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Holdings (Monthly) Guide ↗

Saratoga Mid Capitalization Portfolio

· Saratoga Advantage Trust
Monthly Holdings $11M AUM 41 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
1 MARVELL TECHNOLOGY INC 573874104 Feb 2026 2,085 -155 $427K +133.6% 3.81% EC
2 HUBBELL INC 443510607 Feb 2026 825 -60 $391K -13.7% 3.48% EC
3 SANDISK CORP 80004C200 Feb 2026 224 -106 $380K +81.1% 3.38% EC
4 EVERGY INC 30034W106 Feb 2026 4,425 -315 $363K -8.5% 3.23% EC
5 ALLIANT ENERGY CORP 018802108 Feb 2026 5,000 -355 $358K -7.6% 3.19% EC
6 WEC ENERGY GROUP INC 92939U106 Feb 2026 3,105 -220 $345K -11.3% 3.07% EC
7 CMS ENERGY CORP 125896100 Feb 2026 4,680 -335 $340K -13.3% 3.02% EC
8 CURTISS-WRIGHT CORP 231561101 Feb 2026 420 -30 $314K -0.4% 2.80% EC
9 MONOLITHIC POWER SYSTEMS INC 609839105 Feb 2026 200 -118 $313K -13.8% 2.79% EC
10 VULCAN MATERIALS COMPANY 929160109 Feb 2026 880 -65 $249K -15.0% 2.22% EC
11 ARCOSA INC 039653100 Feb 2026 1,930 -140 $245K +10.0% 2.18% EC
12 FLOWSERVE CORP 34354P105 Feb 2026 3,090 -65 $233K -16.5% 2.08% EC
13 SLB LTD 806857108 Feb 2026 4,230 -305 $231K -0.9% 2.05% EC
14 MICROCHIP TECHNOLOGY INC 595017104 Feb 2026 2,340 -545 $221K +2.9% 1.97% EC
15 SHARKNINJA INC G8068L108 Feb 2026 1,805 -30 $220K -2.4% 1.96% EC
16 CRANE COMPANY 224408104 Feb 2026 1,155 -25 $211K -10.7% 1.88% EC
17 TECHNIPFMC PLC G87110105 Feb 2026 3,050 -1,770 $209K -34.7% 1.86% EC
18 CONSTRUCTION PARTNERS INC 21044C107 Feb 2026 1,785 -130 $208K -19.2% 1.85% EC
19 COHERENT CORP 19247G107 Feb 2026 540 -135 $195K +11.7% 1.74% EC
20 NUCOR CORP 670346105 Feb 2026 760 -445 $190K -10.9% 1.69% EC
21 HUDBAY MINERALS INC 443628102 Feb 2026 6,235 -4,825 $182K -42.0% 1.62% EC
22 TOLL BROTHERS INC 889478103 Feb 2026 1,185 -85 $164K -17.8% 1.46% EC
23 PARKER-HANNIFIN CORP 701094104 Feb 2026 187 -16 $158K -22.9% 1.41% EC
24 ROCKWELL AUTOMATION INC 773903109 Feb 2026 320 -20 $144K +4.2% 1.29% EC
25 CIENA CORP 171779309 Feb 2026 245 -20 $142K +53.8% 1.27% EC
26 XPO INC 983793100 Feb 2026 645 -135 $138K -15.8% 1.23% EC
27 AMETEK INC 031100100 Feb 2026 610 -45 $138K -12.1% 1.23% EC
28 ROCKET COMPANIES INC 77311W101 Feb 2026 9,040 -340 $131K -23.1% 1.17% EC
29 GAP INC (THE) 364760108 Feb 2026 6,040 -445 $128K -29.7% 1.14% EC
30 ARGAN INC 04010E109 Feb 2026 170 -80 $113K +0.5% 1.01% EC
31 GE VERNOVA INC 36828A101 Feb 2026 115 -10 $111K +2.0% 0.99% EC
32 D.R. HORTON INC 23331A109 Feb 2026 725 -55 $107K -14.8% 0.95% EC
33 HUNTINGTON BANCSHARES INC 446150104 Feb 2026 6,284 -2,035 $103K -26.4% 0.92% EC
34 DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS 26200X100 Feb 2026 101,407 -279,038 $101K -73.3% 0.90% STIV
35 HEXCEL CORP 428291108 Feb 2026 940 -755 $84K -46.3% 0.75% EC
36 WESCO INTERNATIONAL INC 95082P105 Feb 2026 220 -15 $79K +16.8% 0.71% EC
37 AGILENT TECHNOLOGIES INC 00846U101 Feb 2026 480 -505 $65K -45.6% 0.58% EC
38 WESTERN ALLIANCE BANCORP 957638109 Feb 2026 720 -240 $57K -25.6% 0.51% EC
39 ZIONS BANCORP NA 989701107 Feb 2026 910 -575 $57K -33.2% 0.51% EC
40 CUSHMAN & WAKEFIELD LTD G2717C106 Feb 2026 4,185 -305 $52K -13.5% 0.46% EC
41 FABRINET G3323L100 Feb 2026 40 -155 $26K -75.4% 0.23% EC