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Holdings (Monthly) Guide ↗

Saratoga Small Capitalization Portfolio

· Saratoga Advantage Trust
Monthly Holdings $8M AUM 130 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 27 New 13 Added 61 Reduced 27 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 VESTIS CORP 29430C102 Feb 2026 12,297 -5,133 $159K +15.8% 2.19% EC
2 CREDO TECHNOLOGY GROUP HOLDING LTD G25457105 Feb 2026 634 -212 $150K +57.6% 2.06% EC
3 STERLING INFRASTRUCTURE INC 859241101 Feb 2026 171 -55 $147K +52.1% 2.03% EC
4 COMMVAULT SYSTEMS INC 204166102 Feb 2026 1,233 +330 $146K +90.6% 2.02% EC
5 DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS 26200X100 Feb 2026 142,535 -112,771 $143K -44.2% 1.96% STIV
6 ALLIENT INC 019330109 Feb 2026 1,781 -174 $141K +9.5% 1.94% EC
7 KULICKE AND SOFFA INDUSTRIES INC 501242101 Feb 2026 1,319 -618 $134K -0.5% 1.85% EC
8 BLOOM ENERGY CORP 093712107 Feb 2026 462 -102 $132K +50.0% 1.81% EC
9 EMCOR GROUP INC 29084Q100 Feb 2026 154 -15 $127K +4.0% 1.75% EC
10 COMFORT SYSTEMS USA INC 199908104 Feb 2026 69 -25 $126K -6.1% 1.74% EC
11 FABRINET G3323L100 Feb 2026 188 -38 $123K -0.3% 1.69% EC
12 POWELL INDUSTRIES INC 739128106 Feb 2026 411 +261 $117K +48.8% 1.61% EC
13 WATTS WATER TECHNOLOGIES INC 942749102 Feb 2026 377 -37 $116K -14.4% 1.60% EC
14 INDEPENDENT BANK CORP (MASSACHUSETTS) 453836108 Feb 2026 1,473 -50 $116K -2.0% 1.60% EC
15 POSTAL REALTY TRUST INC 73757R102 Feb 2026 4,949 -485 $114K +1.2% 1.57% EC
16 TEXAS CAPITAL BANCSHARES INC 88224Q107 Feb 2026 1,130 -17 $112K +2.8% 1.55% EC
17 NWPX INFRASTRUCTURE INC 667746101 Feb 2026 925 -90 $109K +38.5% 1.50% EC
18 CARPENTER TECHNOLOGY CORP 144285103 Feb 2026 223 -40 $105K -0.1% 1.44% EC
19 MYR GROUP INC 55405W104 Feb 2026 223 +73 $104K +156.1% 1.43% EC
20 ADVANCED ENERGY INDUSTRIES INC 007973100 Feb 2026 343 -71 $104K -25.4% 1.43% EC
21 STONEX GROUP INC 861896108 Feb 2026 873 +234 $99K +21.5% 1.36% EC
22 REMITLY GLOBAL INC 75960P104 Feb 2026 4,710 -461 $94K +9.2% 1.30% EC
23 HILLTOP HOLDINGS INC 432748101 Feb 2026 2,466 -242 $93K -8.2% 1.28% EC
24 MAXLINEAR INC 57776J100 May 2026 993 NEW $92K 1.27% EC
25 BYLINE BANCORP INC 124411109 Feb 2026 2,774 -272 $92K -3.4% 1.26% EC
26 UNITED NATURAL FOODS INC 911163103 Feb 2026 1,747 -171 $90K +22.4% 1.24% EC
27 SOUTHERN FIRST BANCSHARES INC 842873101 Feb 2026 1,541 -20 $89K +2.1% 1.23% EC
28 SIMMONS FIRST NATIONAL CORP 828730200 Feb 2026 4,127 -404 $89K -1.9% 1.22% EC
29 CALIFORNIA RESOURCES CORP 13057Q305 May 2026 1,490 NEW $88K 1.22% EC
30 CENTRAL GARDEN & PET COMPANY 153527205 Feb 2026 2,552 -532 $87K -18.2% 1.20% EC
31 PROTO LABS INC 743713109 Feb 2026 1,147 +132 $87K +37.9% 1.20% EC
32 BIOLIFE SOLUTIONS INC 09062W204 Feb 2026 3,477 +1,522 $87K +83.1% 1.19% EC
33 UNITED FIRE GROUP INC 910340108 Feb 2026 1,952 -191 $87K +3.9% 1.19% EC
