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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
+18.25%
1 Year Est. Return
+79.58%
3 Year Est. Return
+386.55%
5 Year Est. Return
+450.32%
10 Year Est. Return
–
AUM
$243M
AUM Growth
+$20.8M
Cap. Flow
+$4M
Cap. Flow %
1.64%
Top 10 Hldgs %
99.95%
Holding
12
New
–
Increased
1
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
OFIX icon
Orthofix Medical
OFIX
+$4.11M

Top Sells

Rank Stock Value
1
AORT icon
Artivion
AORT
+$114K

Sector Composition

Rank Sector Weight
1 Healthcare 57.01%
2 Consumer Staples 22.4%
3 Technology 16.59%
4 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AORT icon
1
Artivion
AORT
$1.35B
$65.1M 26.78%
2,093,949
-4,215
-0.2% -$114K
LINC icon
2
Lincoln Educational Services
LINC
$1.38B
$54.5M 22.4%
2,363,311
– –
BVS icon
3
Bioventus
BVS
$908M
$45.9M 18.89%
6,939,357
– –
ALNT icon
4
Allient
ALNT
$1.36B
$31.6M 12.98%
869,149
– –
OFIX icon
5
Orthofix Medical
OFIX
$493M
$27.5M 11.32%
2,469,326
+331,952
+16% +$4.11M
TWIN icon
6
Twin Disc
TWIN
$322M
$9.05M 3.72%
1,024,954
– –
ALOT icon
7
AstroNova
ALOT
$224M
$6.2M 2.55%
535,203
– –
LYTS icon
8
LSI Industries
LYTS
$837M
$1.87M 0.77%
109,811
– –
INTT icon
9
inTEST
INTT
$148M
$722K 0.3%
99,111
– –
BA icon
10
CALL
Boeing
BA
$170B
$629K 0.26%
3,000
– –
POCI icon
11
Precision Optics
POCI
$45.6M
$76K 0.03%
15,502
– –
BA icon
12
Boeing
BA
$170B
$41.9K 0.02%
200
– –

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Juniper Investment Company's Q2 2025 Portfolio in Review

As of Q2 2025, Juniper Investment Company held 12 positions worth $243M, up 9.4% from $222M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Juniper Investment Company opened no new positions and made no exits, leaving the 12-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 57% of assets, down from 67% a quarter earlier, followed by Consumer Staples and Technology.

  • Juniper Investment Company added most to Orthofix Medical in Q2 2025, an estimated $4.11M increase.
  • Juniper Investment Company's biggest Q2 2025 reduction was Artivion, cutting an estimated $114K.
  • Juniper Investment Company's ten largest holdings make up 100% of its $243M portfolio in Q2 2025.
  • Juniper Investment Company opened 0 new positions and closed 0 in Q2 2025.
  • Juniper Investment Company's portfolio value rose 9.4% quarter-over-quarter to $243M.

Based on Juniper Investment Company's 13F filing for Q2 2025, filed 14 Aug 2025.