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Trigran Investments, Inc.

Location
NORTHBROOK, IL
Portfolio Value
Small $551,649,204
Diversification
Diversified
Filing Date
Global Rank
#2,453 / 7,976 ▼ 161
Top Industry
Communication Equipment 14.2%
3Y Alpha vs SPY
-17.3%
Period ended 9 months ago
Filed Nov 12, 2025 · 7mo
23 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+11.2%
SPY
+76.5%
Annualised alpha
-17.2%
Max drawdown
−37.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

17 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025
Top Position
10.9%
−0.1 pts
Top 5
48.3%
−0.6 pts
Top 10
80.8%
−1.1 pts
HHI
766
Dec 2022 → Sep 2025 · range 708 – 1,024
Diversified−10

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Technology 49.7% $273,926,130
Industrials 15.9% $87,806,420
Healthcare 12.5% $68,992,593
Basic Materials 10.9% $60,130,640
Consumer Cyclical 10.8% $59,586,845
Financial Services 0.2% $1,206,576

Last Quarter's Activity

Export CSV
Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased
3 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
12 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
17 positions · $551,649,204 total · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History