1y return+54.1%S&P 500 +20.9%
3y return+18.8%S&P 500 +68.5%
5y return+5.2%S&P 500 +74.5%
10y return+212.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $312 against $357 in the S&P 500.2
Trigran Investments, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MTRNMaterion Corp | $65.4M | 12.0% | −34.2% |
| NPOEnpro Inc | $59.0M | 10.8% | −8.0% |
| SYNASynaptics Inc | $49.1M | 9.0% | −39.8% |
| EXTRExtreme Networks Inc | $48.8M | 8.9% | −47.1% |
| THRMGentherm Inc | $39.7M | 7.3% | −13.7% |
| SONOSonos Inc | $38.7M | 7.1% | +15.0% |
| HAYWHayward Hldgs Inc | $38.7M | 7.1% | +4.7% |
| RDVTRed Violet Inc | $38.2M | 7.0% | |
| HLITHarmonic Inc | $31.0M | 5.7% | −41.0% |
| BBSIBarrett Business Svcs Inc | $27.6M | 5.1% | +8.3% |
| MDXGMimedx Group Inc | $27.6M | 5.1% | |
| CNMCore & Main Inc | $22.8M | 4.2% | +196.6% |
| AMPLAmplitude Inc | $17.8M | 3.3% | +510.0% |
| CALXCalix Inc | $16.5M | 3.0% | New |
| TTGTTechtarget Inc | $12.6M | 2.3% | |
| MSAMsa Safety Inc | $10.6M | 1.9% | New |
| BRK/BBerkshire Hathaway Inc Del | $1.1M | 0.2% | −4.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTRNMaterion Corp | June 30, 2022 | +303.4% | $65.4M |
| NPOEnpro Inc | June 30, 2023 | +182.3% | $59.0M |
| EXTRExtreme Networks Inc | March 31, 2024 | +180.5% | $48.8M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $1.1M |
| RDVTRed Violet Inc | December 31, 2020 | +144.0% | $38.2M |
| HLITHarmonic Inc | June 30, 2021 | +91.7% | $31.0M |
| HAYWHayward Hldgs Inc | June 30, 2024 | +40.7% | $38.7M |
| AMPLAmplitude Inc | March 31, 2026 | +12.2% | $17.8M |
| SONOSonos Inc | June 30, 2020 | −7.5% | $38.7M |
| SYNASynaptics Inc | March 31, 2021 | −8.3% | $49.1M |
Sold off last quarter
- OOMAOoma Inc was $13.4M
- Avanos Med IncCUSIP 05350V106 was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +53.6% | +14.8% |
| March 31, 2026 | −11.8% | −4.6% |
| December 31, 2025 | −0.0% | +2.4% |
| September 30, 2025 | +13.8% | +7.8% |
| June 30, 2025 | −2.3% | +10.5% |
| March 31, 2025 | −16.6% | −4.6% |
| December 31, 2024 | +3.3% | +2.1% |
| September 30, 2024 | −0.7% | +5.4% |
| June 30, 2024 | −4.8% | +4.0% |
| March 31, 2024 | −2.4% | +10.0% |
| December 31, 2023 | +14.4% | +11.2% |
| September 30, 2023 | −13.2% | −3.6% |
| June 30, 2023 | +1.9% | +8.3% |
| March 31, 2023 | +2.2% | +7.0% |
| December 31, 2022 | +11.2% | +7.1% |
| September 30, 2022 | −0.4% | −5.3% |
| June 30, 2022 | −18.1% | −16.5% |
| March 31, 2022 | −13.2% | −4.9% |
| December 31, 2021 | +12.2% | +10.7% |
| September 30, 2021 | −3.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Trigran Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1336800&type=13F-HR&dateb=&owner=include&count=40CIK 1336800
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1336800/000106299326004214/Filed August 12, 2026 · accession 0001062993-26-004214