Fund Holdings — Yorktown Management & Research Co Inc

Total Portfolio Value
$125.43M
Total Bought
$27.46M
Total Sold
$14.47M
Net Transaction
+$12.99M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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iShares Convertible Bond ETF
CONV BD ETF
050,000+50,00005,0033.99%+5,003
SPDR Bloomberg Barclays Convertible Securities ETF
ST STR CONV ETF
050,000+50,00004,5253.61%+4,525
iShares US Preferred Stock ETF065,000+65,00002,0551.64%+2,055
Vanguard Emerging Markets Government Bond ETF025,000+25,00001,6731.33%+1,673
Comfort Systems USA, Inc.(FIX)3,5003,50001,8772,8882.30%+1,011
Insmed, Inc.(INSM)5,8509,600+3,7505891,3821.10%+794
Applied Blockchain, Inc.030,350+30,35006960.56%+696
iShares iBoxx $ High Yield Corporate Bond ETF08,000+8,00006500.52%+650
IES Holdings, Inc.(IESC)6,3406,34001,8782,5212.01%+643
Ramaco Resources, Inc.(METC)019,150+19,15006360.51%+636
Reddit, Inc.(RDDT)02,650+2,65006090.49%+609
Celestica, Inc.(CLS)02,450+2,45006040.48%+604
Xometry, Inc.(XMTR)011,050+11,05006020.48%+602
Rush Street Interactive, Inc.(RSI)026,900+26,90005510.44%+551
CECO Environmental Corp.(CECO)09,700+9,70004970.40%+497
MasTec, Inc.(MTZ)02,200+2,20004680.37%+468
COGENT COMMUNICATIONS HOLDINGS INC.(CCOI)011,700+11,70004490.36%+449
IREN Ltd.
ORDINARY SHARES
09,450+9,45004430.35%+443
FirstCash Holdings, Inc.(FCFS)2,6504,950+2,3003587840.63%+426
Arista Networks Inc(ANET)9,8009,80001,0031,4281.14%+425
Napco Security Technologies Inc(NSSC)09,900+9,90004250.34%+425
Gold Fields Ltd.(GFI)22,75022,75005389550.76%+416
RADNET, INC.(RDNT)05,350+5,35004080.33%+408
Upwork, Inc.(UPWK)021,900+21,90004070.32%+407
TransMedics Group Inc(TMDX)03,500+3,50003930.31%+393
Pagseguro Digital Ltd.(PAGS)037,800+37,80003780.30%+378
Okta, Inc.(OKTA)04,100+4,10003760.30%+376
Kaspi.KZ JSC(KSPI)04,550+4,55003720.30%+372
Life360, Inc.(LIF)9,0009,00005879570.76%+369
Medpace Holdings, Inc.(MEDP)1,8001,80005659250.74%+361
Hannon Armstrong Sustainable Infrastructure(HASI)011,550+11,55003550.28%+355
Krystal Biotech, Inc.(KRYS)02,000+2,00003530.28%+353
Customers Bancorp, Inc.(CUBB)04,850+4,85003170.25%+317
Neurocrine Biosciences Inc.(NBIX)02,250+2,25003160.25%+316
Mueller Industries, Inc.(MLI)14,45014,45001,1481,4611.16%+313
Chart Industries, Inc.01,550+1,55003100.25%+310
CyberArk Software Ltd.4,0504,05001,6481,9571.56%+309
FTAI Aviation Ltd.(FTAI)5,8005,80006679680.77%+301
SEMrush Holdings Inc
CL A COM
61,600120,000+58,4005578500.68%+292
Rambus, Inc.(RMBS)7,0007,00004487290.58%+281
Celsius Holdings, Inc.(CELH)04,750+4,75002730.22%+273
Robinhood Markets, Inc.(HOOD)15,90012,300-3,6001,4891,7611.40%+272
Fabrinet(FN)3,8003,80001,1201,3861.10%+266
Primoris Services Corp.(PRIM)4,1004,10003205630.45%+243
SmartFinancial, Inc.(SMBK)06,750+6,75002410.19%+241
Visteon Corp.(VC)02,000+2,00002400.19%+240
Velocity Financial, Inc.(VEL)013,000+13,00002360.19%+236
