WESTWOOD SMALLCAP GROWTH FUND
Ultimus Managers Trust

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.

Apr 30, 2023 → Jul 31, 2023

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

Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
ONTO INNOVATION INC 0 5,808 5,808 2.79% $722.05K
SIMPSON MFG 0 4,238 4,238 2.59% $669.60K
POWER INTEGRATIONS INC 0 6,845 6,845 2.57% $664.92K
JOHN BEAN TECHNOLOGIES CORP 0 4,833 4,833 2.31% $597.41K
KADANT INC 0 2,608 2,608 2.25% $581.19K
ENERSYS INC 0 5,273 5,273 2.21% $571.17K
RIMINI STREET INC 0 26,905 26,905 2.08% $537.83K
REVOLUTION MEDICINES INC 0 19,746 19,746 2.00% $518.33K
HEALTH CATALYST INC 0 36,380 36,380 1.97% $510.41K
VICTORY CAPITAL HOLDINGS INC CL A 0 15,240 15,240 1.95% $505.36K
OXFORD INDUSTRIES 0 4,627 4,627 1.93% $499.02K
SELECT MEDICAL HLDGS CORP 0 15,907 15,907 1.85% $477.37K
RILEY EXPLORATION PERMIAN INC 0 12,473 12,473 1.81% $467.11K
NVE CORP 0 5,611 5,611 1.72% $444.45K
EBIX INC 0 14,192 14,192 1.70% $439.38K
UFP INDUSTRIES INC 0 4,158 4,158 1.65% $427.28K
RCI HOSPITALITY HOLDINGS INC 0 6,008 6,008 1.62% $419.06K
DIAMOND HILL INVEST GRP INC 0 2,104 2,104 1.48% $381.90K
ARROWHEAD PHARMACEUTICALS INC 0 10,985 10,985 1.47% $379.20K
OPTION CARE HEALTH INC 0 11,045 11,045 1.44% $373.10K
PERMIAN RESOURCES CORP CL A 0 31,272 31,272 1.41% $365.57K
EVERBRIDGE INC 0 11,588 11,588 1.38% $357.37K
HIBBETT INC 0 6,786 6,786 1.22% $314.87K
ASTRANA HEALTH INC 0 8,593 8,593 1.22% $314.76K
FORWARD AIR CORP 0 2,617 2,617 1.20% $311.00K
ALDEYRA THERAPEUTICS INC 0 37,257 37,257 1.17% $302.34K
AGILITI INC 0 16,879 16,879 1.12% $289.81K
UNITIL CORP 0 5,386 5,386 1.08% $280.29K
ALLIENT INC 0 6,726 6,726 1.01% $261.64K
Dorian LPG Ltd. COM USD0.01 0 8,510 8,510 0.98% $253.09K
ALPINE IMMUNE SCIENCES INC 0 19,918 19,918 0.97% $249.77K
KEROS THERAPEUTICS 0 5,697 5,697 0.92% $238.59K
AMN HEALTHCARE SERVICES INC 0 2,172 2,172 0.90% $232.73K
CVR ENERGY INC 0 6,260 6,260 0.89% $229.99K
PLIANT THERAPEUTICS INC 0 12,113 12,113 0.84% $216.10K
CASTLE BIOSCIENCES INC 0 12,242 12,242 0.80% $206.28K
DISTRIBUTION SOLUTIONS GROUP INC 0 3,355 3,355 0.72% $186.00K
CBIZ INC 0 3,475 3,475 0.71% $183.79K
A10 NETWORKS INC 0 11,617 11,617 0.70% $180.30K
HERITAGE CRYSTAL CLEAN INC 0 3,797 3,797 0.68% $174.93K
ENTRAVISION COMMUN CRP CL A 0 35,467 35,467 0.66% $169.53K
