Fund Holdings — NAVELLIER & ASSOCIATES INC

Total Portfolio Value
$959.53M
Total Bought
$172.58M
Total Sold
$130.20M
Net Transaction
+$42.38M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Vertiv Holdings Co. Class A(VRT)88,77995,078+6,29914,38323,8252.48%+9,442
Comfort Systems USA, Inc.(FIX)19,26819,802+53417,98327,3072.85%+9,324
Bloom Energy Corporation Class A117,364128,725+11,36110,19817,4411.82%+7,243
MasTec, Inc.(MTZ)1,94521,409+19,4644236,8880.72%+6,465
Micron Technology, Inc.(MU)018,164+18,16406,1370.64%+6,137
Quanta Services, Inc.45,98346,366+38319,40825,4562.65%+6,048
EMCOR Group, Inc.(EME)38,91440,411+1,49723,80729,8363.11%+6,029
Coherent Corp.(COHR)025,114+25,11405,9820.62%+5,982
Seagate Technology Holdings PLC
ORD SHS
41,84744,380+2,53311,52417,3861.81%+5,862
Ubiquiti Inc.(UI)19,57620,970+1,39410,83216,5721.73%+5,740
Ciena Corporation(CIEN)15,28223,940+8,6583,5749,2940.97%+5,720
Advanced Energy Industries, Inc.016,773+16,77305,4130.56%+5,413
Barrick Mining Corporation(B)7,000130,653+123,6533055,3290.56%+5,024
Argan, Inc.36,10829,883-6,22511,31316,2761.70%+4,962
Exxon Mobil Corporation92,07492,074011,08015,6211.63%+4,541
Elbit Systems Ltd(ESLT)14,55314,733+1808,40712,5101.30%+4,102
Carpenter Technology Corporation(CRS)50,51548,843-1,67215,90419,2512.01%+3,347
Compania de Minas Buenaventura SAA Sponsored ADR(BVN)091,231+91,23103,2880.34%+3,288
Centerra Gold Inc.(CGAU)0150,380+150,38002,6750.28%+2,675
Tower Semiconductor Ltd(TSEM)014,651+14,65102,5710.27%+2,571
TechnipFMC plc(FTI)89,56494,828+5,2643,9916,5550.68%+2,564
Hudbay Minerals Inc(HBM)0120,870+120,87002,5260.26%+2,526
Vale S.A. Sponsored ADR0158,647+158,64702,5240.26%+2,524
Walmart Inc.(WMT)102,239111,859+9,62011,39013,9021.45%+2,511
Agnico Eagle Mines Limited(AEM)63,37064,405+1,03510,74313,0731.36%+2,330
Wheaton Precious Metals Corp(WPM)017,762+17,76202,3270.24%+2,327
TTM Technologies, Inc.(TTMI)47,94257,613+9,6713,3085,6130.58%+2,305
Constellium SE Class A(CSTM)092,662+92,66202,2780.24%+2,278
Alamos Gold Inc.289,224302,336+13,11211,15813,4331.40%+2,275
Coeur Mining, Inc.(CDE)178,996285,884+106,8883,1915,3660.56%+2,175
GE Vernova Inc.(GEV)8,2768,515+2395,4097,4330.77%+2,024
Phillips 66(PSX)41,76240,267-1,4955,3897,3360.76%+1,947
Kinross Gold Corporation(KGC)508,612525,244+16,63214,32316,0301.67%+1,708
Howmet Aerospace Inc.(HWM)73,60872,812-79615,09116,7801.75%+1,689
International Seaways, Inc.(INSW)022,754+22,75401,6580.17%+1,658
First Trust Materials AlphaDEX Fund
MATERIALS ALPH
020,759+20,75901,5820.16%+1,582
Lam Research Corporation(LRCX)34,60034,610+105,9237,3950.77%+1,472
First Trust Industrials/Producer Durables AlphaDEX Fund
INDLS PROD DUR
017,731+17,73101,4470.15%+1,447
First Trust Consumer Discretionary AlphaDEX Fund
CONSUMR DISCRE
020,681+20,68101,3240.14%+1,324
Hecla Mining Company(HL)137,806211,067+73,2612,6443,9320.41%+1,288
Kaiser Aluminum Corporation(KALU)010,443+10,44301,2580.13%+1,258
Valero Energy Corporation(VLO)16,62115,912-7092,7063,9320.41%+1,226
Scorpio Tankers Inc.(STNG)016,121+16,12101,2040.13%+1,204
Phibro Animal Health Corporation Class A(PAHC)47,27252,340+5,0681,7662,8950.30%+1,129
Tutor Perini Corporation(TPC)27,75037,215+9,4651,8602,8730.30%+1,013
TG Therapeutics, Inc.(TGTX)029,290+29,29009730.10%+973
