Trigran Investments, Inc.

Q2 2026 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$545,280
Net value change ($000)
+127,106 (30.4%)
New positions
2
Sold out positions
2
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RDVT 17,270 82.3%
MTRN 17,078 35.4%
CALX 16,496 NEW
NPO 16,358 38.4%
AMPL 15,162 584.3%
CNM 14,937 189.7%
MSA 10,620 NEW
HAYW 10,151 35.5%
BBSI 6,684 31.9%
EXTR 5,853 13.6%
Top Reduces (Value $000, Stocks/ETFs)
OOMA -13,433 -100.0%
AVNS -1,339 -100.0%
TTGT -875 -6.5%
MDXG -723 -2.6%
BRK-B -4 -0.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type