FULLER & THALER ASSET MANAGEMENT, INC.
SAN MATEO CA · SEC CIK 0001082327
$366.97亿2026Q2 申报市值
504持仓数
13.0%前十大占比 · 第一大 1.8%
50 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FIS 加仓+$3.18亿
ZBRA 加仓+$2.54亿
RAL 新建仓+$1.66亿
MXL 新建仓+$1.64亿
MYRG 新建仓+$1.43亿
2026Q2 卖出最多 按季末市值估算
PRIM 清仓-$4.24亿
STRL 减仓-$2.49亿
BE 减仓-$2.48亿
FIX 减仓-$2.21亿
AEIS 减仓-$1.44亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WTFC | WINTRUST FINL CORP | $1.23亿 | 0.33% | 764,128 | 113,528 | 17.4% | $1,824.62万 | 加仓 |
| EG | EVEREST GROUP LTD | $1.22亿 | 0.33% | 342,042 | -10,068 | -2.9% | -$359.66万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.22亿 | 0.33% | 230,555 | 156,900 | 213.0% | $8,309.28万 | 加仓 |
| WAFD | WAFD INC | $1.21亿 | 0.33% | 3,142,312 | -112,275 | -3.4% | -$430.80万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $1.20亿 | 0.33% | 3,936,942 | -833,610 | -17.5% | -$2,538.34万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.20亿 | 0.33% | 220,697 | -59,708 | -21.3% | -$3,235.16万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.17亿 | 0.32% | 1,491,004 | 25,721 | 1.8% | $201.32万 | 加仓 |
| AAON | AAON INC | $1.16亿 | 0.32% | 917,551 | 917,551 | — | $1.16亿 | 新建仓 |
| SKYW | SKYWEST INC | $1.16亿 | 0.32% | 1,171,725 | -10,609 | -0.9% | -$105.38万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $1.15亿 | 0.31% | 3,684,469 | -263,127 | -6.7% | -$818.32万 | 减仓 |
| MUSA | MURPHY USA INC | $1.14亿 | 0.31% | 212,229 | 80,640 | 61.3% | $4,345.46万 | 加仓 |
| GVA | GRANITE CONSTR INC | $1.13亿 | 0.31% | 715,246 | -134,025 | -15.8% | -$2,118.67万 | 减仓 |
| MMSI | MERIT MED SYS INC | $1.12亿 | 0.30% | 1,613,002 | -502,524 | -23.8% | -$3,484.50万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $1.10亿 | 0.30% | 2,331,821 | 2,331,821 | — | $1.10亿 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.09亿 | 0.30% | 502,549 | 5,541 | 1.1% | $119.86万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1.09亿 | 0.30% | 11,820,582 | -432,768 | -3.5% | -$397.28万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $1.06亿 | 0.29% | 1,715,706 | 1,715,706 | — | $1.06亿 | 新建仓 |
| AIR | AAR CORP | $1.06亿 | 0.29% | 742,076 | 23,986 | 3.3% | $342.83万 | 加仓 |
| PRI | PRIMERICA INC | $1.06亿 | 0.29% | 372,901 | 53,600 | 16.8% | $1,523.31万 | 加仓 |
| EVR | EVERCORE INC | $1.06亿 | 0.29% | 310,105 | -21,004 | -6.3% | -$717.16万 | 减仓 |
| GFF | GRIFFON CORP | $1.05亿 | 0.29% | 1,076,994 | 74,981 | 7.5% | $731.29万 | 加仓 |
| BCO | BRINKS CO | $1.04亿 | 0.28% | 1,100,842 | -40,029 | -3.5% | -$378.23万 | 减仓 |
| TEX | TEREX CORP NEW | $1.04亿 | 0.28% | 1,436,164 | -52,262 | -3.5% | -$378.32万 | 减仓 |
| SKY | CHAMPION HOMES INC | $1.03亿 | 0.28% | 1,170,868 | 43,333 | 3.8% | $381.85万 | 加仓 |
| CHE | CHEMED CORP NEW | $1.02亿 | 0.28% | 219,988 | 92,595 | 72.7% | $4,312.51万 | 加仓 |
| KMPR | KEMPER CORP | $1.02亿 | 0.28% | 3,783,919 | 86,201 | 2.3% | $232.40万 | 加仓 |
| AVTR | AVANTOR INC | $1.02亿 | 0.28% | 10,256,345 | -375,767 | -3.5% | -$372.01万 | 减仓 |
| SF | STIFEL FINL CORP | $1.00亿 | 0.27% | 1,437,487 | 218,505 | 17.9% | $1,524.51万 | 加仓 |
| SANM | SANMINA CORP | $9,974.64万 | 0.27% | 394,130 | -304,548 | -43.6% | -$7,707.50万 | 减仓 |
| TER | TERADYNE INC | $9,951.74万 | 0.27% | 205,682 | 11,553 | 6.0% | $558.98万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $9,895.31万 | 0.27% | 1,915,839 | -69,667 | -3.5% | -$359.83万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $9,644.17万 | 0.26% | 1,209,604 | 1,209,604 | — | $9,644.17万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $9,596.92万 | 0.26% | 3,642,097 | -131,655 | -3.5% | -$346.91万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $9,506.90万 | 0.26% | 593,069 | 19,497 | 3.4% | $312.54万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $9,436.17万 | 0.26% | 1,156,819 | 1,156,819 | — | $9,436.17万 | 新建仓 |
