KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| JACK HENRY & ASSOCIA | 4,585,344 | 5,860,784 | +1,275,440 | 682,895,404 | 1,069,475,885 | +386,580,481 |
| SPDR S&P MIDCAP 400 | 0 | 633,310 | +633,310 | 0 | 382,013,243 | +382,013,243 |
| ALLIANCE LAUNDRY | 0 | 8,145,122 | +8,145,122 | 0 | 165,753,232 | +165,753,232 |
| SERVICETITAN | 0 | 3,463,937 | +3,463,937 | 0 | 368,909,323 | +368,909,323 |
| ISHARES | 61,696 | 584,126 | +522,430 | 14,921,135 | 143,826,452 | +128,905,317 |
| RLI CORP | 0 | 7,294,807 | +7,294,807 | 0 | 466,721,798 | +466,721,798 |
| COOPER COMPANIES INC | 7,550,246 | 7,198,895 | -351,351 | 517,644,895 | 590,021,484 | +72,376,589 |
| INSTALLED BUILDING | 1,725,204 | 1,894,779 | +169,575 | 425,539,021 | 491,486,964 | +65,947,943 |
| ISHARES | 200,760 | 469,444 | +268,684 | 35,469,823 | 85,111,454 | +49,641,631 |
| RBC BEARINGS INC | 0 | 1,411,419 | +1,411,419 | 0 | 632,922,847 | +632,922,847 |
| FTI CONSULTING INC | 3,283,122 | 3,357,826 | +74,704 | 530,716,678 | 573,617,551 | +42,900,873 |
| LCI INDUSTRIES | 2,171,816 | 1,995,768 | -176,048 | 202,304,679 | 242,166,567 | +39,861,888 |
| MEDLINE INC | 0 | 946,237 | +946,237 | 0 | 39,741,954 | +39,741,954 |
| TORO CO | 0 | 8,132,150 | +8,132,150 | 0 | 640,162,908 | +640,162,908 |
| IRADIMED CORP | 0 | 333,229 | +333,229 | 0 | 32,416,517 | +32,416,517 |
| ALPHABET INC | 430,866 | 425,384 | -5,482 | 104,743,672 | 133,145,199 | +28,401,527 |
| ISHARES | 27,561 | 148,113 | +120,552 | 5,612,896 | 31,146,961 | +25,534,065 |
| ISHARES TRUST | 264,924 | 295,377 | +30,453 | 177,375,378 | 202,279,265 | +24,903,887 |
| TOTALENERGIES SE | 0 | 376,205 | +376,205 | 0 | 24,611,331 | +24,611,331 |
| HAWKINS INC | 769,199 | 1,146,398 | +377,199 | 140,548,190 | 162,857,412 | +22,309,222 |
| LANDSTAR SYS INC | 3,924,944 | 3,498,053 | -426,891 | 481,041,246 | 502,670,271 | +21,629,025 |
| ALIGN TECH INC | 779,811 | 760,823 | -18,988 | 97,648,041 | 118,802,630 | +21,154,589 |
| PURE STORAGE INC | 0 | 339,177 | +339,177 | 0 | 22,728,299 | +22,728,299 |
| ISHARES | 409,596 | 608,409 | +198,813 | 39,543,187 | 58,569,346 | +19,026,159 |
| ROSS STORES INC | 0 | 974,122 | +974,122 | 0 | 175,478,509 | +175,478,509 |
| ISHARES | 37,318 | 169,470 | +132,152 | 5,312,404 | 23,195,021 | +17,882,617 |
| CSW INDUSTRIALS IN | 407,208 | 392,110 | -15,098 | 98,849,751 | 115,096,060 | +16,246,309 |
| BLACKROCK ETF TRUST | 387,908 | 641,441 | +253,533 | 22,960,347 | 39,009,902 | +16,049,555 |
| LILLY ELI & CO | 94,555 | 81,930 | -12,625 | 72,145,632 | 88,048,849 | +15,903,217 |
| AMAZON COM INC | 494,068 | 538,496 | +44,428 | 108,482,722 | 124,295,649 | +15,812,927 |
| INTL BUSINESS MCHN | 85,158 | 132,914 | +47,756 | 24,028,345 | 39,370,533 | +15,342,188 |
| NATIONAL RESEARCH CR | 2,750,558 | 2,657,828 | -92,730 | 35,152,137 | 49,887,447 | +14,735,310 |
