Fund Holdings

NAVELLIER & ASSOCIATES INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA Corporation(NVDA)0597,154+597,1540104,143,65610.85%+104,143,656
EMCOR Group, Inc.(EME)040,411+40,411029,836,1373.11%+29,836,137
Comfort Systems USA, Inc.(FIX)019,802+19,802027,307,0572.85%+27,307,057
Quanta Services, Inc.046,366+46,366025,456,0602.65%+25,456,060
Eli Lilly and Company(LLY)027,494+27,494025,287,9882.64%+25,287,988
Vertiv Holdings Co. Class A(VRT)095,078+95,078023,824,5942.48%+23,824,594
Carpenter Technology Corporation(CRS)048,843+48,843019,251,3812.01%+19,251,381
Bloom Energy Corporation Class A0128,725+128,725017,440,9501.82%+17,440,950
Seagate Technology Holdings PLC
ORD SHS
044,380+44,380017,386,3251.81%+17,386,325
Howmet Aerospace Inc.(HWM)072,812+72,812016,780,3241.75%+16,780,324
Ubiquiti Inc.(UI)020,970+20,970016,572,4161.73%+16,572,416
Argan, Inc.029,883+29,883016,275,6221.70%+16,275,622
Kinross Gold Corporation(KGC)0525,244+525,244016,030,4471.67%+16,030,447
Exxon Mobil Corporation092,074+92,074015,621,3191.63%+15,621,319
Cardinal Health, Inc.(CAH)066,149+66,149013,977,9561.46%+13,977,956
Walmart Inc.(WMT)0111,859+111,859013,901,8351.45%+13,901,835
Alamos Gold Inc.0302,336+302,336013,432,7881.40%+13,432,788
Royal Caribbean Group
COM
047,598+47,598013,098,1501.37%+13,098,150
Agnico Eagle Mines Limited(AEM)064,405+64,405013,072,9271.36%+13,072,927
Palantir Technologies Inc. Class A(PLTR)086,832+86,832012,701,7851.32%+12,701,785
Elbit Systems Ltd(ESLT)014,733+14,733012,509,6431.30%+12,509,643
Apple Inc.(AAPL)046,610+46,610011,829,0981.23%+11,829,098
AppLovin Corp. Class A(APP)024,365+24,36509,697,2701.01%+9,697,270
Ciena Corporation(CIEN)023,940+23,94009,294,2260.97%+9,294,226
GE Vernova Inc.(GEV)08,515+8,51507,432,7650.77%+7,432,765
Lam Research Corporation(LRCX)034,610+34,61007,394,7790.77%+7,394,779
Phillips 66(PSX)040,267+40,26707,335,7980.76%+7,335,798
Super Micro Computer, Inc.(SMCI)0315,592+315,59207,186,0300.75%+7,186,030
MasTec, Inc.(MTZ)021,409+21,40906,888,1320.72%+6,888,132
Microsoft Corporation(MSFT)017,735+17,73506,564,8230.68%+6,564,823
TechnipFMC plc(FTI)094,828+94,82806,555,4600.68%+6,555,460
Power Solutions International, Inc.0107,502+107,50206,544,7220.68%+6,544,722
Coca-Cola Consolidated, Inc.(COKE)033,639+33,63906,449,8880.67%+6,449,888
Meta Platforms Inc Class A(META)010,769+10,76906,161,0330.64%+6,161,033
AbbVie, Inc.(ABBV)028,305+28,30506,155,9520.64%+6,155,952
Micron Technology, Inc.(MU)018,164+18,16406,136,5260.64%+6,136,526
Coherent Corp.(COHR)025,114+25,11405,982,4060.62%+5,982,406
Costco Wholesale Corporation(COST)05,951+5,95105,929,6890.62%+5,929,689
TTM Technologies, Inc.(TTMI)057,613+57,61305,612,6580.58%+5,612,658
Advanced Energy Industries, Inc.016,773+16,77305,412,8150.56%+5,412,815
Coeur Mining, Inc.(CDE)0285,884+285,88405,366,0430.56%+5,366,043
Steel Dynamics, Inc.(STLD)029,714+29,71405,348,5670.56%+5,348,567
Barrick Mining Corporation(B)0130,653+130,65305,329,3360.56%+5,329,336
argenx SE Sponsored ADR(ARGX)07,023+7,02305,128,5460.53%+5,128,546
Targa Resources Corp.(TRGP)020,331+20,33105,097,6950.53%+5,097,695
nVent Electric plc(NVT)041,122+41,12204,863,9450.51%+4,863,945
Embraer S.A. Sponsored ADR(EMBJ)080,893+80,89304,800,1910.50%+4,800,191
Johnson Controls International plc
SHS
036,025+36,02504,717,4740.49%+4,717,474
Carvana Co. Class A(CVNA)014,622+14,62204,596,8640.48%+4,596,864
