Pier Capital, Llc Portfolio Stock Holdings
Pier Capital, Llc disclosed 129 stock positions valued at approximately $754.6 million in its latest SEC 13F filing. The largest holdings include Hexcel Corp, Allegro Microsystems Inc, and Onto Innovation Inc. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 129
- Portfolio Value
- $754.6M
Holdings by Sector
Pier Capital, Llc Portfolio Holdings in Q2 2026
116 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Hexcel Corp | HXL | Industrials | 2.10% | 158,734 | -643 | -0.40% | $15,882,924 |
| Allegro Microsystems Inc | ALGM | Technology | 2.10% | 227,777 | +1,211 | +0.53% | $15,857,835 |
| Onto Innovation Inc | ONTO | Technology | 1.92% | 38,281 | -778 | -1.99% | $14,487,444 |
| Semtech Corp | SMTC | Technology | 1.89% | 88,041 | -34,921 | -28.40% | $14,249,436 |
| CECO Environmental Corp | CECO | Industrials | 1.83% | 152,071 | +1,826 | +1.22% | $13,798,923 |
| Applied Industrial Technologies Inc | AIT | Industrials | 1.78% | 39,709 | +202 | +0.51% | $13,427,598 |
| Herc Holdings Inc | HRI | Industrials | 1.71% | 90,200 | +22,307 | +32.86% | $12,929,268 |
| Fulton Financial Corp | FULT | Financial Services | 1.70% | 530,772 | -2,872 | -0.54% | $12,839,375 |
| Alignment Healthcare Inc | ALHC | Healthcare | 1.66% | 527,462 | -9,588 | -1.79% | $12,558,870 |
| Mirion Technologies Inc | MIR | Industrials | 1.65% | 696,047 | -7,764 | -1.10% | $12,480,123 |
| Commvault Systems Inc | CVLT | Technology | 1.56% | 82,928 | -8,174 | -8.97% | $11,753,385 |
| Valmont Industries Inc | VMI | Industrials | 1.55% | 20,239 | +1,544 | +8.26% | $11,690,046 |
| Establishment Labs Holdings Inc | ESTA | Other | 1.52% | 133,810 | +243 | +0.18% | $11,482,236 |
| AZZ Inc | AZZ | Industrials | 1.44% | 70,074 | +358 | +0.51% | $10,864,974 |
| AngioDynamics Inc | ANGO | Healthcare | 1.39% | 806,678 | +9,982 | +1.25% | $10,494,881 |
| Sensient Technologies Corp | SXT | Basic Materials | 1.37% | 83,885 | +9,576 | +12.89% | $10,342,182 |
| ESCO Technologies Inc | ESE | Technology | 1.34% | 28,971 | -498 | -1.69% | $10,141,009 |
| Repligen Corp | RGEN | Healthcare | 1.34% | 74,238 | +21,119 | +39.76% | $10,129,033 |
| Advanced Drainage Systems Inc | WMS | Industrials | 1.33% | 64,151 | +291 | +0.46% | $10,069,141 |
| Glacier Bancorp Inc | GBCI | Financial Services | 1.32% | 193,834 | +1,168 | +0.61% | $9,997,958 |
| Birkenstock Holding plc | BIRK | Other | 1.28% | 224,017 | +3,776 | +1.71% | $9,639,452 |
| IMAX Corp | IMAX | Communication Services | 1.26% | 237,857 | -2,041 | -0.85% | $9,480,980 |
| Kodiak Gas Services Inc | KGS | Energy | 1.26% | 126,138 | -2,056 | -1.60% | $9,476,748 |
| Shoals Technologies Group Inc | SHLS | Technology | 1.24% | 948,433 | -316 | -0.03% | $9,389,487 |
| Powell Industries Inc | POWL | Industrials | 1.22% | 32,059 | +18,701 | +140.00% | $9,180,415 |
| The Vita Coco Company Inc | COCO | Consumer Defensive | 1.19% | 135,730 | +89 | +0.07% | $8,977,182 |
| Bandwidth Inc | BAND | Technology | 1.18% | 140,366 | +140,366 | +100.00% | $8,885,168 |
| Centrus Energy Corp | LEU | Energy | 1.17% | 52,642 | +28,915 | +121.87% | $8,837,013 |
| nLight Inc | LASR | Technology | 1.17% | 126,826 | -2,352 | -1.82% | $8,829,626 |
| OneSpaWorld Holdings Ltd | OSW | Other | 1.17% | 312,111 | -92,987 | -22.95% | $8,814,015 |
