Holdings
Fullerthaler Behavioral Mid-Cap Equity Fund
As of Jun 30, 2026, Fullerthaler Behavioral Mid-Cap Equity Fund reported 89 positions worth US$162M. Largest: Jabil Inc., Emcor Group, Inc. and Technipfmc Plc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jabil Inc. | 18,070 | US$6.97M | −1,675 | Jun 30, 2026 |
| Emcor Group, Inc. | 7,660 | US$6.36M | +1,945 | Jun 30, 2026 |
| Technipfmc Plc | 78,745 | US$5.22M | +10,340 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 2,550 | US$5.05M | −510 | Jun 30, 2026 |
| Netapp, Inc. | 32,405 | US$5.01M | +6,150 | Jun 30, 2026 |
| Cummins Inc. | 6,975 | US$4.97M | +220 | Jun 30, 2026 |
| Ross Stores, Inc. | 22,590 | US$4.81M | +3,655 | Jun 30, 2026 |
| Trane Technologies Plc | 9,665 | US$4.75M | no change | Jun 30, 2026 |
| W.w. Grainger, Inc. | 2,716 | US$3.69M | +365 | Jun 30, 2026 |
| J.b. Hunt Transport Services, Inc. | 12,635 | US$3.66M | +3,565 | Jun 30, 2026 |