KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ALIGN TECH INC | 0 | 1,902,905 | +1,902,905 | 0 | 326,215,049 | +326,215,049 |
| POOL CORPORATION | 0 | 2,850,195 | +2,850,195 | 0 | 576,679,986 | +576,679,986 |
| C H ROBINSON WLDWIDE | 0 | 644,401 | +644,401 | 0 | 107,015,788 | +107,015,788 |
| TORO CO | 0 | 7,923,142 | +7,923,142 | 0 | 740,338,445 | +740,338,445 |
| RBC BEARINGS INC | 0 | 1,324,481 | +1,324,481 | 0 | 719,352,154 | +719,352,154 |
| BRADY CORP | 0 | 960,424 | +960,424 | 0 | 78,024,846 | +78,024,846 |
| HAWKINS INC | 0 | 1,526,055 | +1,526,055 | 0 | 234,402,049 | +234,402,049 |
| EMCOR GROUP INC | 0 | 706,966 | +706,966 | 0 | 521,960,223 | +521,960,223 |
| ACUSHNET HOLDINGS | 0 | 5,924,818 | +5,924,818 | 0 | 553,852,068 | +553,852,068 |
| GIGACLOUD TECHNOLOGY | 0 | 1,264,924 | +1,264,924 | 0 | 57,402,276 | +57,402,276 |
| CHOICE HOTELS INTL | 0 | 3,221,741 | +3,221,741 | 0 | 333,450,254 | +333,450,254 |
| NEW YORK TIMES CO | 0 | 592,823 | +592,823 | 0 | 49,637,070 | +49,637,070 |
| LANDSTAR SYS INC | 0 | 3,432,243 | +3,432,243 | 0 | 550,222,975 | +550,222,975 |
| TELEDYNE TECH INC | 0 | 1,200,095 | +1,200,095 | 0 | 726,069,528 | +726,069,528 |
| OLD DOMINION FGHT | 0 | 944,294 | +944,294 | 0 | 184,515,211 | +184,515,211 |
| COMFORT SYS USA INC | 0 | 57,993 | +57,993 | 0 | 79,971,785 | +79,971,785 |
| WABTEC | 0 | 1,056,794 | +1,056,794 | 0 | 264,103,467 | +264,103,467 |
| BBB FOODS INC | 0 | 1,668,895 | +1,668,895 | 0 | 59,028,827 | +59,028,827 |
| BRIGHT HORIZONS FA | 0 | 3,843,922 | +3,843,922 | 0 | 315,701,313 | +315,701,313 |
| CLOUDFLARE INC | 0 | 536,384 | +536,384 | 0 | 110,677,538 | +110,677,538 |
| ALLIANCE LAUNDRY | 0 | 9,456,854 | +9,456,854 | 0 | 196,135,152 | +196,135,152 |
| ISHARES | 0 | 285,437 | +285,437 | 0 | 61,030,432 | +61,030,432 |
| KARMAN HOLDINGS INC | 0 | 350,478 | +350,478 | 0 | 28,055,764 | +28,055,764 |
| ARM HOLDINGS PLC | 0 | 173,336 | +173,336 | 0 | 26,222,270 | +26,222,270 |
| KLA CORPORATION | 0 | 30,936 | +30,936 | 0 | 45,551,384 | +45,551,384 |
| WD 40 CO | 0 | 634,334 | +634,334 | 0 | 129,366,210 | +129,366,210 |
| WATTS WATER TECH | 0 | 2,127,314 | +2,127,314 | 0 | 617,538,132 | +617,538,132 |
| MONOLITHIC POWER | 0 | 266,670 | +266,670 | 0 | 291,564,069 | +291,564,069 |
| BLACKROCK ETF TRUST | 0 | 1,036,543 | +1,036,543 | 0 | 60,313,413 | +60,313,413 |
| CATERPILLAR INC | 0 | 27,304 | +27,304 | 0 | 19,344,489 | +19,344,489 |
| DATADOG INC | 0 | 376,353 | +376,353 | 0 | 44,428,472 | +44,428,472 |
| SIMPSON MANUFACTURIN | 0 | 3,885,449 | +3,885,449 | 0 | 666,820,771 | +666,820,771 |