Nucor Corporation(NUE)026,691+26,69104,513,4780.47%+4,513,478
BWX Technologies, Inc.(BWXT)021,305+21,30504,356,5920.45%+4,356,592
Cisco Systems, Inc.(CSCO)055,584+55,58404,312,7460.45%+4,312,746
Amgen Inc.(AMGN)011,971+11,97104,212,1020.44%+4,212,102
Atmos Energy Corporation(ATO)022,436+22,43604,144,4580.43%+4,144,458
Allstate Corporation(ALL)019,778+19,77804,100,8630.43%+4,100,863
Indivior Pharmaceuticals, Inc.(INDV)0134,108+134,10804,087,6120.43%+4,087,612
Hecla Mining Company(HL)0211,067+211,06703,932,1780.41%+3,932,178
Valero Energy Corporation(VLO)015,912+15,91203,931,6350.41%+3,931,635
Amazon.com, Inc.(AMZN)018,540+18,54003,861,2500.40%+3,861,250
Broadcom Inc.(AVGO)012,366+12,36603,827,5120.40%+3,827,512
VeriSign, Inc.015,103+15,10303,751,0850.39%+3,751,085
Baker Hughes Company Class A(BKR)059,405+59,40503,626,6760.38%+3,626,676
Idaho Strategic Resources Inc0109,881+109,88103,529,3780.37%+3,529,378
Kroger Co.(KR)048,645+48,64503,519,9310.37%+3,519,931
Johnson & Johnson(JNJ)014,084+14,08403,442,6930.36%+3,442,693
Cohen & Steers, Inc.(CNS)054,813+54,81303,428,5360.36%+3,428,536
Sezzle Inc.(SEZL)053,339+53,33903,375,8250.35%+3,375,825
Compania de Minas Buenaventura SAA Sponsored ADR(BVN)091,231+91,23103,287,9650.34%+3,287,965
Parker-Hannifin Corporation(PH)03,670+3,67003,285,5590.34%+3,285,559
Woodward, Inc.(WWD)09,162+9,16203,279,2810.34%+3,279,281
eBay Inc.(EBAY)035,233+35,23303,206,9470.33%+3,206,947
KLA Corporation(KLAC)02,173+2,17303,199,5470.33%+3,199,547
General Dynamics Corporation(GD)09,272+9,27203,182,3860.33%+3,182,386
Universal Corp(UVV)059,018+59,01803,110,2470.32%+3,110,247
Viper Energy, Inc.(VNOM)065,303+65,30303,068,5950.32%+3,068,595
Artisan Partners Asset Management, Inc. Class A(APAM)081,782+81,78202,976,0320.31%+2,976,032
iShares MSCI EAFE Growth ETF026,633+26,63302,966,1170.31%+2,966,117
Fresh Del Monte Produce Inc.(DMC)072,113+72,11302,903,2760.30%+2,903,276
Phibro Animal Health Corporation Class A(PAHC)052,340+52,34002,894,9470.30%+2,894,947
Alphabet Inc. Class A(GOOG)010,060+10,06002,892,9700.30%+2,892,970
Tutor Perini Corporation(TPC)037,215+37,21502,872,6260.30%+2,872,626
SSR Mining Inc(SSRM)097,258+97,25802,859,3850.30%+2,859,385
CME Group Inc. Class A(CME)09,509+9,50902,808,6050.29%+2,808,605
NRG Energy, Inc.(NRG)019,196+19,19602,805,3310.29%+2,805,331
Alphabet Inc. Class C(GOOG)09,686+9,68602,778,5720.29%+2,778,572
CECO Environmental Corp.(CECO)045,280+45,28002,697,7820.28%+2,697,782
Xcel Energy Inc.(XEL)033,746+33,74602,680,7530.28%+2,680,753
Centerra Gold Inc.(CGAU)0150,380+150,38002,675,2600.28%+2,675,260
Cal-Maine Foods, Inc.(CALM)033,033+33,03302,614,5850.27%+2,614,585
Tower Semiconductor Ltd(TSEM)014,651+14,65102,570,9570.27%+2,570,957
Eldorado Gold Corporation(EGO)074,078+74,07802,543,0980.27%+2,543,098
Hudbay Minerals Inc(HBM)0120,870+120,87002,526,1830.26%+2,526,183
Vale S.A. Sponsored ADR0158,647+158,64702,524,0740.26%+2,524,074
Chevron Corporation(CVX)012,174+12,17402,518,8580.26%+2,518,858
iShares MSCI EAFE Value ETF033,333+33,33302,478,3090.26%+2,478,309
AECOM(ACM)028,935+28,93502,454,2900.26%+2,454,290
JPMorgan Chase & Co.(JPM)08,240+8,24002,423,8780.25%+2,423,878
Fidelity MSCI Information Technology Index ETF011,500+11,50002,392,5750.25%+2,392,575
Procter & Gamble Company(PG)016,457+16,45702,377,0940.25%+2,377,094
Wheaton Precious Metals Corp(WPM)017,762+17,76202,327,0000.24%+2,327,000
Page 1 of 7