| ISHARES TR | 89,550 | 175,299 | +85,749 | 14,741,445 | 29,434,044 | +14,692,599 |
| VERISK ANALYTICS INC | 0 | 767,759 | +767,759 | 0 | 171,740,197 | +171,740,197 |
| ESAB CORPORATION | 0 | 114,229 | +114,229 | 0 | 12,761,664 | +12,761,664 |
| UL SOLUTIONS INC. | 0 | 6,008,386 | +6,008,386 | 0 | 473,821,377 | +473,821,377 |
| ISHARES | 205,861 | 331,267 | +125,406 | 19,258,411 | 31,753,350 | +12,494,939 |
| KASPI KZ JSC | 302 | 157,479 | +157,177 | 24,667 | 12,303,834 | +12,279,167 |
| ISHARES | 17,924 | 43,459 | +25,535 | 6,556,199 | 16,225,020 | +9,668,821 |
| UNIFIRST CORP MASS | 0 | 559,008 | +559,008 | 0 | 107,832,691 | +107,832,691 |
| OLD DOMINION FGHT | 938,393 | 902,092 | -36,301 | 132,107,073 | 141,448,029 | +9,340,956 |
| BBB FOODS INC | 464,366 | 645,741 | +181,375 | 12,519,316 | 21,561,303 | +9,041,987 |
| TOAST INC | 0 | 1,103,561 | +1,103,561 | 0 | 39,187,452 | +39,187,452 |
| AMETEK INC | 1,529,768 | 1,435,507 | -94,261 | 287,596,409 | 294,723,995 | +7,127,586 |
| MARRIOTT INTL INC | 172,244 | 167,391 | -4,853 | 44,859,357 | 51,931,481 | +7,072,124 |
| ISHARES | 24,256 | 72,398 | +48,142 | 3,446,512 | 10,215,496 | +6,768,984 |
| ISHARES TRUST | 87,711 | 189,185 | +101,474 | 5,724,466 | 12,486,721 | +6,762,255 |
| ISHARES | 57,767 | 69,916 | +12,149 | 27,071,059 | 33,083,779 | +6,012,720 |
| BROADCOM INC | 148,883 | 159,142 | +10,259 | 49,118,042 | 55,079,050 | +5,961,008 |
| CAPITAL GRP INTERNAT | 216,966 | 378,427 | +161,461 | 7,309,053 | 13,185,747 | +5,876,694 |
| INTUITIVE SURGIC INC | 71,543 | 66,841 | -4,702 | 31,996,293 | 37,856,291 | +5,859,998 |
| UNILEVER PLC | 0 | 86,635 | +86,635 | 0 | 5,665,953 | +5,665,953 |
| SELECT SECTOR SPDR T | 0 | 140,120 | +140,120 | 0 | 5,653,852 | +5,653,852 |
| APPLE INC | 249,673 | 254,071 | +4,398 | 63,574,423 | 69,071,782 | +5,497,359 |
| DONALDSON INC | 3,200,023 | 3,016,070 | -183,953 | 261,921,918 | 267,404,804 | +5,482,886 |
| DANAHER CORP | 182,581 | 178,394 | -4,187 | 36,198,648 | 40,837,977 | +4,639,329 |
| APPLIED MATERIALS | 60,190 | 63,441 | +3,251 | 12,323,481 | 16,303,744 | +3,980,263 |
| INVESCO EXCHANGETRAD | 56,572 | 76,295 | +19,723 | 10,734,893 | 14,613,413 | +3,878,520 |
| DESCARTES SYS GROUP | 164,356 | 218,572 | +54,216 | 15,487,266 | 19,160,021 | +3,672,755 |
| INVESCO | 160,870 | 170,675 | +9,805 | 39,763,029 | 43,158,163 | +3,395,134 |
| ISHARES TR | 1,585 | 29,219 | +27,634 | 188,299 | 3,512,503 | +3,324,204 |
| SHOPIFY INC | 0 | 391,209 | +391,209 | 0 | 62,972,998 | +62,972,998 |
| MOTOROLA SOLUTIONS | 398 | 8,586 | +8,188 | 182,029 | 3,291,550 | +3,109,521 |
| ISHARES TR | 16,721 | 49,097 | +32,376 | 1,422,094 | 4,237,061 | +2,814,967 |
| CISCO SYSTEMS INC | 230,748 | 240,909 | +10,161 | 15,787,812 | 18,557,279 | +2,769,467 |
