FULLER & THALER ASSET MANAGEMENT, INC. Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$26.4B

Holdings

606

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (606 positions)

StockValue
SIRISiriusxm Holdings Inc Common Stock
$10.7M
ECLEcolab Inc
$10.4M
SWSmurfit Westrock Plc
$10.3M
KMXCarmax Inc
$10.2M
JRVRJames Riv Group Ltd
$10.0M
EWBCEast West Bancorp Inc
$9.8M
JCIJohnson Controls Intl Plc
$9.8M
AMGNAmgen Inc
$9.6M
TRUTransunion
$9.2M
DOWDow Chemical Co
$9.1M
LYBLyondellbasell Industries Nv - A -
$9.0M
LHLabcorp Holdings Inc
$8.8M
UNPUnion Pacific Corp
$8.8M
FTNTFortinet Inc
$8.7M
BRXBrixmor Property Group Inc
$8.4M
DIODDiodes Inc
$8.3M
NVDANvidia Corporation
$7.8M
AMTAmerican Tower Corp
$7.4M
CNPCenterpoint Energy Inc
$7.4M
ATOAtmos Energy Corp
$7.3M
WFCWells Fargo Co
$7.1M
IWSIShares Russell Midcap V ETF
$7.1M
MTBM & T Bank Corp
$6.4M
AAPLApple Inc
$5.7M
PRDOPerdoceo Ed Corp
$5.5M
MSFTMicrosoft Corp
$5.2M
SHWSherwin Williams Co
$5.1M
VRSKVerisk Analytics Inc
$5.0M
CTRACoterra Energy Inc
$4.9M
GLPIGaming & Leisure Properties Inc
$4.7M
MZTILancaster Colony Corp
$4.3M
RSGRepublic Services Inc
$4.1M
AMEAmetek Inc
$4.1M
PSAPublic Storage
$4.1M
DOXAmdocs Ltd
$4.0M
ORIOld Republic Intl Corp
$3.9M
AMZNAmazon.Com Inc
$3.8M
GOOGAlphabet Inc Cap Stock Cl C
$3.7M
DGXQuest Diagnostics Inc
$3.6M
SSNCSs&C Technologies Holdings Inc
$3.6M
HSICHenry Schein Inc
$3.3M
AATAmerican Assets Tr Inc
$3.2M
IPInternational Paper Co
$3.2M
NTAPNetapp Inc
$3.2M
LNTAlliant Energy Corp
$3.1M
ROPRoper Technologies Inc
$3.0M
PNWPinnacle West Cap Corp
$3.0M
HLNEHamilton Lane Inc Cl A
$2.9M
EIXEdison Intl
$2.9M
CNCCentene Corp
$2.9M
OECOrion S.A. Com
$2.9M
LDOSLeidos Holdings Inc
$2.8M
WPCWp Carey Inc
$2.7M
OCOwens Corning New
$2.6M
LLYLilly Eli & Co
$2.5M
CMSCms Energy Corp
$2.4M
GGGGraco Inc
$2.4M
NSANational Storage Affiliates Tr
$2.4M
VSTSVestis Corporation
$2.3M
TTTrane Technologies Plc Shs
$2.3M
ALLEAllegion Plc
$2.2M
NFLXNetflix Inc
$2.2M
HIGHartford Finl Svcs Group Inc Com
$2.2M
HUNHuntsman Corp
$2.2M
BJBjs Wholesale Club Inc
$2.2M
CMICummins Inc
$2.0M
AKAMAkamai Technologies Inc
$2.0M
LOBLive Oak Bancshares Inc
$2.0M
IWVIShares TR Russell 3000
$2.0M
PWIPower Integrations Inc
$1.9M
CASYCaseys General Stores Inc
$1.9M
QCRHQcr Holdings Inc
$1.9M
BRK/BBerkshire Hathaway Inc Cl B New
$1.9M
VBKVanguard Sm Cap Growth ETF
$1.8M
FFIVF5 Inc
$1.8M
BROBrown & Brown Inc
$1.8M
PPGPpg Industries Inc
$1.8M
KRKroger Co
$1.8M
ORCLOracle Corp
$1.7M
PHMPulte Group Inc
$1.7M
METAMeta Platforms Inc
$1.7M
GWWGrainger W W Inc
$1.6M
HOLXHologic Inc
$1.6M
IPGPIpg Photonics Corp
$1.6M
EXPDExpeditors Intl Wash Inc
$1.6M
CBRECbre Group Inc Cl A
$1.5M
EBSEmergent Biosolutions Inc
$1.5M
ULTAUlta Beauty Inc
$1.5M
AWMSkyworks Solutions Inc
$1.5M
AG8Agilent Technologies Inc
$1.5M
EAElectronic Arts Inc
$1.5M
WMTWal-Mart Inc
$1.4M
TXRHTexas Roadhouse Inc
$1.4M
JBSSSanfilippo John B & Son Inc
$1.4M
MSCIMsci Inc
$1.3M
BKRBaker Hughes Company Cl A
$1.3M
STLDSteel Dynamics Inc
$1.3M
REALThe Realreal Inc
$1.3M
CPAYCorpay Inc
$1.2M
MANHManhattan Associates Inc
$1.2M
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