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JIC

Juniper Investment Company Portfolio holdings

AUM $378M
1-Year Est. Return 95.37%
This Fund
S&P 500
This Quarter Est. Return
+28.64%
1 Year Est. Return
+95.37%
3 Year Est. Return
+358.1%
5 Year Est. Return
+417.46%
10 Year Est. Return
–
AUM
$378M
AUM Growth
+$64.2M
Cap. Flow
+$18M
Cap. Flow %
4.78%
Top 10 Hldgs %
99.96%
Holding
12
New
3
Increased
3
Reduced
2
Closed
1

Top Buys

Rank Stock Value
1
AORT icon
Artivion
AORT
+$23.2M
2
OFIX icon
Orthofix Medical
OFIX
+$5.13M
3
MG icon
Mistras Group
MG
+$1.09M
4
LYTS icon
LSI Industries
LYTS
+$246K
5
BSX icon
Boston Scientific
BSX
+$223K

Top Sells

Rank Stock Value
1
LINC icon
Lincoln Educational Services
LINC
+$9.3M
2
ALNT icon
Allient
ALNT
+$2.59M

Sector Composition

Rank Sector Weight
1 Healthcare 40.17%
2 Technology 30.32%
3 Consumer Staples 22.9%
4 Industrials 6.58%
5 Miscellaneous 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LINC icon
1
Lincoln Educational Services
LINC
$813M
$86.5M 22.9%
1,732,966
-205,345
-11% -$9.3M
ALNT icon
2
Allient
ALNT
$1.61B
$78.5M 20.78%
762,305
-33,617
-4% -$2.59M
BVS icon
3
Bioventus
BVS
$961M
$65.5M 17.35%
6,939,357
– –
AORT icon
4
Artivion
AORT
$1.25B
$45.4M 12.02%
2,019,885
+830,749
+70% +$23.2M
OFIX icon
5
Orthofix Medical
OFIX
$378M
$40.6M 10.75%
4,442,543
+465,584
+12% +$5.13M
TWIN icon
6
Twin Disc
TWIN
$344M
$23.8M 6.3%
1,024,954
– –
LYTS icon
7
LSI Industries
LYTS
$743M
$20.8M 5.5%
781,399
+10,650
+1% +$246K
ALOT
8
DELISTED
AstroNova
ALOT
$15.2M 4.04%
535,203
– –
MG icon
9
Mistras Group
MG
$609M
$1.07M 0.28%
+61,138
New +$1.09M
BSX icon
10
Boston Scientific
BSX
$69.3B
$175K 0.05%
+4,100
New +$223K
BSX icon
11
CALL
Boston Scientific
BSX
$69.3B
$137K 0.04%
+3,200
New +$174K
BA icon
12
CALL
Boeing
BA
$168B
– –
-1,500
Closed -$299K

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SILC
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Juniper Investment Company's Q2 2026 Portfolio in Review

As of Q2 2026, Juniper Investment Company held 12 positions worth $378M, up 20% from $313M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Juniper Investment Company deployed $18M of net new capital in Q2 2026, opening 3 new positions and adding to 3 existing holdings. Its largest new stake was Mistras Group: 61,138 shares worth $1.07M.

By sector, the portfolio is most concentrated in Healthcare at 40% of assets, down from 49% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Lincoln Educational Services, an estimated $9.3M trimmed.

  • Juniper Investment Company's largest Q2 2026 buy was Mistras Group: 61,138 shares worth $1.07M.
  • Juniper Investment Company added most to Artivion in Q2 2026, an estimated $23.2M increase.
  • Juniper Investment Company's biggest Q2 2026 reduction was Lincoln Educational Services, cutting an estimated $9.3M.
  • Juniper Investment Company's ten largest holdings make up 100% of its $378M portfolio in Q2 2026.
  • Juniper Investment Company opened 3 new positions and closed 1 in Q2 2026.
  • Juniper Investment Company's portfolio value rose 20% quarter-over-quarter to $378M.

Based on Juniper Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.