Loomis Sayles Small Cap Growth Portfolio
Brighthouse Funds Trust II

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
FIXED INC CLEARING CORP.REPO 0 10,858,983 10,858,983 3.42% $10.86M
PIPER SANDLER CO 0 48,388 48,388 1.17% $3.70M
ADEIA INC 0 120,433 120,433 0.91% $2.89M
ALLEGRO MICROSYSTEMS INC 0 78,183 78,183 0.78% $2.47M
TWIST BIOSCIENCE CORP 0 44,586 44,586 0.67% $2.12M
Silicon Motion Technology Corp. SPONSORED ADR 0 17,083 17,083 0.60% $1.92M
FORTREA HOLDINGS INC 0 164,481 164,481 0.49% $1.55M
PTC THERAPEUTICS INC 0 22,531 22,531 0.48% $1.54M
ONTO INNOVATION INC 0 7,302 7,302 0.47% $1.50M
INTAPP INC 0 36,700 36,700 0.30% $942.82K
Treasury Repurchase Agreement 0 104,201 104,201 0.03% $104.20K
Bank Of Nova Scotia NY Agency 0 100,000 100,000 0.03% $100.00K
Invesco Government & Agency Portfolio, Institutional Class 0 100,000 100,000 0.03% $100.00K
MSILF-GOVT-INS 0 100,000 100,000 0.03% $100.00K
The Bank Of Nova Scotia, Toronto 0 10,000 10,000 0.00% $10.00K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIXED INC CLEARING CORP.REPO 9,982,177 0 -9,982,177 0.00% -$9.98M
PIPER SANDLER COS 12,538 0 -12,538 0.00% -$4.26M
BANCORP INC/THE 55,039 0 -55,039 0.00% -$3.72M
WAVE LIFE SCIENCES LTD 175,962 0 -175,962 0.00% -$2.99M
RIDGEPOST CAPITAL INC 164,045 0 -164,045 0.00% -$1.61M
LIFE360 INC 24,175 0 -24,175 0.00% -$1.55M
US GOVERNMENT MONEY MARKET FUND 500,000 0 -500,000 0.00% -$500.00K
WARBY PARKER INC 16,995 0 -16,995 0.00% -$370.32K
Treasury Repurchase Agreement 188,627 0 -188,627 0.00% -$188.63K
ALLIANCE BERNSTEIN GOVT FD 5,000 0 -5,000 0.00% -$5.00K
SOCGEN TRIPARTY TSY 2,701 0 -2,701 0.00% -$2.70K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MAREX GROUP PLC 92,419 92,825 406 1.30% $592.95K
CALIX NETWORKS INC 68,182 75,862 7,680 1.17% $107.61K
EXTREME NETWORKS INC 214,770 245,224 30,454 1.16% $122.06K
ARTIVION INC 72,511 88,484 15,973 1.02% -$66.94K
GUARDIAN PHARMACY SERVICES INC 54,573 84,071 29,498 1.00% $1.52M
APOGEE THERAPEUTICS INC 22,112 32,743 10,631 0.87% $1.09M
MCGRATH RENTCORP 20,560 22,757 2,197 0.79% $352.28K
TEXAS ROADHOUSE INC 9,574 14,328 4,754 0.74% $776.84K
INSTALLED BUILDING PRODUCTS INC 6,238 8,684 2,446 0.72% $684.49K
ALIGNMENT HEALTHCARE INC 111,259 126,781 15,522 0.70% $36.52K
WISDOMTREE INVESTMENTS INC 115,586 149,970 34,384 0.69% $774.57K
LIVE OAK BANCSHARES INC 48,382 64,963 16,581 0.68% $486.40K
WORKIVA INC 25,215 32,309 7,094 0.61% -$248.21K
DISC MEDICINE INC 24,377 28,626 4,249 0.58% -$105.43K
PROGYNY INC 67,095 89,202 22,107 0.48% -$208.35K
NEOGENOMICS INC 141,265 175,545 34,280 0.41% -$358.73K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ESCO TECHNOLOGIES INC 28,117 27,129 -988 2.40% $2.14M
RBC BEARINGS INC 13,329 12,861 -468 2.20% $1.01M
ADV ENERGY INDS 29,063 20,167 -8,896 2.05% $423.17K
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 41,803 29,120 -12,683 2.03% -$693.34K
LIGAND PHARMACEUTICALS 33,020 31,860 -1,160 2.00% $117.76K
ATI INC 55,116 41,981 -13,135 1.92% -$218.56K
STERLING INFRASTRUCTURE INC 15,114 14,583 -531 1.87% $1.31M
CONSTRUCTION PARTNERS INC CL A 50,663 48,883 -1,780 1.71% -$67.59K
AAR CORP 54,046 47,521 -6,525 1.64% $727.18K
OCEANEERING INTL 137,310 132,486 -4,824 1.48% $1.40M
ESTABLISHMENT LABS HOLDINGS INC 85,374 82,375 -2,999 1.47% -$1.54M
VITA COCO CO INC/THE 100,317 96,793 -3,524 1.46% -$680.45K
OSI SYSTEMS INC 17,907 17,277 -630 1.44% $19.86K
EVERUS CONSTRUCTION GROUP INC 40,267 38,852 -1,415 1.44% $1.14M
PATRICK INDUSTRIES INC 42,098 40,619 -1,479 1.42% -$53.13K
