99亿
DOC 减仓-$4.94亿
KEY 减仓-$4.70亿
FIX 减仓-$4.63亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EYE | NATIONAL VISION HLDGS INC | $2,848.16万 | 0.10% | 1,099,678 | 1,099,678 | — | $2,848.16万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $2,892.52万 | 0.10% | 32,310 | -23,990 | -42.6% | -$2,147.68万 | 减仓 |
| AVNT | AVIENT CORPORATION | $2,904.15万 | 0.10% | 800,041 | -799,201 | -50.0% | -$2,901.10万 | 减仓 |
| AN | AUTONATION INC | $2,918.07万 | 0.10% | 149,445 | -161,327 | -51.9% | -$3,150.08万 | 减仓 |
| DIOD | DIODES INC | $2,922.69万 | 0.10% | 428,170 | 428,170 | — | $2,922.69万 | 新建仓 |
| BANF | BANCFIRST CORP | $2,928.82万 | 0.10% | 269,938 | -270,802 | -50.1% | -$2,938.20万 | 减仓 |
| ECL | ECOLAB INC | $2,932.79万 | 0.10% | 110,247 | -57,179 | -34.2% | -$1,521.08万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $2,947.25万 | 0.10% | 1,419,677 | 1,419,677 | — | $2,947.25万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $2,954.01万 | 0.10% | 475,073 | 448,063 | 1,658.9% | $2,786.06万 | 加仓 |
| EXP | EAGLE MATLS INC | $3,008.32万 | 0.10% | 158,793 | -468,833 | -74.7% | -$8,882.01万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $3,032.30万 | 0.10% | 1,935,101 | 1,935,101 | — | $3,032.30万 | 新建仓 |
| NAVN | NAVAN INC | $3,148.96万 | 0.11% | 2,378,367 | 2,378,367 | — | $3,148.96万 | 新建仓 |
| FIGS | FIGS INC | $3,151.04万 | 0.11% | 2,133,406 | 2,133,406 | — | $3,151.04万 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $3,194.30万 | 0.11% | 484,425 | -522,015 | -51.9% | -$3,442.17万 | 减仓 |
| DORM | DORMAN PRODS INC | $3,213.60万 | 0.11% | 307,934 | -1,455,062 | -82.5% | -$1.52亿 | 减仓 |
| CTAS | CINTAS CORP | $3,248.54万 | 0.11% | 192,062 | -90,440 | -32.0% | -$1,529.70万 | 减仓 |
| THRM | GENTHERM INC | $3,259.43万 | 0.11% | 1,173,300 | -1,261,308 | -51.8% | -$3,503.91万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $3,259.87万 | 0.11% | 2,168,909 | 2,168,909 | — | $3,259.87万 | 新建仓 |
| UNP | UNION PAC CORP | $3,276.78万 | 0.11% | 135,058 | -88,536 | -39.6% | -$2,148.06万 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $3,324.70万 | 0.11% | 3,529,404 | -3,743,316 | -51.5% | -$3,526.20万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,345.63万 | 0.11% | 362,434 | -137,804 | -27.5% | -$1,272.07万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,387.71万 | 0.11% | 158,556 | -82,906 | -34.3% | -$1,771.37万 | 减仓 |
| DNOW | DNOW INC | $3,476.08万 | 0.12% | 2,918,621 | -3,975,497 | -57.7% | -$4,734.82万 | 减仓 |
| DAVE | DAVE INC | $3,516.85万 | 0.12% | 202,013 | 197,213 | 4,108.6% | $3,433.28万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $3,536.85万 | 0.12% | 73,655 | -80,099 | -52.1% | -$3,846.29万 | 减仓 |
| LINE | LINEAGE INC | $3,665.40万 | 0.12% | 1,118,866 | -833,034 | -42.7% | -$2,729.02万 | 减仓 |
| — | TRI POINTE HOMES INC | $3,666.91万 | 0.12% | 784,702 | -844,608 | -51.8% | -$3,946.85万 | 减仓 |
| WAT | WATERS CORP | $3,783.82万 | 0.13% | 127,059 | -19,511 | -13.3% | -$581.04万 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $3,785.19万 | 0.13% | 978,590 | -1,049,046 | -51.7% | -$4,057.71万 | 减仓 |
| ROST | ROSS STORES INC | $3,870.25万 | 0.13% | 178,657 | -138,381 | -43.6% | -$2,997.75万 | 减仓 |
| CVBF | CVB FINL CORP | $3,965.09万 | 0.13% | 2,044,917 | -2,199,969 | -51.8% | -$4,265.74万 | 减仓 |
| NMIH | NMI HLDGS INC | $4,015.74万 | 0.14% | 1,070,580 | 1,070,580 | — | $4,015.74万 | 新建仓 |
| BYD | BOYD GAMING CORP | $4,037.56万 | 0.14% | 491,307 | -492,281 | -50.0% | -$4,045.57万 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $4,091.39万 | 0.14% | 6,463,494 | -6,852,626 | -51.5% | -$4,337.71万 | 减仓 |
