FTHMX Holdings — FullerThaler Behavioral Mid-Cap Equity Fund

All 92 reported holdings of FullerThaler Behavioral Mid-Cap Equity Fund (FTHMX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Jabil Inc3.86%$5.24M
TechnipFMC PLC3.48%$4.73M
Comfort Systems USA Inc.3.11%$4.22M
Emcor Group Inc3.11%$4.22M
Ross Stores Inc3.02%$4.10M
Trane Technologies PLC2.96%$4.03M
Cummins Inc.2.68%$3.63M
Ulta Beauty Inc2.56%$3.48M
United Therapeutics Corporation2.47%$3.36M
The Kroger Co.2.39%$3.24M
CF Industries Holdings, Inc.2.39%$3.24M
BJ Wholesale Club Holdings Inc2.36%$3.21M
The Hartford Insurance Group Inc.2.36%$3.20M
NetApp Inc.1.98%$2.69M
W.w. Grainger Inc.1.89%$2.56M
BorgWarner Inc.1.78%$2.42M
Biogen Inc1.78%$2.42M
CBRE Group Inc.1.66%$2.26M
Curtiss-Wright Corp.1.58%$2.15M
Baker Hughes Company1.56%$2.12M
MSCI Inc.1.46%$1.99M
Fifth Third Bancorp1.44%$1.95M
IQVIA Holdings Inc.1.42%$1.93M
J. B. Hunt Transport Services, Inc.1.41%$1.92M
Cheniere Energy Inc1.33%$1.80M
Fox Corporation1.32%$1.79M
Ralph Lauren Corp.1.30%$1.77M
Casey'S General Stores Inc.1.28%$1.74M
Cintas Corporation1.25%$1.70M
Lincoln Electric Holdings Inc.1.17%$1.59M
Cognizant Technology Solutions Corp.1.16%$1.58M
Corpay Inc1.15%$1.56M
Northern Trust Corporation1.12%$1.52M
Quest Diagnostics Incorporated1.10%$1.50M
Cardinal Health, Inc.1.07%$1.46M
Deckers Outdoor Corp.1.04%$1.41M
Devon Energy Corporation0.98%$1.33M
PPG Industries, Inc.0.88%$1.20M
Electronic Arts Inc.0.88%$1.20M
Labcorp Holdings Inc0.85%$1.16M
Zebra Technologies Corporation0.84%$1.14M
Assurant Inc.0.81%$1.10M
Agilent Technologies Inc.0.81%$1.10M
Tapestry Inc0.69%$941.91K
Acuity Inc.0.69%$940.14K
East West Bancorp Inc0.68%$921.87K
Masco Corporation0.67%$909.78K
F5 Inc0.65%$889.69K
Cullen/Frost Bankers, Inc.0.64%$867.72K
Woodward Inc.0.60%$810.69K
Synchrony Financial0.60%$808.42K
Donaldson Co Inc0.59%$805.84K
Mettler-Toledo International Inc0.57%$769.33K
Cirrus Logic, Inc.0.54%$737.56K
Manhattan Associates Inc0.53%$720.18K
Keysight Technologies, Inc.0.52%$705.92K
Medpace Holdings Inc.0.52%$702.04K
Exelixis, Inc.0.51%$699.11K
Fidelity National Information Services Inc0.51%$694.27K
Teradyne Inc.0.50%$681.86K
Omnicom Group Inc0.49%$672.14K
Coterra Energy Inc0.48%$655.36K
Affiliated Managers Group, Inc.0.47%$636.41K
HF Sinclair Corp.0.45%$608.93K
Hilton Worldwide Holdings Inc0.44%$597.52K
Builders Firstsource, Inc.0.44%$592.78K
O'Reilly Automotive Inc.0.43%$581.55K
Best Buy Co Inc.0.42%$564.32K
Vistra Corp0.38%$509.62K
Toll Brothers, Inc.0.37%$500.84K
Encompass Health Corporation0.37%$496.71K
ResMed Inc.0.37%$496.10K
The Bank of New York Mellon Corp.0.36%$494.69K
Pulte Group Inc0.35%$472.20K
GE Healthcare Technologies Inc.0.35%$472.28K
Crocs Inc0.34%$467.40K
Reliance Inc0.34%$458.92K
Science Applications International Corp.0.33%$452.77K
Owens Corning0.31%$426.93K
Texas Roadhouse Inc0.29%$389.73K
Textron Inc.0.29%$387.89K
Darden Restaurants, Inc.0.28%$381.30K
Nexstar Media Group Inc0.27%$373.41K
Vontier Corporation0.27%$360.20K
Aflac Incorporated0.26%$349.43K
Gaming and Leisure Properties Inc0.25%$338.32K
Weyerhaeuser Company0.25%$333.35K
Commercial Metals Company0.22%$302.54K
Lineage Inc0.22%$298.12K
Amdocs Limited0.22%$293.34K
Mid-America Apartment Communities, Inc.0.18%$241.80K
Nucor Corporation0.12%$160.65K

FTHMX overview: performance, fees, allocation and SEC filings