MYR GROUP INC/DELAWARE 15,905 15,346 -559 1.36% $857.24K
MERCURY SYSTEMS INC 60,408 58,285 -2,123 1.34% -$160.83K
MAGNOLIA OIL and GAS CORPO CL A 132,872 128,204 -4,668 1.27% $1.14M
LIFE TIME GROUP HOLDINGS INC 155,635 150,167 -5,468 1.27% -$91.28K
ONESPAWORLD HOLDINGS LTD 180,897 174,542 -6,355 1.26% $253.94K
ARCOSA INC 39,041 37,669 -1,372 1.26% -$152.65K
HEXCEL CORPORATION 50,973 49,182 -1,791 1.25% $213.39K
SUPERNUS PHARMACEUTICALS INC 79,571 76,776 -2,795 1.25% $13.87K
MIRUM PHARMACEUTICALS INC 44,441 42,879 -1,562 1.25% $450.77K
AXSOME THERAPEUTICS INC 27,217 23,146 -4,071 1.23% -$1.06M
ALKERMES PLC 115,483 109,759 -5,724 1.22% $649.86K
ENSIGN GROUP INC 19,272 18,595 -677 1.18% $389.71K
PJT PARTNERS INC 27,636 26,665 -971 1.17% -$895.11K
HEALTHEQUITY INC 45,449 43,853 -1,596 1.15% -$498.79K
RHYTHM PHARMACEUTICALS INC 43,479 41,951 -1,528 1.15% -$1.01M
CACTUS INC CL A 78,888 76,117 -2,771 1.13% $2.06K
VIAVI SOLUTIONS INC 110,011 106,195 -3,816 1.11% $1.57M
GRAND CANYON EDUCATION INC 21,367 20,616 -751 1.10% -$48.21K
RADNET INC 64,163 61,909 -2,254 1.09% -$1.12M
CASELLA WASTE SYS INC CL A 43,634 42,101 -1,533 1.05% -$933.22K
RAMBUS INC 38,906 37,549 -1,357 1.02% -$344.73K
YETI HOLDINGS INC 89,688 86,537 -3,151 1.00% -$795.13K
MIRION TECHNOLOGIES INC-A 173,907 167,819 -6,088 0.98% -$953.15K
BOOT BARN HOLDINGS INC 21,569 20,811 -758 0.96% -$760.38K
HURON CONSULTING GROUP INC 24,331 23,476 -855 0.94% -$1.21M
XENON PHARMACEUTICALS INC 52,820 50,964 -1,856 0.93% $596.16K
MODINE MFG CO 17,286 13,594 -3,692 0.93% $638.10K
APPLIED INDU TEC 18,201 10,945 -7,256 0.91% -$1.77M
FB FINANCIAL CORP 57,909 55,875 -2,034 0.91% -$329.17K
SCHOLAR ROCK HOLDING CORP 59,709 57,612 -2,097 0.89% $202.02K
VERICEL CORP 91,209 88,004 -3,205 0.89% -$453.35K
DUCOMMUN INC 23,617 22,787 -830 0.87% $533.33K
IRHYTHM TECHNOLOGIES INC 23,881 23,042 -839 0.86% -$1.52M
PROCORE TECHNOLOGIES INC 49,359 47,625 -1,734 0.85% -$875.75K
GLAUKOS CORP 25,448 24,554 -894 0.83% -$229.85K
EVERTEC INC 95,771 92,406 -3,365 0.82% -$178.28K
TARSUS PHARMACEUTICALS INC 38,141 36,801 -1,340 0.81% -$541.39K
SILICON LABS 28,955 11,888 -17,067 0.78% -$1.31M
KRATOS DEFENSE and SEC SOLTN INC 49,949 34,465 -15,484 0.76% -$1.36M
CSW INDUSTRI INC 9,652 9,312 -340 0.76% -$406.63K
ITRON INC 36,201 25,990 -10,211 0.73% -$1.03M
AGILYSYS INC 33,703 32,519 -1,184 0.73% -$1.69M
PAYMENTUS HOLDINGS INC CL A 93,924 90,625 -3,299 0.72% -$665.18K
DORMAN PRODUCTS INC 22,624 21,829 -795 0.72% -$508.98K
CARGURUS INC CL A 68,182 65,786 -2,396 0.70% -$374.77K
PATTERN GROUP INC 184,295 177,820 -6,475 0.70% $83.54K
LEGENCE CORP-A 39,382 37,999 -1,383 0.68% $450.42K
COASTAL FINANCIAL CORP/WA 28,505 27,503 -1,002 0.66% -$1.17M
OMADA HEALTH INC 160,182 154,554 -5,628 0.61% -$584.93K
SUPER GROUP SGHC LTD 174,659 168,523 -6,136 0.57% -$267.13K
JFROG LTD 61,525 37,570 -23,955 0.55% -$2.08M
CADRE HOLDINGS I 57,537 55,516 -2,021 0.54% -$646.58K
VIRIDIAN THERAPEUTICS INC 127,813 83,663 -44,150 0.51% -$2.34M
SITEONE LANDSCAPE SUPPLY INC 18,946 11,476 -7,470 0.48% -$832.34K
FIRST WATCH RESTAURANT GROUP INC 160,368 65,132 -95,236 0.21% -$1.74M
BlackRock Liquidity FedFund - Institutional Class 1,000,000 200,000 -800,000 0.06% -$800.00K
MONEYMKT 500,000 100,000 -400,000 0.03% -$400.00K
MONEYMKT 500,000 100,000 -400,000 0.03% -$400.00K
Short-Term Investment 500,000 100,000 -400,000 0.03% -$400.00K
State Street Navigator Securities Lending Portfolio II 500,000 100,000 -400,000 0.03% -$400.00K

No positions in this category.

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