FULLER & THALER ASSET MANAGEMENT, INC. Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$23.4B

Holdings

564

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (564 positions)

StockValue
ELVElevance Health Inc
$985K
QCRHQcr Holdings Inc
$945K
BACBank Of America Corp
$940K
UNHUnitedhealth Group Inc
$931K
BIIBBiogen Inc
$911K
IPGPIpg Photonics Corp
$884K
SKAASkechers Us A Inc Cl A
$851K
JBSSSanfilippo John B & Son Inc
$771K
JPMJpmorgan Chase & Co
$713K
MANHManhattan Associates Inc
$701K
TLSTelos Corp Md
$700K
TOLToll Brothers Inc
$695K
HPEHewlett Packard Enterprise Co
$688K
EAElectronic Arts Inc
$682K
HIGHartford Financial Services Group
$677K
TXRHTexas Roadhouse Inc
$657K
RMEResmed Inc
$656K
MTDMettler Toledo International
$619K
LECOLincoln Electric Holdings Inc
$611K
TMUST-Mobile Us Inc
$611K
IQVIqvia Holdings Inc
$588K
BSXBoston Scientific Corp
$583K
BKBank New York Mellon Corp
$580K
BWBabcock & Wilcox Enterprises I
$567K
FITBFifth Third Bancorp
$564K
ULTAUlta Beauty Inc
$536K
CAHCardinal Health Inc
$503K
DWDMorgan Stanley
$472K
RSReliance Steel & Aluminum Co
$472K
CMICummins Inc
$463K
HSYHershey Co
$451K
TPDTempur Sealy Intl Inc
$447K
OMCOmnicom Group Inc
$435K
AG8Agilent Technologies Inc
$427K
CTSHCognizant Technology Solutions Cl A
$418K
HLTHilton Worldwide Holdings Inc
$415K
INTCIntel Corp
$413K
KRKroger Co
$404K
AFWAlign Technology Inc
$372K
PPGPpg Industries Inc
$362K
NDAQNasdaq Inc
$359K
POOLPool Corp
$351K
TXTTextron Inc
$348K
DELLDell Inc
$345K
CBRECbre Group Inc Cl A
$343K
NUENucor Corp
$340K
PG4Principal Financial Group Inc
$336K
DRIDarden Restaurants Inc
$309K
CWCurtiss Wright Corp
$303K
MCHPMicrochip Technology Inc
$288K
PSXPhillips 66
$278K
EMNEastman Chem Co
$270K
RGAReinsurance Group Of America Inc
$267K
CFCf Industries Holdings Inc
$257K
HUMHumana Inc
$254K
VOEVanguard Mid Cap Value ETF
$231K
IDXXIdexx Laboratories Inc
$219K
CPAYCorpay Inc
$216K
WYWeyerhaeuser Co Mtn Be
$202K
VSTVistra Corp
$181K
DOWDow Chemical Co
$165K
TAPMolson Coors Beverage Co Cl B
$164K
MAAMid-America Apartment Communities
$156K
KEYSKeysight Technologies Inc
$149K
FFIVF5 Inc
$148K
ADMArcher Daniels Midland Co
$148K
AEISAdvanced Energy Industries
$145K
WBAWalgreens Boots Alliance Inc
$108K
NTNXNutanix Inc CL A
$98K
IJTIShares Small Cap 600 G ETF
$95K
VBKVanguard SM Cap Growth ETF
$94K
BWABorgwarner Inc
$84K
AFLAflac Inc
$57K
SPXCSPX Technologies Inc
$43K
GFFGriffon Corporation
$43K
URBNUrban Outfitters Inc
$29K
INFA1EURInformatica IncClass A
$29K
VBVanguard Small Cap ETF
$28K
FOURShift4 Pmts Inc CL A
$22K
LPXLouisiana Pacific Corp
$20K
AAONAaon Inc
$18K
TBBKBancorp Inc
$16K
RHPRyman Hospitality Pptys Inc
$16K
AMKRAmkor Technology Inc
$14K
VBRVanguard SM Cap Value ETF
$14K
ALRMAlarm Com Hldgs Inc Com
$11K
WSCWillscot Mobile Mini Holdings
$9K
PAYXPaychex Inc
$8K
OXMOxford Industries Inc
$7K
JEFJefferies Finl Group Inc
$6K
VVVValvoline Inc Com
$6K
NEUNewmarket Corp
$5K
SEMSelect Medical Hldgs CP
$4K
UHSUniversal Health Services Inc Cl B
$4K
PARRPAR Pacific Holdings Inc
$3K
FUODolby CLA A Com STK
$3K
TCBITexas Cap Bncshs Inc
$3K
CLXClorox Co
$3K
BURLBurlington Stores Inc
$3K
VRSNVerisign Inc
$3K
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