Tsakos Energy Navigation Limited(TEN)024,340+24,34009600.10%+960
Coca-Cola Consolidated, Inc.(COKE)35,85233,639-2,2135,4966,4500.67%+954
SSR Mining Inc(SSRM)88,53297,258+8,7261,9412,8590.30%+919
Cardinal Health, Inc.(CAH)63,76866,149+2,38113,10413,9781.46%+874
Baker Hughes Company Class A(BKR)61,73559,405-2,3302,8113,6270.38%+815
Alphabet Inc. Class C(GOOG)6,5159,686+3,1712,0442,7790.29%+734
Power Solutions International, Inc.(PSIX)101,729107,502+5,7735,8136,5450.68%+732
iShares U.S. Industrials ETF04,890+4,89007210.08%+721
Woodward, Inc.(WWD)8,5729,162+5902,5913,2790.34%+688
BRP, Inc.(DOO)09,386+9,38606740.07%+674
Chevron Corporation(CVX)12,18212,174-81,8572,5190.26%+662
State Street Materials Select Sector SPDR ETF
ST STR MATER ETF
012,946+12,94606470.07%+647
WisdomTree, Inc.(WT)12,38754,006+41,6191517860.08%+635
Sandisk Corporation(SNDK)0964+96406120.06%+612
Terex Corporation(TEX)09,913+9,91305860.06%+586
Powell Industries, Inc.(POWL)3,1342,906-2289991,5720.16%+573
EZCORP, Inc. Class A(EZPW)021,567+21,56705470.06%+547
TRX Gold Corporation(TRX)0362,729+362,72905440.06%+544
Coda Octopus Group, Inc.(CODA)046,450+46,45005250.05%+525
Johnson & Johnson(JNJ)14,14814,084-642,9283,4430.36%+515
KLA Corporation(KLAC)2,2182,173-452,6953,2000.33%+505
Costco Wholesale Corporation(COST)6,2935,951-3425,4275,9300.62%+503
IAMGOLD Corporation(IAG)97,007111,569+14,5621,6002,1000.22%+500
Virtu Financial, Inc. Class A(VIRT)27,16931,681+4,5129051,3930.15%+488
Allstate Corporation(ALL)17,55619,778+2,2223,6544,1010.43%+447
Lemonade Inc(LMND)07,112+7,11204460.05%+446
Viper Energy, Inc.(VNOM)68,42065,303-3,1172,6433,0690.32%+426
Bel Fuse Inc. Class B02,126+2,12604210.04%+421
nVent Electric plc(NVT)43,76041,122-2,6384,4624,8640.51%+402
NextDecade Corp.(NEXT)050,000+50,00003830.04%+383
Kroger Co.(KR)50,22748,645-1,5823,1383,5200.37%+382
Seneca Foods Corporation Class A(SENEA)02,522+2,52203810.04%+381
Okeanis Eco Tankers Corp.
SHS
18,65719,839+1,1826311,0040.10%+372
BWX Technologies, Inc.(BWXT)23,07721,305-1,7723,9894,3570.45%+368
Everus Construction Group, Inc.(ECG)03,050+3,05003600.04%+360
Array Digital Infrastructure, Inc.(AD)07,789+7,78903590.04%+359
Sezzle Inc.(SEZL)47,86053,339+5,4793,0383,3760.35%+338
Textron Inc.(TXT)03,748+3,74803280.03%+328
Littelfuse, Inc.(LFUS)0958+95803250.03%+325
Heritage Insurance Holdings, Inc.(HRTG)31,25847,200+15,9429151,2390.13%+324
Arcutis Biotherapeutics Inc(ARQT)013,753+13,75303240.03%+324
AZZ Inc.02,467+2,46703090.03%+309
Masimo Corporation6,3106,31008211,1220.12%+302
FIGS, Inc. Class A(FIGS)020,171+20,17102980.03%+298
NextEra Energy, Inc.(NEE)22,69522,435-2601,8222,0840.22%+262
BioCryst Pharmaceuticals, Inc.(BCRX)21,90345,286+23,3831714310.04%+260
OR Royalties Inc.(OR)44,90248,307+3,4051,5891,8370.19%+248
Qnity Electronics, Inc.(Q)02,136+2,13602460.03%+246
Atmos Energy Corporation(ATO)23,31422,436-8783,9084,1440.43%+236
Alaska Air Group, Inc.06,361+6,36102340.02%+234
BJ's Wholesale Club Holdings, Inc.(BJ)02,284+2,28402250.02%+225
Equinox Gold Corp.(EQX)115,638127,799+12,1611,6241,8480.19%+224
Fresh Del Monte Produce Inc.(DMC)75,21272,113-3,0992,6802,9030.30%+223
StoneX Group Inc.(SNEX)8,19812,440+4,2427801,0030.10%+223
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NAVELLIER & ASSOCIATES INC — 13F Holdings — Q1 2026 | TickerTrail