Holdings
U.S. Micro Cap Portfolio
As of Jul 31, 2026, U.S. Micro Cap Portfolio reported 1,691 positions worth US$7.74B. Largest: Argan, Inc., Enova International, Inc. and Plexus Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Argan, Inc. | 92,711 | US$52.9M | −27,969 | Jul 31, 2026 |
| Enova International, Inc. | 182K | US$46.1M | no change | Jul 31, 2026 |
| Plexus Corp. | 175K | US$44M | no change | Jul 31, 2026 |
| First Bancorp. New | 1.33M | US$38.5M | no change | Jul 31, 2026 |
| Aar Corp. | 257K | US$36M | no change | Jul 31, 2026 |
| Rush Enterprises, Inc. | 439K | US$33.9M | +13,648 | Jul 31, 2026 |
| Covista Inc. | 265K | US$33.1M | no change | Jul 31, 2026 |
| Powell Industries, Inc. | 150K | US$31.2M | no change | Jul 31, 2026 |
| Laureate Education, Inc. | 775K | US$29.7M | no change | Jul 31, 2026 |
| United States Lime & Minerals, Inc. | 235K | US$25.9M | no change | Jul 31, 2026 |