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Holdings (Monthly) Guide ↗

Royce Small-Cap Total Return Fund

· Royce Fund
Monthly Holdings $950M AUM 29 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 17 New 18 Added 29 Reduced 5 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MSC Industrial Direct Co Inc 553530106 Mar 2026 236,562 -47,555 $28.1M +7.3% 2.97% EC
2 Advance Auto Parts Inc 00751Y106 Mar 2026 428,965 -8,611 $26.7M +15.6% 2.81% EC
3 Barrett Business Services Inc 068463108 Mar 2026 650,734 -85,855 $23.1M +7.5% 2.44% EC
4 Healthcare Services Group Inc 421906108 Mar 2026 888,085 -66,039 $21.8M +23.2% 2.30% EC
5 Silgan Holdings Inc 827048109 Mar 2026 464,142 -9,318 $21.5M +17.2% 2.27% EC
6 PACS Group Inc 69380Q107 Mar 2026 494,949 -9,936 $21.1M +30.1% 2.23% EC
7 Andersen Group Inc 033853102 Mar 2026 555,432 -114,225 $21.0M +15.0% 2.21% EC
8 Home BancShares Inc/AR 436893200 Mar 2026 693,116 -10,885 $19.8M +4.4% 2.09% EC
9 YETI Holdings Inc 98585X104 Mar 2026 366,286 -26,078 $18.2M +26.4% 1.91% EC
10 UFP Industries Inc 90278Q108 Mar 2026 193,530 -22,138 $17.6M -11.6% 1.85% EC
11 Timken Co/The 887389104 Mar 2026 118,652 -46,255 $17.2M +4.0% 1.82% EC
12 Element Solutions Inc 28618M106 Mar 2026 355,782 -23,285 $17.0M +31.3% 1.79% EC
13 Glacier Bancorp Inc 37637Q105 Mar 2026 299,297 -20,648 $15.4M +8.0% 1.63% EC
14 Merchants Bancorp/IN 58844R108 Mar 2026 301,617 -38,445 $15.1M +3.3% 1.59% EC
15 Kulicke & Soffa Industries Inc 501242101 Mar 2026 107,366 -201,350 $14.4M -29.2% 1.51% EC
16 Origin Bancorp Inc 68621T102 Mar 2026 279,498 -89,934 $14.3M -6.7% 1.51% EC
17 Walker & Dunlop Inc 93148P102 Mar 2026 260,664 -22,155 $14.3M +13.6% 1.50% EC
18 Franklin Covey Co 353469109 Mar 2026 538,246 -74,853 $13.2M +36.4% 1.39% EC
19 KBR Inc 48242W106 Mar 2026 374,315 -50,725 $12.9M -17.5% 1.36% EC
20 Cactus Inc 127203107 Mar 2026 201,789 -4,051 $10.3M +6.0% 1.09% EC
21 Pason Systems Inc 702925108 Mar 2026 1,112,742 -423,886 $9.7M -33.9% 1.02% EC
22 Hingham Institution For Savings The 433323102 Mar 2026 31,073 -12,624 $9.5M -23.6% 1.01% EC
23 Towne Bank/Portsmouth VA 89214P109 Mar 2026 255,840 -182,274 $9.3M -37.1% 0.98% EC
24 J & J Snack Foods Corp 466032109 Mar 2026 116,167 -160,952 $8.5M -61.2% 0.90% EC
25 Donnelley Financial Solutions Inc 25787G100 Mar 2026 202,885 -4,073 $8.5M -12.8% 0.90% EC
26 BankUnited Inc 06652K103 Mar 2026 148,727 -65,699 $7.2M -25.6% 0.76% EC
27 Seacoast Banking Corp of Florida 811707801 Mar 2026 141,990 -115,560 $4.7M -39.5% 0.50% EC
28 Esquire Financial Holdings Inc 29667J101 Mar 2026 34,505 -692 $4.1M +8.6% 0.43% EC
29 Telephone and Data Systems Inc 879433829 Mar 2026 23,028 -260,892 $852K -92.9% 0.09% EC