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Holdings (Monthly) Guide ↗

Royce Small-Cap Value Fund

· Royce Fund
Monthly Holdings $112M AUM 30 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 11 New 26 Added 30 Reduced 6 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 TD SYNNEX Corp 87162W100 Mar 2026 11,286 -799 $3.0M +48.0% 2.70% EC
2 IBEX Holdings Ltd 000000000 Mar 2026 73,275 -4,846 $2.2M +26.3% 1.99% EC
3 Sanmina Corp 801056102 Mar 2026 7,410 -4,743 $1.9M +19.0% 1.68% EC
4 Evercore Inc 29977A105 Mar 2026 5,141 -322 $1.8M +7.6% 1.57% EC
5 United Fire Group Inc 910340108 Mar 2026 32,923 -2,443 $1.7M +31.7% 1.54% EC
6 Kontoor Brands Inc 50050N103 Mar 2026 20,311 -1,626 $1.7M +9.8% 1.51% EC
7 First Bank/Hamilton NJ 31931U102 Mar 2026 92,635 -7,178 $1.6M +2.8% 1.47% EC
8 Allison Transmission Holdings Inc 01973R101 Mar 2026 13,844 -1,905 $1.6M -15.3% 1.40% EC
9 Burke & Herbert Financial Services Corp 12135Y108 Mar 2026 20,533 -1,138 $1.5M +9.3% 1.32% EC
10 PC Connection Inc 69318J100 Mar 2026 20,005 -1,517 $1.5M +16.1% 1.31% EC
11 SM Energy Co 78454L100 Mar 2026 54,320 -4,389 $1.4M -22.6% 1.27% EC
12 Adeia Inc 00676P107 Mar 2026 42,298 -4,765 $1.4M +23.2% 1.25% EC
13 CorMedix Inc 21900C308 Mar 2026 146,768 -18,570 $1.2M +2.6% 1.03% EC
14 Jabil Inc 466313103 Mar 2026 2,750 -525 $1.1M +21.9% 0.95% EC
15 Amkor Technology Inc 031652100 Mar 2026 11,930 -5,746 $1.0M +29.2% 0.92% EC
16 Amphastar Pharmaceuticals Inc 03209R103 Mar 2026 50,299 -2,289 $1.0M -1.5% 0.91% EC
17 Frontdoor Inc 35905A109 Mar 2026 12,607 -1,124 $978K +34.8% 0.87% EC
18 Bel Fuse Inc 077347300 Mar 2026 2,524 -533 $841K +38.9% 0.75% EC
19 Univest Financial Corp 915271100 Mar 2026 19,045 -664 $833K +23.4% 0.75% EC
20 Kforce Inc 493732101 Mar 2026 13,383 -14,909 $628K -24.1% 0.56% EC
21 Heritage Financial Corp/WA 42722X106 Mar 2026 20,728 -9,461 $614K -21.8% 0.55% EC
22 Sterling Infrastructure Inc 859241101 Mar 2026 667 -832 $560K -8.3% 0.50% EC
23 Meritage Homes Corp 59001A102 Mar 2026 5,152 -9,328 $432K -51.8% 0.39% EC
24 OceanFirst Financial Corp 675234108 Mar 2026 21,891 -16,392 $428K -38.1% 0.38% EC
25 SIGA Technologies Inc 826917106 Mar 2026 75,727 -23,522 $276K -48.1% 0.25% EC
26 Entrada Therapeutics Inc 29384C108 Mar 2026 31,432 -12,952 $231K -58.7% 0.21% EC
27 UFP Industries Inc 90278Q108 Mar 2026 2,439 -165 $221K -7.7% 0.20% EC
28 Williams-Sonoma Inc 969904101 Mar 2026 757 -511 $176K -23.7% 0.16% EC
29 Dime Commercial Bancshares Inc 25432X102 Mar 2026 4,222 -3,262 $172K -32.2% 0.15% EC
30 TrustCo Bank Corp NY 898349204 Mar 2026 2,858 -2,892 $157K -37.7% 0.14% EC