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JIC

Juniper Investment Company Portfolio holdings

AUM $313M
1-Year Est. Return 79.58%
This Fund
S&P 500
This Quarter Est. Return
+16.73%
1 Year Est. Return
+79.58%
3 Year Est. Return
+386.55%
5 Year Est. Return
+450.32%
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$22.5M
Cap. Flow
-$2.63M
Cap. Flow %
-0.84%
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
2
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
LYTS icon
LSI Industries
LYTS
+$8.86M
2
OFIX icon
Orthofix Medical
OFIX
+$6.16M

Top Sells

Rank Stock Value
1
LINC icon
Lincoln Educational Services
LINC
+$13.4M
2
ALNT icon
Allient
ALNT
+$4.61M

Sector Composition

Rank Sector Weight
1 Healthcare 48.67%
2 Consumer Staples 25.16%
3 Technology 21.15%
4 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LINC icon
1
Lincoln Educational Services
LINC
$1.36B
$78.9M 25.16%
1,938,311
-425,000
-18% -$13.4M
BVS icon
2
Bioventus
BVS
$817M
$63.4M 20.22%
6,939,357
– –
ALNT icon
3
Allient
ALNT
$1.49B
$47M 15.01%
795,922
-73,227
-8% -$4.61M
OFIX icon
4
Orthofix Medical
OFIX
$468M
$45.6M 14.56%
3,976,959
+466,626
+13% +$6.16M
AORT icon
5
Artivion
AORT
$1.22B
$43.5M 13.89%
1,189,136
– –
TWIN icon
6
Twin Disc
TWIN
$326M
$15.4M 4.93%
1,024,954
– –
LYTS icon
7
LSI Industries
LYTS
$879M
$14.3M 4.57%
770,749
+429,245
+126% +$8.86M
ALOT icon
8
AstroNova
ALOT
$222M
$4.92M 1.57%
535,203
– –
BA icon
9
CALL
Boeing
BA
$169B
$299K 0.1%
+1,500
New +$342K

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Juniper Investment Company's Q1 2026 Portfolio in Review

As of Q1 2026, Juniper Investment Company held 9 positions worth $313M, up 7.8% from $291M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Juniper Investment Company's Q1 2026 filing shows 1 new, 2 increased and 2 reduced positions. The largest sale was Lincoln Educational Services, an estimated $13.4M.

By sector, the portfolio is most concentrated in Healthcare at 49% of assets, down from 55% a quarter earlier, followed by Consumer Staples and Technology.

  • Juniper Investment Company added most to LSI Industries in Q1 2026, an estimated $8.86M increase.
  • Juniper Investment Company's biggest Q1 2026 reduction was Lincoln Educational Services, cutting an estimated $13.4M.
  • Juniper Investment Company's ten largest holdings make up 100% of its $313M portfolio in Q1 2026.
  • Juniper Investment Company opened 1 new position and closed 0 in Q1 2026.
  • Juniper Investment Company's portfolio value rose 7.8% quarter-over-quarter to $313M.

Based on Juniper Investment Company's 13F filing for Q1 2026, filed 15 May 2026.