PETIQ INC CL A 0 9,511 9,511 0.62% $159.21K
GUESS? INC 0 7,472 7,472 0.61% $156.84K
CTS CORP 0 3,302 3,302 0.57% $147.37K
ACLARIS THERAPEUTICS INC 0 14,818 14,818 0.57% $146.25K
EXPENSIFY INC-A 0 18,021 18,021 0.56% $145.25K
SANMINA CORP 0 2,358 2,358 0.56% $144.92K
SMART GLOBAL HOL 0 5,446 5,446 0.56% $144.86K
FIRST BANCORP PUERTO RICO 0 9,674 9,674 0.56% $143.66K
HACKETT GROUP INC 0 6,063 6,063 0.55% $140.96K
ESCALADE INC 0 9,590 9,590 0.54% $140.01K
KIMBALL ELECTRONICS INC 0 4,769 4,769 0.54% $139.16K
INSIGHT ENTERPRISES INC 0 935 935 0.53% $137.16K
SOLO BRANDS INC A 0 23,172 23,172 0.53% $135.79K
CLIMB GLOBAL SOLUTIONS INC 0 2,796 2,796 0.52% $135.27K
KARAT PACKAGING INC 0 6,631 6,631 0.52% $134.81K
INFORMATION SVCS GROUP INC 0 25,967 25,967 0.52% $133.73K
MYERS INDUSTRIES 0 6,787 6,787 0.51% $133.09K
REX AMERICAN RESOURCES CORP 0 3,569 3,569 0.51% $132.12K
INNOSPEC INC 0 1,233 1,233 0.51% $132.10K
MRC GLOBAL INC 0 11,693 11,693 0.51% $132.01K
CITIZENS FINL SVCS INC 0 1,847 1,847 0.50% $130.17K
LAUREATE EDUCATION INC CL A 0 10,138 10,138 0.50% $129.97K
AMER VANGUARD 0 7,145 7,145 0.50% $129.04K
FOUR CORNERS PRO 0 4,749 4,749 0.48% $124.90K
DOUGLAS DYNAMICS INC 0 3,998 3,998 0.48% $124.14K
CASS INFORMATION SYSTEMS INC 0 3,241 3,241 0.48% $123.00K
CRACKER BARREL OLD CTRY ST INC 0 1,306 1,306 0.47% $121.72K
PRICESMART INC 0 1,565 1,565 0.47% $121.65K
AMERISAFE INC 0 2,328 2,328 0.47% $121.34K
ADDUS HOMECARE CORP 0 1,312 1,312 0.46% $120.14K
CRA INTERNATIONAL INC 0 1,199 1,199 0.46% $120.01K
MOOG INC-CLASS A 0 1,129 1,129 0.46% $119.04K
Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
SKYLINE CHAMPION CORP 7,928 0 -7,928 0.00% -$588.02K
PGT INNOVATIONS INC 21,860 0 -21,860 0.00% -$560.93K
IRADIMED CORP 12,451 0 -12,451 0.00% -$518.34K
DYNAVAX TECHNOLOGIES CORP 49,566 0 -49,566 0.00% -$515.98K
MCGRATH RENTCORP 5,583 0 -5,583 0.00% -$496.22K
LIVE OAK BANCSHARES INC 20,697 0 -20,697 0.00% -$487.62K
ESCO TECHNOLOGIES INC 5,203 0 -5,203 0.00% -$486.84K
LOVESAC CO/THE 18,501 0 -18,501 0.00% -$486.39K
INSTEEL INDUSTRIES INC 17,388 0 -17,388 0.00% -$478.69K
Orion S.A. COM NPV 19,727 0 -19,727 0.00% -$477.59K
KRISPY KREME INC 29,713 0 -29,713 0.00% -$456.99K
GAMBLING.COM GRP. LTD 46,474 0 -46,474 0.00% -$456.37K
LI-CYCLE HOLDINGS CORP COMMON STOCK 96,020 0 -96,020 0.00% -$456.10K
INNOVATIVE INDUS 6,517 0 -6,517 0.00% -$446.74K
