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 |
|---|---|---|---|---|---|---|---|---|
| WAFD | WAFD INC | $1.02亿 | 0.34% | 3,254,587 | -3,478,171 | -51.7% | -$1.09亿 | 减仓 |
| GVA | GRANITE CONSTR INC | $1.02亿 | 0.34% | 849,271 | -1,597,015 | -65.3% | -$1.91亿 | 减仓 |
| VSEC | VSE CORP | $1.01亿 | 0.34% | 549,899 | -485,847 | -46.9% | -$8,959.02万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.01亿 | 0.34% | 1,079,325 | -878,459 | -44.9% | -$8,246.09万 | 减仓 |
| MATX | MATSON INC | $1.01亿 | 0.34% | 613,241 | -603,717 | -49.6% | -$9,897.33万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $9,983.10万 | 0.34% | 3,314,443 | 3,314,443 | — | $9,983.10万 | 新建仓 |
| EVR | EVERCORE INC | $9,883.93万 | 0.33% | 331,109 | -221,041 | -40.0% | -$6,598.29万 | 减仓 |
| G | GENPACT LIMITED | $9,818.14万 | 0.33% | 2,635,743 | -3,588,837 | -57.7% | -$1.34亿 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $9,663.74万 | 0.33% | 1,176,639 | -2,609,389 | -68.9% | -$2.14亿 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $9,574.01万 | 0.32% | 3,773,752 | -3,985,938 | -51.4% | -$1.01亿 | 减仓 |
| GMED | GLOBUS MED INC | $9,491.11万 | 0.32% | 1,101,568 | -969,468 | -46.8% | -$8,352.94万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $9,470.13万 | 0.32% | 1,465,283 | -1,293,867 | -46.9% | -$8,362.26万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $9,439.67万 | 0.32% | 5,186,631 | -4,600,923 | -47.0% | -$8,373.68万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $9,343.74万 | 0.31% | 497,008 | -439,390 | -46.9% | -$8,260.53万 | 减仓 |
| FLO | FLOWERS FOODS INC | $9,249.28万 | 0.31% | 11,348,812 | -10,646,498 | -48.4% | -$8,676.90万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $9,214.63万 | 0.31% | 2,114,418 | -2,265,316 | -51.7% | -$9,872.25万 | 减仓 |
| ALAB | ASTERA LABS INC | $9,147.87万 | 0.31% | 834,660 | -812,486 | -49.3% | -$8,904.84万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $9,112.00万 | 0.31% | 771,811 | 771,811 | — | $9,112.00万 | 新建仓 |
| HAS | HASBRO INC | $9,092.87万 | 0.31% | 971,461 | -979,445 | -50.2% | -$9,167.60万 | 减仓 |
| SANM | SANMINA CORP | $9,057.66万 | 0.30% | 698,678 | -766,060 | -52.3% | -$9,931.20万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $9,039.43万 | 0.30% | 650,600 | -652,252 | -50.1% | -$9,062.39万 | 减仓 |
| SF | STIFEL FINL CORP | $9,010.71万 | 0.30% | 1,218,982 | -553,865 | -31.2% | -$4,094.17万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $8,849.79万 | 0.30% | 2,659,193 | 2,659,193 | — | $8,849.79万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $8,816.37万 | 0.30% | 2,149,809 | -1,483,367 | -40.8% | -$6,083.29万 | 减仓 |
| TEX | TEREX CORP NEW | $8,796.60万 | 0.30% | 1,488,426 | -4,290,022 | -74.2% | -$2.54亿 | 减仓 |
| IDCC | INTERDIGITAL INC | $8,670.36万 | 0.29% | 287,098 | -281,812 | -49.5% | -$8,510.72万 | 减仓 |
| FULT | FULTON FINL CORP PA | $8,657.52万 | 0.29% | 4,256,403 | -4,268,459 | -50.1% | -$8,682.05万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $8,522.48万 | 0.29% | 7,404,409 | -6,811,195 | -47.9% | -$7,839.69万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $8,474.14万 | 0.29% | 1,985,506 | -2,134,292 | -51.8% | -$9,109.16万 | 减仓 |
