As of the latest SEC filings, Loar Holdings Inc. (LOAR) is held by 296 institutional funds. The largest fund shareholder is American Funds Fundamental Investors (CFNAX), holding an estimated $164,422,357.29 in market value, representing 0.11% of its portfolio.
Funds holding Loar Holdings Inc. (LOAR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LOAR
- CIK:
- 0002000178
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.11% | $164,422,357.29 | 2,870,001 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.04% | $141,107,264.38 | 1,993,322 | Feb 28, 2026 | Apr 27, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.13% | $105,435,427.49 | 1,840,381 | Mar 31, 2026 | May 28, 2026 |
|
XAR
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
|
ETF | State Street (SPDR) | 1.70% | $98,032,127.24 | 1,711,156 | Mar 31, 2026 | May 28, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 1.08% | $87,269,971.58 | 1,523,302 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $77,349,749.76 | 1,350,144 | Mar 31, 2026 | May 28, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 1.95% | $58,173,526.38 | 1,015,422 | Mar 31, 2026 | May 5, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $55,714,353.13 | 972,497 | Mar 31, 2026 | May 28, 2026 |
|
-
Growth Fund
|
ETF | Capital Group / American Funds | 0.10% | $50,484,807.35 | 881,215 | Mar 31, 2026 | May 28, 2026 |
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 1.07% | $49,711,096.00 | 885,800 | Apr 30, 2026 | Jun 23, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.03% | $47,720,736.72 | 832,968 | Mar 31, 2026 | May 28, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 1.09% | $47,192,408.34 | 823,746 | Mar 31, 2026 | May 28, 2026 |
|
BDFIX
BARON DISCOVERY FUND
|
MF | Independent / Boutique | 2.80% | $45,774,710.00 | 799,000 | Mar 31, 2026 | May 22, 2026 |
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 1.33% | $37,802,577.34 | 659,846 | Mar 31, 2026 | May 29, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 1.23% | $35,305,092.00 | 629,100 | Apr 30, 2026 | Jun 23, 2026 |
|
BARIX
BARON ASSET FUND
|
MF | Independent / Boutique | 0.95% | $31,509,500.00 | 550,000 | Mar 31, 2026 | May 22, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.08% | $31,117,120.79 | 543,151 | Mar 31, 2026 | May 28, 2026 |
|
WIAEX
Wasatch Small Cap Growth Fund
|
MF | Independent / Boutique | 2.30% | $27,784,847.94 | 484,986 | Mar 31, 2026 | May 5, 2026 |
|
VWYFX
Voya Small Cap Growth Fund
|
MF | Voya | 1.27% | $23,528,118.35 | 332,365 | Feb 28, 2026 | Apr 28, 2026 |
|
PPA
Invesco Aerospace & Defense ETF
|
ETF | Invesco | 0.29% | $23,491,439.16 | 418,593 | Apr 30, 2026 | Jun 26, 2026 |
|
ITA
iShares U.S. Aerospace & Defense ETF
|
ETF | BlackRock / iShares | 0.17% | $23,167,674.97 | 404,393 | Mar 31, 2026 | May 22, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $22,713,250.69 | 396,461 | Mar 31, 2026 | May 28, 2026 |
|
GTMTX
Goldman Sachs Small/Mid Cap Growth Fund
|
MF | Goldman Sachs | 1.75% | $21,418,010.03 | 302,557 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Spyglass Growth Fund
|
ETF | Independent / Boutique | 2.35% | $19,666,052.88 | 343,272 | Mar 31, 2026 | May 29, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.61% | $18,794,213.66 | 328,054 | Mar 31, 2026 | May 29, 2026 |
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