As of the latest SEC filings, Public Policy Holding Company, Inc. (PPHC) is held by 57 institutional funds. The largest fund shareholder is Royce Small-Cap Opportunity Fund (ROFRX), holding an estimated $4,470,639.36 in market value, representing 0.40% of its portfolio.
Funds holding Public Policy Holding Company, Inc. (PPHC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PPHC
- CIK:
- 0001903508
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
ROFRX
Royce Small-Cap Opportunity Fund
|
MF | Independent / Boutique | 0.40% | $4,470,639.36 | 341,792 | Mar 31, 2026 | May 21, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 1.26% | $4,029,542.52 | 308,069 | Mar 31, 2026 | May 5, 2026 |
|
RTSSX
Tax-Managed U.S. Mid & Small Cap Fund
|
MF | Russell Investments | 0.12% | $2,518,244.36 | 179,618 | Apr 30, 2026 | Jun 22, 2026 |
|
AATIX
Ancora/Thelen Small-Mid Cap Fund
|
MF | Independent / Boutique | 0.98% | $2,075,442.84 | 158,673 | Mar 31, 2026 | Jun 1, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,073,043.96 | 82,037 | Mar 31, 2026 | May 28, 2026 |
|
PRECX
PGIM Jennison Blend Fund
|
MF | PGIM / Prudential | 0.10% | $1,071,646.68 | 92,703 | Feb 27, 2026 | Apr 23, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.10% | $1,000,607.40 | 71,370 | Apr 30, 2026 | Jun 22, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $788,109.24 | 60,253 | Mar 31, 2026 | May 28, 2026 |
|
BUFOX
Buffalo Early Stage Growth Fund
|
MF | Independent / Boutique | 1.04% | $636,551.28 | 48,666 | Mar 31, 2026 | May 22, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $577,581.94 | 41,197 | Apr 30, 2026 | Jun 26, 2026 |
|
DASVX
Dunham Small Cap Value Fund
|
MF | Independent / Boutique | 0.52% | $486,465.96 | 34,698 | Apr 30, 2026 | Jun 25, 2026 |
|
BPLSX
Boston Partners Long/Short Equity Fund
|
MF | Independent / Boutique | 0.32% | $355,612.97 | 29,653 | Feb 28, 2026 | Apr 28, 2026 |
|
RIFBX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.11% | $237,663.60 | 18,170 | Mar 31, 2026 | May 18, 2026 |
|
HROAX
M3Sixty Income and Opportunity Fund
|
MF | Independent / Boutique | 1.34% | $231,200.00 | 20,000 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $221,902.20 | 16,965 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $204,048.00 | 15,600 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $172,342.08 | 13,176 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $163,805.20 | 14,170 | Feb 28, 2026 | Apr 24, 2026 |
|
VEAIX
Venerable US Small Cap Fund
|
MF | Independent / Boutique | 0.11% | $153,389.16 | 11,727 | Mar 31, 2026 | May 27, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $137,091.48 | 10,481 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $127,189.44 | 9,072 | Apr 30, 2026 | Jun 25, 2026 |
|
WGCVX
Wasatch Global Small Cap Value Fund
|
MF | Independent / Boutique | 1.37% | $92,881.08 | 7,101 | Mar 31, 2026 | May 5, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.01% | $91,943.16 | 6,558 | Apr 30, 2026 | Jun 22, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $60,442.68 | 4,621 | Mar 31, 2026 | May 26, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $51,537.52 | 3,676 | Apr 30, 2026 | Jun 24, 2026 |
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