Holdings

Lazard Retirement US Small Cap Equity Select Portfolio

As of Mar 31, 2026, Lazard Retirement US Small Cap Equity Select Portfolio reported 71 positions worth US$8.85M. Largest: Advanced Energy Industries, Inc., Texas Capital Bancshares, Inc. and Wintrust Financial Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Advanced Energy Industries, Inc.743US$240Kfirst reportMar 31, 2026
Texas Capital Bancshares, Inc.2,146US$204Kfirst reportMar 31, 2026
Wintrust Financial Corporation1,442US$200Kfirst reportMar 31, 2026
Toro Company (the)2,021US$189Kfirst reportMar 31, 2026
First American Corporation (new)3,096US$187Kfirst reportMar 31, 2026
Regal Rexnord Corporation944US$177Kfirst reportMar 31, 2026
Landstar System, Inc.1,089US$175Kfirst reportMar 31, 2026
The Middleby Corporation1,297US$172Kfirst reportMar 31, 2026
Roku, Inc.1,815US$172Kfirst reportMar 31, 2026
First Watch Restaurant Group, Inc.16,349US$171Kfirst reportMar 31, 2026