Holdings
Fullerthaler Behavioral Micro-Cap Equity Fund
As of Jun 30, 2026, Fullerthaler Behavioral Micro-Cap Equity Fund reported 72 positions worth US$30.2M. Largest: Digital Turbine, Inc., Ultra Clean Holdings, Inc. and Porch Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Digital Turbine, Inc. | 109K | US$1.4M | +8,250 | Jun 30, 2026 |
| Ultra Clean Holdings, Inc. | 7,225 | US$1.03M | −2,750 | Jun 30, 2026 |
| Porch Group, Inc. | 60,682 | US$913K | +6,750 | Jun 30, 2026 |
| Ichor Holdings | 7,300 | US$820K | −2,900 | Jun 30, 2026 |
| Sezzle Inc. | 4,450 | US$764K | −50 | Jun 30, 2026 |
| Dave Inc. | 1,895 | US$706K | no change | Jun 30, 2026 |
| Emergent Biosolutions Inc. | 82,155 | US$688K | +500 | Jun 30, 2026 |
| Agilon Health, Inc. | 6,400 | US$686K | new | Jun 30, 2026 |
| Bandwidth Inc. | 10,400 | US$658K | new | Jun 30, 2026 |
| Delek Us Holdings, Inc. | 12,565 | US$638K | +2,000 | Jun 30, 2026 |