TAX MANAGED SMALL CAP PORTFOLIO
Tax-Managed Small-Cap Portfolio

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.

Oct 31, 2025 → Jan 31, 2026

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

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
OLD NATL BANCORP 0 165,485 165,485 2.16% $4.04M
WEBSTER FINL 0 60,078 60,078 2.11% $3.95M
EQUIPMENTSHARE-A 0 65,407 65,407 1.08% $2.03M
REXFORD INDUSTRIAL REALTY INC 0 34,414 34,414 0.74% $1.39M
WD-40 CO 0 3,958 3,958 0.49% $915.21K
PROGYNY INC 0 18,655 18,655 0.24% $445.29K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
RLI CORP 49,760 0 -49,760 0.00% -$2.93M
COHEN & STEERS 21,490 0 -21,490 0.00% -$1.47M
UNIVERSAL DISPLAY CORP 9,475 0 -9,475 0.00% -$1.40M
CARIS LIFE SCIENCES INC 45,962 0 -45,962 0.00% -$1.38M
SPS COMMERCE INC 16,766 0 -16,766 0.00% -$1.38M
ALBANY INTL CORP 17,592 0 -17,592 0.00% -$995.36K
NOVANTA INC 7,563 0 -7,563 0.00% -$960.58K
Bath & Body Works Inc 36,967 0 -36,967 0.00% -$904.95K
CLEARWATER ANALYTICS HOLDINGS INC 45,676 0 -45,676 0.00% -$840.90K
WILEY JOHN&SON-A 19,892 0 -19,892 0.00% -$733.42K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
DONALDSON CO INC 59,699 61,727 2,028 3.35% $1.26M
CSW INDUSTRI INC 17,698 21,737 4,039 3.13% $1.44M
COMMUNITY FINANCIAL SYSTEM INC 83,807 85,197 1,390 2.84% $675.20K
SOUTHSTATE BANK CORP 48,376 51,696 3,320 2.82% $1.00M
FRANKLIN ELECTRIC CO. INC. 46,281 48,955 2,674 2.60% $490.85K
DORMAN PRODUCTS INC 34,411 36,744 2,333 2.43% -$51.94K
ESSENTIAL PROPERTIES REALTY TRUST INC 144,405 146,792 2,387 2.38% $141.78K
US PHYSICAL THERAPY INC 51,979 52,721 742 2.36% -$62.52K
ARAMARK 107,174 114,485 7,311 2.35% $346.78K
VALVOLINE INC 120,477 128,708 8,231 2.25% $234.38K
QUAKER HOUGHTON 25,188 26,901 1,713 2.20% $637.40K
SMITH (AO) CORP 51,043 54,325 3,282 2.13% $624.02K
DIODES INC 63,745 67,431 3,686 2.13% $589.81K
AZZ INC 28,093 29,885 1,792 1.98% $909.32K
CORE & MAIN IN-A 65,007 67,599 2,592 1.92% $215.02K
BRIGHT HORIZONS FAMILY SOLUTIONS INC 30,916 38,087 7,171 1.88% $151.04K
HAYWARD HOLDINGS INC 197,142 210,605 13,463 1.81% $53.66K
BALCHEM CORP 18,211 19,277 1,066 1.75% $486.98K
Hamilton Insurance Group Ltd., Class B 109,695 117,169 7,474 1.73% $654.96K
ESCO TECHNOLOGIES INC 13,910 14,019 109 1.71% $145.89K
ADVANCED DRAINAGE SYSTEMS INC 18,746 20,023 1,277 1.62% $418.92K
CBIZ INC 71,670 74,944 3,274 1.57% -$992.80K
CCC INTELLIGENT SOLUTIONS HOLD CL A 359,572 384,132 24,560 1.55% -$223.75K
ALLEGRO MICROSYSTEMS INC 55,998 73,619 17,621 1.45% $1.04M
EURONET WORLDWIDE INC 34,239 36,278 2,039 1.40% $31.33K
THERMON GROUP HOLDINGS INC 39,013 53,038 14,025 1.28% $1.28M
HEXCEL CORPORATION 27,181 27,572 391 1.22% $342.51K
DESCARTES SYS 18,666 29,456 10,790 1.17% $555.60K
FIRST AMERICAN FINANCIAL CORP 31,310 33,444 2,134 1.13% $155.80K
BIO-TECHNE CORP 27,243 32,588 5,345 1.11% $383.97K
POST HOLDINGS INC 18,001 19,052 1,051 1.04% $78.37K
LYFT INC-A 47,448 87,154 39,706 0.78% $499.50K
TAYLOR MORRISON HOME CORP 20,707 22,110 1,403 0.72% $120.30K
CERTARA INC 119,648 127,348 7,700 0.60% -$272.12K
ALKAMI TECHNOLOGY INC 49,556 52,741 3,185 0.60% $112.09K
CHEFS WAREHOUSE INC 12,724 16,201 3,477 0.54% $268.33K
MERITAGE HOMES CORP 13,651 14,280 629 0.53% $70.34K
HEARTFLOW INC 26,101 26,714 613 0.43% -$171.97K
NCINO INC 29,505 29,716 211 0.34% -$152.76K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
WHITE MOUNTAINS INS GROUP LTD 2,540 1,859 -681 2.03% -$1.04M
WYNDHAM HOTELS and RESORTS INC 61,497 51,939 -9,558 2.02% -$735.08K
COMMERCE BCSHS 99,892 71,652 -28,240 2.01% -$1.49M
STIFEL FINANCIAL CORP 34,491 29,708 -4,783 1.95% -$421.77K
APTARGROUP INC 35,844 26,617 -9,227 1.77% -$832.47K
STEVEN MADDEN LTD 82,058 73,605 -8,453 1.72% $447.20K
OPTION CARE HEALTH INC 116,137 93,696 -22,441 1.70% $162.62K
ATMUS FILTRATION TECHNOLOGIES INC 63,653 54,037 -9,616 1.67% $237.59K
EASTGROUP PROP 20,607 16,228 -4,379 1.57% -$648.89K
TERRENO REALTY CORP 49,075 43,280 -5,795 1.42% -$140.20K
BADGER METER INC 19,706 18,008 -1,698 1.41% -$916.34K
ADDUS HOMECARE CORP 27,953 23,834 -4,119 1.31% -$801.08K
MSILF-GOVT-INS 5,275,840 2,268,671 -3,007,168 1.21% -$3.01M
AAON INC 25,626 24,680 -946 1.20% -$273.98K
FIRST FINL BANKSHARES INC 114,196 59,081 -55,115 1.00% -$1.65M
CHEMED CORP 5,012 4,396 -616 1.00% -$283.97K
KNIFE RIVER HOLDING CO W/I 16,886 12,935 -3,951 0.46% -$152.08K
STOCK YARDS BANCORP INC 10,970 10,134 -836 0.37% -$27.30K
LANDSTAR SYSTEM INC 5,733 2,244 -3,489 0.18% -$401.13K
MIDDLEBY CORP 5,907 1,707 -4,200 0.13% -$482.61K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
IDACORP INC 31,453 31,453 0 2.23% $118.58K

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