Trigran Investments, Inc.
Clone Performance
Sep 2023–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.3% | $252,626,677 |
| Industrials | 29.1% | $158,788,455 |
| Basic Materials | 12.0% | $65,389,220 |
| Consumer Cyclical | 7.3% | $39,711,066 |
| Healthcare | 5.1% | $27,619,014 |
| Financial Services | 0.2% | $1,145,893 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMPL | Amplitude, Inc. | +1,940,683 | 2,321,209 | $17,757,248 | |
| SONO | Sonos Inc | +373,752 | 2,862,915 | $38,735,239 | |
| CNM | Core & Main, Inc. | +313,378 | 472,746 | $22,809,993 | |
| HAYW | Hayward Holdings, Inc. | +101,440 | 2,237,543 | $38,731,869 | |
| BBSI | Barrett Business Services Inc | +59,966 | 778,356 | $27,647,204 | |
| TTGT | TechTarget, Inc. | +26,105 | 3,487,313 | $12,554,326 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EXTR | Extreme Networks Inc | −1,340,045 | 1,507,325 | $48,792,109 | |
| HLIT | Harmonic Inc. | −1,318,997 | 1,897,838 | $30,991,693 | |
| SYNA | SYNAPTICS Inc | −260,818 | 394,893 | $49,057,556 | |
| THRM | Gentherm Inc | −184,163 | 1,164,206 | $39,711,066 | |
| MTRN | MATERION Corp | −114,108 | 219,877 | $65,389,220 | |
| NPO | Enpro Inc. | −13,571 | 156,472 | $58,978,990 | |
| RDVT | Red Violet, Inc. | −5,987 | 600,169 | $38,242,768 | |
| MDXG | Mimedx Group, Inc. | −1,339 | 7,173,770 | $27,619,014 | |
| BRK-B | Berkshire Hathaway Inc | −110 | 2,290 | $1,145,893 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| OOMA | Ooma Inc | 923,264 | $13,433,490 | |
| — | 95,540 | $1,338,515 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MTRN |
MATERION Corp
Basic Materials
|
Reduced | 219,877 | $65,389,220 | 11.99% | |
| NPO |
Enpro Inc.
Industrials
|
Reduced | 156,472 | $58,978,990 | 10.82% | |
| SYNA |
SYNAPTICS Inc
Technology
|
Reduced | 394,893 | $49,057,556 | 9.00% | |
| EXTR |
Extreme Networks Inc
Technology
|
Reduced | 1,507,325 | $48,792,109 | 8.95% | |
| THRM |
Gentherm Inc
Consumer Cyclical
|
Reduced | 1,164,206 | $39,711,066 | 7.28% | |
| SONO |
Sonos Inc
Technology
|
Added | 2,862,915 | $38,735,239 | 7.10% | |
| HAYW |
Hayward Holdings, Inc.
Industrials
|
Added | 2,237,543 | $38,731,869 | 7.10% | |
| RDVT |
Red Violet, Inc.
Technology
|
Reduced | 600,169 | $38,242,768 | 7.01% | |
| HLIT |
Harmonic Inc.
Technology
|
Reduced | 1,897,838 | $30,991,693 | 5.68% | |
| BBSI |
Barrett Business Services Inc
Industrials
|
Added | 778,356 | $27,647,204 | 5.07% | |
| MDXG |
Mimedx Group, Inc.
Healthcare
|
Reduced | 7,173,770 | $27,619,014 | 5.07% | |
| CNM |
Core & Main, Inc.
Industrials
|
Added | 472,746 | $22,809,993 | 4.18% | |
| AMPL |
Amplitude, Inc.
Technology
|
Added | 2,321,209 | $17,757,248 | 3.26% | |
| CALX |
Calix, Inc
Technology
|
NEW | 442,008 | $16,495,738 | 3.03% | |
| TTGT |
TechTarget, Inc.
Technology
|
Added | 3,487,313 | $12,554,326 | 2.30% | |
| MSA |
MSA Safety Inc
Industrials
|
NEW | 60,834 | $10,620,399 | 1.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,290 | $1,145,893 | 0.21% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.