| FROG | JFROG LTD | $9,362.70万 | 0.26% | 1,030,226 | 1,030,226 | — | $9,362.70万 | 新建仓 |
| SARO | STANDARDAERO INC | $9,361.57万 | 0.26% | 3,129,912 | 3,129,912 | — | $9,361.57万 | 新建仓 |
| AGX | ARGAN INC | $9,301.58万 | 0.25% | 116,481 | 1,619 | 1.4% | $129.29万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $9,196.02万 | 0.25% | 687,501 | -186,316 | -21.3% | -$2,492.16万 | 减仓 |
| GEF | GREIF INC | $9,115.43万 | 0.25% | 1,223,712 | -14,911 | -1.2% | -$111.07万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $9,067.42万 | 0.25% | 1,794,463 | 20,148 | 1.1% | $101.81万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $8,972.61万 | 0.24% | 106,898 | -296,104 | -73.5% | -$2.49亿 | 减仓 |
| MAS | MASCO CORP | $8,966.82万 | 0.24% | 1,101,981 | 383,298 | 53.3% | $3,118.90万 | 加仓 |
| FIVE | FIVE BELOW INC | $8,893.90万 | 0.24% | 494,683 | 15,953 | 3.3% | $286.82万 | 加仓 |
| VCYT | VERACYTE INC | $8,866.75万 | 0.24% | 1,509,749 | 95,387 | 6.7% | $560.21万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $8,827.63万 | 0.24% | 2,551,339 | 359,570 | 16.4% | $1,244.11万 | 加仓 |
| GMED | GLOBUS MED INC | $8,805.54万 | 0.24% | 1,114,484 | 12,916 | 1.2% | $102.05万 | 加仓 |
| RRC | RANGE RES CORP | $8,752.14万 | 0.24% | 2,353,359 | -85,950 | -3.5% | -$319.65万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $8,732.51万 | 0.24% | 2,011,636 | -102,782 | -4.9% | -$446.18万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $8,696.97万 | 0.24% | 1,227,000 | 50,361 | 4.3% | $356.96万 | 加仓 |
| ARW | ARROW ELECTRS INC | $8,691.92万 | 0.24% | 407,288 | 407,288 | — | $8,691.92万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $8,677.31万 | 0.24% | 10,983,938 | -364,874 | -3.2% | -$288.25万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $8,536.11万 | 0.23% | 41,023 | 16,611 | 68.0% | $3,456.43万 | 加仓 |
| OLN | OLIN CORP | $8,525.75万 | 0.23% | 4,301,590 | -714,287 | -14.2% | -$1,415.72万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $8,334.26万 | 0.23% | 2,887,824 | 2,887,824 | — | $8,334.26万 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $8,331.68万 | 0.23% | 2,801,508 | 93,151 | 3.4% | $277.03万 | 加仓 |
| COKE | COCA COLA CONS INC | $8,305.60万 | 0.23% | 435,030 | 163,918 | 60.5% | $3,129.52万 | 加仓 |
| DG | DOLLAR GEN CORP | $8,255.80万 | 0.22% | 717,210 | 275,238 | 62.3% | $3,168.26万 | 加仓 |
| TDC | TERADATA CORP DEL | $8,239.39万 | 0.22% | 2,377,892 | 84,224 | 3.7% | $291.84万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $8,153.98万 | 0.22% | 685,496 | 10,798 | 1.6% | $128.44万 | 加仓 |
| ACMR | ACM RESH INC | $8,113.95万 | 0.22% | 639,448 | 639,448 | — | $8,113.95万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $8,044.72万 | 0.22% | 314,394 | 114,371 | 57.2% | $2,926.53万 | 加仓 |
| LEA | LEAR CORP | $8,008.47万 | 0.22% | 597,380 | 597,380 | — | $8,008.47万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $7,941.75万 | 0.22% | 2,109,923 | 229,673 | 12.2% | $864.49万 | 加仓 |
| EBAY | EBAY INC. | $7,874.82万 | 0.21% | 704,681 | 223,352 | 46.4% | $2,495.96万 | 加仓 |
| DY | DYCOM INDS INC | $7,872.61万 | 0.21% | 155,711 | 155,711 | — | $7,872.61万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $7,869.06万 | 0.21% | 1,254,033 | -1,721,269 | -57.9% | -$1.08亿 | 减仓 |
