As of the latest SEC filings, Limbach Holdings, Inc. (LMB) is held by 192 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $64,289,941.10 in market value, representing 0.08% of its portfolio.
Funds holding Limbach Holdings, Inc. (LMB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LMB
- CIK:
- 0001606163
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.08% | $64,289,941.10 | 823,702 | Mar 31, 2026 | May 28, 2026 |
|
TSCSX
THRIVENT SMALL CAP STOCK FUND
|
MF | Independent / Boutique | 1.23% | $35,843,569.74 | 359,262 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $25,543,345.45 | 327,269 | Mar 31, 2026 | May 28, 2026 |
|
WIAEX
Wasatch Small Cap Growth Fund
|
MF | Independent / Boutique | 2.06% | $24,872,427.65 | 318,673 | Mar 31, 2026 | May 5, 2026 |
|
TSME
Thrivent Small-Mid Cap Equity ETF
|
ETF | Independent / Boutique | 2.66% | $22,894,094.30 | 293,326 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $20,267,945.95 | 259,679 | Mar 31, 2026 | May 28, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 1.89% | $10,622,214.75 | 136,095 | Mar 31, 2026 | May 5, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,472,557.59 | 104,967 | Apr 30, 2026 | Jun 26, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.12% | $10,165,565.30 | 101,890 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,711,683.45 | 124,429 | Mar 31, 2026 | May 28, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.10% | $9,534,021.20 | 95,560 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSLX
Fidelity Series Small Cap Core Fund
|
MF | Fidelity | 0.52% | $8,360,726.00 | 83,800 | Apr 30, 2026 | Jun 26, 2026 |
|
SBPYX
ClearBridge Small Cap Growth Fund
|
MF | Franklin Templeton | 0.40% | $8,033,779.71 | 80,523 | Apr 30, 2026 | Jun 22, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.06% | $6,807,521.00 | 87,220 | Mar 31, 2026 | May 28, 2026 |
|
NWKCX
Nationwide Geneva Small Cap Growth Fund
|
MF | Independent / Boutique | 0.62% | $6,787,053.79 | 68,027 | Apr 30, 2026 | Jun 23, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 2.11% | $6,758,583.65 | 86,593 | Mar 31, 2026 | May 5, 2026 |
|
FSCRX
Fidelity Small Cap Discovery Fund
|
MF | Fidelity | 0.30% | $6,594,797.00 | 66,100 | Apr 30, 2026 | Jun 26, 2026 |
|
FJACX
Fidelity Series Small Cap Discovery Fund
|
MF | Fidelity | 0.30% | $5,796,637.00 | 58,100 | Apr 30, 2026 | Jun 26, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.83% | $5,699,367.10 | 73,022 | Mar 31, 2026 | May 21, 2026 |
|
ROFRX
Royce Small-Cap Opportunity Fund
|
MF | Independent / Boutique | 0.50% | $5,645,434.55 | 72,331 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $5,326,037.78 | 58,259 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,123,588.58 | 51,354 | Apr 30, 2026 | Jun 24, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.12% | $5,100,242.40 | 51,120 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,916,384.76 | 53,778 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,804,943.78 | 52,559 | Feb 28, 2026 | Apr 28, 2026 |
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