OASGX
Optimum Small-Mid Cap Growth Fund
Optimum Fund Trust

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
191
Top-10 weight
14.23%
Effective holdings ?
143
Crowding ?
448.7

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 62,268 $13.83M 1.82%
2 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 232,793 $13.40M 1.77%
3 COMFORT SYSTEMS USA INC 8,335 $11.49M 1.52%
4 APPLIED INDU TEC 39,090 $10.37M 1.37%
5 CAVA GROUP INC 125,492 $10.15M 1.34%
6 PERMIAN RESOURCES CORP CL A 470,501 $10.03M 1.32%
7 KIRBY CORP 73,733 $9.80M 1.29%
8 MODINE MFG CO 45,142 $9.78M 1.29%
9 FORGENT POWER SOLUTIONS INC 329,851 $9.65M 1.27%
10 AKAMAI TECHNOLOGIES INC 82,368 $9.46M 1.25%
11 DIGITALOCEAN HOLDINGS INC 96,251 $8.26M 1.09%
12 WISDOMTREE INVESTMENTS INC 565,562 $8.23M 1.09%
13 LATTICE SEMICONDUCTOR CORP 86,558 $8.03M 1.06%
14 JFROG LTD 169,852 $7.97M 1.05%
15 ACADEMY SPORTS and OUTDOORS INC 141,150 $7.97M 1.05%
16 FTAI AVIATION LTD 31,680 $7.76M 1.02%
17 GXO LOGISTICS INC 146,679 $7.61M 1.00%
18 TEXAS CAPITAL BANCSHARES INC 79,194 $7.51M 0.99%
19 AXSOME THERAPEUTICS INC 43,181 $7.30M 0.96%
20 TWIST BIOSCIENCE CORP 152,687 $7.26M 0.96%
21 RBC BEARINGS INC 12,861 $6.99M 0.92%
22 LITTELFUSE INC 20,264 $6.88M 0.91%
23 TECHNIPFMC PLC 95,975 $6.63M 0.87%
24 FIGURE TECHNOLOGY SOLUTIONS INC A 190,824 $6.48M 0.85%
25 ADV ENERGY INDS 19,865 $6.41M 0.85%
26 CIRCLE INTERNET GROUP INC A 62,842 $6.00M 0.79%
27 NATIONAL VISION HOLDINGS INC 229,930 $5.96M 0.79%
28 INSMED INC 36,371 $5.95M 0.78%
29 PROCORE TECHNOLOGIES INC 103,414 $5.89M 0.78%
30 SPX TECHNOLOGIES INC 29,212 $5.84M 0.77%
31 HINGE HEALTH INC 151,078 $5.83M 0.77%
32 TWILIO INC CLASS A 45,605 $5.74M 0.76%
33 ELEMENT SOLUTIONS INC 167,029 $5.70M 0.75%
34 ADAPTIVE BIOTECHNOLOGIES CORP 407,197 $5.65M 0.75%
35 GULFPORT ENERGY CORP 26,271 $5.56M 0.73%
36 ONTO INNOVATION INC 26,815 $5.50M 0.73%
37 CELSIUS HOLDINGS INC 151,850 $5.39M 0.71%
38 BRIDGEBIO PHARMA INC 72,547 $5.39M 0.71%
39 ALLEGIANT TRAVEL CO 66,380 $5.38M 0.71%
40 ELANCO ANIMAL HEALTH INC 223,021 $5.34M 0.70%
41 PURE STORAGE INC CL A 90,069 $5.32M 0.70%
42 ESCO TECHNOLOGIES INC 18,658 $5.25M 0.69%
43 GLOBALFOUNDRIES INC GFS 115,773 $5.15M 0.68%
44 NOVANTA INC 43,310 $5.12M 0.67%
45 WESCO INTL 18,086 $4.95M 0.65%
46 INVESCO LTD 202,841 $4.93M 0.65%
47 TAPESTRY INC 34,529 $4.87M 0.64%
48 PATRICK INDUSTRIES INC 43,802 $4.87M 0.64%
49 COGENT BIOSCIENCES INC 124,240 $4.78M 0.63%
50 NVENT ELECTRIC PLC 40,212 $4.76M 0.63%
1 / 4 Next ›

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