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SBH SMALL CAP GROWTH FUND (WTSGX) is an MF managed by Independent / Boutique. Its largest position is STERLING INFRASTRUCTURE, INC. (STRL), representing 2.92% of fund assets.

SBH SMALL CAP GROWTH FUND Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
WTSGX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 29, 2026
Showing 50 out of 80 holdings
Holding Weight Market Value Shares
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STERLING INFRASTRUCTURE, INC.
2.92% $8,552,262.73 20,999
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StoneX Group Inc.
2.32% $6,799,036.95 84,303
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ENSIGN GROUP, INC
2.17% $6,364,982.00 31,588
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ONTO INNOVATION INC.
2.11% $6,185,526.41 30,163
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Guardant Health, Inc.
2.07% $6,063,351.54 65,642
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MATERION Corp
2.02% $5,926,744.45 40,973
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Mirion Technologies, Inc.
1.99% $5,832,017.62 313,718
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Protagonist Therapeutics, Inc
1.90% $5,574,079.00 52,885
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LATTICE SEMICONDUCTOR CORP
1.88% $5,516,066.16 59,466
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MODINE MANUFACTURING CO
1.88% $5,498,799.54 25,374
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IES Holdings, Inc.
1.82% $5,324,552.25 11,175
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CAVCO INDUSTRIES, INC.
1.70% $4,977,048.33 10,277
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RANGE RESOURCES CORP
1.68% $4,912,873.20 108,740
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HOULIHAN LOKEY, INC.
1.66% $4,868,287.14 33,897
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CASELLA WASTE SYSTEMS INC
1.64% $4,796,341.02 60,453
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ESCO TECHNOLOGIES INC
1.63% $4,785,259.59 17,007
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RadNet, Inc.
1.63% $4,764,566.61 85,249
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MADRIGAL PHARMACEUTICALS, INC.
1.60% $4,692,385.08 8,964
-
Mirum Pharmaceuticals, Inc.
1.57% $4,589,807.92 49,684
-
Skyward Specialty Insurance Group, Inc.
1.53% $4,473,967.68 102,426
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Alkermes plc.
1.52% $4,445,706.72 125,727
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VSE CORP
1.48% $4,335,981.60 23,514
-
Primoris Services Corp
1.47% $4,307,649.60 30,115
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Construction Partners, Inc.
1.44% $4,229,560.56 38,063
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HEALTHEQUITY, INC.
1.36% $3,992,640.32 47,776
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MACOM Technology Solutions Holdings, Inc.
1.35% $3,966,614.34 17,862
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Nextpower Inc.
1.31% $3,841,325.75 31,865
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RAMBUS INC
1.31% $3,824,033.50 44,450
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HAWKINS INC
1.30% $3,810,355.20 24,807
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Terreno Realty Corp
1.29% $3,768,485.52 61,356
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GLAUKOS Corp
1.28% $3,759,164.22 34,917
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Installed Building Products, Inc.
1.27% $3,730,660.50 14,070
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Limbach Holdings, Inc.
1.26% $3,696,448.00 47,360
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TechnipFMC plc
1.26% $3,688,431.15 53,355
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PROCORE TECHNOLOGIES, INC.
1.23% $3,614,826.00 63,418
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OSI SYSTEMS INC
1.22% $3,569,250.93 13,443
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SAIA INC
1.18% $3,466,782.32 9,869
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MOOG INC-CLASS A
1.18% $3,463,101.76 11,834
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NOVANTA INC
1.18% $3,446,213.58 29,178
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TOPBUILD CORP
1.18% $3,445,901.70 9,809
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StepStone Group Inc.
1.17% $3,438,273.72 72,051
-
CYTOKINETICS INC
1.14% $3,344,207.49 50,739
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Revolve Group, Inc.
1.11% $3,260,068.07 144,187
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CSW INDUSTRIALS, INC.
1.10% $3,220,508.22 12,359
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FTAI Aviation Ltd.
1.09% $3,187,205.00 13,009
-
PATRICK INDUSTRIES INC
1.04% $3,061,866.69 27,567
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DESCARTES SYSTEMS GROUP INC
1.04% $3,056,685.40 42,715
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Boot Barn Holdings, Inc.
1.04% $3,039,311.76 20,766
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Vaxcyte, Inc.
1.02% $2,993,420.43 51,513
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Hamilton Lane INC
1.02% $2,976,731.80 29,947
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