Globeflex Capital L P Portfolio Stock Holdings

Globeflex Capital L P disclosed 387 stock positions valued at approximately $660.8 million in its latest SEC 13F filing. The largest holdings include INTERCORP FINANCIAL SERVICES INC, PHIBRO ANIMAL HEALTH CL A ORD, and BLUE BIRD CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
387
Portfolio Value
$660.8M
Holdings by Sector
Globeflex Capital L P Portfolio Holdings in Q1 2026

369 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
INTERCORP FINANCIAL SERVICES INCIFSOther3.26%429,545--$21,563,159
PHIBRO ANIMAL HEALTH CL A ORDPAHCHealthcare1.76%210,039-5,218-2.42%$11,617,257
BLUE BIRD CORPBLBDIndustrials1.70%197,803--$11,233,232
EXELIXIS INCEXELHealthcare1.69%260,706--$11,181,680
CATALYST PHARMACEUTICALS INCCPRXHealthcare1.69%450,580+158,372+54.20%$11,156,361
CIRRUS LOGIC INCCRUSTechnology1.57%71,877--$10,394,852
YPF SOCIEDAD ANONIMAYPFEnergy1.55%221,544--$10,239,764
ALLEGHENY TECHNOLOGIES INCATIIndustrials1.52%69,161-2,920-4.05%$10,060,159
COPA HOLDINGS SAP31076105Other1.50%87,283--$9,916,222
ENERSYSENSIndustrials1.49%56,710-1,156-2.00%$9,851,661
MAREX GROUP PLCMRXOther1.43%212,125-3,481-1.61%$9,456,533
CREDICORP LTDBAPOther1.39%27,049--$9,174,480
ESCO TECHNOLOGIES INCESETechnology1.37%32,281+31,505+4059.92%$9,082,905
MKS INCMKSITechnology1.22%34,954-1,360-3.75%$8,032,779
UNIVERSAL HLTH SVCS INCUHSHealthcare1.21%44,538--$7,970,966
HOST HOTELS & RESORTS INCHSTReal Estate1.18%408,250+118,079+40.69%$7,822,070
NEXTPOWER INC -CL ANXTTechnology1.05%57,495-4,848-7.78%$6,931,022
ALCOA ORDAABasic Materials1.04%104,058+104,058+100.00%$6,902,167
TENET HEALTHCARE CORPTHCHealthcare1.03%36,235-12,189-25.17%$6,837,907
COMFORT SYS USA INCFIXIndustrials1.03%4,938+173+3.63%$6,809,453
ENCORE CAP GROUP INCECPGFinancial Services1.02%96,072-16,296-14.50%$6,736,569
ARCOS DORADOS HOLDINGS CL A ORDG0457F107Other1.02%815,609--$6,728,774
XP INCXPOther0.99%343,320-14,621-4.08%$6,536,813
ANI PHARMACEUTICALS ORDANIPHealthcare0.98%84,145+28,784+51.99%$6,470,751
KULICKE & SOFFA INDS INCKLICTechnology0.97%98,028-3,131-3.10%$6,442,400
RUSH STREET INTERACTIVE INCRSIConsumer Cyclical0.96%292,734+89,593+44.10%$6,366,965
MEDPACE HOLDINGS ORDMEDPHealthcare0.94%12,909-882-6.40%$6,198,773
SYNNEX CORPSNXTechnology0.90%35,224--$5,942,641
RIGEL PHARMACEUTICALS INCRIGLHealthcare0.89%217,839--$5,890,367
TACTILE SYSTEMS TECHNOLOGY ORDTCMDHealthcare0.88%222,298-18,944-7.85%$5,808,647
MUELLER WATER PRODUCTS SER A ORDMWAIndustrials0.86%207,636-8,845-4.09%$5,707,914
ASSURANT INCAIZFinancial Services0.84%25,518--$5,558,076
DXP ENTERPRISES INC NEWDXPEIndustrials0.80%37,716-8,203-17.86%$5,270,057
STERLING INFRASTRUCTURE INCSTRLIndustrials0.79%12,792-573-4.29%$5,209,798
TUTOR PERINI CORPTPCIndustrials0.78%66,959-35,851-34.87%$5,168,565
INTERFACE INCTILEIndustrials0.76%200,986--$5,008,571
GENPACT LIMITEDGOther0.74%131,460--$4,896,885
DYNATRACE INCDTTechnology0.73%130,797+104,163+391.09%$4,836,873
FRONTDOOR INCFTDRConsumer Cyclical0.73%91,267--$4,824,374
CNB FINANCIAL ORDCCNEFinancial Services0.70%160,083--$4,636,004
DAVE INCDAVETechnology0.70%26,621+11,495+75.99%$4,634,450
TOAST INCTOSTTechnology0.65%162,251+38,805+31.43%$4,301,274
RINGCENTRAL INCRNGTechnology0.64%114,439--$4,255,986
AMALGAMATED BANKAMALFinancial Services0.63%106,947--$4,157,030
AXCELIS TECHNOLOGIES ORDACLSTechnology0.63%44,455-11,542-20.61%$4,137,871
ITRON INCITRITechnology0.62%45,491-7,643-14.38%$4,077,358
NORTHEAST BANKNBNFinancial Services0.60%35,339--$3,971,043
