DFDSX
DF DENT SMALL CAP GROWTH FUND
FORUM FUNDS

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Ball & Roller Bearings 4.05%
Services-Commercial Physical & Biological Research 3.67%
Aircraft Engines & Engine Parts 3.26%
Refrigeration & Service Industry Machinery 3.00%
Wholesale-Machinery, Equipment & Supplies 2.44%
Trucking (No Local) 2.43%
Wholesale-Durable Goods, NEC 2.41%
Wholesale-Professional & Commercial Equipment & Supplies 1.66%
Services-Engineering Services 1.53%
Special Industry Machinery (No Metalworking Machinery) 1.46%
Cutlery, Handtools & General Hardware 1.26%
Construction Machinery & Equip 1.10%
Services-Management Consulting Services 0.80%
Services-Prepackaged Software 11.50%
Miscellaneous Electrical Machinery, Equipment & Supplies 3.34%
Communications Equipment, NEC 2.21%
Measuring & Controlling Devices, NEC 1.98%
Services-Computer Integrated Systems Design 1.42%
Semiconductors & Related Devices 0.94%
Oil Royalty Traders 3.57%
Investment Advice 2.64%
Fire, Marine & Casualty Insurance 1.82%
Insurance Agents, Brokers & Service 1.46%
Security Brokers, Dealers & Flotation Companies 0.73%
Biological Products, (No Diagnostic Substances) 5.64%
Surgical & Medical Instruments & Apparatus 1.93%
Services-Skilled Nursing Care Facilities 1.38%
Ophthalmic Goods 1.20%
Motor Vehicles & Passenger Car Bodies 2.36%
Totalizing Fluid Meters & Counting Devices 2.33%
Retail-Lumber & Other Building Materials Dealers 1.88%
Retail-Auto Dealers & Gasoline Stations 1.21%
Services-Business Services, NEC 1.18%
Retail-Eating Places 0.48%
Chemicals & Allied Products 6.59%
Adhesives & Sealants 2.62%
Refuse Systems 2.72%
Miscellaneous Food Preparations & Kindred Products 1.21%
Unclassified 6.59%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.