SMIPX
Saratoga Mid Capitalization Portfolio
SARATOGA ADVANTAGE 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.

Nov 30, 2025 → Feb 28, 2026

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

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
HUDBAY MINERALS 0 11,060 11,060 2.76% $313.33K
CONSTRUCTION PARTNERS INC CL A 0 1,915 1,915 2.27% $257.32K
SLB LTD 0 4,535 4,535 2.05% $232.83K
HOWMET AEROSPACE INC 0 885 885 2.05% $232.34K
MICROCHIP TECHNOLOGY 0 2,885 2,885 1.90% $215.34K
SANDISK CORPORATION 0 330 330 1.85% $209.67K
GAP INC/THE 0 6,485 6,485 1.60% $181.84K
HUNTINGTON BANCSHARES INC 0 8,319 8,319 1.23% $139.76K
SANMINA CORP 0 735 735 1.01% $114.12K
ARGAN INC 0 250 250 0.99% $112.81K
FIFTH THIRD BANCORP 0 186 186 0.08% $9.20K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NASDAQ INC 2,965 0 -2,965 0.00% -$269.58K
IQVIA HOLDINGS INC 985 0 -985 0.00% -$226.56K
FIRST AMERICAN FINANCIAL CORP 3,370 0 -3,370 0.00% -$221.61K
PERFORMANCE FOOD GROUP CO 2,210 0 -2,210 0.00% -$214.52K
CADENCE BANK 3,995 0 -3,995 0.00% -$159.16K
PVH CORP 1,865 0 -1,865 0.00% -$158.08K
BJS WHSL CLUB HLDGS INC 1,640 0 -1,640 0.00% -$146.34K
REPUBLIC SVCS 640 0 -640 0.00% -$138.92K
SYNCHRONY FINANCIAL 1,425 0 -1,425 0.00% -$110.24K
DOORDASH INC-A 535 0 -535 0.00% -$106.13K
BLUE OWL CAPITAL INC A 6,695 0 -6,695 0.00% -$100.42K
ARES MANAGEMENT CORP CL A 560 0 -560 0.00% -$87.84K
AUTOZONE INC 14 0 -14 0.00% -$55.36K
COMERICA INC 100 0 -100 0.00% -$8.04K
DREYFUS TREASURY OBLIGATIONS #0521 0 0 0 0.00% $0
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
EVERGY INC 3,960 4,740 780 3.50% $89.05K
CMS ENERGY CORP 4,100 5,015 915 3.45% $82.22K
WEC ENERGY GROUP INC 2,730 3,325 595 3.43% $82.94K
ALLIANT ENERGY CORPORATION 4,480 5,355 875 3.42% $76.16K
Dreyfus Instl Resv PFD GOVT INSTL 100,940 380,444 279,504 3.35% $279.50K
BURLINGTON STORES INC 1,080 1,095 15 2.96% $63.61K
VULCAN MATERIALS CO 740 945 205 2.58% $72.99K
CRANE CO 770 1,180 410 2.09% $95.52K
SharkNinja Inc 1,345 1,835 490 1.99% $94.23K
FABRINET 100 195 95 0.94% $60.46K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
HUBBELL INC 910 885 -25 3.99% $60.19K
MONOLITHIC POWER SYS INC 329 318 -11 3.20% $58.02K
TECHNIPFMC PLC 4,975 4,820 -155 2.82% $94.45K
CURTISS WRIGHT CORPORATION 465 450 -15 2.78% $52.75K
FLOWSERVE CORP 3,255 3,155 -100 2.46% $47.04K
HELIOS TECHNOLOGIES INC 3,785 3,670 -115 2.31% $57.39K
LINCOLN ELECTRIC HLDGS INC 935 905 -30 2.29% $35.91K
ARCOSA INC 2,135 2,070 -65 1.96% -$4.98K
MASCO CORPORATION 3,110 3,015 -95 1.90% $14.19K
NUCOR CORP 1,240 1,205 -35 1.88% $15.37K
PARKER HANNIFIN CORP 210 203 -7 1.81% $23.91K
TOLL BROTHERS INC 1,310 1,270 -40 1.76% $16.52K
MARVELL TECHNOLOGY INC 2,310 2,240 -70 1.61% -$23.53K
COHERENT CORP 915 675 -240 1.54% $24.48K
ROCKET COS INC-A 9,675 9,380 -295 1.50% -$22.68K
XPO LOGISTICS INC 805 780 -25 1.45% $49.81K
HEXCEL CORPORATION 3,250 1,695 -1,555 1.39% -$90.64K
AMETEK INC NEW 680 655 -25 1.38% $22.12K
ROCKWELL AUTOMATION INC 350 340 -10 1.22% -$18
HERC HOLDINGS INC 1,590 975 -615 1.20% -$77.19K
VALMONT INDUSTRIES INC 285 275 -10 1.12% $8.78K
DR HORTON INC 805 780 -25 1.10% -$2.90K
AGILENT TECHNOLOGIES INC 1,020 985 -35 1.05% -$37.01K
ALLEGION PLC 615 600 -15 0.85% -$5.42K
CIENA CORP 320 265 -55 0.81% $27.06K
FLOOR & DECOR-A 1,360 1,320 -40 0.80% $4.68K
ZIONS BANCORP NA 6,015 1,485 -4,530 0.75% -$235.12K
TALEN ENERGY CORP 235 225 -10 0.74% -$9.19K
MIRION TECHNOLOGIES INC-A 6,695 3,790 -2,905 0.72% -$92.30K
WESTERN ALLIANCE BANCORP 2,030 960 -1,070 0.68% -$88.40K
VERTIV HOLDINGS CO 305 295 -10 0.66% $20.37K
CARNIVAL CORP 2,255 2,185 -70 0.61% $10.80K
WESCO INTL 245 235 -10 0.60% $2.52K
AXON ENTERPRISE INC 185 125 -60 0.60% -$32.13K
ROYAL CARIBBEAN 205 200 -5 0.55% $7.61K
CUSHMAN & WAKEFI 12,890 4,490 -8,400 0.53% -$155.70K
EOS ENERGY ENTERPRISES INC 9,765 9,465 -300 0.48% -$93.06K
ROBINHOOD MARKETS INC 1,445 620 -825 0.41% -$138.64K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
GE VERNOVA LLC 125 125 0 0.96% $34.23K

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