As of the latest SEC filings, HURCO COMPANIES INC (HURC) is held by 58 institutional funds. The largest fund shareholder is Columbia Small Cap Value Discovery Fund (CSMIX), holding an estimated $3,374,374.60 in market value, representing 0.15% of its portfolio.
Funds holding HURCO COMPANIES INC (HURC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HURC
- CIK:
- 0000315374
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.15% | $3,374,374.60 | 201,335 | Apr 30, 2026 | Jun 25, 2026 |
|
BSCMX
Brandes Small Cap Value Fund
|
MF | Independent / Boutique | 0.72% | $3,307,705.31 | 224,861 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,794,399.86 | 189,966 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,820,320.36 | 108,611 | Apr 30, 2026 | Jun 24, 2026 |
|
PVFIX
Pinnacle Value Fund
|
MF | Independent / Boutique | 4.32% | $1,567,674.12 | 106,572 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.16% | $1,183,559.30 | 66,830 | Feb 28, 2026 | Apr 28, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.06% | $1,137,836.40 | 67,890 | Apr 30, 2026 | Jun 23, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $900,046.06 | 61,186 | Mar 31, 2026 | May 28, 2026 |
|
DHSCX
DIAMOND HILL SMALL CAP FUND
|
MF | Independent / Boutique | 0.37% | $845,398.41 | 57,471 | Mar 31, 2026 | Jun 1, 2026 |
|
BIVIX
Invenomic Fund
|
MF | Independent / Boutique | 0.08% | $800,055.36 | 47,736 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $684,310.80 | 40,830 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.15% | $589,385.57 | 40,067 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $499,351.16 | 28,196 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $454,011.64 | 27,089 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $367,697.64 | 21,939 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $358,865.12 | 21,412 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.02% | $336,859.00 | 22,900 | Mar 31, 2026 | Jun 1, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.02% | $331,813.47 | 22,557 | Mar 31, 2026 | Jun 1, 2026 |
|
AFMCX
ACUITAS US MICROCAP FUND
|
MF | Independent / Boutique | 0.24% | $234,550.95 | 15,945 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $219,708.56 | 14,936 | Mar 31, 2026 | May 28, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.01% | $217,884.52 | 14,812 | Mar 31, 2026 | May 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $215,282.20 | 12,845 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $196,828.94 | 11,114 | Feb 28, 2026 | Apr 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.02% | $193,127.59 | 13,129 | Mar 31, 2026 | May 21, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.16% | $191,230.00 | 13,000 | Mar 31, 2026 | May 21, 2026 |
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