| SKY | CHAMPION HOMES INC | $8,385.47万 | 0.28% | 1,127,535 | -1,009,325 | -47.2% | -$7,506.35万 | 减仓 |
| AVTR | AVANTOR INC | $8,335.58万 | 0.28% | 10,632,112 | 7,387,318 | 227.7% | $5,791.66万 | 加仓 |
| GEF | GREIF INC | $8,307.44万 | 0.28% | 1,238,623 | -1,317,033 | -51.5% | -$8,833.34万 | 减仓 |
| PRGO | PERRIGO CO PLC | $8,229.94万 | 0.28% | 7,662,883 | -7,986,635 | -51.0% | -$8,577.65万 | 减仓 |
| CGNX | COGNEX CORP | $8,116.74万 | 0.27% | 1,656,815 | 1,656,815 | — | $8,116.74万 | 新建仓 |
| PRI | PRIMERICA INC | $7,997.85万 | 0.27% | 319,301 | -250,479 | -44.0% | -$6,274.00万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $7,962.79万 | 0.27% | 674,698 | -604,148 | -47.2% | -$7,130.16万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $7,956.03万 | 0.27% | 1,774,315 | -1,572,643 | -47.0% | -$7,051.73万 | 减仓 |
| AIR | AAR CORP | $7,860.21万 | 0.26% | 718,090 | -627,664 | -46.6% | -$6,870.41万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $7,687.51万 | 0.26% | 1,658,221 | -1,582,921 | -48.8% | -$7,338.42万 | 减仓 |
| BILL | BILL HOLDINGS INC | $7,645.51万 | 0.26% | 1,996,215 | 1,996,215 | — | $7,645.51万 | 新建仓 |
| JBL | JABIL INC | $7,563.87万 | 0.25% | 284,752 | -288,542 | -50.3% | -$7,664.54万 | 减仓 |
| GFF | GRIFFON CORP | $7,282.63万 | 0.25% | 1,002,013 | -1,003,013 | -50.0% | -$7,289.90万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $7,209.52万 | 0.24% | 829,634 | -892,582 | -51.8% | -$7,756.53万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $7,136.69万 | 0.24% | 2,478,018 | 2,478,018 | — | $7,136.69万 | 新建仓 |
| RRR | RED ROCK RESORTS INC | $6,931.32万 | 0.23% | 1,298,973 | -1,115,835 | -46.2% | -$5,954.10万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $6,922.97万 | 0.23% | 849,653 | -914,153 | -51.8% | -$7,448.52万 | 减仓 |
| RDN | RADIAN GROUP INC | $6,877.26万 | 0.23% | 2,078,977 | -2,231,591 | -51.8% | -$7,382.10万 | 减仓 |
| KEY | KEYCORP | $6,770.67万 | 0.23% | 3,376,891 | -23,435,869 | -87.4% | -$4.70亿 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $6,750.61万 | 0.23% | 461,233 | -408,759 | -47.0% | -$5,982.60万 | 减仓 |
| CACI | CACI INTL INC | $6,696.94万 | 0.23% | 123,135 | -123,435 | -50.1% | -$6,713.26万 | 减仓 |
| HOPE | HOPE BANCORP INC | $6,610.64万 | 0.22% | 5,918,210 | -6,239,162 | -51.3% | -$6,969.14万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $6,572.11万 | 0.22% | 2,158,328 | -2,165,370 | -50.1% | -$6,593.55万 | 减仓 |
| MUSA | MURPHY USA INC | $6,500.11万 | 0.22% | 131,589 | -504,297 | -79.3% | -$2.49亿 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $6,454.76万 | 0.22% | 2,191,769 | -58,981 | -2.6% | -$173.70万 | 减仓 |
| HNGE | HINGE HEALTH INC | $6,382.44万 | 0.21% | 1,655,198 | 1,655,198 | — | $6,382.44万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $6,325.27万 | 0.21% | 551,992 | 362,652 | 191.5% | $4,155.63万 | 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 |
| FSLY | FASTLY INC | $6,278.55万 | 0.21% | 2,160,547 | 2,074,263 | 2,404.0% | $6,027.81万 | 加仓 |
| AGX | ARGAN INC | $6,255.94万 | 0.21% | 114,862 | 114,862 | — | $6,255.94万 | 新建仓 |
| SITM | SITIME CORP | $6,156.03万 | 0.21% | 178,255 | -158,401 | -47.1% | -$5,470.37万 | 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 |
