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Holdings (Monthly) Guide ↗

Eaton Vance Small-Cap Fund

· Eaton Vance Special Investment Trust
Monthly Holdings $132M AUM 69 positions Period Jun 2026 Filed Aug 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Morgan Stanley & Co. LLC 61747C707 Jun 2026 4,558,789 $4.6M 3.47% STIV
2 Dorman Products Inc 258278100 Jun 2026 32,207 $4.4M 3.34% EC
3 CSW Industrials Inc 126402106 Jun 2026 15,280 $4.3M 3.24% EC
4 Franklin Electric Co Inc 353514102 Jun 2026 38,302 $4.1M 3.12% EC
5 Community Financial System Inc 203607106 Jun 2026 59,815 $4.0M 3.05% EC
6 Valvoline Inc 92047W101 Jun 2026 98,154 $3.9M 2.95% EC
7 SOUTHSTATE BANK CORP 84472E102 Jun 2026 35,679 $3.6M 2.71% EC
8 Donaldson Co Inc 257651109 Jun 2026 37,908 $3.4M 2.59% EC
9 IDACORP Inc 451107106 Jun 2026 22,409 $3.4M 2.58% EC
10 ESCO Technologies Inc 296315104 Jun 2026 9,380 $3.3M 2.50% EC
11 Old National Bancorp/IN 680033107 Jun 2026 124,673 $3.2M 2.46% EC
12 Essential Properties Realty Trust Inc 29670E107 Jun 2026 106,904 $3.2M 2.43% EC
13 Quaker Chemical Corp 747316107 Jun 2026 19,831 $3.2M 2.40% EC
14 Commerce Bancshares Inc/MO 200525103 Jun 2026 52,771 $3.0M 2.32% EC
15 Hayward Holdings Inc 421298100 Jun 2026 168,078 $2.9M 2.21% EC
16 Wyndham Hotels & Resorts Inc 98311A105 Jun 2026 33,448 $2.8M 2.14% EC
17 Ralliant Corp 750940108 Jun 2026 35,061 $2.6M 1.96% EC
18 Balchem Corp 057665200 Jun 2026 15,263 $2.6M 1.96% EC
19 AZZ Inc 002474104 Jun 2026 16,050 $2.5M 1.89% EC
20 Hamilton Insurance Group Ltd 000000000 Jun 2026 73,244 $2.5M 1.89% EC
21 EastGroup Properties Inc 277276101 Jun 2026 12,141 $2.5M 1.87% EC
22 Core & Main Inc 21874C102 Jun 2026 48,974 $2.4M 1.80% EC
23 Post Holdings Inc 737446104 Jun 2026 26,728 $2.4M 1.79% EC
24 Diodes Inc 254543101 Jun 2026 21,023 $2.3M 1.75% EC
25 First American Financial Corp 31847R102 Jun 2026 31,650 $2.2M 1.65% EC
26 Advanced Drainage Systems Inc 00790R104 Jun 2026 13,691 $2.1M 1.63% EC
27 Terreno Realty Corp 88146M101 Jun 2026 32,986 $2.1M 1.63% EC
28 Stifel Financial Corp 860630102 Jun 2026 29,439 $2.1M 1.56% EC
29 California Resources Corp 13057Q305 Jun 2026 36,671 $1.9M 1.47% EC
30 US Physical Therapy Inc 90337L108 Jun 2026 27,872 $1.9M 1.46% EC
31 Aramark 03852U106 Jun 2026 32,087 $1.8M 1.39% EC
32 Hexcel Corp 428291108 Jun 2026 16,971 $1.7M 1.29% EC
33 Pool Corp 73278L105 Jun 2026 7,854 $1.7M 1.28% EC
34 EquipmentShare.com Inc 29445S100 Jun 2026 82,585 $1.6M 1.24% EC
35 Descartes Systems Group Inc/The 249906108 Jun 2026 23,229 $1.6M 1.22% EC
36 Cullen/Frost Bankers Inc 229899109 Jun 2026 10,067 $1.6M 1.18% EC
37 Allegro MicroSystems Inc 01749D105 Jun 2026 21,801 $1.5M 1.15% EC
38 Atmus Filtration Technologies Inc 04956D107 Jun 2026 29,240 $1.5M 1.13% EC
39 CCC Intelligent Solutions Holdings Inc 12510Q100 Jun 2026 286,274 $1.5M 1.12% EC
40 First Financial Bankshares Inc 32020R109 Jun 2026 42,581 $1.5M 1.12% EC
41 Alliance Laundry Holdings Inc 01862Q107 Jun 2026 53,533 $1.4M 1.08% EC
42 Knife River Corp 498894104 Jun 2026 16,149 $1.4M 1.03% EC
43 Bright Horizons Family Solutions Inc 109194100 Jun 2026 18,973 $1.3M 1.02% EC
44 Rambus Inc 750917106 Jun 2026 9,942 $1.3M 1.00% EC
45 AptarGroup Inc 038336103 Jun 2026 10,161 $1.3M 0.97% EC
46 Rexford Industrial Realty Inc 76169C100 Jun 2026 37,545 $1.3M 0.96% EC
47 Manhattan Associates Inc 562750109 Jun 2026 8,936 $1.2M 0.95% EC
48 Bentley Systems Inc 08265T208 Jun 2026 40,843 $1.2M 0.93% EC
49 Steven Madden Ltd 556269108 Jun 2026 28,057 $1.2M 0.90% EC
50 Badger Meter Inc 056525108 Jun 2026 7,873 $1.2M 0.89% EC
51 Option Care Health Inc 68404L201 Jun 2026 45,156 $947K 0.72% EC
52 A O Smith Corp 831865209 Jun 2026 14,496 $909K 0.69% EC
53 Standex International Corp 854231107 Jun 2026 2,510 $898K 0.68% EC
54 Flywire Corp 302492103 Jun 2026 50,330 $884K 0.67% EC
55 Meritage Homes Corp 59001A102 Jun 2026 10,063 $844K 0.64% EC
56 Freshpet Inc 358039105 Jun 2026 13,624 $805K 0.61% EC
57 Texas Roadhouse Inc 882681109 Jun 2026 4,134 $799K 0.61% EC
58 WD-40 Co 929236107 Jun 2026 3,256 $793K 0.60% EC
59 Advanced Energy Industries Inc 007973100 Jun 2026 2,076 $774K 0.59% EC
60 ACI Worldwide Inc 004498101 Jun 2026 14,146 $711K 0.54% EC
61 Installed Building Products Inc 45780R101 Jun 2026 3,072 $706K 0.54% EC
62 Alkami Technology Inc 01644J108 Jun 2026 38,258 $693K 0.53% EC
63 Knowles Corp 49926D109 Jun 2026 15,556 $645K 0.49% EC
64 Repligen Corp 759916109 Jun 2026 4,706 $642K 0.49% EC
65 Addus HomeCare Corp 006739106 Jun 2026 5,862 $589K 0.45% EC
66 Appfolio Inc 03783C100 Jun 2026 3,527 $566K 0.43% EC
67 HeartFlow Inc 42238D107 Jun 2026 18,312 $537K 0.41% EC
68 Stock Yards Bancorp Inc 861025104 Jun 2026 6,860 $525K 0.40% EC
69 White Mountains Insurance Group Ltd 000000000 Jun 2026 140 $290K 0.22% EC