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Name Funds
holding
Growth Growth % Return since
31 Dec ‘25
SFIX
2026
Stitch Fix
SFIX
$349M
184 +2 +1% 50.3%
CNNE icon
2027
Cannae Holdings
CNNE
$674M
186 +2 +1% 1.21%
PKOH icon
2028
Park-Ohio Holdings
PKOH
$686M
93 +1 +1% 126%
CCAP icon
2029
Crescent Capital BDC
CCAP
$332M
94 +1 +1% 35.8%
BCBP icon
2030
BCB Bancorp
BCBP
$261M
94 +1 +1% 5.33%
AMRC icon
2031
Ameresco
AMRC
$1.14B
189 +2 +1% 26.4%
SPRY icon
2032
ARS Pharmaceuticals
SPRY
$405M
190 +2 +1% 65.1%
OBT icon
2033
Orange County Bancorp
OBT
$506M
95 +1 +1% 32.2%
HTZ icon
2034
Hertz
HTZ
$627M
287 +3 +1% 65.8%
TAXF icon
2035
American Century Diversified Municipal Bond ETF
TAXF
$671M
98 +1 +1% 5.18%
DWAS icon
2036
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$411M
98 +1 +1% 12.8%
CDC icon
2037
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$693M
98 +1 +1% 9.06%
BBSI icon
2038
Barrett Business Services
BBSI
$739M
197 +2 +1% 15.7%
MTUS icon
2039
Metallus
MTUS
$824M
197 +2 +1% 15.9%
DLS icon
2040
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
198 +2 +1% 7%
IDLV icon
2041
Invesco S&P International Developed Low Volatility ETF
IDLV
$318M
99 +1 +1% 0.24%
EMD
2042
Western Asset Emerging Markets Debt Fund
EMD
$539M
100 +1 +1% 12.7%
BITQ icon
2043
Bitwise Crypto Industry Innovators ETF
BITQ
$424M
101 +1 +1% 26.7%
NNE
2044
Nano Nuclear Energy
NNE
$839M
206 +2 +1% 34.9%
PTF icon
2045
Invesco Dorsey Wright Technology Momentum ETF
PTF
$634M
103 +1 +1% 46.8%
XNCR icon
2046
Xencor
XNCR
$1.85B
208 +2 +1% 62.2%
ETON icon
2047
Eton Pharmaceutcials
ETON
$1.58B
104 +1 +1% 227%
VEL icon
2048
Velocity Financial
VEL
$576M
107 +1 +0.9% 29.7%
BRBS icon
2049
Blue Ridge Bankshares
BRBS
$352M
107 +1 +0.9% 7.96%
FRPH icon
2050
FRP Holdings
FRPH
$389M
107 +1 +0.9% 11%