DMC GLOBAL INC 22,667 0 -22,667 0.00% -$429.31K
ACM RESEARCH INC-CLASS A 44,194 0 -44,194 0.00% -$413.21K
FOX FACTORY HOLDING CORP 3,441 0 -3,441 0.00% -$381.50K
TWIST BIOSCIENCE CORP 29,684 0 -29,684 0.00% -$370.46K
ADAPTIVE BIOTECHNOLOGIES CORP 51,869 0 -51,869 0.00% -$370.34K
ARCH RESOURCES INC CL A 2,982 0 -2,982 0.00% -$364.55K
RECURSION PHARMACEUTICALS INC 71,741 0 -71,741 0.00% -$342.20K
PURE CYCLE CORP 30,237 0 -30,237 0.00% -$298.44K
ADTRAN HOLDINGS INC 32,572 0 -32,572 0.00% -$297.06K
Q2 HOLDINGS INC 10,847 0 -10,847 0.00% -$267.05K
CALIX NETWORKS INC 5,603 0 -5,603 0.00% -$256.06K
SHUTTERSTOCK INC 3,044 0 -3,044 0.00% -$203.95K
GREENE COUNTY BANCORP INC 8,963 0 -8,963 0.00% -$184.19K
OSI SYSTEMS INC 1,466 0 -1,466 0.00% -$165.60K
PATHWARD FINANCIAL INC 3,542 0 -3,542 0.00% -$157.73K
COMMVAULT SYSTEMS INC 2,656 0 -2,656 0.00% -$154.77K
SURGERY PARTNERS INC 3,810 0 -3,810 0.00% -$151.10K
QUANTERIX CORP 11,453 0 -11,453 0.00% -$144.77K
BANCFIRST CORP 1,794 0 -1,794 0.00% -$143.32K
HEALTHCARE SERVS 8,853 0 -8,853 0.00% -$138.20K
SAPIENS INTL 6,818 0 -6,818 0.00% -$137.25K
Grand River Commerce, Inc. 5,975 0 -5,975 0.00% -$136.23K
US PHYSICAL THERAPY INC 1,275 0 -1,275 0.00% -$135.74K
ULTRA CLEAN HOLDINGS INC 4,743 0 -4,743 0.00% -$135.37K
VERVE THERAPEUTICS INC 8,343 0 -8,343 0.00% -$132.90K
COURSERA INC 10,680 0 -10,680 0.00% -$132.86K
CHORD ENERGY CORP 927 0 -927 0.00% -$131.94K
PHOTRONICS INC 8,880 0 -8,880 0.00% -$128.40K
MAXIMUS INC 1,523 0 -1,523 0.00% -$127.40K
AMKOR TECHNOLOGY INC 5,689 0 -5,689 0.00% -$127.26K
JACK IN THE BOX INC 1,372 0 -1,372 0.00% -$127.17K
CENTURY COMMUNITIES INC 1,885 0 -1,885 0.00% -$126.94K
LCI INDUSTRIES 1,105 0 -1,105 0.00% -$124.82K
ICF INTERNATIONAL INC 1,090 0 -1,090 0.00% -$124.26K
KORN FERRY 2,531 0 -2,531 0.00% -$121.54K
SPROUTS FMRS MKT INC 3,459 0 -3,459 0.00% -$119.89K
BERRY PETROLEUM CORP 15,649 0 -15,649 0.00% -$119.56K
HILLENBRAND INC 2,614 0 -2,614 0.00% -$119.25K
MESA LABS 710 0 -710 0.00% -$118.22K
GLACIER BANCORP INC 3,528 0 -3,528 0.00% -$117.24K
INTERFACE INC 14,784 0 -14,784 0.00% -$115.91K
RUTHS HOSPITALITY GROUP INC 7,160 0 -7,160 0.00% -$115.71K
NATURAL GROCERS VIT GROC INC 10,631 0 -10,631 0.00% -$114.71K
ATRION CORPORATION 185 0 -185 0.00% -$113.83K
DELEK US HOLDINGS INC 5,225 0 -5,225 0.00% -$113.64K
SCHNITZER STEEL INDS INC CL A 3,933 0 -3,933 0.00% -$113.62K
