FULLER & THALER ASSET MANAGEMENT, INC. Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$17.4B

Holdings

518

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (518 positions)

StockValue
WMTWal-Mart Inc
$656K
OECOrion S.A. Com
$655K
ELVElevance Health Inc
$639K
AMATApplied Materials Inc
$603K
IPInternational Paper Co
$592K
ORIOld Republic Intl Corp
$578K
PRPLPurple Innovation Inc
$568K
AFWAlign Technology Inc
$526K
BACBank Of America Corp
$515K
JPMJpmorgan Chase & Co
$512K
UGIUgi Corp
$497K
AATAmerican Assets Tr Inc
$446K
BIIBBiogen Inc
$405K
TMUST-Mobile Us Inc
$391K
INTCIntel Corp
$379K
AKAMAkamai Technologies Inc
$318K
BSXBoston Scientific Corp
$318K
DWDMorgan Stanley
$313K
JBSSSanfilippo John B & Son Inc
$285K
HUMHumana Inc
$270K
NDAQNasdaq Inc
$226K
ATVIEURActivision Blizzard Inc
$207K
PSXPhillips 66
$192K
IDXXIdexx Laboratories Inc
$163K
WBAWalgreens Boots Alliance Inc
$158K
KEYSKeysight Technologies Inc
$117K
PODCPodcastOne Inc
$97K
IWSIShares Russell Midcap V ETF
$89K
JEFJeffries Finl Group Inc
$82K
HZOMarinemax Inc Com FL
$36K
WSCWillscot Mobile Mini Holdings
$26K
CFCf Industries Holdings Inc
$25K
ADMArcher Daniels Midland Co
$23K
SWAVUSDShockwave Med Inc
$23K
IQVIqvia Holdings Inc
$22K
AGCOAgco Corp
$21K
TXTTextron Inc
$20K
CTSHCognizant Technology Solutions Cl A
$19K
EXPEagle Matls Inc
$18K
CASYCaseys General Stores Inc
$17K
FUODolby Laboratories Inc Cl A
$16K
MANHManhattan Associates Inc
$16K
VBKVanguard SM Cap Growth ETF
$15K
RHPRyman Hospitality Pptys Inc
$15K
FLT1EURFleetcor Technologies Inc
$15K
VBVanguard Small Cap ETF
$15K
CAHCardinal Health Inc
$15K
NVTNvent Electric Plc
$14K
NUENucor Corp
$14K
HUBBHubbell Inc
$13K
HPEHewlett Packard Enterprise Co
$13K
NTAPNetapp Inc
$13K
WYWeyerhaeuser Co Mtn Be
$13K
LPXLouisiana Pacific Corp
$13K
GWWGrainger W W Inc
$13K
TTTrane Inc
$13K
MOSMosaic Co
$13K
PG4Principal Financial Group Inc
$12K
LKQ1Lkq Corp
$11K
OMCOmnicom Group Inc
$11K
MCHPMicrochip Technology Inc
$11K
RGAReinsurance Group Of America Inc
$10K
AFLAflac Inc
$10K
TCBITexas Cap Bncshs Inc
$10K
HSYHershey Co
$10K
BWABorgwarner Inc
$10K
DOWDow Chemical Co
$10K
LNTHLantheus Hldgs Inc Com
$10K
FITBFifth Third Bancorp
$10K
HIGHartford Financial Services Group
$9K
BKBank New York Mellon Corp
$9K
EMNEastman Chem Co
$8K
DRIDarden Restaurants Inc
$8K
OGEOge Energy Corp
$8K
PAYXPaychex Inc
$7K
PAYCPaycom Software Inc
$7K
AG8Agilent Technologies Inc
$7K
MTDMettler Toledo International
$7K
MTZMastec Inc
$7K
DELLDell Inc
$7K
NEWREURNew Relic, Inc.
$7K
VBRVanguard SM Cap Value ETF
$7K
LECOLincoln Electric Holdings Inc
$7K
HLTHilton Worldwide Holdings Inc
$6K
CBRECbre Group Inc Cl A
$6K
VOEVanguard Mid Cap Value ETF
$6K
MAAMid-America Apartment Communities
$6K
RSReliance Steel & Aluminum Co
$5K
SNASnap On Inc
$5K
HWMHowmet Aerospace Inc
$4K
VRSNVerisign Inc
$4K
VVVValvoline Inc Com
$4K
NEUNewmarket Corp
$4K
VRTVEURVeritiv Corp Com
$3K
DBRGDigitalbridge Group Inc Cl A
$3K
LYVLive Nation Entertainment Inc
$3K
PBFPBF Energy Inc
$3K
SEMSelect Medical Hldgs CP
$3K
GGGGraco Inc
$3K
RRXRegal Rexnord Corporation
$2K
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