Fund HoldingsNAVELLIER & ASSOCIATES INC

Total Portfolio Value
$959.53M
Total Bought
$959.53M
Total Sold
$892.38M
Net Transaction
+$67.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA Corporation(NVDA)0597,154+597,1540104,14410.85%+104,144
EMCOR Group, Inc.(EME)040,411+40,411029,8363.11%+29,836
Comfort Systems USA, Inc.(FIX)019,802+19,802027,3072.85%+27,307
Quanta Services, Inc.046,366+46,366025,4562.65%+25,456
Eli Lilly and Company(LLY)027,494+27,494025,2882.64%+25,288
Vertiv Holdings Co. Class A(VRT)095,078+95,078023,8252.48%+23,825
Carpenter Technology Corporation(CRS)048,843+48,843019,2512.01%+19,251
Bloom Energy Corporation Class A0128,725+128,725017,4411.82%+17,441
Seagate Technology Holdings PLC
ORD SHS
044,380+44,380017,3861.81%+17,386
Howmet Aerospace Inc.(HWM)072,812+72,812016,7801.75%+16,780
Ubiquiti Inc.(UI)020,970+20,970016,5721.73%+16,572
Argan, Inc.029,883+29,883016,2761.70%+16,276
Kinross Gold Corporation(KGC)0525,244+525,244016,0301.67%+16,030
Exxon Mobil Corporation092,074+92,074015,6211.63%+15,621
Cardinal Health, Inc.(CAH)066,149+66,149013,9781.46%+13,978
Walmart Inc.(WMT)0111,859+111,859013,9021.45%+13,902
Alamos Gold Inc.0302,336+302,336013,4331.40%+13,433
Royal Caribbean Group
COM
047,598+47,598013,0981.37%+13,098
Agnico Eagle Mines Limited(AEM)064,405+64,405013,0731.36%+13,073
Palantir Technologies Inc. Class A(PLTR)086,832+86,832012,7021.32%+12,702
Elbit Systems Ltd(ESLT)014,733+14,733012,5101.30%+12,510
Apple Inc.(AAPL)046,610+46,610011,8291.23%+11,829
AppLovin Corp. Class A(APP)024,365+24,36509,6971.01%+9,697
Ciena Corporation(CIEN)023,940+23,94009,2940.97%+9,294
GE Vernova Inc.(GEV)08,515+8,51507,4330.77%+7,433
Lam Research Corporation(LRCX)034,610+34,61007,3950.77%+7,395
Phillips 66(PSX)040,267+40,26707,3360.76%+7,336
Super Micro Computer, Inc.(SMCI)0315,592+315,59207,1860.75%+7,186
MasTec, Inc.(MTZ)021,409+21,40906,8880.72%+6,888
Microsoft Corporation(MSFT)017,735+17,73506,5650.68%+6,565
TechnipFMC plc(FTI)094,828+94,82806,5550.68%+6,555
Power Solutions International, Inc.0107,502+107,50206,5450.68%+6,545
Coca-Cola Consolidated, Inc.(COKE)033,639+33,63906,4500.67%+6,450
Meta Platforms Inc Class A(META)010,769+10,76906,1610.64%+6,161
AbbVie, Inc.(ABBV)028,305+28,30506,1560.64%+6,156
Micron Technology, Inc.(MU)018,164+18,16406,1370.64%+6,137
Coherent Corp.(COHR)025,114+25,11405,9820.62%+5,982
Costco Wholesale Corporation(COST)05,951+5,95105,9300.62%+5,930
TTM Technologies, Inc.(TTMI)057,613+57,61305,6130.58%+5,613
Advanced Energy Industries, Inc.016,773+16,77305,4130.56%+5,413
Coeur Mining, Inc.(CDE)0285,884+285,88405,3660.56%+5,366
Steel Dynamics, Inc.(STLD)029,714+29,71405,3490.56%+5,349
Barrick Mining Corporation(B)0130,653+130,65305,3290.56%+5,329
argenx SE Sponsored ADR(ARGX)07,023+7,02305,1290.53%+5,129
Targa Resources Corp.(TRGP)020,331+20,33105,0980.53%+5,098
nVent Electric plc(NVT)041,122+41,12204,8640.51%+4,864
Embraer S.A. Sponsored ADR(EMBJ)080,893+80,89304,8000.50%+4,800
Johnson Controls International plc
SHS
036,025+36,02504,7170.49%+4,717
