Mid Cap Fund
ULTRA SERIES FUND

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
TYLER TECHNOLOGIES INC 0 4,555 4,555 1.52% $1.56M
BENTLEY SYSTEM-B 0 27,959 27,959 0.96% $981.92K
State Street Navigator Securities Lending Government Money Market Portfolio 0 280,022 280,022 0.27% $280.02K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BROWN & BROWN 55,656 65,243 9,587 4.16% -$181.29K
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 36,253 42,463 6,210 3.53% $38.92K
MOELIS & CO-CL A 31,915 49,267 17,352 2.74% $614.38K
SERVICETITAN INC-A 17,859 25,637 7,778 1.59% -$275.06K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ROSS STORES INC 41,643 39,694 -1,949 8.40% $1.10M
ARCH CAPITAL GROUP LTD 88,813 84,657 -4,156 7.94% -$392.72K
State Street Navigator Securities Lending Portfolio II 6,483,353 5,516,271 -967,082 5.39% -$967.08K
AMPHENOL CORPORATION CL A 36,677 34,962 -1,715 4.32% -$539.08K
CARLISLE COS INC 13,038 12,429 -609 4.05% -$23.77K
LABCORP HOLDINGS INC 14,420 13,744 -676 3.58% $49.35K
PACCAR INC 42,931 31,725 -11,206 3.58% -$1.04M
MEDPACE HOLDINGS INC 7,620 7,263 -357 3.41% -$792.15K
TELEDYNE TECHNOLOGIES INC 5,839 5,566 -273 3.29% $385.33K
CDW CORPORATION 26,395 25,160 -1,235 2.98% -$550.14K
WR BERKLEY CORP 47,473 45,250 -2,223 2.93% -$329.64K
MSA SAFETY INC 17,490 16,679 -811 2.67% -$66.33K
COPART INC 85,026 81,047 -3,979 2.63% -$638.01K
WATERS CORP 8,099 7,720 -379 2.25% -$777.23K
THOR INDUSTRIES INC 28,965 27,609 -1,356 2.16% -$768.15K
GARTNER INC 14,395 13,722 -673 2.12% -$1.46M
MKS INSTRUMENTS INC 25,640 9,377 -16,263 2.11% -$1.94M
SMITH (AO) CORP 33,998 32,408 -1,590 2.09% -$136.80K
FLOOR & DECOR-A 43,724 41,679 -2,045 2.07% -$545.06K
BROOKFIELD ASSET MANAGEMENT LTD A 49,846 47,513 -2,333 2.06% -$499.48K
EXPEDITORS INTL OF WASH INC 14,001 13,347 -654 1.87% -$174.60K
ASBURY AUTOMOTIVE GROUP INC 9,875 9,413 -462 1.80% -$456.84K
LITHIA MOTORS INC CL A 7,457 7,107 -350 1.73% -$703.42K
ARISTA NETWORKS INC 14,917 14,219 -698 1.71% -$208.77K
LIBERTY BROADBAND CORP C 35,626 33,959 -1,667 1.67% -$23.29K
BIO-TECHNE CORP 33,268 31,712 -1,556 1.62% -$299.22K
KINSALE CAPITAL GROUP INC 4,274 4,074 -200 1.36% -$279.72K
CULLEN FROST BANKERS INC 9,934 9,470 -464 1.27% $40.21K
GLACIER BANCORP INC 27,133 25,863 -1,270 1.13% -$39.91K
GRACO INC 13,048 12,438 -610 1.03% -$16.67K

No positions in this category.

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