| MEDLINE INC | 0 | 1,230,744 | +1,230,744 | 0 | 54,768,109 | +54,768,109 |
| GETTY RLTY CORP NEW | 0 | 3,434,332 | +3,434,332 | 0 | 109,211,788 | +109,211,788 |
| HINGE HEALTH INC | 0 | 363,102 | +363,102 | 0 | 14,001,213 | +14,001,213 |
| PARKER HANNIFIN CORP | 0 | 14,772 | +14,772 | 0 | 13,224,723 | +13,224,723 |
| BANK HAWAII CORP | 0 | 1,999,381 | +1,999,381 | 0 | 148,454,090 | +148,454,090 |
| SHARKNINJA | 0 | 120,524 | +120,524 | 0 | 12,763,492 | +12,763,492 |
| ROSS STORES INC | 0 | 867,852 | +867,852 | 0 | 188,002,918 | +188,002,918 |
| ISHARES | 0 | 725,457 | +725,457 | 0 | 70,541,673 | +70,541,673 |
| REDDIT INC | 0 | 280,736 | +280,736 | 0 | 37,801,102 | +37,801,102 |
| AVERY DENNISON CORP | 0 | 61,187 | +61,187 | 0 | 10,565,797 | +10,565,797 |
| TOTALENERGIES SE | 0 | 378,129 | +378,129 | 0 | 34,402,238 | +34,402,238 |
| WATSCO INC | 0 | 1,329,205 | +1,329,205 | 0 | 483,551,523 | +483,551,523 |
| ISHARES | 0 | 424,110 | +424,110 | 0 | 41,061,262 | +41,061,262 |
| SPDR INDX SH FUNDS | 0 | 150,851 | +150,851 | 0 | 9,194,634 | +9,194,634 |
| S&P WRLD EX US | 0 | 176,491 | +176,491 | 0 | 8,056,814 | +8,056,814 |
| VERIZON COMMUNICATIO | 0 | 502,776 | +502,776 | 0 | 25,239,383 | +25,239,383 |
| ISHARES | 0 | 239,290 | +239,290 | 0 | 30,649,833 | +30,649,833 |
| CASEYS GEN STORES | 0 | 34,339 | +34,339 | 0 | 24,994,235 | +24,994,235 |
| LEMAITRE VASCULAR | 0 | 230,718 | +230,718 | 0 | 25,187,484 | +25,187,484 |
| ISHARES | 0 | 89,375 | +89,375 | 0 | 38,107,446 | +38,107,446 |
| LINDE PLC | 0 | 71,461 | +71,461 | 0 | 35,427,573 | +35,427,573 |
| UFP INDUSTRIES INC | 0 | 3,187,680 | +3,187,680 | 0 | 293,649,091 | +293,649,091 |
| NATL BEVERAGE CORP | 0 | 2,338,009 | +2,338,009 | 0 | 78,674,007 | +78,674,007 |
| CONOCOPHILLIPS | 0 | 60,407 | +60,407 | 0 | 7,973,803 | +7,973,803 |
| ISHARES | 0 | 98,909 | +98,909 | 0 | 14,973,794 | +14,973,794 |
| EATON CORPORATION | 0 | 85,799 | +85,799 | 0 | 30,688,083 | +30,688,083 |
| CAPITAL GRP INTERNAT | 0 | 516,496 | +516,496 | 0 | 17,396,530 | +17,396,530 |
| BANCFIRST CORP | 0 | 2,590,089 | +2,590,089 | 0 | 281,024,682 | +281,024,682 |
| WISDOMTREE TRUST | 0 | 445,184 | +445,184 | 0 | 22,410,029 | +22,410,029 |
| APPLIED MATERIALS | 0 | 58,739 | +58,739 | 0 | 20,076,725 | +20,076,725 |
| SELECT SECTOR SPDR T | 0 | 225,430 | +225,430 | 0 | 9,204,346 | +9,204,346 |
| SOUTHERN CO | 0 | 187,322 | +187,322 | 0 | 18,080,390 | +18,080,390 |
| WELLS FARGO & CO | 0 | 78,526 | +78,526 | 0 | 6,251,486 | +6,251,486 |
