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Disciplined U.S. Small Cap Equity Portfolio (GQSCX) is an MF managed by Independent / Boutique. Its largest position is STATE STREET GLOBAL ADVISORS (GVMXX), representing 5.90% of fund assets.

Disciplined U.S. Small Cap Equity Portfolio Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
GQSCX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
Jun 4, 2026
Showing 50 out of 146 holdings
Holding Weight Market Value Shares
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STATE STREET GLOBAL ADVISORS
5.90% $187,934.25 187,934
-
EZCORP INC
1.84% $58,643.42 1,789
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CONSTELLIUM SE
1.75% $55,772.24 1,783
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ALLIENT INC
1.34% $42,584.62 559
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BENCHMARK ELECTRONICS INC
1.27% $40,532.70 494
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Hamilton Insurance Group, Ltd.
1.21% $38,439.21 1,173
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RESIDEO TECHNOLOGIES, INC.
1.20% $38,225.88 924
-
PHOTRONICS INC
1.19% $37,901.68 766
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PAR PACIFIC HOLDINGS, INC.
1.13% $36,118.50 550
-
Green Plains Inc.
1.12% $35,750.66 2,057
-
EnerSys
1.11% $35,401.16 166
-
ACM Research, Inc.
1.09% $34,735.68 672
-
Vir Biotechnology, Inc.
1.07% $34,118.10 3,340
-
Pacira BioSciences, Inc.
1.06% $33,774.25 1,325
-
Covista Inc.
1.02% $32,492.04 282
-
A10 Networks, Inc.
1.01% $32,042.68 1,201
-
OCEANEERING INTERNATIONAL INC
0.97% $30,782.80 820
-
10x Genomics, Inc.
0.94% $29,789.55 1,351
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COMMERCIAL METALS Co
0.91% $28,963.20 420
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WORLD KINECT CORP
0.90% $28,615.17 1,061
-
Frontdoor, Inc.
0.89% $28,344.19 413
-
WisdomTree, Inc.
0.86% $27,472.00 1,616
-
KENNAMETAL INC
0.86% $27,251.84 704
-
SANMINA CORP
0.86% $27,227.50 125
-
PELOTON INTERACTIVE, INC.
0.85% $27,124.65 4,977
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Mueller Water Products, Inc.
0.85% $26,941.74 966
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OIL STATES INTERNATIONAL, INC
0.82% $26,128.48 2,276
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Atmus Filtration Technologies Inc.
0.82% $26,120.80 412
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Pediatrix Medical Group, Inc.
0.81% $25,863.99 1,149
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MINERALS TECHNOLOGIES INC
0.80% $25,466.76 354
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CATALYST PHARMACEUTICALS INC
0.80% $25,457.65 905
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MANITOWOC CO INC
0.80% $25,440.48 1,872
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Progyny, Inc.
0.80% $25,398.86 1,367
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Teladoc Health, Inc.
0.79% $25,294.44 4,174
-
Cinemark Holdings, Inc.
0.79% $25,269.12 856
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TEREX CORP
0.79% $25,253.20 406
-
MIMEDX GROUP, INC.
0.79% $25,166.40 7,490
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AAR CORP
0.79% $25,164.36 228
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S&T BANCORP INC
0.79% $25,109.97 569
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COMPASS MINERALS INTERNATIONAL INC
0.79% $25,000.56 936
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InvenTrust Properties Corp.
0.78% $24,828.76 773
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PagerDuty, Inc.
0.78% $24,738.00 3,720
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Postal Realty Trust, Inc.
0.77% $24,636.88 1,126
-
Spectrum Brands Holdings, Inc.
0.77% $24,614.80 298
-
NETSCOUT SYSTEMS INC
0.77% $24,533.60 728
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SHORE BANCSHARES INC
0.77% $24,511.00 1,270
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Broadstone Net Lease, Inc.
0.77% $24,472.80 1,236
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Harmony Biosciences Holdings, Inc.
0.77% $24,414.06 781
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CASTLE BIOSCIENCES INC
0.77% $24,367.55 995
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Liberty Latin America Ltd.
0.77% $24,364.92 2,932
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