Holdings
SmallCap Fund
As of Jul 31, 2026, SmallCap Fund reported 105 positions worth US$2.03B. Largest: Huron Consulting Group Inc., Old National Bancorp and Umb Financial Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Huron Consulting Group Inc. | 270K | US$41M | +95,400 | Jul 31, 2026 |
| Old National Bancorp | 1.43M | US$38.1M | −62,000 | Jul 31, 2026 |
| Umb Financial Corporation | 240K | US$35M | −10,400 | Jul 31, 2026 |
| Southwest Gas Holdings, Inc. | 357K | US$31.9M | −15,500 | Jul 31, 2026 |
| Cytokinetics, Incorporated | 412K | US$31.7M | +61,655 | Jul 31, 2026 |
| Renasant Corporation | 708K | US$30.9M | −30,700 | Jul 31, 2026 |
| Tutor Perini Corporation | 363K | US$30.4M | +69,300 | Jul 31, 2026 |
| Advanced Energy Industries, Inc. | 103K | US$29.8M | −22,200 | Jul 31, 2026 |
| Td Synnex Corporation | 116K | US$29.7M | −5,000 | Jul 31, 2026 |
| Insmed Incorporated | 295K | US$29M | +14,700 | Jul 31, 2026 |