CHESAPEAKE UTILITIES CORP 920 0 -920 0.00% -$113.62K
CNX RESOURCES CORP 7,292 0 -7,292 0.00% -$113.24K
BRADY CORPORATION CL A 2,197 0 -2,197 0.00% -$112.11K
HAWKINS INC 2,760 0 -2,760 0.00% -$111.34K
KFORCE INC 1,870 0 -1,870 0.00% -$110.59K
AbCellera Biologics Inc COM 16,309 0 -16,309 0.00% -$110.58K
TTEC HOLDINGS INC 3,193 0 -3,193 0.00% -$108.79K
STEPAN CO 1,170 0 -1,170 0.00% -$107.87K
ENANTA PHARMACEUTICALS INC 3,021 0 -3,021 0.00% -$107.40K
SEMTECH CORP 4,537 0 -4,537 0.00% -$88.43K
CORCEPT THERAPEUTICS INC 49 0 -49 0.00% -$1.10K
Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
HB FULLER CO 1,724 7,891 6,167 2.26% $470.09K
STEVEN MADDEN LTD 3,292 13,429 10,137 1.73% $332.91K
ENSIGN GROUP INC 2,106 3,445 1,339 1.29% $129.25K
MONARCH CASINO and RESORT INC 1,626 4,239 2,613 1.14% $181.07K
TURNING POINT BRANDS INC 5,981 11,068 5,087 1.02% $121.68K
ESSENTIAL PROPERTIES REALTY TRUST INC 4,885 10,464 5,579 0.99% $135.99K
PROGRESS SOFTWARE CORP 2,523 4,130 1,607 0.96% $109.59K
UTAH MEDICAL PRODUCTS INC 1,301 2,046 745 0.78% $77.80K
USANA HEALTH SCIENCES INC 1,881 2,051 170 0.51% $8.29K
HNI CORP 4,275 4,563 288 0.51% $21.67K
WERNER ENTERPRISES INC 2,715 2,804 89 0.51% $9.21K
DORMAN PRODUCTS INC 1,395 1,550 155 0.51% $11.08K
PHIBRO ANIMAL HEALTH CORP CL A 8,147 8,950 803 0.50% $2.83K
ASGN INC 1,463 1,606 143 0.47% $17.83K
Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
KULICKE and SOFFA INDUSTRIES INC 10,667 7,641 -3,026 1.77% -$50.85K
INTERDIGITAL INC 6,975 4,429 -2,546 1.59% -$61.96K
SANFILIPPO (JOHN B) and SON INC. 4,815 3,595 -1,220 1.51% -$108.99K
ARVINAS INC 10,376 7,136 -3,240 0.68% -$95.55K
ALARM.COM HOLDINGS INC 3,399 2,607 -792 0.56% -$18.17K
PATTERSON COS 4,506 4,153 -353 0.53% $14.43K
TRINITY INDUSTRIES INC 20,151 5,068 -15,083 0.51% -$349.73K
ACI WORLDWIDE INC 5,754 5,712 -42 0.51% -$13.29K
PRIMORIS SVCS CORP 4,840 4,099 -741 0.50% $7.73K
DIGITAL TURBINE INC 12,945 11,825 -1,120 0.50% -$23.66K
CRINETICS PHARMACEUTICALS INC 30,033 6,656 -23,377 0.49% -$460.38K
EPLUS INC 2,983 2,186 -797 0.48% -$6.70K
HEALTHSTREAM INC 17,497 5,394 -12,103 0.47% -$309.87K
FIRST AM-TR OB-X 320,267 16,097 -304,170 0.06% -$304.17K
Security Shares Apr 2023 Shares Jul 2023 Δ shares End % Δ value
OMNIAB INC 1,740 1,740 0 0.04% $3.51K

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