FULLER & THALER ASSET MANAGEMENT, INC. Q1 2018 Filing

Filed May 14, 2018

Portfolio Value

$8.5B

Holdings

759

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (759 positions)

StockValue
Fiesta Restaurant Group
$1.4B
PXLWEURPixelworks Inc
$1.4B
Seachange International
$1.4B
HDHome Depot Inc
$1.4B
Old Line Bancshares Inc
$1.3B
LINDLindblad Expeditions Hldgs
$1.3B
RUBIEURRubicon Project Inc
$1.3B
FLBFluidigm Corp
$1.3B
MAMastercard Inc
$1.2B
UNHUnitedHealth Group Inc
$1.2B
VPGVishay Precision Group
$1.2B
PEPPepsico Inc
$1.1B
CRREURCarbo Ceramics Inc
$1.1B
Antares Pharma Inc
$1.1B
PFEPfizer Inc
$1.1B
JNJJohnson & Johnson
$1.1B
HCSGHealthcare Services Group
$1.1B
GSITGsi Technology Inc
$1.1B
PGProcter & Gamble Co
$1.1B
FMNBFarmers Natl Banc Corp/oh
$1.0B
VVISA Inc
$1.0B
SPXCSpx Corp
$1.0B
CMCSAComcast Corp - Cl A
$1.0B
ABBVAbbVie Inc
$1.0B
INBKFirst Internet Bancorp
$982.0M
RealNetworks Inc
$935.0M
CVXChevron Texaco Corp
$912.0M
WINAWinmark Corp
$824.0M
TNAVEURTelenav Inc
$803.0M
BACVerizon Communications
$799.0M
PWRQuanta Svcs
$787.0M
JBSSJohn B Sanfilippo & Son
$781.0M
TAT&T Corp
$709.0M
BMYBristol Myers Squibb
$683.0M
AMGNAmgen Inc
$679.0M
AXPAmerican Express Co
$672.0M
MOAltria Group Inc
$661.0M
MMM3M Co
$659.0M
SBUXStarbucks Corp
$654.0M
KOCoca-Cola Co
$643.0M
MPCMarathon Petroleum Corp
$621.0M
Express Scripts Holding Co
$608.0M
WBAWalgreens Boots Alliance Inc
$602.0M
MCDMcDonalds Corp
$593.0M
UTLUnitil Corp
$585.0M
VLOValero Energy Corp
$584.0M
COPConoco Phillips
$581.0M
PACBPacific Biosciences Of Calif
$556.0M
LMTLockheed Martin Corp
$541.0M
ADBEAdobe Systems Inc
$540.0M
TJXTJX Companies Inc
$530.0M
CATCaterpillar Inc
$516.0M
AFLAflac Inc
$508.0M
METMetLife Inc
$491.0M
DYHTarget Corp
$486.0M
DISDisney (Walt) Co
$472.0M
EVINE Live Inc
$471.0M
TXNTexas Instruments Inc
$468.0M
ACNAccenture Plc
$461.0M
BABoeing Co
$459.0M
CLColgate-Palmolive Co
$444.0M
LYBLyondellbasell Industries Nv
$433.0M
CELGCelgene Corp
$428.0M
CICigna Corp
$419.0M
LVSLas Vegas Sands Corp
$417.0M
ALSAllState Corp
$417.0M
INTUIntuit Inc
$416.0M
GOOGLAlphabet Inc - Class A
$415.0M
SPGIS&p Global Inc
$411.0M
LLYLilly (Eli) & Co
$402.0M
IBMIntl Business Mach
$384.0M
CSCOCisco Systems Inc
$382.0M
MUMicron Technoloy Inc
$365.0M
ADPAutomatic Data Processing
$363.0M
COSTCostco Wholesale Corp
$358.0M
GDGeneral Dynamics
$353.0M
LOWLowes Corp
$351.0M
RTN1USDRaytheon Co
$345.0M
PGRProgressive Corp-Ohio
$341.0M
KMBKimberly-Clark Corp
$330.0M
CVSCVS Corp
$330.0M
MTBM&T Bank Corp
$323.0M
PSXPhillips 66
$307.0M
HCAHCA Healthcare Inc.
$301.0M
MRKMerck & Co
$294.0M
TRVTravelers Companies Inc
$292.0M
COFCapital One Finacial Corp
$278.0M
7HPHP Inc
$278.0M
DFSEURDiscover Financial Svcs Inc
$273.0M
FCXFreeport-McMoRan Inc
$271.0M
ITWIllinois Tool Works
$266.0M
PRUPrudential Financial Inc
$259.0M
MARMarriott International
$245.0M
DGDollar General Corp
$241.0M
DALDelta Air Lines Inc
$236.0M
ABGAmerisourcebergen Corp
$233.0M
EMREmerson Electric Co
$225.0M
PG4Principal Financial Group
$225.0M
MNSTMonster Beverage Corp
$217.0M
CNCCentene Corp.
$214.0M
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