FULLER & THALER ASSET MANAGEMENT, INC. Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$7.6B

Holdings

683

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (683 positions)

StockValue
DGDollar General Corp
$685K
Express Scripts Holding Co
$670K
EVINE Live Inc
$658K
HTDCorcept Therapeutics Inc
$654K
SHWSherwin-Williams Co
$632K
INTUIntuit Inc
$624K
CELGCelgene Corp
$610K
ABGAmerisourcebergen Corp
$605K
NRIMNorthrim Bancorp Inc
$604K
Bravo Brio Restaurant Gp Inc
$595K
SPGIS&p Global Inc
$591K
METMetLife Inc
$588K
TJXTJX Companies Inc
$585K
ENPHEnphase Energy Inc
$573K
PSXPhillips 66
$571K
SYYSysco Corp
$564K
AXPAmerican Express Co
$556K
IPHSEURInnophos Holdings Inc
$548K
GPCGenuine Parts Co
$529K
UALUnited Continental Hldgs Inc
$527K
TREXTrex Co Inc
$514K
WBAWalgreens Boots Alliance Inc
$509K
LBEURL Brands Inc
$496K
DVNDevon Energy Corp
$489K
Nielsen NV
$456K
ADMArcher-Daniels-Midland
$455K
BBYBest Buy Co
$447K
CRAICRA International Inc
$439K
TSNTyson Foods Inc -Cl A
$438K
ADPAutomatic Data Processing
$430K
AFLAflac Inc
$427K
Twenty-First Century Fox Inc
$419K
AKAMAkami Technologies
$408K
ALSAllState Corp
$398K
HCKTHackett Group Inc
$395K
SJMJM Smucker Co
$390K
MANManpower Inc
$380K
VPGVishay Precision Group
$379K
JOUTJohnson Outdoors Inc -CL A
$376K
ROSTRoss Stores Inc
$375K
AONAon PLC
$372K
COSTCostco Wholesale Corp
$368K
CCLCarnival Corp
$367K
DYHTarget Corp
$361K
IEIInSight Enterprises
$356K
FCXFreeport-McMoRan Inc
$355K
ORLYO'Reilly Automotive
$350K
HFF Inc
$348K
BKBank of New York Co
$342K
TSCOTractor Supply Co
$342K
CBS
$341K
Bemis Co
$327K
MTDMettler-Toledo Intl Inc
$327K
NCNacco Industr. Inc
$326K
ADBEAdobe Systems Inc
$325K
PWRQuanta Svcs
$323K
PAYXPaychex Inc
$319K
KRKroger Co
$319K
ITWIllinois Tool Works
$315K
HCAHCA Healthcare Inc.
$314K
MCKMcKesson HBOC Inc
$313K
MASMasco Corp
$306K
PXGBXPraxair Inc
$305K
KLACKLA-Tencor Corp
$293K
Onebeacon Insurance Group
$292K
CICigna Corp
$285K
WINAWinmark Corp
$284K
LEALear Corp
$284K
Michael Kors Holdings Ltd
$283K
TTCToro Company
$280K
HIGHartford Finl Svcs Grp
$279K
VOYAVoya Financial Inc
$277K
OMCOmnicom Group
$274K
CDKCDK Global Inc
$273K
NUENucor Corp
$266K
PGRProgressive Corp-Ohio
$265K
Washingtonfirst Bankshares
$256K
ALLYAlly Financial Inc
$255K
AVYAvery Dennison Corp
$247K
CTXSEURCitrix Systems Inc
$247K
VRSKVerisk Analytics Inc
$245K
PG4Principal Financial Group
$243K
FISVFiserv Inc
$232K
Collectors Universe Inc
$231K
W3UWestern Union Co
$231K
SYFSynchrony Financial
$230K
LLoews Corp
$229K
Dun & Bradstreet Corp
$227K
MCSMarcus Corp
$227K
TELTE Connectivity Ltd
$220K
Magellan Health Services Inc
$219K
RGAReinsurance Group Amer Inc
$218K
MMIMarcus & Millichap Inc
$211K
Delphi Automotive PLC
$210K
MRSHMarsh & McLennan Cos
$210K
HUNHuntsman Corp
$207K
CPBCampbell Soup Co
$203K
TRIThomson Reuters Corp
$199K
JBSSJohn B Sanfilippo & Son
$196K
RLJRLJ Lodging Trust
$193K
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