| ISHARES | 8,598 | 16,779 | +8,181 | 2,752,222 | 5,423,263 | +2,671,041 |
| SMITH DOUGLAS HOMES | 0 | 1,469,003 | +1,469,003 | 0 | 24,635,180 | +24,635,180 |
| LAM RESEARCH CORPORA | 17,408 | 27,145 | +9,737 | 2,331,015 | 4,646,841 | +2,315,826 |
| ALPHABET INC | 39,194 | 37,540 | -1,654 | 9,545,784 | 11,780,231 | +2,234,447 |
| JBT MAREL CORPORATIO | 1,184,968 | 1,119,266 | -65,702 | 166,428,790 | 168,639,845 | +2,211,055 |
| ISHARES BITCOIN TR | 0 | 42,557 | +42,557 | 0 | 2,107,599 | +2,107,599 |
| REGENERON PHARMCTCLS | 0 | 9,356 | +9,356 | 0 | 7,222,139 | +7,222,139 |
| LUMEXA IMAGING HLD | 0 | 105,000 | +105,000 | 0 | 1,942,500 | +1,942,500 |
| GIGACLOUD TECHNOLOGY | 81,926 | 108,464 | +26,538 | 2,326,714 | 4,260,487 | +1,933,773 |
| BLOOM ENERGY CORPOR | 32,614 | 53,072 | +20,458 | 2,758,166 | 4,611,426 | +1,853,260 |
| S&P GLOBAL INC | 0 | 75,798 | +75,798 | 0 | 39,611,701 | +39,611,701 |
| TERADYNE INC | 0 | 23,054 | +23,054 | 0 | 4,462,513 | +4,462,513 |
| WESTERN DIGITAL CORP | 0 | 14,936 | +14,936 | 0 | 2,573,094 | +2,573,094 |
| MERCK & CO INC | 77,559 | 74,609 | -2,950 | 6,509,586 | 7,853,431 | +1,343,845 |
| WALMART INC | 0 | 137,191 | +137,191 | 0 | 15,284,472 | +15,284,472 |
| LAMAR ADVERTISING | 377,615 | 375,356 | -2,259 | 46,227,670 | 47,512,586 | +1,284,916 |
| WABTEC | 0 | 1,050,416 | +1,050,416 | 0 | 224,211,341 | +224,211,341 |
| VANGUARD WORLD FDS | 0 | 12,754 | +12,754 | 0 | 3,670,094 | +3,670,094 |
| ANALOG DEVICES INC | 86,524 | 82,607 | -3,917 | 21,259,160 | 22,403,117 | +1,143,957 |
| VANGUARD INDEX TR | 0 | 6,084 | +6,084 | 0 | 1,288,913 | +1,288,913 |
| WELLS FARGO & CO | 0 | 33,551 | +33,551 | 0 | 3,126,967 | +3,126,967 |
| BANK OF NEW YORK MEL | 346,799 | 334,565 | -12,234 | 37,787,260 | 38,839,754 | +1,052,494 |
| HALEON PLC | 1,716,838 | 1,626,326 | -90,512 | 15,400,041 | 16,442,158 | +1,042,117 |
| SPDR INDX SH FUNDS | 0 | 140,106 | +140,106 | 0 | 9,044,151 | +9,044,151 |
| THERMO FISHER SCI | 0 | 14,632 | +14,632 | 0 | 8,478,889 | +8,478,889 |
| AMERICAN EXPRESS CO | 6,269 | 8,187 | +1,918 | 2,082,496 | 3,029,111 | +946,615 |
| VANGUARD INDEX TR | 0 | 9,548 | +9,548 | 0 | 1,996,105 | +1,996,105 |
| WORLD GOLD TR | 0 | 110,097 | +110,097 | 0 | 9,388,231 | +9,388,231 |
| MARVELL TECHNOLOGY | 13,750 | 23,239 | +9,489 | 1,156,030 | 1,974,887 | +818,857 |
| VANGUARD SPECIALIZED | 0 | 35,396 | +35,396 | 0 | 3,131,491 | +3,131,491 |
| CARETRUST REIT INC | 0 | 21,800 | +21,800 | 0 | 788,288 | +788,288 |
| VANGUARD INDEX TR | 0 | 4,593 | +4,593 | 0 | 1,332,567 | +1,332,567 |
| STRIDE INC | 0 | 12,047 | +12,047 | 0 | 782,212 | +782,212 |
| NXP SEMICONDUCTR | 7,050 | 10,967 | +3,917 | 1,605,558 | 2,380,508 | +774,950 |
| VIRTUS ETF TR II | 0 | 319,995 | +319,995 | 0 | 7,788,573 | +7,788,573 |