Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

FIX Comfort Systems USA Inc 3.3% Held IESC IES Holdings, Inc. 2.4% Held GH Guardant Health, Inc. 1.5% Held ANET Arista Networks, Inc. 1.3% Held KLAC KLA Corp 1.2% Held

ICVT iShares Convertible Bond ETF 1.1% Trimmed −25%

CECO Ceco Environmental Corp 1.1% Added +41%WCC Wesco International Inc 1.1% Held

VWOB Vanguard Emerging Markets Government Bond ETF 1.1% Trimmed −17%

SNEX StoneX Group Inc. 1.0% Added +50%

CWB SPDR Bloomberg Convertible Securities ETF 1.0% Trimmed −25%

LQD iShares iBoxx $ Investment Grade Corporate Bond 1.0% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 23, 2026 filing

add_circleNew

NP $721K
BRO $594K
CGNX $509K
WAY $508K

arrow_upwardAdded

AGX +179%
UMBF +167%
CUBI +131%
AX +86%

arrow_downwardTrimmed

PFF −38%
DY −37%
SPXC −36%
HWKN −36%

remove_circleSold out

ROAD $570K
CIFR $483K
BLD $461K
UTI $361K

Yorktown Management & Research Co Inc

Where the money is

Biggest moves since Jun 30, 2026

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