Fund HoldingsYorktown Management & Research Co Inc

Total Portfolio Value
$125.09M
Total Bought
$20.92M
Total Sold
$19.72M
Net Transaction
+$1.20M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR Bloomberg Convertible Securities ETF
ST STR CONV ETF
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Dave, Inc.(DAVE)02,200+2,20004870.39%+487
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Kratos Defense & Security Solutions, Inc.(KTOS)06,200+6,20004710.38%+471
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Clearwater Analytics Holdings, Inc.016,700+16,70004030.32%+403
Ciena Corporation(CIEN)01,650+1,65003860.31%+386
HA Sustainable Infrastructure Capital, Inc.(HASI)11,55023,550+12,0003557400.59%+386
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Comfort Systems USA, Inc.(FIX)3,5003,50002,8883,2672.61%+378
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Fabrinet(FN)3,8003,80001,3861,7301.38%+345
Rhythm Pharmaceuticals, Inc.(RYTM)03,050+3,05003260.26%+326
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Cactus, Inc.(WHD)06,950+6,95003170.25%+317
Old National Bancorp(ONB)014,150+14,15003160.25%+316
Axsome Therapeutics, Inc.(AXSM)01,700+1,70003100.25%+310
Globant S.A.
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NIQ Global Intelligence plc(NIQ)017,550+17,55002890.23%+289
Insmed, Inc.(INSM)9,6009,60001,3821,6711.34%+288
Kodiak Gas Services, Inc.(KGS)07,500+7,50002810.22%+281
Group 1 Automotive, Inc.(GPI)0690+69002710.22%+271
Hagerty, Inc.(HGTY)020,100+20,10002700.22%+270
Hamilton Insurance Group Ltd.(HG)09,600+9,60002680.21%+268
Dlocal Ltd./Uruguay(DLO)41,50060,700+19,2005938580.69%+266
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SentinelOne, Inc.(S)016,600+16,60002490.20%+249
Karman Holdings, Inc.(KRMN)03,350+3,35002450.20%+245
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Texas Roadhouse, Inc.(TXRH)01,330+1,33002210.18%+221
Guardant Health, Inc.(GH)5,5505,55003475670.45%+220
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Argan, Inc.0670+67002100.17%+210
NerdWallet, Inc.015,100+15,10002050.16%+205
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Primoris Services Corporation(PRIM)4,1006,150+2,0505637630.61%+200
Mueller Industries, Inc.(MLI)14,45014,45001,4611,6591.33%+198
Herc Holdings, Inc.(HRI)04,000+4,00005940.47%+594
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Sezzle, Inc.(SEZL)07,900+7,90005010.40%+501
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FNB Corp(FNB)010,100+10,10001730.14%+173
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LPL Financial Holdings, Inc.(LPLA)05,290+5,29001,8891.51%+1,889
KLA Corporation(KLAC)89089009601,0810.86%+121
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RBC Bearings, Inc.(RBC)01,970+1,97008830.71%+883
Corp America Airports S.A.
COM
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Medpace Holdings, Inc.(MEDP)1,8001,80009251,0110.81%+85
CECO Environmental Corporation(CECO)9,7009,70004975810.46%+84
Synchrony Financial(SYF)06,000+6,00005010.40%+501
Dycom Industries, Inc.(DY)1,4761,47604314990.40%+68
CSW Industrials, Inc.(CSW)01,300+1,30003820.31%+382
ACADIA Pharmaceuticals, Inc.012,050+12,05003220.26%+322
API Group Corporation(APG)015,150+15,15005800.46%+580
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Xometry, Inc.(XMTR)11,05011,05006026570.53%+55
Saia, Inc.(SAIA)01,840+1,84006010.48%+601
Applied Digital Corporation30,35030,35006967440.59%+48
Progyny, Inc.011,500+11,50002950.24%+295
Argenx S.E.(ARGX)42542503133570.29%+44
Patria Investments Ltd.
COM CL A
034,000+34,00005400.43%+540
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