| NEXTERA ENERGY INC | 0 | 48,618 | +48,618 | 0 | 4,515,725 | +4,515,725 |
| BLOOM ENERGY CORPOR | 0 | 56,619 | +56,619 | 0 | 7,671,308 | +7,671,308 |
| MURPHY USA INC | 0 | 35,238 | +35,238 | 0 | 17,406,515 | +17,406,515 |
| EVERTEC INC | 0 | 3,060,745 | +3,060,745 | 0 | 86,374,225 | +86,374,225 |
| ASTRAZENECA PLC | 0 | 14,416 | +14,416 | 0 | 2,843,273 | +2,843,273 |
| ASML HLDS NV NY | 0 | 4,670 | +4,670 | 0 | 6,168,724 | +6,168,724 |
| WALMART INC | 0 | 144,947 | +144,947 | 0 | 18,014,067 | +18,014,067 |
| MARVELL TECHNOLOGY | 0 | 46,422 | +46,422 | 0 | 4,598,175 | +4,598,175 |
| WESTERN DIGITAL CORP | 0 | 18,881 | +18,881 | 0 | 5,107,366 | +5,107,366 |
| PRICESMART INC | 0 | 227,743 | +227,743 | 0 | 34,275,340 | +34,275,340 |
| MORGAN STANLEY | 0 | 22,641 | +22,641 | 0 | 3,726,192 | +3,726,192 |
| AMERICAN EXPRESS CO | 0 | 17,429 | +17,429 | 0 | 5,272,103 | +5,272,103 |
| TEXAS INSTRUMENTS | 0 | 39,950 | +39,950 | 0 | 7,755,898 | +7,755,898 |
| ISHARES | 0 | 95,228 | +95,228 | 0 | 12,927,343 | +12,927,343 |
| FORTIS INC | 0 | 790,446 | +790,446 | 0 | 44,099,002 | +44,099,002 |
| FTI CONSULTING INC | 0 | 3,256,905 | +3,256,905 | 0 | 575,723,233 | +575,723,233 |
| ISHARES | 0 | 56,932 | +56,932 | 0 | 3,202,191 | +3,202,191 |
| NXP SEMICONDUCTR | 0 | 22,409 | +22,409 | 0 | 4,411,561 | +4,411,561 |
| NUTANIX INC | 0 | 52,804 | +52,804 | 0 | 2,007,080 | +2,007,080 |
| INVESCO EXCHANGETRAD | 0 | 86,232 | +86,232 | 0 | 16,548,386 | +16,548,386 |
| GRACO INC | 0 | 4,143,514 | +4,143,514 | 0 | 350,748,498 | +350,748,498 |
| LAM RESEARCH CORPORA | 0 | 30,101 | +30,101 | 0 | 6,431,538 | +6,431,538 |
| BAKER HUGHES A GE CO | 0 | 56,861 | +56,861 | 0 | 3,471,413 | +3,471,413 |
| ISHARES TRUST CORE | 0 | 15,445 | +15,445 | 0 | 2,199,786 | +2,199,786 |
| OCCIDENTAL PETE CORP | 0 | 23,739 | +23,739 | 0 | 1,543,035 | +1,543,035 |
| TERADYNE INC | 0 | 20,121 | +20,121 | 0 | 5,965,236 | +5,965,236 |
| NORTHROP GRUMMAN CO | 0 | 3,911 | +3,911 | 0 | 2,668,700 | +2,668,700 |
| ENTERGY CORP | 0 | 16,741 | +16,741 | 0 | 1,881,061 | +1,881,061 |
| VALERO ENERGY CORP | 0 | 16,321 | +16,321 | 0 | 4,032,649 | +4,032,649 |
| GALLAGHER ARTHR J&CO | 0 | 12,451 | +12,451 | 0 | 2,696,648 | +2,696,648 |
| HOWMET AEROSPACE INC | 0 | 9,086 | +9,086 | 0 | 2,094,062 | +2,094,062 |
| JOHNSON & JOHNSON | 0 | 57,103 | +57,103 | 0 | 13,958,332 | +13,958,332 |
| BERKSHIRE HATHAWAY | 0 | 8,199 | +8,199 | 0 | 3,929,348 | +3,929,348 |
| IRADIMED CORP | 0 | 349,316 | +349,316 | 0 | 33,625,158 | +33,625,158 |
| SCHWAB STRATEGIC TR | 0 | 36,000 | +36,000 | 0 | 1,186,200 | +1,186,200 |