GMBVX
GMO Small Cap Quality Fund
GMO TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
LANDSTAR SYSTEM INC 0 42,892 42,892 1.02% $6.99M
CORVEL CORP 0 47,924 47,924 0.36% $2.47M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
MASIMO CORP 101,473 0 -101,473 0.00% -$14.45M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BALCHEM CORP 149,287 155,504 6,217 4.10% $4.89M
ARAMARK 586,431 610,853 24,422 3.72% $3.77M
AAON INC 244,311 249,619 5,308 3.68% $2.42M
APTARGROUP INC 163,636 170,451 6,815 3.56% $4.08M
CLEAN HARBORS INC 58,797 82,962 24,165 3.54% $10.94M
JACK HENRY 133,158 138,704 5,546 3.28% -$699.56K
OLLIES BARGAIN OUTLET HOLDINGS INC 172,647 209,563 36,916 3.27% $1.19M
CIRRUS LOGIC INC 151,210 157,508 6,298 3.23% $4.03M
ALLEGION PLC 129,422 134,812 5,390 3.16% $237.02K
MARZETTI COMPANY/THE 122,267 127,359 5,092 3.05% $518.93K
FTI CONSULTING INC 121,222 126,270 5,048 3.02% $983.94K
DOLBY LABORATORIES INC CL A 282,784 294,560 11,776 2.85% $535.08K
KADANT INC 37,760 57,048 19,288 2.82% $8.85M
GMO US Treasury Fund 3,014,010 3,841,082 827,071 2.80% $4.14M
BADGER METER INC 75,076 116,077 41,001 2.57% $4.29M
AXCELIS TECHNOLOGIES INC 104,445 206,834 102,389 2.49% $8.44M
TREX CO INC 394,188 410,604 16,416 2.47% $3.22M
COCA COLA CONSOLIDATED INC 48,379 72,318 23,939 2.13% $6.75M
BOOZ ALLEN HAMILTON HLDG CL A 177,874 185,283 7,409 2.13% -$239.51K
ACUSHNET HOLDINGS CORP 132,735 138,262 5,527 2.06% $2.99M
COHEN & STEERS 177,609 210,351 32,742 2.05% $2.83M
CACTUS INC CL A 230,077 239,660 9,583 1.88% $3.07M
HOULIHAN LOKEY I 70,605 73,546 2,941 1.75% -$339.49K
UNIVERSAL DISPLAY CORP 106,294 110,720 4,426 1.72% -$828.83K
STEPSTONE GROUP INC CLASS A 251,606 262,084 10,478 1.64% -$4.59M
BRUKER CORP 197,305 205,523 8,218 1.20% -$1.39M
EPAM SYSTEMS INC 32,345 48,825 16,480 1.00% $835.81K
PREFORMED LINE PRODUCTS CO 26,532 27,108 576 1.00% $1.43M
XPEL INC 138,773 144,552 5,779 0.90% -$289.36K
BROWN FORMAN CORP NON VTG CL B 109,263 113,814 4,551 0.48% $118.23K
ACV AUCTIONS INC CL A 277,959 289,535 11,576 0.20% -$774.84K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
PRICESMART INC 204,394 188,566 -15,828 4.24% $4.00M
NEW YORK TIMES CO CL A 422,962 363,391 -59,571 4.22% $1.71M
GLOBUS MEDICAL INC 298,938 293,448 -5,490 4.08% $797.23K
RBC BEARINGS INC 48,212 43,680 -4,532 3.66% $3.70M
ENTEGRIS INC 180,497 133,208 -47,289 2.57% $3.72M
FABRINET 45,717 29,649 -16,068 2.35% -$4.83M
WOODWARD INC 57,741 40,113 -17,628 2.26% -$1.81M
INSTALLED BUILDING PRODUCTS INC 23,145 12,832 -10,313 0.61% -$2.00M
State Street Institutional Treasury Money Market Fund 798,892 287,147 -511,745 0.04% -$511.74K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
MALIBU BOATS INC CL A 200,559 200,559 0 0.85% $134.37K

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