Fund HoldingsNAVELLIER & ASSOCIATES INC

Total Portfolio Value
$892.38M
Total Bought
$892.38M
Total Sold
$985.88M
Net Transaction
-$93.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NVIDIA Corporation(NVDA)0578,972+578,9720107,97812.10%+107,978
Eli Lilly and Company(LLY)025,987+25,987027,9273.13%+27,927
EMCOR Group, Inc.(EME)038,914+38,914023,8072.67%+23,807
Quanta Services, Inc.045,983+45,983019,4082.17%+19,408
Comfort Systems USA, Inc.(FIX)019,268+19,268017,9832.02%+17,983
AppLovin Corp. Class A(APP)024,679+24,679016,6291.86%+16,629
Royal Caribbean Group
COM
059,399+59,399016,5681.86%+16,568
Carpenter Technology Corporation(CRS)050,515+50,515015,9041.78%+15,904
Palantir Technologies Inc. Class A(PLTR)088,162+88,162015,6711.76%+15,671
Howmet Aerospace Inc.(HWM)073,608+73,608015,0911.69%+15,091
Vertiv Holdings Co. Class A(VRT)088,779+88,779014,3831.61%+14,383
Kinross Gold Corporation(KGC)0508,612+508,612014,3231.60%+14,323
Cardinal Health, Inc.(CAH)063,768+63,768013,1041.47%+13,104
Apple Inc.(AAPL)047,078+47,078012,7991.43%+12,799
Seagate Technology Holdings PLC
ORD SHS
041,847+41,847011,5241.29%+11,524
Walmart Inc.(WMT)0102,239+102,239011,3901.28%+11,390
Argan, Inc.036,108+36,108011,3131.27%+11,313
Alamos Gold Inc.0289,224+289,224011,1581.25%+11,158
Exxon Mobil Corporation092,074+92,074011,0801.24%+11,080
Ubiquiti Inc.(UI)019,576+19,576010,8321.21%+10,832
Agnico Eagle Mines Limited(AEM)063,370+63,370010,7431.20%+10,743
Bloom Energy Corporation Class A0117,364+117,364010,1981.14%+10,198
Super Micro Computer, Inc.(SMCI)0310,424+310,42409,0861.02%+9,086
Microsoft Corporation(MSFT)017,875+17,87508,6440.97%+8,644
Robinhood Markets, Inc. Class A(HOOD)075,756+75,75608,5680.96%+8,568
Elbit Systems Ltd(ESLT)014,553+14,55308,4070.94%+8,407
Exelixis, Inc.(EXEL)0173,391+173,39107,6000.85%+7,600
Meta Platforms Inc Class A(META)010,913+10,91307,2030.81%+7,203
Guidewire Software, Inc.(GWRE)035,232+35,23207,0820.79%+7,082
AbbVie, Inc.(ABBV)029,566+29,56606,7550.76%+6,755
Targa Resources Corp.(TRGP)035,798+35,79806,6050.74%+6,605
Lam Research Corporation(LRCX)034,600+34,60005,9230.66%+5,923
Power Solutions International, Inc.0101,729+101,72905,8130.65%+5,813
Cencora, Inc.017,159+17,15905,7950.65%+5,795
Carvana Co. Class A(CVNA)013,688+13,68805,7770.65%+5,777
argenx SE Sponsored ADR(ARGX)06,668+6,66805,6070.63%+5,607
Coca-Cola Consolidated, Inc.(COKE)035,852+35,85205,4960.62%+5,496
Costco Wholesale Corporation(COST)06,293+6,29305,4270.61%+5,427
GE Vernova Inc.(GEV)08,276+8,27605,4090.61%+5,409
Phillips 66(PSX)041,762+41,76205,3890.60%+5,389
Steel Dynamics, Inc.(STLD)031,728+31,72805,3760.60%+5,376
IDEXX Laboratories, Inc.(IDXX)07,795+7,79505,2740.59%+5,274
Embraer S.A. Sponsored ADR(EMBJ)081,780+81,78005,2640.59%+5,264
Amazon.com, Inc.(AMZN)020,932+20,93204,8320.54%+4,832
Nucor Corporation(NUE)028,542+28,54204,6550.52%+4,655
Johnson Controls International plc
SHS
038,554+38,55404,6170.52%+4,617
Cisco Systems, Inc.(CSCO)058,176+58,17604,4810.50%+4,481
nVent Electric plc(NVT)043,760+43,76004,4620.50%+4,462