ACCEL ENTERTAINMENT INCACELConsumer Cyclical0.60%362,992--$3,960,243
NVENT ELECTRIC PLCNVTOther0.60%33,404-671-1.97%$3,951,025
RUSH ENTERPRISES INCRUSHBConsumer Cyclical0.58%59,342+59,255+68109.20%$3,818,658
PATRIA INVESTMENTS LTDPAXOther0.57%298,500+32,947+12.41%$3,761,100
NEUROCRINE BIOSCIENCES INCNBIXHealthcare0.56%28,173-1,341-4.54%$3,711,511
DOUGLAS DYNAMICS INCPLOWConsumer Cyclical0.55%86,594+5,577+6.88%$3,644,741
LSI INDS INCLYTSTechnology0.55%193,850--$3,605,610
V2X INCVVXIndustrials0.52%50,066+13,536+37.05%$3,429,521
PENNANT GROUP INC/THEPNTGHealthcare0.52%111,813--$3,408,060
FLOWSERVE CORPFLSIndustrials0.49%44,497--$3,270,974
DONNELLEY FINANCIAL SOLTN ORDDFINTechnology0.49%68,494--$3,228,807
OOMA INCOOMATechnology0.49%220,363--$3,206,282
PAR PETROLEUM ORDPARREnergy0.47%50,010-13,497-21.25%$3,132,626
EPAM SYSTEMS ORDEPAMTechnology0.45%22,089--$2,990,851
KIMBALL ELECTRONICS ORDKEIndustrials0.45%125,262-11,551-8.44%$2,967,457
RED VIOLET INCRDVTTechnology0.43%82,813--$2,865,330
LEVI STRAUSS & COLEVIConsumer Cyclical0.43%154,443-9,049-5.53%$2,855,651
CARPENTER TECHNOLOGY CORPCRSIndustrials0.43%7,229+569+8.54%$2,849,310
MERCURY GENL CORP NEWMCYFinancial Services0.43%32,133--$2,832,524
GOLD.COM INCAMRKFinancial Services0.42%68,773+36,826+115.27%$2,756,422
ONTO INNOVATION INCONTOTechnology0.40%12,750+12,750+100.00%$2,614,642
ISHARES MSCI INDIA ETFINDAOther0.39%55,643-30,862-35.68%$2,606,318
OPPFI INCOPFIFinancial Services0.39%334,441--$2,578,540
AFFIRM HOLDINGS INCAFRMTechnology0.39%56,039+56,039+100.00%$2,567,707
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.38%18,696--$2,528,260
CURTISS WRIGHT CORPCWIndustrials0.38%3,696+1,135+44.32%$2,517,420
ZURN ELKAY WATER SOLUTIONS CORPZWSIndustrials0.38%55,997--$2,510,905
ALLIED MOTION TECHNOLOGIES ORDALNTTechnology0.37%41,832--$2,471,853
PORCH GROUP INCPRCHTechnology0.37%342,376+342,376+100.00%$2,454,836
PAYMENTUS HOLDINGS INCPAYTechnology0.34%89,740--$2,279,396
AMERICAN PUBLIC EDUCATION INCAPEIConsumer Defensive0.34%39,714+5,322+15.47%$2,258,932
PUMA BIOTECHNOLOGY INCPBYIHealthcare0.34%349,651-102,955-22.75%$2,234,270
SUMMIT HOTEL PROPERTIES REITINNReal Estate0.33%487,570--$2,155,059
CAREDX ORDCDNAHealthcare0.31%119,252+39,457+49.45%$2,070,215
NEWMARK GROUP CL A ORDNMRKReal Estate0.31%136,441--$2,045,251
DAVITA INCDVAHealthcare0.30%13,060+614+4.93%$2,007,191
EMERGENT BIOSOLUTIONS INCEBSHealthcare0.30%241,298--$2,002,773
WISDOMTREE INCWTFinancial Services0.30%136,547+34,317+33.57%$1,988,124
HOVNANIAN ENTERPRISES INCHOVConsumer Cyclical0.29%17,534--$1,944,696
AXOGEN ORDAXGNHealthcare0.29%58,497--$1,938,006
HCA HOLDINGS INCHCAHealthcare0.29%4,069--$1,925,614
DAKTRONICS INCDAKTTechnology0.29%97,502--$1,906,164
CAMDEN NATL CORPCACFinancial Services0.28%39,232+10,284+35.53%$1,861,558
AAR CORPAIRIndustrials0.28%16,862--$1,845,715
ARLO TECHNOLOGIES INCARLOIndustrials0.28%128,094--$1,822,778
AMNEAL PHARMACEUTICALS INCAMRXHealthcare0.28%146,303+9,798+7.18%$1,818,546
COLLEGIUM PHARMACEUTICAL ORDCOLLHealthcare0.27%52,955--$1,751,222
DIGI INTL INCDGIITechnology0.26%36,001--$1,735,248
GILEAD SCIENCES INCGILDHealthcare0.26%12,332--$1,718,711
HOME BANCORP INCHBCPFinancial Services0.26%28,317--$1,715,444
HENRY JACK & ASSOC INCJKHYTechnology0.25%10,581--$1,672,221
ADTRAN HOLDINGS INCADTNTechnology0.25%132,417+25,662+24.04%$1,665,806
MOOG INCMOG-AIndustrials0.25%5,670+5,670+100.00%$1,659,269
Globeflex Capital L P Portfolio Stock Holdings | InsiderSet