MFCPX
M Capital Appreciation Fund
M FUND INC

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.

Dec 31, 2025 → Mar 31, 2026

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

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
STRIDE INC 0 23,177 23,177 0.79% $2.04M
ACADIA HEALTHCARE CO INC 0 86,349 86,349 0.78% $2.02M
RANGE RESOURCES CORP 0 44,661 44,661 0.78% $2.02M
GULFPORT ENERGY CORP 0 9,377 9,377 0.77% $1.98M
ASHLAND INC 0 24,934 24,934 0.54% $1.39M
PALVELLA THERAPEUTICS INC 0 9,479 9,479 0.46% $1.18M
RYERSON HOLDING CORP 0 51,011 51,011 0.44% $1.15M
APOGEE THERAPEUTICS INC 0 10,723 10,723 0.35% $902.55K
LEMONADE INC 0 13,652 13,652 0.33% $855.71K
GXO LOGISTICS INC 0 14,253 14,253 0.29% $739.02K
CHEMED CORP 0 1,689 1,689 0.25% $638.00K
SYNAPTICS INC 0 8,956 8,956 0.24% $627.28K
NUVALENT INC-A 0 5,426 5,426 0.22% $555.89K
VIRIDIAN THERAPEUTICS INC 0 23,723 23,723 0.18% $464.02K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MAXLINEAR INC 113,369 0 -113,369 0.00% -$1.98M
INSPIRE MEDICAL SYSTEMS INC 19,650 0 -19,650 0.00% -$1.81M
PAYCOM SOFTWARE INC 9,527 0 -9,527 0.00% -$1.52M
DEVON ENERGY CORP 38,646 0 -38,646 0.00% -$1.42M
TYLER TECHNOLOGIES INC 2,867 0 -2,867 0.00% -$1.30M
BILL HOLDINGS INC 21,370 0 -21,370 0.00% -$1.17M
UNITY SOFTWARE INC 26,228 0 -26,228 0.00% -$1.16M
MAGNITE INC 66,022 0 -66,022 0.00% -$1.07M
BWX TECHNOLOGIES INC 5,741 0 -5,741 0.00% -$992.27K
KRATOS DEFENSE and SEC SOLTN INC 12,717 0 -12,717 0.00% -$965.35K
ROGERS CORP 10,014 0 -10,014 0.00% -$916.98K
AECOM 8,850 0 -8,850 0.00% -$843.67K
PLANET LABS PBC A 38,328 0 -38,328 0.00% -$755.83K
PARSONS CORP 11,332 0 -11,332 0.00% -$700.32K
GENIUS SPORTS LTD 57,140 0 -57,140 0.00% -$629.68K
KINDERCARE LEARNING COS INC 144,199 0 -144,199 0.00% -$622.94K
SOLENO THERAPEUTICS INC 12,911 0 -12,911 0.00% -$597.78K
IONQ INC 9,710 0 -9,710 0.00% -$435.69K
State Street Navigator Securities Lending Government Money Market Portfolio 275,096 0 -275,096 0.00% -$275.10K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
XPO LOGISTICS INC 26,946 28,202 1,256 2.12% $1.82M
GRANITE CONSTRUCTION INC 33,260 34,808 1,548 1.62% $336.24K
PERMIAN RESOURCES CORP CL A 172,931 190,795 17,864 1.57% $1.64M
JABIL INC 14,468 15,141 673 1.56% $722.91K
WEATHERFORD INTERNATIONAL PLC 31,001 38,344 7,343 1.40% $1.20M
FLEX LTD 49,052 54,415 5,363 1.38% $598.28K
EAGLE MATERIALS INC 15,591 17,066 1,475 1.25% $10.81K
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 49,159 56,035 6,876 1.25% $656.46K
KIRBY CORP 18,388 23,968 5,580 1.23% $1.16M
MONOLITHIC POWER SYS INC 2,760 2,890 130 1.22% $658.23K
INSMED INC 14,735 18,839 4,104 1.19% $516.07K
MODINE MFG CO 13,166 13,778 612 1.16% $1.23M
BUILDERS FIRSTSOURCE 28,949 36,146 7,197 1.15% -$2.66K
COOPER COS INC 38,843 40,649 1,806 1.13% -$277.17K
PURE STORAGE INC CL A 34,899 44,678 9,779 1.02% $299.21K
REVVITY INC 17,807 28,329 10,522 0.96% $759.08K
INSULET CORP 8,950 11,596 2,646 0.94% -$110.64K
