Trigran Investments, Inc.
13F Reported Value
ⓘ$545.3M
Holdings
17
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Trigran Investments, Inc. disclosed 17 positions worth $545.3M in its Form 13F-HR for Q2 2026, led by $MTRN (MATERION Corp) at 12.0% of the equity portfolio, followed by $NPO and $SYNA. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $CALX and a full exit from $OOMA. The portfolio is most concentrated in Technology (41.0% of disclosed assets). All figures are sourced directly from Trigran Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1336800.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 59.0#961
Quality
$65.4M219,877 sh - 55.0#1,276
Quality
$59.0M156,472 sh - 36.6#2,263
Quality
$49.1M394,893 sh - 54.0
Quality
$48.8M1,507,325 sh - 48.2
Quality
$39.7M1,164,206 sh - 50.6
Quality
$38.7M2,862,915 sh - 55.8
Quality
$38.7M2,237,543 sh - 63.0
Quality
$38.2M600,169 sh - 23.3
Quality
$31.0M1,897,838 sh - 46.5
Quality
$27.6M778,356 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MATERION Corp$MTRN | 59.0#961 | $65.4M | 219,877 |
 Enpro Inc.$NPO | 55.0#1,276 | $59.0M | 156,472 |
 SYNAPTICS Inc$SYNA | 36.6#2,263 | $49.1M | 394,893 |
 EXTREME NETWORKS INC$EXTR | 54.0 | $48.8M | 1,507,325 |
 Gentherm Inc$THRM | 48.2 | $39.7M | 1,164,206 |
 Sonos Inc$SONO | 50.6 | $38.7M | 2,862,915 |
 Hayward Holdings, Inc.$HAYW | 55.8 | $38.7M | 2,237,543 |
 Red Violet, Inc.$RDVT | 63.0 | $38.2M | 600,169 |
 HARMONIC INC.$HLIT | 23.3 | $31.0M | 1,897,838 |
 BARRETT BUSINESS SERVICES INC$BBSI | 46.5 | $27.6M | 778,356 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Trigran Investments, Inc.'s 17 positions.
Showing top 10 of 17 holdings.
Sector Allocation
Technology
$223.6M
Industrials
$171.5M
Materials
$59.0M
Healthcare
$38.2M
Communication Services
$29.1M
Consumer Discretionary
$22.8M
Financials
$1.1M
Full Holdings — Trigran Investments, Inc. (Q2 2026)
All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MTRN | MATERION Corp | $65.4M | 12.0% | -34% | 59 |
| 2 | $NPO | Enpro Inc. | $59.0M | 10.8% | -8% | 55 |
| 3 | $SYNA | SYNAPTICS Inc | $49.1M | 9.0% | -40% | 36.6 |
| 4 | $EXTR | EXTREME NETWORKS INC | $48.8M | 8.9% | -47% | 54 |
| 5 | $THRM | Gentherm Inc | $39.7M | 7.3% | -14% | 48.2 |
| 6 | $SONO | Sonos Inc | $38.7M | 7.1% | +15% | 50.6 |
| 7 | $HAYW | Hayward Holdings, Inc. | $38.7M | 7.1% | +5% | 55.8 |
| 8 | $RDVT | Red Violet, Inc. | $38.2M | 7.0% | -1% | 63 |
| 9 | $HLIT | HARMONIC INC. | $31.0M | 5.7% | -41% | 23.3 |
| 10 | $BBSI | BARRETT BUSINESS SERVICES INC | $27.6M | 5.1% | +8% | 46.5 |
| 11 |  $MDXG | MIMEDX GROUP, INC. | $27.6M | 5.1% | -0% | 43.9 |
| 12 |  $CNM | Core & Main, Inc. | $22.8M | 4.2% | +197% | 59.9 |
| 13 |  $AMPL | Amplitude, Inc. | $17.8M | 3.3% | +510% | 35.4 |
| 14 |  $CALX | CALIX, INC | $16.5M | 3.0% | NEW | 56.6 |
| 15 |  $TTGT | TechTarget, Inc. | $12.6M | 2.3% | +1% | 42.8 |
| 16 |  $MSA | MSA Safety Inc | $10.6M | 1.9% | NEW | 63.4 |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.2% | -5% | 73.8 |
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