34 ACADIAN ASSET MANAGEMENT INC 10948W103 Feb 2026 1,130 -111 $82K +22.2% 1.13% EC
35 BANCFIRST CORP 05945F103 Feb 2026 736 +3 $81K +0.7% 1.12% EC
36 CITY HOLDING COMPANY 177835105 Feb 2026 651 -7 $81K +2.5% 1.11% EC
37 INTERFACE INC 458665304 Feb 2026 2,706 +1,127 $80K +61.1% 1.10% EC
38 ASTRONICS CORP 046433108 Feb 2026 891 -87 $78K -1.7% 1.07% EC
39 PARK NATIONAL CORP 700658107 Feb 2026 445 -44 $76K -5.1% 1.05% EC
40 PEBBLEBROOK HOTEL TRUST 70509V100 May 2026 4,967 NEW $76K 1.04% EC
41 HECLA MINING COMPANY 422704106 Feb 2026 4,213 -412 $75K -35.0% 1.03% EC
42 UMB FINANCIAL CORP 902788108 May 2026 565 NEW $74K 1.02% EC
43 LENDINGCLUB CORP 52603A208 Feb 2026 4,127 +1,457 $74K +85.0% 1.01% EC
44 FRESHWORKS INC 358054104 Feb 2026 7,501 +657 $73K +36.1% 1.00% EC
45 BREAD FINANCIAL HOLDINGS INC 018581108 Feb 2026 805 -79 $72K +14.5% 0.99% EC
46 SMARTFINANCIAL INC 83190L208 Feb 2026 1,678 -165 $70K -3.2% 0.96% EC
47 OCTAVE SPECIALTY GROUP INC 023139884 May 2026 12,725 NEW $70K 0.96% EC
48 CARTER'S INC 146229109 May 2026 1,764 NEW $68K 0.94% EC
49 ASANA INC 04342Y104 May 2026 8,580 NEW $66K 0.91% EC
50 AMBARELLA INC G037AX101 May 2026 908 NEW $66K 0.90% EC
51 CONSTELLIUM SE F21107101 Feb 2026 1,850 -425 $63K +11.9% 0.87% EC
52 VERACYTE INC 92337F107 Feb 2026 1,353 -132 $63K +15.4% 0.86% EC
53 TTM TECHNOLOGIES INC 87305R109 Feb 2026 360 -35 $63K +51.9% 0.86% EC
54 MERCURY GENERAL CORP 589400100 May 2026 634 NEW $62K 0.86% EC
55 MAXIMUS INC 577933104 Feb 2026 993 -98 $61K -25.5% 0.85% EC
56 SITIME CORP 82982T106 May 2026 86 NEW $61K 0.84% EC
57 REDWOOD TRUST INC 758075402 Feb 2026 10,858 -1,063 $59K -18.4% 0.81% EC
58 OMNICELL INC 68213N109 Feb 2026 1,319 +153 $58K +21.5% 0.80% EC
59 PHIBRO ANIMAL HEALTH CORP 71742Q106 Feb 2026 1,850 -181 $57K -48.6% 0.78% EC
60 LEMONADE INC 52567D107 May 2026 976 NEW $57K 0.78% EC
61 NEWMARK GROUP INC 65158N102 Feb 2026 4,042 -395 $56K -12.4% 0.78% EC
62 STAAR SURGICAL COMPANY 852312305 May 2026 1,867 NEW $56K 0.77% EC
63 SPX TECHNOLOGIES INC 78473E103 Feb 2026 257 -25 $56K -13.0% 0.77% EC
64 ECHOSTAR CORP 278768106 Feb 2026 428 -42 $55K +1.8% 0.76% EC
65 DXP ENTERPRISES INC 233377407 May 2026 377 NEW $55K 0.75% EC
66 VSE CORP 918284100 May 2026 291 NEW $54K 0.74% EC
67 BRINKER INTERNATIONAL INC 109641100 Feb 2026 377 -37 $54K -12.5% 0.74% EC
68 FARMLAND PARTNERS INC 31154R109 May 2026 5,206 NEW $53K 0.74% EC
69 SUNRUN INC 86771W105 Feb 2026 3,117 -305 $52K +14.9% 0.72% EC
70 SONOS INC 83570H108 Feb 2026 3,100 -303 $49K -6.7% 0.67% EC
71 ROGERS CORP 775133101 Feb 2026 343 -33 $49K +19.7% 0.67% EC
72 PEDIATRIX MEDICAL GROUP INC 58502B106 Feb 2026 2,244 -219 $48K -1.1% 0.67% EC
73 LUMEN TECHNOLOGIES INC 550241103 May 2026 4,264 NEW $47K 0.65% EC
74 PHOTRONICS INC 719405102 Feb 2026 1,439 +668 $47K +61.3% 0.64% EC
75 VAREX IMAGING CORP 92214X106 May 2026 4,419 NEW $45K 0.62% EC
