PBMIX
Polen U.S. SMID Company Growth Fund
FundVantage Trust

Portfolio concentration

As of July 31, 2025 · N-PORT
Holdings
60
Top-10 weight
36.94%
Effective holdings ?
41
Crowding ?
481.4

Holdings

As of July 31, 2025 · N-PORT
#SecurityTickerSharesValue% of fund
1 SOFI TECHNOLOGIES INC A 6,836 $154.36K 4.62%
2 BWX TECHNOLOGIES INC 982 $149.20K 4.47%
3 CARVANA CO CL A 358 $139.68K 4.18%
4 DREY-GVT CSH-I MISXX 132,542 $132.54K 3.97%
5 Empresa Brasileira de Aeronautica S.A. (ADR) EMBJ 2,153 $123.97K 3.71%
6 TALEN ENERGY CORP 301 $113.65K 3.40%
7 CAMECO CORP 1,507 $112.92K 3.38%
8 NRG ENERGY INC 660 $110.35K 3.31%
9 JOBY AVIATION INC 6,552 $109.16K 3.27%
10 BLOOM ENERGY CORP CL A 2,885 $107.87K 3.23%
11 AFFIRM HOLDINGS INC 1,430 $98.04K 2.94%
12 CURTISS WRIGHT CORPORATION 194 $95.10K 2.85%
13 VISTRA CORP 441 $91.97K 2.75%
14 MODINE MFG CO 657 $88.41K 2.65%
15 TECHNIPFMC PLC 2,287 $83.18K 2.49%
16 TWILIO INC CLASS A 642 $82.82K 2.48%
17 CREDO TECHNOLOGY GROUP HOLDING LTD 653 $72.84K 2.18%
18 NUTANIX INC CL A 968 $72.76K 2.18%
19 GRUPO FINANCIERO GALICIA SA SPONS ADR GGAL 1,375 $69.40K 2.08%
20 LIFE TIME GROUP HOLDINGS INC 2,383 $68.44K 2.05%
21 PLANET FITNESS INC CL A 581 $63.44K 1.90%
22 COMMVAULT SYSTEMS INC 316 $60.02K 1.80%
23 ADT INC 6,968 $58.18K 1.74%
24 SAMSARA INC-CL A 1,488 $56.59K 1.69%
25 FTAI AVIATION LTD 409 $56.28K 1.69%
26 ACUITY INC 165 $51.37K 1.54%
27 Ascendis Pharma A/S 294 $51.01K 1.53%
28 SERVICETITAN INC-A 430 $50.19K 1.50%
29 WAYFAIR INC- A 764 $50.15K 1.50%
30 GATES INDUSTRIAL CORP PLC 1,986 $49.25K 1.48%
31 VISTA OIL GAS SAB DE CV ADR VIST US 1,072 $47.92K 1.44%
32 MONDAY.COM LTD 166 $43.54K 1.30%
33 SYMBOTIC INC 789 $42.57K 1.27%
34 TEMPUS AI INC-A 731 $41.37K 1.24%
35 WESTERN ALLIANCE BANCORP 516 $40.02K 1.20%
36 AURORA INNOVATION INC 6,257 $36.35K 1.09%
37 ARCHER AVIATION INC A 3,554 $35.65K 1.07%
38 YPF Sociedad Anonima SPON ADR(REP 1 CL'D'ARS10) YPF 1,018 $34.14K 1.02%
39 AXON ENTERPRISE INC 43 $32.49K 0.97%
40 DOXIMITY INC-A 552 $32.43K 0.97%
41 BENTLEY SYSTEM-B 559 $32.41K 0.97%
42 ALLISON TRANSMISSION HLDGS INC 352 $31.70K 0.95%
43 SHIFT4 PAYMENTS INC 301 $31.00K 0.93%
44 BRIDGEBIO PHARMA INC 622 $29.40K 0.88%
45 SPROUTS FMRS MKT INC 179 $27.13K 0.81%
46 NATERA INC 200 $26.73K 0.80%
47 PROCORE TECHNOLOGIES INC 337 $24.14K 0.72%
48 CHEWY INC- CL A 638 $23.41K 0.70%
49 GUIDEWIRE SOFTWARE INC 100 $22.62K 0.68%
50 CORCEPT THERAPEUTICS INC 301 $20.22K 0.61%
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