| Generac Holdings Inc | GNRC | Industrials | 1.15% | 29,765 | +29,765 | +100.00% | $8,715,490 |
| Cavco Industries Inc | CVCO | Consumer Cyclical | 1.15% | 14,075 | +236 | +1.71% | $8,647,398 |
| Seacoast Banking Corp of Florida | SBCF | Financial Services | 1.12% | 255,067 | +2,187 | +0.86% | $8,480,978 |
| Lindblad Expeditions Holdings Inc | LIND | Consumer Cyclical | 1.12% | 299,547 | +107,537 | +56.01% | $8,459,207 |
| Boot Barn Holdings Inc | BOOT | Consumer Cyclical | 1.12% | 51,483 | +15,265 | +42.15% | $8,457,112 |
| Century Communities Inc | CCS | Real Estate | 1.11% | 116,506 | +26,939 | +30.08% | $8,348,820 |
| GitLab Inc | GTLB | Technology | 1.10% | 272,200 | +35,429 | +14.96% | $8,310,266 |
| Modine Manufacturing Co | MOD | Consumer Cyclical | 1.07% | 30,368 | +82 | +0.27% | $8,108,863 |
| Saia Inc | SAIA | Industrials | 1.07% | 19,098 | -9,666 | -33.60% | $8,043,314 |
| ArcBest Corp | ARCB | Industrials | 1.06% | 55,550 | -24,169 | -30.32% | $7,973,647 |
| Champion Homes Inc | SKY | Consumer Cyclical | 1.02% | 87,461 | +1,163 | +1.35% | $7,707,063 |
| MP Materials Corp | MP | Basic Materials | 1.02% | 136,766 | +61,335 | +81.31% | $7,660,264 |
| Lattice Semiconductor Corp | LSCC | Technology | 1.01% | 49,612 | -40,071 | -44.68% | $7,588,652 |
| RadNet Inc | RDNT | Healthcare | 1.01% | 123,018 | +4,129 | +3.47% | $7,586,520 |
| Belden Inc | BDC | Technology | 1.00% | 63,106 | +192 | +0.31% | $7,567,040 |
| SiTime Corp | SITM | Technology | 0.99% | 10,026 | -7,869 | -43.97% | $7,474,985 |
| MSA Safety Inc | MSA | Industrials | 0.98% | 42,298 | +228 | +0.54% | $7,384,385 |
| Cogent Biosciences Inc | COGT | Healthcare | 0.97% | 188,951 | +87,647 | +86.52% | $7,312,404 |
| HA Sustainable Infrastructure Capital Inc | HASI | Real Estate | 0.96% | 185,860 | +66,204 | +55.33% | $7,257,833 |
| Fastly Inc | FSLY | Technology | 0.96% | 394,654 | +394,654 | +100.00% | $7,245,847 |
| Cognex Corp | CGNX | Technology | 0.91% | 94,683 | -68,283 | -41.90% | $6,856,943 |
| Moelis & Co | MC | Financial Services | 0.91% | 104,681 | -34,141 | -24.59% | $6,848,231 |
| Viavi Solutions Inc | VIAV | Technology | 0.90% | 142,306 | -56,832 | -28.54% | $6,795,112 |
| Advanced Energy Industries Inc | AEIS | Industrials | 0.90% | 18,128 | -431 | -2.32% | $6,759,387 |
| Mercury Systems Inc | MRCY | Industrials | 0.89% | 55,104 | -902 | -1.61% | $6,740,872 |
| Cohu Inc | COHU | Technology | 0.86% | 87,460 | -25,414 | -22.52% | $6,464,169 |
| Cytokinetics Inc | CYTK | Healthcare | 0.80% | 70,665 | +1,082 | +1.55% | $6,019,951 |
| Omnicell Inc | OMCL | Healthcare | 0.79% | 144,226 | +1,140 | +0.80% | $5,988,264 |
| National Vision Holdings Inc | EYE | Consumer Cyclical | 0.78% | 310,446 | +2,804 | +0.91% | $5,901,578 |
| Aehr Test Systems | AEHR | Technology | 0.77% | 60,394 | -66,597 | -52.44% | $5,801,448 |
| FormFactor Inc | FORM | Technology | 0.76% | 35,925 | -15,136 | -29.64% | $5,745,485 |
| BWX Technologies Inc | BWXT | Industrials | 0.75% | 29,230 | -446 | -1.50% | $5,689,620 |
| ATI Inc | ATI | Industrials | 0.74% | 28,199 | -522 | -1.82% | $5,558,023 |
| Flowserve Corp | FLS | Industrials | 0.73% | 74,665 | -48,567 | -39.41% | $5,537,156 |