Broadcom Inc.(AVGO)012,489+12,48904,3220.48%+4,322
Idaho Strategic Resources Inc0106,752+106,75204,3020.48%+4,302
Amer Sports, Inc.(AS)0111,566+111,56604,1670.47%+4,167
Indivior Pharmaceuticals, Inc.(INDV)0114,904+114,90404,1230.46%+4,123
Amgen Inc.(AMGN)012,438+12,43804,0710.46%+4,071
TechnipFMC plc(FTI)089,564+89,56403,9910.45%+3,991
BWX Technologies, Inc.(BWXT)023,077+23,07703,9890.45%+3,989
Stantec Inc(STN)042,179+42,17903,9800.45%+3,980
VeriSign, Inc.016,182+16,18203,9310.44%+3,931
Atmos Energy Corporation(ATO)023,314+23,31403,9080.44%+3,908
Allstate Corporation(ALL)017,556+17,55603,6540.41%+3,654
Cohen & Steers, Inc.(CNS)057,115+57,11503,5860.40%+3,586
Ciena Corporation(CIEN)015,282+15,28203,5740.40%+3,574
Artisan Partners Asset Management, Inc. Class A(APAM)085,669+85,66903,4900.39%+3,490
Parker-Hannifin Corporation(PH)03,877+3,87703,4080.38%+3,408
TTM Technologies, Inc.(TTMI)047,942+47,94203,3080.37%+3,308
General Dynamics Corporation(GD)09,675+9,67503,2570.37%+3,257
Universal Corp(UVV)061,696+61,69603,2540.36%+3,254
Sea Limited Sponsored ADR Class A(SE)025,414+25,41403,2420.36%+3,242
eBay Inc.(EBAY)037,010+37,01003,2240.36%+3,224
NRG Energy, Inc.(NRG)020,231+20,23103,2220.36%+3,222
Coeur Mining, Inc.(CDE)0178,996+178,99603,1910.36%+3,191
Alphabet Inc. Class A(GOOG)010,050+10,05003,1460.35%+3,146
Kroger Co.(KR)050,227+50,22703,1380.35%+3,138
Sezzle Inc.(SEZL)047,860+47,86003,0380.34%+3,038
iShares MSCI EAFE Growth ETF026,633+26,63303,0340.34%+3,034
Johnson & Johnson(JNJ)014,148+14,14802,9280.33%+2,928
AECOM(ACM)029,933+29,93302,8540.32%+2,854
Baker Hughes Company Class A(BKR)061,735+61,73502,8110.32%+2,811
SAP SE Sponsored ADR(SAP)011,270+11,27002,7380.31%+2,738
CME Group Inc. Class A(CME)09,998+9,99802,7300.31%+2,730
Cal-Maine Foods, Inc.(CALM)034,216+34,21602,7230.31%+2,723
Fidelity MSCI Information Technology Index ETF012,110+12,11002,7210.30%+2,721
JPMorgan Chase & Co.(JPM)08,437+8,43702,7190.30%+2,719
Valero Energy Corporation(VLO)016,621+16,62102,7060.30%+2,706
KLA Corporation(KLAC)02,218+2,21802,6950.30%+2,695
Fresh Del Monte Produce Inc.(DMC)075,212+75,21202,6800.30%+2,680
Hecla Mining Company(HL)0137,806+137,80602,6440.30%+2,644
Viper Energy, Inc.(VNOM)068,420+68,42002,6430.30%+2,643
Xcel Energy Inc.(XEL)035,316+35,31602,6080.29%+2,608
Woodward, Inc.(WWD)08,572+8,57202,5910.29%+2,591
CECO Environmental Corp.(CECO)042,455+42,45502,5410.28%+2,541
Eldorado Gold Corporation(EGO)068,151+68,15102,4480.27%+2,448
Procter & Gamble Company(PG)017,044+17,04402,4430.27%+2,443
Paymentus Holdings, Inc Class A(PAY)077,174+77,17402,4380.27%+2,438
iShares MSCI EAFE Value ETF033,333+33,33302,3800.27%+2,380
HCI Group, Inc.011,536+11,53602,2110.25%+2,211
Flowserve Corporation(FLS)031,775+31,77502,2050.25%+2,205
Colgate-Palmolive Company(CL)026,553+26,55302,0980.24%+2,098
Pilgrim's Pride Corporation(PPC)053,413+53,41302,0830.23%+2,083
Brinker International, Inc.(EAT)014,351+14,35102,0600.23%+2,060
Dynex Capital, Inc.(DX)0146,371+146,37102,0510.23%+2,051
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