| VLY | VALLEY NATL BANCORP | $6,103.07万 | 0.21% | 4,969,928 | -8,972,206 | -64.4% | -$1.10亿 | 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 |
| 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 |
| TDC | TERADATA CORP DEL | $5,878.67万 | 0.20% | 2,293,668 | -2,116,658 | -48.0% | -$5,424.99万 | 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 |
| TER | TERADYNE INC | $5,755.15万 | 0.19% | 194,129 | -166,141 | -46.1% | -$4,925.42万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $5,742.72万 | 0.19% | 873,817 | 873,817 | — | $5,742.72万 | 新建仓 |
| KVYO | KLAVIYO INC | $5,725.13万 | 0.19% | 2,941,998 | -2,766,328 | -48.5% | -$5,383.27万 | 减仓 |
| TKR | TIMKEN CO | $5,720.14万 | 0.19% | 568,772 | -3,008,312 | -84.1% | -$3.03亿 | 减仓 |
| MUR | MURPHY OIL CORP | $5,605.03万 | 0.19% | 1,358,795 | 1,358,795 | — | $5,605.03万 | 新建仓 |
| MOG/A | MOOG INC | $5,595.13万 | 0.19% | 191,195 | 191,195 | — | $5,595.13万 | 新建仓 |
| 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 |
| 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 |
| WK | WORKIVA INC | $5,498.88万 | 0.19% | 922,167 | -865,551 | -48.4% | -$5,161.28万 | 减仓 |
| TTAN | SERVICETITAN INC | $5,497.52万 | 0.19% | 866,297 | -818,253 | -48.6% | -$5,192.63万 | 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 |
| 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 |
| FIG | FIGMA INC | $5,376.69万 | 0.18% | 2,543,373 | 2,543,373 | — | $5,376.69万 | 新建仓 |
| TREX | TREX INC | $5,371.38万 | 0.18% | 1,474,843 | 1,474,843 | — | $5,371.38万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $5,368.00万 | 0.18% | 3,269,186 | -3,836,472 | -54.0% | -$6,299.49万 | 减仓 |
| BKH | BLACK HILLS CORP | $5,335.49万 | 0.18% | 768,692 | -832,224 | -52.0% | -$5,776.46万 | 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 |
| ESE | ESCO TECHNOLOGIES INC | $5,291.56万 | 0.18% | 188,064 | -188,714 | -50.1% | -$5,309.85万 | 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 |
| DG | DOLLAR GEN CORP | $5,247.53万 | 0.18% | 441,972 | -385,328 | -46.6% | -$4,574.99万 | 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 |
| FOUR | SHIFT4 PMTS INC | $5,203.61万 | 0.18% | 1,189,941 | -1,247,271 | -51.2% | -$5,454.32万 | 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 |
| EVTC | EVERTEC INC | $5,178.22万 | 0.17% | 1,834,945 | -500,675 | -21.4% | -$1,412.91万 | 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 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5,135.45万 | 0.17% | 245,621 | -25,149 | -9.3% | -$525.82万 | 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 |
| RAMP | LIVERAMP HLDGS INC | $4,986.42万 | 0.17% | 1,880,250 | -1,882,514 | -50.0% | -$4,992.43万 | 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 |
| PAY | PAYMENTUS HOLDINGS INC | $4,957.55万 | 0.17% | 1,951,792 | -1,875,510 | -49.0% | -$4,763.79万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $4,935.09万 | 0.17% | 725,535 | -329,049 | -31.2% | -$2,238.19万 | 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 |
| WRBY | WARBY PARKER INC | $4,873.36万 | 0.16% | 2,312,937 | -1,953,605 | -45.8% | -$4,116.24万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $4,871.48万 | 0.16% | 486,710 | -189,644 | -28.0% | -$1,898.15万 | 减仓 |