MGMT
BALLAST SMALL/MID CAP ETF
Unified Series Trust
ETF

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
SPS COMMERCE INC 0 26,200 26,200 0.91% $1.46M
Capstone Green Energy Holdings Inc 0 47,556 47,556 0.16% $259.18K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
RESOLUTE HOLDINGS MANAGEMENT INC 10,870 0 -10,870 0.00% -$2.24M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NATURAL RESOURCE PARTNERS LP PARTNERSHIP SHARES 72,207 75,868 3,661 5.74% $1.64M
ECOVYST INC 380,295 394,075 13,780 3.17% $1.37M
AZZ INC 37,598 38,958 1,360 3.05% $845.06K
CLIMB GLOBAL SOLUTIONS INC 58,162 244,408 186,246 3.03% -$1.13M
ROYAL GOLD INC 17,982 18,632 650 2.96% $744.44K
SOLARIS OIL IN-A 78,480 81,325 2,845 2.87% $987.95K
CAVCO INDUSTRIES INC 8,474 8,779 305 2.66% -$754.35K
CAPITAL BANCORP INC/MD 136,987 141,952 4,965 2.64% $362.73K
TURNING POINT BRANDS INC 45,361 47,006 1,645 2.55% -$837.48K
MERCHANTS BANCORP 90,843 94,133 3,290 2.53% $945.13K
KOSMOS ENERGY LTD 1,264,441 1,423,256 158,815 2.47% $2.81M
FEDERAL AGRI MTG NON VTG CL C 25,304 26,219 915 2.43% -$553.03K
PATRICK INDUSTRIES INC 33,482 34,697 1,215 2.41% $223.34K
LANDSTAR SYSTEM INC 22,832 23,657 825 2.37% $511.50K
GEO GROUP INC/TH 179,189 225,079 45,890 2.37% $895.05K
BRINK'S CO/THE 34,525 36,268 1,743 2.35% -$271.65K
CORE NATURAL RESOURCES INC 33,742 34,967 1,225 2.29% $675.59K
GPGI INC 199,231 206,451 7,220 2.21% -$310.86K
TEREX CORP 57,629 59,719 2,090 2.21% $453.16K
EPSILON ENERGY LTD 552,052 572,052 20,000 2.20% $962.32K
TIMKENSTEEL CORP 195,331 202,406 7,075 2.07% -$44.57K
CRITEO SA-SPON ADR DEPOSITARY RECEIPT 122,260 164,220 41,960 1.84% $424.69K
MUELLER INDUSTRIES INC 20,348 26,277 5,929 1.82% $575.54K
CONSENSUS CLOUD SOLUTION 80,921 116,452 35,531 1.73% $998.87K
EAGLE MATERIALS INC 13,987 14,492 505 1.72% -$145.32K
MGIC INVT CORP 100,772 104,422 3,650 1.71% -$203.48K
KNOWLES CORP 100,698 104,348 3,650 1.68% $521.70K
COLLEGIUM PHARMACEUTICAL INC 76,784 79,564 2,780 1.65% -$923.92K
ATN INTERNATIONAL INC 85,190 96,575 11,385 1.64% $686.44K
EPR PROPERTIES 50,046 51,861 1,815 1.62% $93.68K
Ferroglobe PLC COM USD0.01 579,934 600,944 21,010 1.55% -$215.00K
HILLMAN SOLUTIONS CORP 286,754 297,144 10,390 1.55% -$11.05K
IRADIMED CORP 24,074 24,944 870 1.50% $59.19K
Bausch + Lomb Corporation 144,693 149,933 5,240 1.49% -$87.42K
BRUKER CORP 45,059 60,741 15,682 1.37% $71.24K
CABOT CORP 19,494 28,605 9,111 1.35% $862.18K
DONALDSON CO INC 23,866 24,731 865 1.31% -$17.04K
BANK OZK 44,129 45,729 1,600 1.31% $67.69K
GENPACT LTD 51,857 54,489 2,632 1.27% -$396.16K
PHINIA INC 28,353 29,378 1,025 1.26% $233.18K
INGLES MARKETS INC-CL A 21,399 22,174 775 1.25% $526.32K
GLOBAL BUSINESS TRAVEL GROUP INC 326,366 338,191 11,825 1.18% -$609.59K
ADVANSIX INC 74,234 76,924 2,690 1.17% $592.70K
RCM TECHNOLOGIES INC 94,149 97,559 3,410 1.17% -$57.60K
Unit Corporation 49,642 51,442 1,800 1.11% $245.87K
QUIDELORTHO CORP 68,557 102,442 33,885 1.05% -$274.87K
CASS INFORMATION SYSTEMS INC 34,816 36,076 1,260 0.99% $142.51K
EXTREME NETWORKS INC 92,495 95,845 3,350 0.90% -$94.70K
TRIPADVISOR INC 121,921 126,341 4,420 0.84% -$428.37K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BEL FUSE INC NV CL B 29,179 16,698 -12,481 2.07% -$1.64M
IPG PHOTONICS CORP 22,275 17,480 -4,795 1.25% $408.14K

No positions in this category.

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