SAIA INC 5,360 6,911 1,551 0.94% $677.55K
HEALTHEQUITY INC 17,665 28,826 11,161 0.93% $790.70K
POPULAR INC 16,974 17,763 789 0.92% $269.66K
REGAL REXNORD CORP 12,154 12,720 566 0.92% $676.50K
CURTISS WRIGHT CORPORATION 3,336 3,491 155 0.92% $538.75K
INDIE SEMICONDUCTOR INC 628,113 737,801 109,688 0.92% $158.48K
COGNEX CORP 40,165 48,392 8,227 0.92% $925.59K
BJS WHSL CLUB HLDGS INC 17,820 23,864 6,044 0.91% $744.36K
ENTEGRIS INC 19,119 20,008 889 0.91% $734.96K
ALASKA AIR GROUP INC 57,287 62,706 5,419 0.89% -$575.21K
PLANET FITNESS INC CL A 22,655 30,444 7,789 0.88% -$192.96K
WINTRUST FINL 15,562 16,286 724 0.88% $86.90K
SANMINA CORP 11,516 17,138 5,622 0.86% $493.56K
CITIZENS FINANCIAL GROUP INC 35,017 36,648 1,631 0.85% $152.44K
ELANCO ANIMAL HEALTH INC 87,552 91,626 4,074 0.85% $211.31K
RXO INC 79,803 142,152 62,349 0.80% $1.07M
AEROVIRONMENT INC 6,653 11,102 4,449 0.79% $422.93K
CIRCLE INTERNET GROUP INC A 11,040 21,079 10,039 0.78% $1.14M
UNITED THERAPEUTICS CORP DEL 3,228 3,378 150 0.78% $430.24K
CAESARS ENTERTAINMENT INC 72,412 75,781 3,369 0.78% $309.18K
LIBERTY ENERGY INC CL A 25,038 68,934 43,896 0.77% $1.52M
FIRST BANCORP PUERTO RICO 87,439 91,507 4,068 0.76% $141.98K
QORVO INC 20,557 25,125 4,568 0.75% $207.40K
BELDEN INC 11,402 16,733 5,331 0.74% $592.55K
James Hardie Industries Public Limited Company 70,854 100,983 30,129 0.74% $442.40K
EQUIFAX INC 7,613 10,550 2,937 0.74% $247.87K
TRANSMEDICS GROUP INC 12,263 19,072 6,809 0.73% $404.15K
HUBBELL INC 3,601 3,767 166 0.72% $249.38K
BRIDGEBIO PHARMA INC 23,543 24,638 1,095 0.71% $28.81K
Icon Public Limited Company 9,844 15,997 6,153 0.69% -$23.55K
MONGODB INC CL A 6,861 7,182 321 0.68% -$1.12M
EVEREST REINSURANCE GROUP LTD 5,127 5,366 239 0.68% $14.03K
SELECTIVE INSURANCE GROUP INC 13,808 23,174 9,366 0.68% $591.77K
ASTERA LABS INC 6,622 15,861 9,239 0.67% $636.73K
MARKEL GROUP INC 737 902 165 0.67% $142.20K
SEACOAST BANKING CORP FLORIDA 41,274 56,294 15,020 0.66% $408.32K
ALIGN TECHNOLOGY INC 8,005 9,906 1,901 0.66% $448.20K
AKAMAI TECHNOLOGIES INC 8,295 14,786 6,491 0.66% $974.43K
PERDOCEO EDUCATION CORP 43,047 45,050 2,003 0.65% $413.74K
EPAM SYSTEMS INC 11,611 12,153 542 0.64% -$733.35K
LCI INDUSTRIES 12,722 13,314 592 0.63% $93.67K
STAG INDUSTRIAL INC CL A 36,331 44,834 8,503 0.63% $281.19K
AGCO CORP 11,030 13,674 2,644 0.61% $433.76K
AMENTUM HOLDINGS INC 57,757 60,444 2,687 0.61% -$98.57K
OKTA INC CL A 13,015 19,882 6,867 0.61% $439.51K
JAZZ PHARMA PLC 7,868 8,235 367 0.60% $219.27K
M/I HOMES INC 12,065 12,627 562 0.60% $2.46K
UNIVERSAL DISPLAY CORP 13,210 16,520 3,310 0.59% -$28.44K
GUIDEWIRE SOFTWARE INC 9,268 9,699 431 0.56% -$412.38K
SUN COUNTRY HOLD 83,857 87,760 3,903 0.56% $243.09K
MUELLER INDUSTRIES INC 6,942 12,850 5,908 0.55% $626.84K
TRANSUNION 16,758 20,461 3,703 0.55% -$21.30K
PROCORE TECHNOLOGIES INC 23,705 24,807 1,102 0.55% -$310.30K
EASTERN BANKSHARES INC 68,395 71,576 3,181 0.54% $139.51K
