Fund HoldingsNAVELLIER & ASSOCIATES INC

Total Portfolio Value
$1.26B
Total Bought
$448.91M
Total Sold
$162.69M
Net Transaction
+$286.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Seagate Technology Holdings PLC
ORD SHS
44,38047,267+2,88717,38645,6133.61%+28,226
Bloom Energy Corporation Class A128,725140,850+12,12517,44142,6353.38%+25,194
NVIDIA Corporation(NVDA)597,154606,399+9,245104,144121,3349.61%+17,191
Micron Technology, Inc.(MU)18,16419,915+1,7516,13722,9881.82%+16,851
Argan, Inc.29,88338,247+8,36416,27630,5422.42%+14,266
Carpenter Technology Corporation(CRS)48,84352,573+3,73019,25132,4292.57%+13,178
Exxonmobil Holdings Corporation095,411+95,411013,0451.03%+13,045
Comfort Systems USA, Inc.(FIX)19,80220,358+55627,30740,3493.20%+13,042
BrightSpring Health Services, Inc.(BTSG)0146,048+146,048010,1850.81%+10,185
nVent Electric plc(NVT)41,12287,573+46,4514,86414,8531.18%+9,989
Vertiv Holdings Co. Class A(VRT)95,07899,894+4,81623,82533,4462.65%+9,622
Silicon Motion Technology Corporation Sponsored ADR(SIMO)028,019+28,01909,3400.74%+9,340
TTM Technologies, Inc.(TTMI)57,61376,230+18,6175,61314,2571.13%+8,644
Sterling Infrastructure, Inc.(STRL)09,704+9,70408,1450.65%+8,145
Lam Research Corporation(LRCX)34,61034,600-107,39514,9931.19%+7,598
Cenovus Energy Inc.(CVE)0293,121+293,12107,2720.58%+7,272
Advanced Micro Devices, Inc.(AMD)2,01112,960+10,9494097,5290.60%+7,119
Sezzle Inc.(SEZL)53,33959,076+5,7373,37610,1390.80%+6,763
MYR Group Inc.(MYRG)013,126+13,12606,5680.52%+6,568
Eli Lilly and Company(LLY)27,49426,077-1,41725,28831,2772.48%+5,989
Quanta Services, Inc.46,36643,608-2,75825,45631,4002.49%+5,944
GE Vernova Inc.(GEV)8,51510,925+2,4107,43312,8351.02%+5,403
Howmet Aerospace Inc.(HWM)72,81282,136+9,32416,78022,0831.75%+5,303
FormFactor, Inc.(FORM)031,096+31,09604,9730.39%+4,973
Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR(TSM)1,52011,364+9,8445145,4270.43%+4,913
Sanmina Corporation(SANM)3,49820,939+17,4414535,2990.42%+4,846
Coherent Corp.(COHR)25,11427,172+2,0585,98210,7190.85%+4,736
National Energy Services Reunited Corp.
SHS
0151,079+151,07904,5220.36%+4,522
Ciena Corporation(CIEN)23,94028,040+4,1009,29413,7551.09%+4,461
Alphabet Inc. Class C(GOOG)9,68619,764+10,0782,7796,9830.55%+4,205
EMCOR Group, Inc.(EME)40,41140,924+51329,83633,9622.69%+4,126
ASE Technology Holding Co., Ltd. Sponsored ADR(ASX)088,105+88,10503,9750.31%+3,975
KLA Corporation(KLAC)2,17323,290+21,1173,2007,0270.56%+3,827
Semtech Corporation(SMTC)022,729+22,72903,6790.29%+3,679
DHT Holdings, Inc.(DHT)0215,222+215,22203,5580.28%+3,558
Enlight Renewable Energy Ltd(ENLT)039,037+39,03703,4750.28%+3,475
MasTec, Inc.(MTZ)21,40924,709+3,3006,88810,2800.81%+3,392
Suncor Energy Inc.(SU)062,359+62,35903,3470.27%+3,347
BP PLC Sponsored ADR(BP)087,723+87,72303,2410.26%+3,241
Indivior Pharmaceuticals, Inc.(INDV)134,108173,860+39,7524,0887,1330.57%+3,046
Phillips 66(PSX)40,26759,960+19,6937,33610,1360.80%+2,801
First Trust NASDAQ-100 Technology Sector Index Fund08,217+8,21702,7500.22%+2,750
Aurinia Pharmaceuticals Inc.(AUPH)114,936257,142+142,2061,7034,3640.35%+2,660
Cisco Systems, Inc.(CSCO)55,58458,206+2,6224,3136,8370.54%+2,524
Sandisk Corporation(SNDK)9641,363+3996123,0990.25%+2,487
Ituran Location and Control Ltd.
