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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
+20.16%
1 Year Est. Return
+79.58%
3 Year Est. Return
+386.55%
5 Year Est. Return
+450.32%
10 Year Est. Return
–
AUM
$261M
AUM Growth
+$18.2M
Cap. Flow
-$25.1M
Cap. Flow %
-9.6%
Top 10 Hldgs %
100%
Holding
12
New
–
Increased
1
Reduced
1
Closed
3

Top Buys

Rank Stock Value
1
OFIX icon
Orthofix Medical
OFIX
+$4.96M

Top Sells

Rank Stock Value
1
AORT icon
Artivion
AORT
+$28.7M
2
INTT icon
inTEST
INTT
+$722K
3
BA icon
Boeing
BA
+$41.9K

Sector Composition

Rank Sector Weight
1 Healthcare 55.33%
2 Consumer Staples 21.24%
3 Technology 17.97%
4 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AORT icon
1
Artivion
AORT
$1.34B
$56.5M 21.6%
1,333,692
-760,257
-36% -$28.7M
LINC icon
2
Lincoln Educational Services
LINC
$1.33B
$55.5M 21.24%
2,363,311
– –
BVS icon
3
Bioventus
BVS
$893M
$46.4M 17.76%
6,939,357
– –
OFIX icon
4
Orthofix Medical
OFIX
$477M
$41.7M 15.94%
2,847,055
+377,729
+15% +$4.96M
ALNT icon
5
Allient
ALNT
$1.47B
$38.9M 14.88%
869,149
– –
TWIN icon
6
Twin Disc
TWIN
$329M
$14.3M 5.47%
1,024,954
– –
ALOT icon
7
AstroNova
ALOT
$224M
$5.48M 2.1%
535,203
– –
LYTS icon
8
LSI Industries
LYTS
$852M
$2.59M 0.99%
109,811
– –
POCI icon
9
Precision Optics
POCI
$45.5M
$67.4K 0.03%
15,502
– –
BA icon
10
CALL
Boeing
BA
$175B
– –
-3,000
Closed -$629K
BA icon
11
Boeing
BA
$175B
– –
-200
Closed -$41.9K
INTT icon
12
inTEST
INTT
$155M
– –
-99,111
Closed -$722K

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Juniper Investment Company's Q3 2025 Portfolio in Review

As of Q3 2025, Juniper Investment Company held 12 positions worth $261M, up 7.5% from $243M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Juniper Investment Company withdrew a net $25.1M in Q3 2025, closing 3 positions and reducing 1 holding. Its most notable exit was inTEST, an estimated $722K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 55% of assets, down from 57% a quarter earlier, followed by Consumer Staples and Technology.

Against the trend, Juniper Investment Company added an estimated $4.96M to Orthofix Medical.

  • Juniper Investment Company added most to Orthofix Medical in Q3 2025, an estimated $4.96M increase.
  • Juniper Investment Company's biggest Q3 2025 reduction was Artivion, cutting an estimated $28.7M.
  • Juniper Investment Company fully exited inTEST in Q3 2025, selling an estimated $722K.
  • Juniper Investment Company's ten largest holdings make up 100% of its $261M portfolio in Q3 2025.
  • Juniper Investment Company opened 0 new positions and closed 3 in Q3 2025.
  • Juniper Investment Company's portfolio value rose 7.5% quarter-over-quarter to $261M.

Based on Juniper Investment Company's 13F filing for Q3 2025, filed 14 Nov 2025.