WR BERKLEY CORP 20,080 21,014 934 0.54% -$15.20K
KBR INC 35,589 37,246 1,657 0.53% -$57.79K
CACI INTL-A 2,386 2,497 111 0.53% $86.76K
AVANTOR INC 161,713 169,238 7,525 0.51% -$526.41K
ALLEGIANT TRAVEL CO 13,535 16,262 2,727 0.51% $163.74K
FTAI INFRASTRUCTURE LLC 252,036 263,762 11,726 0.50% $141.10K
SKYLINE CHAMPION CORP 12,741 16,780 4,039 0.48% $171.31K
CHARLES RIVER LABS INTL INC 6,904 7,226 322 0.48% -$130.72K
DRAFTKINGS INC 42,057 57,406 15,349 0.48% -$208.17K
CARLYLE GROUP INC (THE) 24,441 25,579 1,138 0.48% -$206.94K
STERIS PLC 3,899 5,548 1,649 0.47% $238.35K
IRHYTHM TECHNOLOGIES INC 9,829 10,285 456 0.47% -$530.22K
SILA REALTY TRUST INC 37,508 50,048 12,540 0.46% $310.83K
AAR CORP 10,065 10,534 469 0.45% $319.77K
TRIUMPH FINANCIAL INC 14,234 19,315 5,081 0.45% $260.86K
TANDEM DIABETES CARE INC 57,057 59,711 2,654 0.44% -$109.45K
LAMB WESTON HOLDINGS INC 25,580 26,771 1,191 0.44% $59.80K
COGENT COMMUNICATIONS HOLDINGS INC 47,869 59,835 11,966 0.44% $95.24K
ROCKET LAB CORP 16,610 17,385 775 0.43% -$42.25K
VERICEL CORP 33,131 34,673 1,542 0.43% -$77.62K
MP MATERIALS CORP 18,312 22,541 4,229 0.42% $162.71K
INDEPENDENCE REALTY TR INC 51,340 70,303 18,963 0.41% $149.39K
VOYAGER TECHNOLOGIES INC 27,301 44,437 17,136 0.40% $325.73K
FIRST AMERICAN FINANCIAL CORP 16,209 16,963 754 0.40% $26.82K
GENTHERM INC 16,193 35,078 18,885 0.38% $385.53K
GRID DYNAMICS HOLDINGS INC 162,142 169,686 7,544 0.37% -$496.93K
DOLBY LABORATORIES INC CL A 15,013 15,712 699 0.37% -$20.47K
ACV AUCTIONS INC CL A 132,908 207,832 74,924 0.34% -$184.71K
BETTER HOME & FI 17,615 23,096 5,481 0.32% $248.78K
ULTRAGENYX PHARMA INC 37,437 39,179 1,742 0.32% -$40.25K
UROGEN PHARMA LTD 28,466 37,221 8,755 0.26% $2.56K
PERELLA WEINBERG PARTNERS 23,874 36,476 12,602 0.26% $249.38K
HOPE BANCORP INC 49,681 51,992 2,311 0.22% $36.25K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FTAI AVIATION LTD 46,954 30,525 -16,429 2.89% -$1.76M
CARPENTER TECHNOLOGY CORP 15,147 11,811 -3,336 1.80% -$113.58K
ATI INC 45,610 28,996 -16,614 1.63% -$1.02M
COHERENT CORP 22,398 16,695 -5,703 1.54% -$157.08K
DARLING INGREDIENTS INC 70,616 61,527 -9,089 1.47% $1.26M
LATTICE SEMICONDUCTOR CORP 35,395 33,842 -1,553 1.22% $534.82K
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 11,161 10,567 -594 0.91% $434.96K
TERADYNE INC 12,574 7,798 -4,776 0.89% -$122.03K
ULTRA CLEAN HOLDINGS INC 69,684 35,971 -33,713 0.87% $471.58K
NATERA INC 10,850 9,379 -1,471 0.73% -$609.92K
MKS INSTRUMENTS INC 10,151 7,673 -2,478 0.68% $141.20K
NEXTRACKER INC CL A 15,775 14,506 -1,269 0.68% $374.54K
HEXCEL CORPORATION 31,775 21,258 -10,517 0.67% -$627.76K
REVOLUTION MEDICINES INC 16,866 14,993 -1,873 0.56% $114.69K
ALBEMARLE CORP 11,653 7,873 -3,780 0.55% -$234.76K
SITIME CORP 3,468 2,954 -514 0.39% -$204.70K
TETRA TECHNOLOGIES INC 129,692 114,333 -15,359 0.38% -$241.10K

No positions in this category.

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