Fund Universe

RICE HALL JAMES & ASSOCIATES, LLC

CIK 0001230765 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.367
AUM ($M)
2,055
Positions
240
Turnover
0.14
Top-10 wt
24%
Herfindahl
0.012
History (qtrs)
6
Excess Return
+4.9%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 257 positions · portfolio value $2,055M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
LGND funds › LIGAND PHARMACEUTICALS INC TRIM 4.2% +1.0% 85.4 270,052 -13,515 5
ACIW funds › ACI WORLDWIDE INC ADD 2.5% +0.2% 50.6 1,006,595 +3,239 5
ARLO funds › ARLO TECHNOLOGIES INC ADD 2.4% -0.5% 50.3 3,732,962 +73,074 5
FN funds › FABRINET TRIM 2.4% -0.7% 49.2 87,577 -18,238 5
ESTA funds › ESTABLISHMENT LABS HLDGS INC ADD 2.3% +0.6% 48.1 560,935 +12,261 5
XPO funds › XPO INC ADD 2.2% -0.2% 46.2 224,878 +579 5
ZD funds › ZIFF DAVIS INC ADD 2.1% +0.2% 43.0 821,496 +21,678 5
FOUR funds › SHIFT4 PMTS INC ADD 2.1% +0.0% 42.5 874,492 +26,766 5
KNSA funds › KINIKSA PHARMACEUTICALS INTL ADD 1.9% +0.3% 40.0 624,928 +16,512 5
ASND funds › ASCENDIS PHARMA A/S NEW 1.9% +1.9% 39.6 148,644 +148,644 1 -3.9%
LRN funds › STRIDE INC ADD 1.8% -0.3% 37.9 438,981 +541 5
PBH funds › PRESTIGE CONSMR HEALTHCARE I ADD 1.6% -0.1% 32.6 689,692 +168,070 5
DFIN funds › DONNELLEY FINL SOLUTIONS INC TRIM 1.6% -0.5% 32.5 775,119 -4,918 5
ITRN funds › ITURAN LOCATION AND CONTROL TRIM 1.4% -0.0% 29.0 475,496 -56,358 5
MEDP funds › MEDPACE HLDGS INC ADD 1.4% -0.0% 28.7 54,116 +133 5
AWI funds › ARMSTRONG WORLD INDS INC NEW ADD 1.4% -0.2% 28.4 177,147 +290 5
GDDY funds › GODADDY INC ADD 1.4% -0.1% 28.1 330,474 +11,021 5
BIRK funds › BIRKENSTOCK HOLDING PLC ADD 1.3% +0.1% 27.1 629,868 +39,500 3 -25.1%
YOU funds › CLEAR SECURE INC TRIM 1.3% -0.2% 27.0 485,011 -92,070 5
NGVT funds › INGEVITY CORP ADD 1.3% -0.1% 26.2 351,203 +6,065 5
WEX funds › WEX INC TRIM 1.2% -0.3% 25.2 178,606 -1,708 5
SRAD funds › SPORTRADAR GROUP AG ADD 1.2% -0.3% 23.9 1,597,682 +15,500 4 -77.6%
LQDT funds › LIQUIDITY SVCS INC ADD 1.2% +0.1% 23.8 608,476 +11,233 5
AGM funds › FEDERAL AGRIC MTG CORP ADD 1.1% +0.2% 23.5 118,094 +3,389 5
BCRX funds › BIOCRYST PHARMACEUTICALS INC ADD 1.1% -0.0% 23.3 2,332,043 +101,938 5
UPWK funds › UPWORK INC ADD 1.1% +0.3% 23.2 2,776,805 +1,468,638 2 -88.2%
G funds › GENPACT LIMITED ADD 1.1% -0.3% 22.9 833,996 +129,872 3 -52.8%
