account_balance
Investment manager · 13F filer · SEC CIK 1037792
Paradigm Capital Management Inc/ny
Reported value$3.67Bas of Jun 30, 2026
Positions115 10 new, 7 sold out
Top 10 weight62%ONTO alone is 11%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ONTO
Onto Innovation Inc.
11.3%
MOD
Modine Manufacturing Co
10.6%
AVGO
Broadcom Ltd
8.3%
FN
Fabrinet
8.1%
JBL
Jabil Inc
5.7%
VECO
Veeco Instruments
4.3%Trimmed
DCO
Ducommun Inc
3.9%
EXTR
Extreme Networks
3.7%Trimmed
NSIT
Insight Enterprises
3.2%
ENS
EnerSys
2.8%
105 others
38.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed