Holdings
Fuller & Thaler Asset Management, Inc.
As of Jun 30, 2026, Fuller & Thaler Asset Management, Inc. reported 479 positions worth US$34.8B. Largest: Healthpeak Properties, Inc., Exelixis, Inc. and Lumentum Holdings Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Healthpeak Properties, Inc. | 29.1M | US$623M | −81,752 | Jun 30, 2026 |
| Exelixis, Inc. | 8.93M | US$486M | +387K | Jun 30, 2026 |
| Lumentum Holdings Inc. | 542K | US$465M | −46,000 | Jun 30, 2026 |
| Bloom Energy Corporation | 1.48M | US$448M | −819K | Jun 30, 2026 |
| Fidelity National Information Services, Inc. | 11.1M | US$433M | +8.19M | Jun 30, 2026 |
| Astera Labs, Inc. | 857K | US$414M | +22,626 | Jun 30, 2026 |
| Digitalocean Holdings, Inc. | 2.63M | US$413M | +69,298 | Jun 30, 2026 |
| Garrett Motion Inc. | 11.4M | US$412M | +482K | Jun 30, 2026 |
| Guardant Health, Inc. | 2.63M | US$394M | +78,693 | Jun 30, 2026 |
| Emcor Group, Inc. | 440K | US$365M | +149K | Jun 30, 2026 |