SUPN funds › SUPERNUS PHARMACEUTICALS ADD 1.1% -0.3% 22.8 490,221 +12,805 5
VRDN funds › VIRIDIAN THERAPEUTICS INC ADD 1.1% +0.1% 21.6 1,175,906 +277,295 5
RDWR funds › RADWARE LTD TRIM 1.0% +0.0% 21.0 680,853 -2,410 5
ALKS funds › ALKERMES PLC ADD 1.0% +0.2% 20.5 390,866 +522 5
NEXN funds › NEXXEN INTL LTD ADD 1.0% +0.2% 19.7 2,186,838 +69,426 5
PRGS funds › PROGRESS SOFTWARE CORP ADD 0.9% +0.3% 19.1 570,261 +117,559 5
QDEL funds › QUIDELORTHO CORP ADD 0.9% -0.0% 18.6 1,063,559 +37,139 4 -67.0%
LMAT funds › LEMAITRE VASCULAR INC ADD 0.9% -0.2% 18.2 189,907 +5,182 5
EEFT funds › EURONET WORLDWIDE INC ADD 0.9% -0.0% 18.1 247,689 +5,698 5
LKQ funds › LKQ CORP TRIM 0.9% -0.3% 17.9 678,259 -6,893 5
WIX funds › WIX COM LTD ADD 0.8% -0.6% 17.4 382,619 +85,832 5
NBIX funds › NEUROCRINE BIOSCIENCES INC ADD 0.8% +0.1% 16.9 100,195 +205 5
HROW funds › HARROW INC ADD 0.8% +0.1% 16.5 387,545 +19,368 5
OSK funds › OSHKOSH CORP NEW 0.8% +0.8% 16.3 106,011 +106,011 1 +140.1%
MTN funds › VAIL RESORTS INC ADD 0.8% -0.1% 15.9 117,085 +292 5
ACAD funds › ACADIA PHARMACEUTICALS INC ADD 0.8% -0.0% 15.7 618,887 +1,398 5
LCII funds › LCI INDS ADD 0.7% +0.0% 15.1 142,665 +37,322 5
VREX funds › VAREX IMAGING CORP ADD 0.7% -0.0% 15.1 1,445,853 +171,035 5
MMS funds › MAXIMUS INC ADD 0.7% -0.1% 15.0 278,910 +55,986 5
BMRN funds › BIOMARIN PHARMACEUTICAL INC ADD 0.7% +0.4% 14.2 248,224 +143,565 5
TSHA funds › TAYSHA GENE THERAPIES INC ADD 0.7% +0.2% 13.6 1,992,229 +47,558 4 +80.8%
OZK funds › BANK OZK LITTLE ROCK ARK TRIM 0.7% -0.0% 13.5 259,433 -160 5
MIRM funds › MIRUM PHARMACEUTICALS INC TRIM 0.6% -0.1% 13.0 110,673 -36,364 5
ETSY funds › ETSY INC ADD 0.6% +0.1% 12.5 165,432 +336 5
FC funds › FRANKLIN COVEY CO TRIM 0.6% +0.1% 12.2 495,654 -15,035 5
TTI funds › TETRA TECHNOLOGIES INC DEL ADD 0.6% +0.6% 12.1 1,067,906 +1,028,089 2 -70.0%
DOX funds › AMDOCS LTD ADD 0.6% -0.3% 12.1 238,724 +584 5
ICHR funds › ICHOR HOLDINGS TRIM 0.6% +0.2% 11.7 104,284 -50,118 4 +275.6%
PDFS funds › PDF SOLUTIONS INC ADD 0.6% +0.3% 11.5 163,000 +15,218 5 +88.9%
CRAI funds › CRA INTL INC ADD 0.5% -0.1% 11.1 77,762 +2,384 5
URGN funds › UROGEN PHARMA LTD ADD 0.5% +0.3% 11.1 300,650 +14,816 5
SSTK funds › SHUTTERSTOCK INC ADD 0.5% -0.2% 10.6 757,841 +24,179 5
GNTX funds › GENTEX CORP ADD 0.5% +0.0% 10.6 417,539 +3,720 5
ASPN funds › ASPEN AEROGELS INC ADD 0.5% +0.2% 10.4 1,635,259 +82,631 5
PNTG funds › PENNANT GROUP INC TRIM 0.4% +0.0% 9.2 250,096 -5,037 5
ATEN funds › A10 NETWORKS INC TRIM 0.4% +0.0% 9.2 245,117 -91,707 5
UFPT funds › UFP TECHNOLOGIES INC ADD 0.4% +0.2% 9.0 34,034 +12,823 5
EOLS funds › EVOLUS INC ADD 0.4% +0.1% 9.0 1,289,888 +35,069 5
PRLB funds › PROTO LABS INC TRIM 0.4% +0.1% 8.9 108,964 -4,625 5
RBA funds › RB GLOBAL INC ADD 0.4% +0.0% 8.5 72,899 +78 5
AEHR funds › AEHR TEST SYS TRIM 0.4% -0.2% 8.4 87,546 -184,706 5
TTGT funds › TECHTARGET INC ADD 0.4% -0.1% 8.3 2,314,935 +156,545 5
VICR funds › VICOR CORP TRIM 0.4% +0.1% 8.3 21,893 -6,914 5
AAOI funds › APPLIED OPTOELECTRONICS INC TRIM 0.4% -0.1% 8.3 55,769 -42,549 5
DOCS funds › DOXIMITY INC ADD 0.4% -0.1% 8.2 394,780 +2,539 5
GTLS funds › CHART INDS INC TRIM 0.4% -0.5% 7.9 37,604 -35,141 5
CCSI funds › CONSENSUS CLOUD SOLUTIONS IN ADD 0.4% +0.1% 7.9 205,889 +4,985 5
NPKI funds › NPK INTERNATIONAL INC TRIM 0.4% -0.1% 7.8 491,243 -53,834 5
CRNX funds › CRINETICS PHARMACEUTICALS IN ADD 0.4% -0.0% 7.3 196,318 +617 4
AUPH funds › AURINIA PHARMACEUTICALS INC TRIM 0.3% -0.1% 7.1 416,631 -71,267 5
TRAK funds › REPOSITRAK INC ADD 0.3% +0.0% 7.0 781,125 +38,110 5
POOL funds › POOL CORP ADD 0.3% -0.0% 6.6 30,734 +621 5
PAR funds › PAR TECHNOLOGY CORP NEW 0.3% +0.3% 6.6 378,930 +378,930 1 +234.8%
SHLS funds › SHOALS TECHNOLOGIES GROUP IN NEW 0.3% +0.3% 6.4 650,383 +650,383 1 -66.9%
OABI funds › OMNIAB INC ADD 0.3% +0.1% 6.4 2,610,434 +63,179 5
IOVA funds › IOVANCE BIOTHERAPEUTICS INC ADD 0.3% +0.0% 6.4 1,539,840 +24,933 5
VCEL funds › VERICEL CORP ADD 0.3% +0.1% 6.2 138,840 +6,777 4 -0.2%
TCBK funds › TRICO BANCSHARES ADD 0.3% +0.0% 6.2 114,288 +19,064 2 +0.5%
ROAD funds › CONSTRUCTION PARTNERS INC TRIM 0.3% -0.0% 6.1 50,958 -1,849 5
NSSC funds › NAPCO SEC TECHNOLOGIES INC ADD 0.3% -0.0% 5.8 153,577 +6,804 5
GRBK funds › GREEN BRICK PARTNERS INC ADD 0.3% +0.1% 5.8 72,376 +9,925 5
LOB funds › LIVE OAK BANCSHARES INC TRIM 0.3% +0.0% 5.7 140,163 -5,394 5
ATEC funds › ALPHATEC HLDGS INC NEW 0.3% +0.3% 5.7 657,864 +657,864 1 +96.4%
VCYT funds › VERACYTE INC TRIM 0.3% +0.1% 5.6 95,586 -11,079 5
ASUR funds › ASURE SOFTWARE INC ADD 0.3% -0.0% 5.6 705,628 +34,684 5
TVTX funds › TRAVERE THERAPEUTICS INC ADD 0.3% +0.1% 5.5 97,573 +4,816 5
DY funds › DYCOM INDS INC TRIM 0.3% +0.0% 5.4 10,662 -752 5
MGNI funds › MAGNITE INC ADD 0.3% +0.1% 5.4 283,919 +91,111 5
ICLR funds › ICON PUB LTD CO ADD 0.3% +0.1% 5.3 30,294 +148 5
TRNS funds › TRANSCAT INC ADD 0.3% +0.1% 5.2 56,325 +17,455 5
MTRN funds › MATERION CORP TRIM 0.2% +0.1% 5.1 17,098 -139 5
PL funds › PLANET LABS PBC TRIM 0.2% -0.1% 5.0 150,375 -39,250 4 +243.7%
LINC funds › LINCOLN EDL SVCS CORP TRIM 0.2% -0.0% 5.0 99,593 -10,494 5
UTMD funds › UTAH MED PRODS INC ADD 0.2% +0.0% 4.9 71,363 +3,481 5
GMED funds › GLOBUS MED INC TRIM 0.2% -0.1% 4.9 62,166 -3,485 5
CGNX funds › COGNEX CORP TRIM 0.2% +0.0% 4.9 67,582 -3,650 5 +55.6%
MRCY funds › MERCURY SYS INC TRIM 0.2% +0.1% 4.9 39,775 -2,450 5
LNTH funds › LANTHEUS HLDGS INC TRIM 0.2% +0.0% 4.9 43,735 -3,115 5
SWIM funds › LATHAM GROUP INC ADD 0.2% +0.1% 4.8 747,843 +225,172 5 -11.4%
DORM funds › DORMAN PRODS INC TRIM 0.2% +0.0% 4.8 35,010 -2,007 5
RMBS funds › RAMBUS INC DEL TRIM 0.2% +0.0% 4.6 34,819 -2,240 5
CEVA funds › CEVA INC TRIM 0.2% -0.2% 4.6 97,788 -321,600 5
DCO funds › DUCOMMUN INC DEL TRIM 0.2% +0.0% 4.4 23,911 -2,502 5
ADUS funds › ADDUS HOMECARE CORP ADD 0.2% +0.0% 4.3 42,704 +11,078 5
GPGI funds › GPGI INC ADD 0.2% -0.0% 4.3 268,926 +13,531 5
SSTI funds › SOUNDTHINKING INC ADD 0.2% +0.0% 4.2 466,860 +22,773 5
FIGS funds › FIGS INC TRIM 0.2% -0.2% 4.2 411,012 -22,580 5
ODD funds › ODDITY TECH LTD ADD 0.2% +0.0% 4.2 277,668 +13,648 2 -110.6%
GXO funds › GXO LOGISTICS INCORPORATED ADD 0.2% -0.0% 4.2 81,905 +356 5
MTSI funds › MACOM TECH SOLUTIONS HLDGS I TRIM 0.2% +0.0% 4.1 10,719 -3,981 5 +87.5%
EHC funds › ENCOMPASS HEALTH CORP TRIM 0.2% -0.0% 4.0 40,040 -298 5
APG funds › API GROUP CORP TRIM 0.2% -0.0% 4.0 95,144 -6,281 5
GATX funds › GATX CORP TRIM 0.2% -0.0% 4.0 22,720 -1,170 5
IWO funds › ISHARES TR ADD 0.2% +0.1% 3.9 9,918 +3,446 5
FIBK funds › FIRST INTST BANCSYSTEM INC TRIM 0.2% -0.0% 3.9 99,913 -4,036 5
HAE funds › HAEMONETICS CORP MASS TRIM 0.2% +0.0% 3.8 51,038 -3,094 5
HCSG funds › HEALTHCARE SVCS GROUP INC TRIM 0.2% +0.0% 3.8 155,676 -14,436 5
LUCK funds › LUCKY STRIKE ENTERTAINMENT C ADD 0.2% -0.0% 3.8 505,988 +24,799 5
ATRC funds › ATRICURE INC ADD 0.2% +0.1% 3.8 134,207 +108,997 2 +51.8%
LASR funds › NLIGHT INC TRIM 0.2% -0.1% 3.7 53,715 -25,646 5
FLOC funds › FLOWCO HLDGS INC ADD 0.2% -0.0% 3.7 174,318 +8,516 4 +29.6%
MIR funds › MIRION TECHNOLOGIES INC ADD 0.2% -0.0% 3.7 207,439 +10,540 5
OPRX funds › OPTIMIZERX CORP ADD 0.2% -0.0% 3.6 633,842 +31,921 5
VPG funds › VISHAY PRECISION GROUP INC TRIM 0.2% +0.1% 3.6 23,908 -18,749 5
MLTX funds › MOONLAKE IMMUNOTHERAPEUTICS ADD 0.2% +0.0% 3.6 183,801 +16,035 5
HLIO funds › HELIOS TECHNOLOGIES INC TRIM 0.2% +0.0% 3.6 40,031 -4,430 5
TTEK funds › TETRA TECH INC NEW TRIM 0.2% -0.0% 3.5 122,112 -843 5
IPGP funds › IPG PHOTONICS CORP TRIM 0.2% -0.0% 3.5 29,993 -2,363 5
CECO funds › CECO ENVIRONMENTAL CORP NEW 0.2% +0.2% 3.5 38,687 +38,687 1 -23.5%
GENI funds › GENIUS SPORTS LIMITED TRIM 0.2% +0.0% 3.4 566,916 -2,699 5
AXGN funds › AXOGEN INC TRIM 0.2% +0.0% 3.4 73,903 -7,240 5
FVRR funds › FIVERR INTL LTD ADD 0.2% -0.0% 3.3 320,352 +15,724 5
AMSC funds › AMERICAN SUPERCONDUCTOR CORP ADD 0.2% +0.1% 3.3 78,620 +31,506 5
GPOR funds › GULFPORT ENERGY CORP TRIM 0.2% -0.1% 3.2 18,803 -860 3 -49.5%
BV funds › BRIGHTVIEW HLDGS INC TRIM 0.2% +0.0% 3.1 220,630 -2,519 5
OR funds › OR ROYALTIES INC. TRIM 0.2% -0.1% 3.1 98,504 -5,306 5 +8.5%
HWKN funds › HAWKINS INC TRIM 0.1% -0.0% 3.1 21,643 -153 5
BMI funds › BADGER METER INC NEW 0.1% +0.1% 3.0 20,293 +20,293 1 +26.2%
STRL funds › STERLING INFRASTRUCTURE INC TRIM 0.1% -0.0% 3.0 3,580 -3,661 5
IRMD funds › IRADIMED CORP TRIM 0.1% -0.1% 2.9 30,444 -5,845 5
MAMA funds › MAMAS CREATIONS INC TRIM 0.1% -0.0% 2.9 162,527 -19,229 5
SKY funds › CHAMPION HOMES INC TRIM 0.1% -0.0% 2.9 32,693 -2,019 5
PJT funds › PJT PARTNERS INC NEW 0.1% +0.1% 2.7 18,213 +18,213 1 +31.8%
CSCO funds › CISCO SYS INC TRIM 0.1% +0.0% 2.7 23,166 -6,266 5
GFF funds › GRIFFON CORP TRIM 0.1% -0.0% 2.7 27,623 -14,661 5
BLND funds › BLEND LABS INC ADD 0.1% +0.0% 2.7 1,560,021 +553,732 4 -69.7%
PLOW funds › DOUGLAS DYNAMICS INC TRIM 0.1% -0.0% 2.6 48,776 -5,956 5
OLED funds › UNIVERSAL DISPLAY CORP ADD 0.1% +0.0% 2.6 30,023 +8,310 2 -75.4%
RGEN funds › REPLIGEN CORP TRIM 0.1% -0.0% 2.6 18,833 -1,318 5
ENSG funds › ENSIGN GROUP INC TRIM 0.1% -0.1% 2.5 15,777 -121 5
VFC funds › V F CORP ADD 0.1% +0.0% 2.5 150,597 +36,905 5
TKO funds › TKO GROUP HOLDINGS INC TRIM 0.1% -0.0% 2.5 12,432 -902 5
PLBC funds › PLUMAS BANCORP ADD 0.1% +0.0% 2.5 42,412 +5,271 5
WLDN funds › WILLDAN GROUP INC ADD 0.1% -0.0% 2.4 30,579 +1,367 5
LIND funds › LINDBLAD EXPEDITIONS HLDGS I TRIM 0.1% -0.0% 2.4 85,391 -52,905 5
VMD funds › VIEMED HEALTHCARE INC TRIM 0.1% -0.0% 2.4 209,066 -21,316 5
XERS funds › XERIS BIOPHARMA HOLDINGS INC ADD 0.1% +0.0% 2.4 300,791 +49,725 2 +25.1%
PCRX funds › PACIRA BIOSCIENCES INC ADD 0.1% +0.0% 2.4 93,396 +4,552 5
ANIP funds › ANI PHARMACEUTICALS INC ADD 0.1% +0.0% 2.4 28,562 +1,746 5
ALG funds › ALAMO GROUP INC ADD 0.1% +0.0% 2.3 13,834 +4,542 5
SPB funds › SPECTRUM BRANDS HOLDINGS INC TRIM 0.1% -0.0% 2.2 25,999 -6,051 4 +41.7%
NVDA funds › NVIDIA CORPORATION TRIM 0.1% -0.0% 2.2 11,111 -4,290 5
ALKT funds › ALKAMI TECHNOLOGY INC ADD 0.1% +0.1% 2.2 121,675 +57,348 2 +31.7%
TCMD funds › TACTILE SYS TECHNOLOGY INC TRIM 0.1% -0.0% 2.2 74,022 -21,543 5
OMCL funds › OMNICELL COM TRIM 0.1% -0.0% 2.2 51,789 -5,725 5
VVX funds › V2X INC TRIM 0.1% -0.1% 2.1 28,733 -11,946 5
ON funds › ON SEMICONDUCTOR CORP TRIM 0.1% +0.0% 2.1 22,365 -1,640 5
SMP funds › STANDARD MTR PRODS INC ADD 0.1% +0.0% 2.1 54,230 +2,682 5
CUSIP:156492100 funds › CENTURY CASINOS INC ADD 0.1% -0.0% 2.1 1,635,653 +60,476 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.1% -0.0% 2.0 7,992 -11 5
LLY funds › ELI LILLY & CO HOLD 0.1% +0.0% 1.9 1,615 +0 5
MLAB funds › MESA LABS INC ADD 0.1% +0.0% 1.9 18,968 +4,746 5
SLP funds › SIMULATIONS PLUS INC ADD 0.1% +0.0% 1.9 103,010 +1,412 5
NGS funds › NATURAL GAS SVCS GROUP INC TRIM 0.1% -0.0% 1.9 43,343 -225 5
OBIO funds › ORCHESTRA BIOMED HLDGS INC ADD 0.1% +0.1% 1.8 424,000 +404,999 2 +1.3%
HURN funds › HURON CONSULTING GROUP INC ADD 0.1% -0.0% 1.8 20,071 +4,054 5
FWRG funds › FIRST WATCH RESTAURANT GROUP TRIM 0.1% +0.0% 1.8 138,372 -1,483 5
CIEN funds › CIENA CORP TRIM 0.1% -0.0% 1.6 3,330 -1,453 5
TRS funds › TRIMAS CORP ADD 0.1% +0.0% 1.6 36,154 +18 5 +18.3%
SMID funds › SMITH MIDLAND CORP ADD 0.1% -0.0% 1.6 53,979 +2,633 5
JOUT funds › JOHNSON OUTDOORS INC ADD 0.1% -0.0% 1.5 32,641 +823 5
ABBV funds › ABBVIE INC TRIM 0.1% +0.0% 1.3 5,199 -10 5
USPH funds › U S PHYSICAL THERAPY ADD 0.1% -0.0% 1.3 18,628 +723 5
PTC funds › PTC INC TRIM 0.1% -0.1% 1.3 11,233 -2,925 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 1.2 2,450 +0 5
CLB funds › CORE LABORATORIES INC ADD 0.1% -0.0% 1.2 101,648 +2,552 5
WOOF funds › PETCO HEALTH & WELLNESS CO I ADD 0.1% -0.0% 1.2 431,585 +14,162 5
CW funds › CURTISS WRIGHT CORP TRIM 0.1% -0.0% 1.2 1,541 -512 5
BWXT funds › BWX TECHNOLOGIES INC TRIM 0.1% -0.0% 1.1 5,786 -1,603 5
ERII funds › ENERGY RECOVERY INC ADD 0.1% -0.0% 1.1 124,629 +4,107 5
DOV funds › DOVER CORP TRIM 0.0% -0.0% 1.0 4,508 -1,282 5
VMC funds › VULCAN MATLS CO TRIM 0.0% -0.0% 1.0 3,280 -1,019 5
COST funds › COSTCO WHOLESALE CORPORATION NEW 0.0% +0.0% 0.9 1,000 +1,000 1 -61.4% re-entry
XYL funds › XYLEM INC TRIM 0.0% -0.0% 0.9 7,284 -2,348 5
TDY funds › TELEDYNE TECHNOLOGIES INC TRIM 0.0% -0.0% 0.8 1,273 -356 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.0% -0.0% 0.7 1 +0 5
GDYN funds › GRID DYNAMICS HLDGS INC ADD 0.0% -0.0% 0.7 131,413 +3,950 5
EBAY funds › EBAY INC. TRIM 0.0% -0.0% 0.7 6,186 -2,979 5
CTVA funds › CORTEVA INC ADD 0.0% +0.0% 0.7 7,876 +1,254 2 -27.5%
AAPL funds › APPLE INC HOLD 0.0% -0.0% 0.7 2,265 +0 5
JPM funds › JPMORGAN CHASE & CO HOLD 0.0% -0.0% 0.6 1,970 +0 5
IEX funds › IDEX CORP TRIM 0.0% -0.0% 0.6 2,679 -627 5
EXEL funds › EXELIXIS INC TRIM 0.0% -0.0% 0.6 11,023 -5,803 5
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.0% -0.0% 0.6 4,379 +0 5
CVX funds › CHEVRON CORPORATION HOLD 0.0% -0.0% 0.6 3,557 +0 5
TFX funds › TELEFLEX INCORPORATED TRIM 0.0% -0.0% 0.6 4,558 -163 5
TECH funds › BIO-TECHNE CORP TRIM 0.0% -0.0% 0.6 8,096 -1,913 5
ABT funds › ABBOTT LABORATORIES HOLD 0.0% -0.0% 0.5 6,019 +0 5
CR funds › CRANE COMPANY TRIM 0.0% -0.0% 0.5 2,417 -1,055 5
BTMD funds › BIOTE CORP ADD 0.0% +0.0% 0.5 262,842 +12,823 5 -81.4%
BRKR funds › BRUKER CORP TRIM 0.0% +0.0% 0.5 8,252 -1,930 5
TSCO funds › TRACTOR SUPPLY CO NEW 0.0% +0.0% 0.5 15,683 +15,683 1 +47.2%
CUSIP:497266106 funds › KIRBY CORP TRIM 0.0% -0.0% 0.5 3,631 -1,495 5
KNX funds › KNIGHT-SWIFT TRANSN HLDGS IN TRIM 0.0% -0.0% 0.5 6,313 -3,242 5
IFF funds › INTERNATIONAL FLAVORS&FRAGRA TRIM 0.0% -0.0% 0.5 6,136 -1,913 3 +20.3%
CUSIP:91544A208 funds › UPLAND SOFTWARE INC NEW 0.0% +0.0% 0.5 101,143 +101,143 1
SYY funds › SYSCO CORP HOLD 0.0% +0.0% 0.4 5,348 +0 5
EW funds › EDWARDS LIFESCIENCES CORP TRIM 0.0% -0.0% 0.4 4,911 -1,603 5
WMT funds › WALMART INC HOLD 0.0% -0.0% 0.4 3,873 +0 5
GBCI funds › GLACIER BANCORP INC NEW TRIM 0.0% -0.0% 0.4 6,978 -1,936 5
RCKT funds › ROCKET PHARMACEUTICALS INC ADD 0.0% -0.0% 0.3 96,469 +4,582 5
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.3 650 +650 1 +177.6%
MCO funds › MOODYS CORP TRIM 0.0% -0.0% 0.3 685 -4 5
PG funds › PROCTER & GAMBLE CO HOLD 0.0% -0.0% 0.3 2,079 +0 5
MSFT funds › MICROSOFT CORP HOLD 0.0% -0.0% 0.3 784 +0 5
WDFC funds › WD 40 CO HOLD 0.0% +0.0% 0.3 1,150 +0 5
CDW funds › CDW CORP TRIM 0.0% -0.0% 0.2 1,741 -961 5
MRK funds › MERCK & CO INC HOLD 0.0% -0.0% 0.2 1,850 +0 2 -2.2%
ZBH funds › ZIMMER BIOMET HOLDINGS INC TRIM 0.0% -0.0% 0.2 2,737 -926 5
MRSH funds › MARSH & MCLENNAN COS INC HOLD 0.0% -0.0% 0.2 1,350 +0 5
SBUX funds › STARBUCKS CORP NEW 0.0% +0.0% 0.2 2,100 +2,100 1 -17.4% re-entry
J funds › JACOBS SOLUTIONS INC TRIM 0.0% -0.0% 0.2 1,645 -1,800 5
PH funds › PARKER-HANNIFIN CORP NEW 0.0% +0.0% 0.2 205 +205 1 +111.9%
LZ funds › LEGALZOOM COM INC EXIT 0.0% -0.1% 0.0 0 -352,781 0 -69.0%
CUSIP:03152W109 funds › AMICUS THERAPEUTIC EXIT 0.0% -0.6% 0.0 0 -770,711 0
AZTA funds › AZENTA INC EXIT 0.0% -0.1% 0.0 0 -81,301 0
TNDM funds › TANDEM DIABETES CARE INC EXIT 0.0% -0.1% 0.0 0 -72,878 0
CUSIP:834203309 funds › SOLENO THERAPEUTICS INC EXIT 0.0% -0.4% 0.0 0 -206,147 0
CUSIP:91544A109 funds › UPLAND SOFTWARE INC EXIT 0.0% -0.0% 0.0 0 -974,448 0
CUSIP:04351P101 funds › ASCENDIS PHARMA A/S EXIT 0.0% -1.9% 0.0 0 -148,386 0
KBR funds › KBR INC EXIT 0.0% -0.0% 0.0 0 -6,328 0
ADMA funds › ADMA BIOLOGICS INC EXIT Common Stock 0.0% -0.2% 0.0 0 -300,744 0
GO funds › GROCERY OUTLET HLDG CORP EXIT 0.0% -0.1% 0.0 0 -327,550 0 -72.1%
DVN funds › DEVON ENERGY CORP NEW EXIT 0.0% -0.0% 0.0 0 -6,453 0
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO EXIT 0.0% -0.1% 0.0 0 -26,697 0
CMRC funds › COMMERCE.COM INC EXIT 0.0% -0.0% 0.0 0 -219,121 0
VITL funds › VITAL FARMS INC EXIT 0.0% -0.2% 0.0 0 -222,523 0
CUSIP:88362T103 funds › THERMON GROUP HLDGS INC EXIT 0.0% -0.2% 0.0 0 -57,048 0
AMPH funds › AMPHASTAR PHARMACEUTICALS IN EXIT 0.0% -0.2% 0.0 0 -187,348 0 -73.1%
HAS funds › HASBRO INC EXIT 0.0% -0.0% 0.0 0 -3,328 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,055 240 0.14 24% 0.012 0.364 in
2026Q1 1,796 243 0.12 24% 0.012 0.394 in
2025Q4 1,817 243 0.12 24% 0.012 0.341 in
2025Q3 1,834 248 0.15 25% 0.012 0.298 in
2025Q2 1,857 247 0.10 26% 0.013 0.455 entered
2025Q1 1,702 248 0.00 26% 0.013 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status