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Holdings (Monthly) Guide ↗

Saratoga Mid Capitalization Portfolio

· Saratoga Advantage Trust
Monthly Holdings $11M AUM 13 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 15 New 5 Added 41 Reduced 13 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Helios Technologies Inc 42328H109 3,670 SOLD $0.3M
Lincoln Electric Holdings Inc. 533900106 905 SOLD $0.3M
Masco Corporation 574599106 3,015 SOLD $0.2M
Herc Holdings Inc 42704L104 975 SOLD $0.1M
Allegion PLC G0176J109 600 SOLD $0.1M
Floor And Decor Holding Inc. 339750101 1,320 SOLD $0.1M
Talen Energy Corporation 87422Q109 225 SOLD $0.1M
Mirion Technologies Inc 60471A101 3,790 SOLD $0.1M
Vertiv Holdings Co 92537N108 295 SOLD $0.1M
Carnival Corporation 143658300 2,185 SOLD $0.1M
Axon Enterprise Inc 05464C101 125 SOLD $0.1M
Eos Energy Enterprises Inc. 29415C101 9,465 SOLD $0.1M
Robinhood Markets Inc 770700102 620 SOLD $0.0M