Carvana Co. Class A(CVNA)014,622+14,62204,5970.48%+4,597
Nucor Corporation(NUE)026,691+26,69104,5130.47%+4,513
BWX Technologies, Inc.(BWXT)021,305+21,30504,3570.45%+4,357
Cisco Systems, Inc.(CSCO)055,584+55,58404,3130.45%+4,313
Amgen Inc.(AMGN)011,971+11,97104,2120.44%+4,212
Atmos Energy Corporation(ATO)022,436+22,43604,1440.43%+4,144
Allstate Corporation(ALL)019,778+19,77804,1010.43%+4,101
Indivior Pharmaceuticals, Inc.(INDV)0134,108+134,10804,0880.43%+4,088
Hecla Mining Company(HL)0211,067+211,06703,9320.41%+3,932
Valero Energy Corporation(VLO)015,912+15,91203,9320.41%+3,932
Amazon.com, Inc.(AMZN)018,540+18,54003,8610.40%+3,861
Broadcom Inc.(AVGO)012,366+12,36603,8280.40%+3,828
VeriSign, Inc.015,103+15,10303,7510.39%+3,751
Baker Hughes Company Class A(BKR)059,405+59,40503,6270.38%+3,627
Idaho Strategic Resources Inc0109,881+109,88103,5290.37%+3,529
Kroger Co.(KR)048,645+48,64503,5200.37%+3,520
Johnson & Johnson(JNJ)014,084+14,08403,4430.36%+3,443
Cohen & Steers, Inc.(CNS)054,813+54,81303,4290.36%+3,429
Sezzle Inc.(SEZL)053,339+53,33903,3760.35%+3,376
Compania de Minas Buenaventura SAA Sponsored ADR(BVN)091,231+91,23103,2880.34%+3,288
Parker-Hannifin Corporation(PH)03,670+3,67003,2860.34%+3,286
Woodward, Inc.(WWD)09,162+9,16203,2790.34%+3,279
eBay Inc.(EBAY)035,233+35,23303,2070.33%+3,207
KLA Corporation(KLAC)02,173+2,17303,2000.33%+3,200
General Dynamics Corporation(GD)09,272+9,27203,1820.33%+3,182
Universal Corp(UVV)059,018+59,01803,1100.32%+3,110
Viper Energy, Inc.(VNOM)065,303+65,30303,0690.32%+3,069
Artisan Partners Asset Management, Inc. Class A(APAM)081,782+81,78202,9760.31%+2,976
iShares MSCI EAFE Growth ETF026,633+26,63302,9660.31%+2,966
Fresh Del Monte Produce Inc.(DMC)072,113+72,11302,9030.30%+2,903
Phibro Animal Health Corporation Class A(PAHC)052,340+52,34002,8950.30%+2,895
Alphabet Inc. Class A(GOOG)010,060+10,06002,8930.30%+2,893
Tutor Perini Corporation(TPC)037,215+37,21502,8730.30%+2,873
SSR Mining Inc(SSRM)097,258+97,25802,8590.30%+2,859
CME Group Inc. Class A(CME)09,509+9,50902,8090.29%+2,809
NRG Energy, Inc.(NRG)019,196+19,19602,8050.29%+2,805
Alphabet Inc. Class C(GOOG)09,686+9,68602,7790.29%+2,779
CECO Environmental Corp.(CECO)045,280+45,28002,6980.28%+2,698
Xcel Energy Inc.(XEL)033,746+33,74602,6810.28%+2,681
Centerra Gold Inc.(CGAU)0150,380+150,38002,6750.28%+2,675
Cal-Maine Foods, Inc.(CALM)033,033+33,03302,6150.27%+2,615
Tower Semiconductor Ltd(TSEM)014,651+14,65102,5710.27%+2,571
Eldorado Gold Corporation(EGO)074,078+74,07802,5430.27%+2,543
Hudbay Minerals Inc(HBM)0120,870+120,87002,5260.26%+2,526
Vale S.A. Sponsored ADR0158,647+158,64702,5240.26%+2,524
Chevron Corporation(CVX)012,174+12,17402,5190.26%+2,519
iShares MSCI EAFE Value ETF033,333+33,33302,4780.26%+2,478
AECOM(ACM)028,935+28,93502,4540.26%+2,454
JPMorgan Chase & Co.(JPM)08,240+8,24002,4240.25%+2,424
Fidelity MSCI Information Technology Index ETF011,500+11,50002,3930.25%+2,393
Procter & Gamble Company(PG)016,457+16,45702,3770.25%+2,377
Wheaton Precious Metals Corp(WPM)017,762+17,76202,3270.24%+2,327
Page 1 of 1