| ABM | ABM INDS INC | $4,096.10万 | 0.14% | 1,063,370 | -1,142,774 | -51.8% | -$4,401.97万 | 减仓 |
| MLKN | MILLERKNOLL INC | $4,301.31万 | 0.14% | 2,974,624 | -3,104,472 | -51.1% | -$4,489.07万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $4,325.61万 | 0.15% | 1,219,168 | 1,219,168 | — | $4,325.61万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $4,334.27万 | 0.15% | 338,959 | -589,757 | -63.5% | -$7,541.23万 | 减仓 |
| MAS | MASCO CORP | $4,338.69万 | 0.15% | 718,683 | -455,199 | -38.8% | -$2,748.04万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $4,364.93万 | 0.15% | 2,337,939 | -2,306,505 | -49.7% | -$4,306.24万 | 减仓 |
| EBAY | EBAY INC. | $4,381.05万 | 0.15% | 481,329 | -316,131 | -39.6% | -$2,877.42万 | 减仓 |
| RDNT | RADNET INC | $4,506.39万 | 0.15% | 806,296 | -730,632 | -47.5% | -$4,083.50万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $4,520.67万 | 0.15% | 1,999,411 | -1,937,087 | -49.2% | -$4,379.75万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $4,550.23万 | 0.15% | 1,069,134 | 1,069,134 | — | $4,550.23万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $4,551.71万 | 0.15% | 448,842 | -491,728 | -52.3% | -$4,986.62万 | 减仓 |
| VCYT | VERACYTE INC | $4,555.66万 | 0.15% | 1,414,362 | -1,348,512 | -48.8% | -$4,343.56万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $4,597.67万 | 0.15% | 1,659,810 | -3,418,982 | -67.3% | -$9,470.58万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4,600.85万 | 0.15% | 24,412 | -16,962 | -41.0% | -$3,196.77万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $4,618.34万 | 0.16% | 200,023 | -32,209 | -13.9% | -$743.67万 | 减仓 |
| TILE | INTERFACE INC | $4,693.64万 | 0.16% | 1,883,484 | -2,133,036 | -53.1% | -$5,315.53万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $4,702.90万 | 0.16% | 177,367 | -57,421 | -24.5% | -$1,522.52万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $4,712.38万 | 0.16% | 331,437 | -327,547 | -49.7% | -$4,657.07万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $4,782.11万 | 0.16% | 2,720,201 | -2,312,109 | -45.9% | -$4,064.69万 | 减仓 |
| CHE | CHEMED CORP NEW | $4,812.13万 | 0.16% | 127,393 | -126,783 | -49.9% | -$4,789.09万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $4,871.48万 | 0.16% | 486,710 | -189,644 | -28.0% | -$1,898.15万 | 减仓 |
| WRBY | WARBY PARKER INC | $4,873.36万 | 0.16% | 2,312,937 | -1,953,605 | -45.8% | -$4,116.24万 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $4,897.60万 | 0.16% | 3,420,115 | -3,293,757 | -49.1% | -$4,716.66万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $4,935.09万 | 0.17% | 725,535 | -329,049 | -31.2% | -$2,238.19万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $4,957.55万 | 0.17% | 1,951,792 | -1,875,510 | -49.0% | -$4,763.79万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $4,959.12万 | 0.17% | 1,499,584 | -1,500,560 | -50.0% | -$4,962.35万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $4,986.42万 | 0.17% | 1,880,250 | -1,882,514 | -50.0% | -$4,992.43万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $5,069.14万 | 0.17% | 1,818,199 | -1,821,753 | -50.0% | -$5,079.05万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5,135.45万 | 0.17% | 245,621 | -25,149 | -9.3% | -$525.82万 | 减仓 |
| PL | PLANET LABS PBC | $5,172.62万 | 0.17% | 1,850,668 | 1,850,668 | — | $5,172.62万 | 新建仓 |
| EVTC | EVERTEC INC | $5,178.22万 | 0.17% | 1,834,945 | -500,675 | -21.4% | -$1,412.91万 | 减仓 |