SHS
13,20751,056+37,8496473,1150.25%+2,468
Tsakos Energy Navigation Limited(TEN)24,34096,633+72,2939603,4180.27%+2,457
Cardinal Health, Inc.(CAH)66,14969,038+2,88913,97816,4011.30%+2,423
First Trust Technology AlphaDEX Fund
TECH ALPHADEX
011,116+11,11602,4150.19%+2,415
Canadian Natural Resources Limited(CNQ)060,189+60,18902,3770.19%+2,377
IES Holdings, Inc.(IESC)2,6744,882+2,2081,2743,5870.28%+2,313
Bladex, Inc. Class E036,477+36,47702,2420.18%+2,242
Intel Corporation(INTC)8,70018,770+10,0703842,6210.21%+2,237
Ardmore Shipping Corp.(ASC)0157,157+157,15702,2020.17%+2,202
Dorian LPG Ltd.(LPG)062,051+62,05102,1580.17%+2,158
Advanced Energy Industries, Inc.16,77320,269+3,4965,4137,5580.60%+2,145
Constellium SE Class A(CSTM)92,662138,449+45,7872,2784,4120.35%+2,135
International Seaways, Inc.(INSW)22,75449,355+26,6011,6583,7800.30%+2,122
Tutor Perini Corporation(TPC)37,21559,783+22,5682,8734,9600.39%+2,088
Apple Inc.(AAPL)46,61047,780+1,17011,82913,8261.10%+1,996
Autoliv Inc.(ALV)016,918+16,91801,9650.16%+1,965
Korn Ferry(KFY)028,914+28,91401,9250.15%+1,925
Bel Fuse Inc. Class B2,1266,951+4,8254212,3150.18%+1,894
HF Sinclair Corporation(DINO)027,030+27,03001,8830.15%+1,883
Global Ship Lease, Inc. Class A
COM CL A
049,379+49,37901,8570.15%+1,857
EZCORP, Inc. Class A(EZPW)21,56765,347+43,7805472,2590.18%+1,712
Steel Dynamics, Inc.(STLD)29,71430,747+1,0335,3497,0550.56%+1,707
Tower Semiconductor Ltd(TSEM)14,65116,211+1,5602,5714,2250.33%+1,654
Idaho Strategic Resources Inc(IDR)109,881156,851+46,9703,5295,1370.41%+1,607
argenx SE Sponsored ADR(ARGX)7,0237,257+2345,1296,7330.53%+1,604
Scorpio Tankers Inc.(STNG)16,12138,960+22,8391,2042,6980.21%+1,495
Frequency Electronics, Inc.(FEIM)11,52030,095+18,5755101,9970.16%+1,487
First Trust Financials AlphaDEX Fund
FINLS ALPHADEX
023,322+23,32201,4570.12%+1,457
Allient Inc.6,94817,975+11,0274111,8500.15%+1,440
Nucor Corporation(NUE)26,69126,071-6204,5135,8070.46%+1,294
Kaiser Aluminum Corporation(KALU)10,44312,548+2,1051,2582,4550.19%+1,196
iShares U.S. Technology ETF4,6917,835+3,1448511,9760.16%+1,125
Rocket Lab Corporation(RKLB)16,89021,058+4,1681,0852,1410.17%+1,056
Virtu Financial, Inc. Class A(VIRT)31,68140,989+9,3081,3932,4420.19%+1,048
AbbVie, Inc.(ABBV)28,30528,575+2706,1567,1910.57%+1,035
TAT Technologies Ltd.(TATT)11,63430,092+18,4584731,4510.11%+979
American Public Education, Inc.(APEI)11,85330,690+18,8376741,6480.13%+974
Everus Construction Group, Inc.(ECG)3,0507,820+4,7703601,2980.10%+938
Capital Southwest Corporation(CSWC)038,884+38,88409240.07%+924
Safe Bulkers, Inc.(SB)0145,586+145,58609190.07%+919
Cohen & Steers, Inc.(CNS)54,81357,021+2,2083,4294,3420.34%+913
InTest Corporation(INTT)049,893+49,89309070.07%+907
Robert Half Inc.(RHI)028,627+28,62708790.07%+879
Johnson & Johnson(JNJ)14,08416,971+2,8873,4434,3100.34%+867
Woodward, Inc.(WWD)9,1629,726+5643,2794,1380.33%+859
First Trust NYSE Arca Biotechnology Index Fund6,6788,640+1,9621,3412,1420.17%+801
Seneca Foods Corporation Class A(SENEA)2,5226,791+4,2693811,1810.09%+800
eBay Inc.(EBAY)35,23335,799+5663,2074,0000.32%+794
Fidelity MSCI Information Technology Index ETF11,50011,000-5002,3933,1410.25%+749
Alphabet Inc. Class A(GOOG)10,06010,186+1262,8933,6400.29%+747
Blue Owl Capital, Inc. Class A(OBDC)084,344+84,34407380.06%+738
TeraWulf Inc.(WULF)35,60150,534+14,9335141,2480.10%+734
StoneX Group Inc.(SNEX)12,44014,507+2,0671,0031,7190.14%+716
iShares MSCI Pacific ex-Japan ETF013,051+13,05106950.06%+695
IonQ, Inc.(IONQ)19,22023,365+4,1455541,2440.10%+690
Page 1 of 4