FULLER & THALER ASSET MANAGEMENT, INC. Q1 2016 Filing

Filed May 12, 2016

Portfolio Value

$5.1B

Holdings

757

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (757 positions)

StockValue
RTN1USDRaytheon Co
$331.0M
QCOMQualcomm Inc
$327.0M
FDXFedex Corp
$309.0M
ITWIllinois Tool Works
$307.0M
LUVSouthwest Airlines Co
$300.0M
ABGAmerisourcebergen Corp
$294.0M
MARMarriott International
$292.0M
Twenty-First Century Fox Inc
$279.0M
ORLYO'Reilly Automotive
$274.0M
AFLAflac Inc
$272.0M
Monsanto Co
$272.0M
KMBKimberly-Clark Corp
$269.0M
ROSTRoss Stores Inc
$266.0M
CTLEURCenturylink Inc
$262.0M
TRIThomson Reuters Corp
$259.0M
COFCapital One Finacial Corp
$256.0M
CMICummins Inc
$253.0M
CCLCarnival Corp
$253.0M
Resolute Energy Corp
$244.0M
HIGHartford Finl Svcs Grp
$244.0M
PWRQuanta Svcs
$241.0M
AZOAutozone Inc
$239.0M
USBU.S. Bancorp
$239.0M
BBYBest Buy Co
$234.0M
BAXBaxter International Inc
$234.0M
NINisource Inc
$233.0M
AVGOBroadcom LTD
$232.0M
Xerox Corp
$229.0M
SHWSherwin-Williams Co
$228.0M
LVSLas Vegas Sands Corp
$227.0M
MRSHMarsh & McLennan Cos
$225.0M
GMGeneral Motors Corp
$223.0M
DGDollar General Corp
$223.0M
GLWCorning Inc
$221.0M
INTUIntuit Inc
$218.0M
MSIMotorola Solutions Inc
$212.0M
PGRProgressive Corp-Ohio
$211.0M
Tech Data Corp
$207.0M
TELTE Connectivity Ltd
$204.0M
VCVisteon Corp
$199.0M
ELEstee Lauder Cos Inc (The)
$198.0M
IPInternational Paper
$197.0M
INGMIngram Micro Inc
$194.0M
PEOExelon Corp
$194.0M
LBEURL Brands Inc
$193.0M
Cincinnati Bell Inc
$193.0M
OMCOmnicom Group
$191.0M
CTSHCognizant Tech Solutions
$188.0M
FLRFluor Corp
$188.0M
AONAon PLC
$188.0M
LLoews Corp
$187.0M
DEDeere & Co
$185.0M
PPGPPG Industries Inc
$178.0M
VIABViacom Inc New Cl-B
$178.0M
ADCAgree Realty Corp
$177.0M
GTGoodyear Tire & Rubber
$175.0M
EAElectronic Arts Inc
$172.0M
RIGTransocean Inc
$171.0M
ADPAutomatic Data Processing
$170.0M
ETNEaton Corp PLC
$169.0M
OSGAMBAC Financial Group Inc
$167.0M
AXPAmerican Express Co
$166.0M
BKBank of New York Co
$166.0M
MCOMoody's Corp
$164.0M
ALKAlaska Air Group
$164.0M
HFCUSDHollyFrontier Corp
$162.0M
JWNUSDNordstrom Inc
$160.0M
GPCGenuine Parts Co
$159.0M
APDAir Products & Chemicals
$158.0M
WMWaste Management Inc
$153.0M
NENoble Corp Plc
$151.0M
SYKStryker Corp
$150.0M
Michael Kors Holdings Ltd
$148.0M
HRLHormel Foods Corp
$147.0M
FISVFiserv Inc
$144.0M
WHRWhirlpool Corp
$144.0M
PCARPaccar Inc
$142.0M
CPBCampbell Soup Co
$140.0M
CBS
$138.0M
KELKellogg Co
$138.0M
PXGBXPraxair Inc
$137.0M
FDO.FMacy's Group Inc
$137.0M
AVTAvnet Inc
$137.0M
AIRAar Corp
$135.0M
SPXCSpx Corp
$129.0M
CHDChurch + Dwight Inc
$129.0M
NUENucor Corp
$128.0M
CLXClorox CO/DE
$126.0M
CHRWCH Robinson Worldwide Inc
$126.0M
IMKTAIngles Markets Inc -cl A
$125.0M
TROWT. Rowe Price Group Inc
$125.0M
ACHOwens + Minor Inc
$125.0M
AG8Agilent Technologies Inc
$124.0M
AESAes Corp
$124.0M
VFCVF Corp
$123.0M
LEALear Corp
$122.0M
ARWArrow Electronics Inc
$122.0M
ALLYAlly Financial Inc
$120.0M
Staples Inc
$120.0M
REEverest Reinsurance Hldgs
$118.0M
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