| COKE | COCA COLA CONS INC | $5,198.31万 | 0.18% | 271,112 | -196,950 | -42.1% | -$3,776.32万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $5,203.61万 | 0.18% | 1,189,941 | -1,247,271 | -51.2% | -$5,454.32万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $5,215.96万 | 0.18% | 3,123,331 | -2,782,401 | -47.1% | -$4,646.61万 | 减仓 |
| DG | DOLLAR GEN CORP | $5,247.53万 | 0.18% | 441,972 | -385,328 | -46.6% | -$4,574.99万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $5,262.31万 | 0.18% | 248,339 | -247,745 | -49.9% | -$5,249.72万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $5,291.56万 | 0.18% | 188,064 | -188,714 | -50.1% | -$5,309.85万 | 减仓 |
| CNXC | CONCENTRIX CORP | $5,328.08万 | 0.18% | 1,947,399 | -2,081,831 | -51.7% | -$5,695.89万 | 减仓 |
| BKH | BLACK HILLS CORP | $5,335.49万 | 0.18% | 768,692 | -832,224 | -52.0% | -$5,776.46万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $5,368.00万 | 0.18% | 3,269,186 | -3,836,472 | -54.0% | -$6,299.49万 | 减仓 |
| TREX | TREX INC | $5,371.38万 | 0.18% | 1,474,843 | 1,474,843 | — | $5,371.38万 | 新建仓 |
| FIG | FIGMA INC | $5,376.69万 | 0.18% | 2,543,373 | 2,543,373 | — | $5,376.69万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $5,404.14万 | 0.18% | 645,425 | -364,601 | -36.1% | -$3,052.80万 | 减仓 |
| XMTR | XOMETRY INC | $5,470.21万 | 0.18% | 1,339,425 | -1,229,717 | -47.9% | -$5,022.17万 | 减仓 |
| TTAN | SERVICETITAN INC | $5,497.52万 | 0.19% | 866,297 | -818,253 | -48.6% | -$5,192.63万 | 减仓 |
| WK | WORKIVA INC | $5,498.88万 | 0.19% | 922,167 | -865,551 | -48.4% | -$5,161.28万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $5,499.04万 | 0.19% | 1,327,629 | -1,423,863 | -51.7% | -$5,897.64万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $5,586.59万 | 0.19% | 3,057,793 | -3,264,545 | -51.6% | -$5,964.32万 | 减仓 |
| MOG/A | MOOG INC | $5,595.13万 | 0.19% | 191,195 | 191,195 | — | $5,595.13万 | 新建仓 |
| MUR | MURPHY OIL CORP | $5,605.03万 | 0.19% | 1,358,795 | 1,358,795 | — | $5,605.03万 | 新建仓 |
| TKR | TIMKEN CO | $5,720.14万 | 0.19% | 568,772 | -3,008,312 | -84.1% | -$3.03亿 | 减仓 |
| KVYO | KLAVIYO INC | $5,725.13万 | 0.19% | 2,941,998 | -2,766,328 | -48.5% | -$5,383.27万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $5,742.72万 | 0.19% | 873,817 | 873,817 | — | $5,742.72万 | 新建仓 |
| TER | TERADYNE INC | $5,755.15万 | 0.19% | 194,129 | -166,141 | -46.1% | -$4,925.42万 | 减仓 |
| CNMD | CONMED CORP | $5,805.28万 | 0.20% | 1,641,766 | -1,541,414 | -48.4% | -$5,450.44万 | 减仓 |
| TDC | TERADATA CORP DEL | $5,878.67万 | 0.20% | 2,293,668 | -2,116,658 | -48.0% | -$5,424.99万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $5,890.68万 | 0.20% | 2,708,357 | -2,326,447 | -46.2% | -$5,060.02万 | 减仓 |
| BROS | DUTCH BROS INC | $5,999.94万 | 0.20% | 1,184,354 | -1,051,240 | -47.0% | -$5,325.58万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $6,103.07万 | 0.21% | 4,969,928 | -8,972,206 | -64.4% | -$1.10亿 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $6,135.69万 | 0.21% | 4,858,029 | -6,915,731 | -58.7% | -$8,734.57万 | 减仓 |
| SITM | SITIME CORP | $6,156.03万 | 0.21% | 178,255 | -158,401 | -47.1% | -$5,470.37万 | 减仓 |
| AGX | ARGAN INC | $6,255.94万 | 0.21% | 114,862 | 114,862 | — | $6,255.94万 | 新建仓 |
| FSLY | FASTLY INC | $6,278.55万 | 0.21% | 2,160,547 | 2,074,263 | 2,404.0% | $6,027.81万 | 加仓 |
| LRN | STRIDE INC | $6,315.97万 | 0.21% | 716,340 | 250,914 | 53.9% | $2,212.31万 | 重新持有 |
| IPGP | IPG PHOTONICS CORP | $6,325.27万 | 0.21% | 551,992 | 362,652 | 191.5% | $4,155.63万 | 加仓 |
| HNGE | HINGE HEALTH INC | $6,382.44万 | 0.21% | 1,655,198 | 1,655,198 | — | $6,382.44万 | 新建仓 |