| HOPE | HOPE BANCORP INC | $7,815.91万 | 0.21% | 5,713,383 | -204,827 | -3.5% | -$280.20万 | 减仓 |
| PRGO | PERRIGO CO PLC | $7,790.66万 | 0.21% | 7,498,227 | -164,656 | -2.1% | -$171.08万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $7,751.60万 | 0.21% | 1,019,277 | 293,742 | 40.5% | $2,233.91万 | 加仓 |
| TILE | INTERFACE INC | $7,672.09万 | 0.21% | 2,140,650 | 257,166 | 13.7% | $921.68万 | 加仓 |
| DAVE | DAVE INC | $7,658.68万 | 0.21% | 205,552 | 3,539 | 1.8% | $131.86万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $7,601.13万 | 0.21% | 1,086,185 | 440,760 | 68.3% | $3,084.44万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $7,543.82万 | 0.21% | 611,876 | 611,876 | — | $7,543.82万 | 新建仓 |
| RDN | RADIAN GROUP INC | $7,540.25万 | 0.21% | 2,001,659 | -77,318 | -3.7% | -$291.26万 | 减仓 |
| BILL | BILL HOLDINGS INC | $7,425.10万 | 0.20% | 2,053,400 | 57,185 | 2.9% | $206.78万 | 加仓 |
| GKOS | GLAUKOS CORP | $7,406.19万 | 0.20% | 529,922 | 529,922 | — | $7,406.19万 | 新建仓 |
| MAT | MATTEL INC | $7,324.28万 | 0.20% | 5,276,858 | 3,628,720 | 220.2% | $5,036.66万 | 加仓 |
| WRBY | WARBY PARKER INC | $7,272.89万 | 0.20% | 2,397,130 | 84,193 | 3.6% | $255.44万 | 加仓 |
| MOG/A | MOOG INC | $7,176.46万 | 0.20% | 169,320 | -21,875 | -11.4% | -$927.15万 | 减仓 |
| WAT | WATERS CORP | $7,152.82万 | 0.19% | 190,721 | 63,662 | 50.1% | $2,387.58万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $7,145.65万 | 0.19% | 3,089,344 | 751,405 | 32.1% | $1,738.00万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $7,101.98万 | 0.19% | 800,855 | -28,779 | -3.5% | -$255.21万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $7,024.10万 | 0.19% | 492,608 | 17,535 | 3.7% | $250.03万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $6,945.53万 | 0.19% | 301,875 | 301,875 | — | $6,945.53万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $6,850.87万 | 0.19% | 3,369,834 | 649,633 | 23.9% | $1,320.70万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $6,848.10万 | 0.19% | 5,358,447 | 171,816 | 3.3% | $219.58万 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $6,824.65万 | 0.19% | 3,183,141 | -86,045 | -2.6% | -$184.48万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $6,715.71万 | 0.18% | 2,564,227 | 86,209 | 3.5% | $225.78万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $6,672.81万 | 0.18% | 1,949,975 | 290,165 | 17.5% | $992.94万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $6,635.32万 | 0.18% | 668,276 | 181,566 | 37.3% | $1,802.77万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $6,578.35万 | 0.18% | 820,652 | -29,001 | -3.4% | -$232.47万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $6,530.47万 | 0.18% | 728,521 | 728,521 | — | $6,530.47万 | 新建仓 |
| LRN | STRIDE INC | $6,427.86万 | 0.18% | 745,346 | 29,006 | 4.0% | $250.15万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $6,398.65万 | 0.17% | 1,891,413 | 73,214 | 4.0% | $247.68万 | 加仓 |
| TTAN | SERVICETITAN INC | $6,361.46万 | 0.17% | 899,655 | 33,358 | 3.9% | $235.87万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $6,323.31万 | 0.17% | 758,737 | 457,268 | 151.7% | $3,810.87万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $6,174.37万 | 0.17% | 710,106 | 710,106 | — | $6,174.37万 | 新建仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $6,171.07万 | 0.17% | 3,436,006 | -93,398 | -2.6% | -$167.74万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $6,099.27万 | 0.17% | 2,950,786 | -107,007 | -3.5% | -$221.18万 | 减仓 |