Pier Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Pier Capital, Llc disclosed 124 stock positions valued at approximately $754.62M as of quarter-end June 30, 2026. The largest holdings include Hexcel Corp, Allegro Microsystems Inc, and Onto Innovation Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 124
- Portfolio Value
- $754.62M
Holdings by Sector
Pier Capital, Llc Portfolio Holdings in Q2 2026
| 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 |
| JFrog Ltd | FROG | Other | 1.59% | 131,860 | +43,690 | +49.55% | $11,983,437 |
| 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 |
Showing 30 of 124 holdings in the latest reporting period.