We are live on ! Find out more
JIC

Juniper Investment Company Portfolio holdings

AUM $313M
1-Year Est. Return 79.58%
This Fund
S&P 500
This Quarter Est. Return
+8.28%
1 Year Est. Return
+79.58%
3 Year Est. Return
+386.55%
5 Year Est. Return
+450.32%
10 Year Est. Return
–
AUM
$291M
AUM Growth
+$29.4M
Cap. Flow
+$8.33M
Cap. Flow %
2.86%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
2
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
OFIX icon
Orthofix Medical
OFIX
+$10.1M
2
LYTS icon
LSI Industries
LYTS
+$4.71M

Top Sells

Rank Stock Value
1
AORT icon
Artivion
AORT
+$6.44M
2
POCI icon
Precision Optics
POCI
+$67.4K

Sector Composition

Rank Sector Weight
1 Healthcare 54.69%
2 Technology 19.8%
3 Consumer Staples 19.62%
4 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LINC icon
1
Lincoln Educational Services
LINC
$1.33B
$57.1M 19.62%
2,363,311
– –
AORT icon
2
Artivion
AORT
$1.34B
$54.2M 18.65%
1,189,136
-144,556
-11% -$6.44M
OFIX icon
3
Orthofix Medical
OFIX
$477M
$53.2M 18.3%
3,510,333
+663,278
+23% +$10.1M
BVS icon
4
Bioventus
BVS
$893M
$51.6M 17.75%
6,939,357
– –
ALNT icon
5
Allient
ALNT
$1.47B
$46.7M 16.06%
869,149
– –
TWIN icon
6
Twin Disc
TWIN
$329M
$17.1M 5.88%
1,024,954
– –
LYTS icon
7
LSI Industries
LYTS
$852M
$6.26M 2.15%
341,504
+231,693
+211% +$4.71M
ALOT icon
8
AstroNova
ALOT
$224M
$4.63M 1.59%
535,203
– –
POCI icon
9
Precision Optics
POCI
$45.5M
– –
-15,502
Closed -$67.4K

Similar funds

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
PAM
Pegasus Asset Management Montebello, New York $313M AUM 24.74% 1-Year Est. Return
SL
Sentry LLC Memphis, Tennessee $314M AUM 30.11% 1-Year Est. Return
TF
Tandem Financial Greenwood Village, Colorado $314M AUM 25.09% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return
WIC
Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return

Juniper Investment Company's Q4 2025 Portfolio in Review

As of Q4 2025, Juniper Investment Company held 9 positions worth $291M, up 11% from $261M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Juniper Investment Company's Q4 2025 filing shows 2 increased, 1 reduced and 1 closed positions. The largest sale was Artivion, an estimated $6.44M.

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

  • Juniper Investment Company added most to Orthofix Medical in Q4 2025, an estimated $10.1M increase.
  • Juniper Investment Company's biggest Q4 2025 reduction was Artivion, cutting an estimated $6.44M.
  • Juniper Investment Company fully exited Precision Optics in Q4 2025, selling an estimated $67.4K.
  • Juniper Investment Company's ten largest holdings make up 100% of its $291M portfolio in Q4 2025.
  • Juniper Investment Company opened 0 new positions and closed 1 in Q4 2025.
  • Juniper Investment Company's portfolio value rose 11% quarter-over-quarter to $291M.

Based on Juniper Investment Company's 13F filing for Q4 2025, filed 17 Feb 2026.