| Compass Inc | COMP | Real Estate | 0.72% | 440,110 | +61,597 | +16.27% | $5,426,556 |
| Surgery Partners Inc | SGRY | Healthcare | 0.72% | 322,265 | +19 | +0.01% | $5,414,052 |
| BlackBerry Limited | BB | Technology | 0.68% | 402,974 | +402,974 | +100.00% | $5,097,621 |
| Guardant Health Inc | GH | Healthcare | 0.66% | 33,051 | -279 | -0.84% | $4,958,642 |
| IPG Photonics Corp | IPGP | Technology | 0.65% | 41,609 | +689 | +1.68% | $4,881,568 |
| HealthEquity Inc | HQY | Healthcare | 0.64% | 53,230 | +53,230 | +100.00% | $4,807,734 |
| elf Beauty Inc | ELF | Consumer Defensive | 0.62% | 63,703 | +18,639 | +41.36% | $4,714,022 |
| Fluence Energy Inc | FLNC | Utilities | 0.62% | 233,703 | -198,248 | -45.90% | $4,646,016 |
| Ollies Bargain Outlet Holdings Inc | OLLI | Consumer Defensive | 0.61% | 60,206 | +346 | +0.58% | $4,628,637 |
| Houlihan Lokey Inc | HLI | Financial Services | 0.60% | 34,014 | -22,131 | -39.42% | $4,562,298 |
| Installed Building Products Inc | IBP | Consumer Cyclical | 0.59% | 19,214 | +6,945 | +56.61% | $4,416,146 |
| Planet Labs PBC | PL | Industrials | 0.58% | 132,432 | +26,169 | +24.63% | $4,387,472 |
| SI-BONE Inc | SIBN | Healthcare | 0.57% | 263,781 | -213,024 | -44.68% | $4,304,906 |
| Pegasystems Inc | PEGA | Technology | 0.54% | 137,080 | +137,080 | +100.00% | $4,108,288 |
| Privia Health Group Inc | PRVA | Healthcare | 0.54% | 159,123 | +482 | +0.30% | $4,094,235 |
| ClearPoint Neuro Inc | CLPT | Healthcare | 0.53% | 222,761 | +222,761 | +100.00% | $3,974,056 |
| Kura Sushi USA Inc | KRUS | Consumer Cyclical | 0.48% | 63,394 | +63,394 | +100.00% | $3,648,959 |
| Vertex Inc | VERX | Technology | 0.48% | 316,071 | +3,844 | +1.23% | $3,628,495 |
| Carpenter Technology Corp | CRS | Industrials | 0.47% | 5,789 | +1,371 | +31.03% | $3,570,887 |
| Olema Pharmaceuticals Inc | OLMA | Healthcare | 0.37% | 220,699 | +84,591 | +62.15% | $2,760,944 |
| Capricor Therapeutics Inc | CAPR | Healthcare | 0.36% | 111,908 | +67,507 | +152.04% | $2,694,745 |
| Kymera Therapeutics Inc | KYMR | Healthcare | 0.26% | 16,948 | +16,948 | +100.00% | $1,943,427 |
| Vicor Corporation | VICR | Technology | 0.22% | 4,428 | +4,428 | +100.00% | $1,681,666 |
| Nextpower Inc | NXT | Technology | 0.22% | 13,912 | +13,912 | +100.00% | $1,657,476 |
| nVent Electric PLC | NVT | Other | 0.15% | 6,545 | -619 | -8.64% | $1,110,097 |
| Dynatrace Inc | DT | Technology | 0.12% | 20,608 | -2,408 | -10.46% | $904,897 |
| Texas Roadhouse Inc | TXRH | Consumer Cyclical | 0.12% | 4,631 | +4,608 | +20034.78% | $894,848 |
| Teledyne Technologies Inc | TDY | Technology | 0.12% | 1,332 | -156 | -10.48% | $888,311 |
| QXO Inc | QXO | Technology | 0.11% | 48,994 | +48,994 | +100.00% | $846,616 |
| Dexcom Inc | DXCM | Healthcare | 0.11% | 12,288 | +6,320 | +105.90% | $827,597 |
| Huntington Ingalls Industries | HII | Industrials | 0.11% | 2,864 | -116 | -3.89% | $801,605 |
| Everpure Inc | PSTG | Technology | 0.10% | 9,877 | +9,877 | +100.00% | $778,209 |
| Atlassian Corp | TEAM | Technology | 0.10% | 9,429 | +9,429 | +100.00% | $733,482 |
| Fabrinet | FN | Other | 0.00% | 17 | -13,408 | -99.87% | $9,555 |
| TechnipFMC plc | G87110105 | Other | 0.00% | 108 | - | - | $7,160 |
| Monolithic Power Systems Inc | MPWR | Technology | 0.00% | 5 | -445 | -98.89% | $6,912 |