Arkolith/Funds/Algert Global LLC

Algert Global LLC

CIK 1275218
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Algert Global LLC holds a diversified book of 1234 stocks worth $8.4B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened International Paper Co and trimmed Nvidia Corp. Their largest long position is Sandisk Corp at 3% of the equity book.

Opened
1302
bought for the first time
Added to
525
already held, bought more
Trimmed
373
sold some, still holds it
Sold out
203
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
5%
Top 10 holdings
7%
Top 20 holdings
11%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
21%
Industrials
18%
Financials
15%
Health Care
13%
Consumer Discretionary
11%
Materials
7%
Real Estate
6%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Algert Global LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$1.0T
STATE STREET CORP80 / 80$612.6B
FMR LLC80 / 80$387.4B
GEODE CAPITAL MANAGEMENT, LLC80 / 80$367.7B
VANGUARD PORTFOLIO MANAGEMENT LLC80 / 80$307.0B
JPMORGAN CHASE & CO80 / 80$208.8B
MORGAN STANLEY80 / 80$201.8B
PRICE T ROWE ASSOCIATES INC /MD/80 / 80$193.1B

Ranked by how many of Algert Global LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,234 positions
#SecurityValueShares% PortLast moveHistory
1Sandisk Corp
COM
$265.2M116.6K
3.1%
+1.1%
Added · +1K sh
2Woodward Inc
COM
$46.8M110.1K
0.6%
+12%
Added · +12K sh
3Moog Inc
CL A
$46.4M109.4K
0.6%
+7.4%
Added · +8K sh
4Kulicke & Soffa Inds Inc
COM
$42.8M319.8K
0.5%
+83%
Added · +145K sh
5Nvidia Corporation
COM
$41.7M208.5K
0.5%
−5.9%
Reduced · −13K sh
6Apple Inc
COM
$40.2M138.8K
0.5%
−21%
Reduced · −37K sh
7Enersys
COM
$40.0M171.1K
0.5%
−24%
Reduced · −54K sh
8Jackson Financial Inc
COM CL A
$37.5M366.2K
0.4%
+80%
Added · +163K sh
9Everus Constr Group
COM
$35.4M213.5K
0.4%
+152%
Added · +129K sh
10Balchem Corp
COM
$35.2M208.1K
0.4%
+11%
Added · +21K sh
11Microsoft Corp
COM
$33.4M89.4K
0.4%
+2.5%
Added · +2K sh
12Api Group Corp
COM STK
$33.2M784.8K
0.4%
+1.7%
Added · +13K sh
13Portland Gen Elec Co
COM NEW
$33.1M637.7K
0.4%
−2.3%
Reduced · −15K sh
14Madison Square Garden Entmt
COM CL A
$32.5M402.3K
0.4%
+4.0%
Added · +15K sh
15TD Synnex Corporation
COM
$32.4M121.3K
0.4%
−25%
Reduced · −41K sh
16Carpenter Technology Corp
COM
$32.4M52.5K
0.4%
+31%
Added · +12K sh
17Outfront Media Inc
COM NEW
$32.2M981.9K
0.4%
+62%
Added · +375K sh
18BGC Group Inc
CL A
$31.9M2.99M
0.4%
+73%
Added · +1.3M sh
19Tutor Perini Corp
COM
$31.8M383.1K
0.4%
+17%
Added · +56K sh
20Ally Finl Inc
COM
$31.2M679.3K
0.4%
+25%
Added · +136K sh
21Solstice Advanced Matls Inc
COM SHS
$30.7M346.3K
0.4%
+11%
Added · +33K sh
22Avista Corp
COM
$30.3M739.7K
0.4%
+16%
Added · +101K sh
23RBC Bearings Inc
COM
$30.2M46.9K
0.4%
+82%
Added · +21K sh
24Cushman And Wakefield Ltd
COMMON SHARES
$30.0M2.24M
0.4%
+122%
Added · +1.2M sh
25Lear Corp
COM NEW
$30.0M223.7K
0.4%
+13%
Added · +25K sh
26Vaxcyte Inc
COM
$30.0M515.3K
0.4%
+42%
Added · +151K sh
27Roivant Sciences Ltd
SHS
$29.9M845.1K
0.4%
+2.1%
Added · +18K sh
28Meritage Homes Corp
COM
$29.9M356.1K
0.4%
+268%
Added · +259K sh
29Southwest Gas Hldgs Inc
COM
$29.7M334.6K
0.4%
+59%
Added · +124K sh
30Stifel Finl Corp
COM
$28.6M409.8K
0.3%
+11%
Added · +41K sh
31Host Hotels & Resorts Inc
COM
$28.4M1.20M
0.3%
+52%
Added · +409K sh
32Generac Hldgs Inc
COM
$28.4M96.8K
0.3%
+115%
Added · +52K sh
33Webster Finl Corp
COM
$28.3M370.2K
0.3%
−2.6%
Reduced · −10K sh
34Western Alliance Bancorp
COM
$27.6M336.1K
0.3%
+15%
Added · +44K sh
35Dynatrace Inc
COM NEW
$27.5M626.1K
0.3%
−23%
Reduced · −188K sh
36Nvent Elec PLC
SHS
$27.0M159.4K
0.3%
−3.9%
Reduced · −7K sh
37Applied Indl Technologies In
COM
$26.7M78.9K
0.3%
−0.2%
Reduced · −170 sh
38Frontdoor Inc
COM
$26.1M336.6K
0.3%
−15%
Reduced · −59K sh
39Antero Resources Corp
COM
$26.1M742.0K
0.3%
+6.5%
Added · +45K sh
40Mueller WTR Prods Inc
COM SER A
$26.1M1.01M
0.3%
+19%
Added · +162K sh
41First Horizon Corporation
COM
$26.0M1.02M
0.3%
−2.1%
Reduced · −22K sh
42Broadcom Inc
COM
$25.7M68.0K
0.3%
−0.1%
Reduced · −65 sh
43Maxlinear Inc
COM
$25.6M199.7K
0.3%
−64%
Reduced · −351K sh
44Ambarella Inc
SHS
$25.5M297.6K
0.3%
−27%
Reduced · −112K sh
45Sterling Infrastructure Inc
COM
$25.4M30.3K
0.3%
−45%
Reduced · −25K sh
46Xenon Pharmaceuticals Inc
COM
$25.3M419.8K
0.3%
+59%
Added · +156K sh
47Zions Bancorporation Natl As
COM
$25.3M365.3K
0.3%
−2.7%
Reduced · −10K sh
48Marex Group PLC
ORD
$25.1M411.7K
0.3%
+23%
Added · +78K sh
49Avnet Inc
COM
$24.8M279.5K
0.3%
+7.5%
Added · +20K sh
50CNX Res Corp
COM
$24.6M725.8K
0.3%
+14%
Added · +90K sh
Showing 50 of 1,234 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 20261,234$8.4B13F-HR
Q1 2026Mar 31, 2026Aug 11, 20261,134$6.6B13F-HR/A
Q4 2025Dec 31, 2025Aug 11, 20261,120$6.4B13F-HR/A
Q3 2025Sep 30, 2025Aug 11, 20261,113$6.0B13F-HR/A
Q2 2025Jun 30, 2025Aug 11, 20261,167$4.8B13F-HR/A
Q1 2025Mar 31, 2025Aug 11, 20261,160$4.0B13F-HR/A
Q4 2024Dec 31, 2024Aug 11, 20261,153$4.2B13F-HR/A
Q3 2024Sep 30, 2024Aug 11, 20261,151$3.7B13F-HR/A
Q2 2024Jun 30, 2024Aug 11, 20261,481$3.0B13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.