Fuller & Thaler Asset Management, Inc.
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$29.7B
Holdings
497
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMCR
AMCOR PLC
Q4 2025: Exited (was 56.17M shares)
1.8%
02
$DOC
HEALTHPEAK PROPERTIES INC
Q4 2025: Exited (was 24.87M shares)
1.6%
03
$PRIM
PRIMORIS SVCS CORP
Q4 2025: Exited (was 3.06M shares)
1.4%
04
$LITE
LUMENTUM HLDGS INC
Q4 2025: Exited (was 1.26M shares)
1.4%
05
$ALSN
ALLISON TRANSMISSION HLDGS I
Q4 2025: Exited (was 2.85M shares)
1.3%
06
$EXEL
EXELIXIS INC
Q4 2025: Exited (was 8.32M shares)
1.2%
07
$FIX
COMFORT SYS USA INC
Q4 2025: Exited (was 370.6k shares)
1.1%
08
$ONB
OLD NATL BANCORP IND
Q4 2025: Exited (was 17.32M shares)
1.1%
09
$SON
SONOCO PRODS CO
Q4 2025: Exited (was 1.02M shares)
1.1%
10
$JAZZ
JAZZ PHARMACEUTICALS PLC
Q4 2025: Exited (was 1.63M shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.