Life Time Group Holdings, Inc.(LTH)08,500+8,50002350.19%+235
Ralph Lauren Corp.(RL)0700+70002190.17%+219
Alignment Healthcare, Inc.(ALHC)012,300+12,30002150.17%+215
nCino, Inc.(NCNO)07,750+7,75002100.17%+210
Hawkins, Inc.(HWKN)5,1505,15007329410.75%+209
Interface, Inc.(TILE)07,225+7,22502090.17%+209
UNITED STATES LIME & MINERAL INC.(USLM)6,2256,22506218190.65%+198
Installed Building Products, Inc.(IBP)2,9002,90005237150.57%+192
BWX Technologies, Inc.(BWXT)4,7004,70006778670.69%+189
Dorman Products, Inc.(DORM)5,5005,50006758570.68%+183
Modine Manufacturing Co.(MOD)4,1504,15004095900.47%+181
Futu Holdings Ltd(FUTU)3,5003,50004336090.49%+176
ACM Research, Inc.(ACMR)13,30013,30003445200.41%+176
InterDigital, Inc.(IDCC)1,4501,45003255010.40%+175
Interactive Brokers Group, Inc.(IBKR)12,40012,40006878530.68%+166
KLA-Tencor Corp.(KLAC)89089007979600.77%+163
Performance Food Group Co.(PFGC)7,8807,88006898200.65%+131
Genius Sports Ltd.
SHARES CL A
62,70062,70006527760.62%+124
Raymond James Financial, Inc.(RJF)6,4506,45009891,1130.89%+124
Monolithic Power Systems, Inc.(MPWR)65065004755980.48%+123
Dlocal Ltd./Uruguay(DLO)41,50041,50004715930.47%+122
WESCO International, Inc.(WCC)4,5504,55008439620.77%+120
Cavco Industries, Inc.(CVCO)80080003484650.37%+117
NCR Atleos Corp.(NATL)10,40010,40002974090.33%+112
PulteGroup, Inc.(PHM)4,0004,00004225290.42%+107
Camtek Ltd.(CAMT)5,2005,20004405460.44%+107
StoneX Group, Inc.(SNEX)10,50010,50009571,0600.84%+103
Zurn Water Solutions, Inc.(ZWS)9,7509,75003574590.37%+102
Construction Partners Inc(ROAD)4,8004,80005106100.49%+99
Houlihan Lokey, Inc.(HLI)3,8503,85006937900.63%+98
Freedom Holding Corp/NV(FRHC)3,7003,70005406370.51%+96
Par Pacific Holdings, Inc.(PARR)9,9009,90002633510.28%+88
TopBuild Corp.1,3001,30004215080.41%+87
Tootsie Roll Industries, Inc.(TR)10,30010,30003454320.34%+87
PTC, Inc.(PTC)2,8002,80004835680.45%+86
Doximity, Inc.(DOCS)7,2007,20004425270.42%+85
Nova, Ltd.(NVMI)1,8001,80004955750.46%+80
Argenx SE(ARGX)42542502343130.25%+79
Bancorp, Inc./The(TBBK)4,3004,30002453220.26%+77
Curtiss-Wright Corp.(CW)1,4001,40006847600.61%+76
TD SYNNEX Corp.(SNX)2,7002,70003664420.35%+76
Calix, Inc.(CALX)9,0009,00004795520.44%+74
Piper Jaffray Cos.1,0601,06002953680.29%+73
ITT, Inc.(ITT)3,3003,30005185900.47%+72
HCI Group, Inc.1,8001,80002743450.28%+72
Dycom Industries, Inc.(DY)1,4761,47603614310.34%+70
Teledyne Technologies, Inc.(TDY)90090004615270.42%+66
Casey's General Stores, Inc.(CASY)1,2001,20006126780.54%+66
Ensign Group, Inc./The(ENSG)3,5003,50005406050.48%+65
Aerovironment, Inc.1,9941,99405686280.50%+60
Guardant Health, Inc.(GH)5,5505,55002893470.28%+58
AZZ, Inc.3,7503,75003544090.33%+55
Hims & Hers Health, Inc.(HIMS)7,7507,75003864400.35%+53
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Yorktown Management & Research Co Inc — 13F Holdings — Q3 2025 | TickerTrail