76 ALARM.COM HOLDINGS INC 011642105 Feb 2026 993 -98 $45K -14.2% 0.62% EC
77 RESIDEO TECHNOLOGIES INC 76118Y104 Feb 2026 1,387 -380 $43K -36.6% 0.60% EC
78 HOME BANCORP INC 43689E107 Feb 2026 651 -63 $42K -0.7% 0.58% EC
79 SANMINA CORP 801056102 Feb 2026 154 +22 $40K +95.2% 0.55% EC
80 KNOWLES CORP 49926D109 May 2026 1,062 NEW $40K 0.55% EC
81 CHEFS' WAREHOUSE INC (THE) 163086101 May 2026 514 NEW $39K 0.54% EC
82 HEALTHCARE SERVICES GROUP INC 421906108 May 2026 1,901 NEW $39K 0.54% EC
83 CTS CORP 126501105 May 2026 599 NEW $38K 0.53% EC
84 FORMFACTOR INC 346375108 Feb 2026 308 -30 $38K +14.8% 0.53% EC
85 QUALYS INC 74758T303 Feb 2026 343 -33 $37K +7.8% 0.52% EC
86 SEACOAST BANKING CORP OF FLORIDA 811707801 Feb 2026 1,233 -121 $37K -11.3% 0.51% EC
87 QUAD/GRAPHICS INC 747301109 Feb 2026 4,795 -470 $36K -1.8% 0.49% EC
88 SEMTECH CORP 816850101 May 2026 223 NEW $34K 0.47% EC
89 FIGS INC 30260D103 Feb 2026 2,843 -278 $33K -30.7% 0.46% EC
90 TRINET GROUP INC 896288107 May 2026 719 NEW $33K 0.45% EC
91 SKILLSOFT CORP 83066P309 Feb 2026 4,470 -437 $33K +58.5% 0.45% EC
92 PAGERDUTY INC 69553P100 Feb 2026 3,254 -318 $32K +28.4% 0.45% EC
93 VITA COCO COMPANY INC (THE) 92846Q107 May 2026 428 NEW $32K 0.44% EC
94 LENDINGTREE INC 52603B107 Feb 2026 788 -77 $30K -6.9% 0.41% EC
95 EVERQUOTE INC 30041R108 Feb 2026 1,404 -138 $27K +10.9% 0.37% EC
96 PACS GROUP INC 69380Q107 May 2026 702 NEW $26K 0.35% EC
97 EMPLOYERS HOLDINGS INC 292218104 May 2026 582 NEW $25K 0.35% EC
98 COLLEGIUM PHARMACEUTICAL INC 19459J104 Feb 2026 719 -71 $24K -26.6% 0.33% EC
99 Q2 HOLDINGS INC 74736L109 Feb 2026 462 -46 $22K -10.5% 0.30% EC
100 COURSERA INC 22266M104 Feb 2026 2,449 -240 $13K -23.4% 0.18% EC
101 DONNELLEY FINANCIAL SOLUTIONS INC 25787G100 May 2026 137 NEW $5K 0.07% EC
102 BUILDERS FIRSTSOURCE INC 12008R107 Feb 2026 1 $76 -26.9% 0.00% EC
103 DREYFUS TREASURY OBLIGATIONS CASH MANAGEMENT N/A Feb 2026 0 $0 0.00% STIV
Krystal Biotech Inc 501147102 489 SOLD $0.1M
Coeur Mining Inc 192108504 4,231 SOLD $0.1M
Primoris Services Corp. 74164F103 752 SOLD $0.1M
Nextpower Inc. 65290E101 1,072 SOLD $0.1M
Home BancShares Inc. 436893200 3,140 SOLD $0.1M
Atmus Filtration Technologies Inc. 04956D107 1,297 SOLD $0.1M
Mirum Pharmaceuticals Inc. 604749101 903 SOLD $0.1M
InterDigital, Inc. 45867G101 207 SOLD $0.1M
Alkermes PLC G01767105 2,407 SOLD $0.1M
Tarsus Pharmaceuticals Inc 87650L103 959 SOLD $0.1M
Arvinas Inc 04335A105 4,701 SOLD $0.1M
Nicolet Bankshares Inc. 65406E102 395 SOLD $0.1M
Invesco Mortgage Capital Inc. 46131B704 6,506 SOLD $0.1M
Moelis & Co. 60786M105 884 SOLD $0.1M
Kratos Defense & Security Solutions, Inc. 50077B207 602 SOLD $0.1M
Riot Platforms Inc 767292105 2,802 SOLD $0.0M
Simply Good Foods Company 82900L102 2,651 SOLD $0.0M
Archrock Inc 03957W106 1,185 SOLD $0.0M
DNOW Inc. 67011P100 3,121 SOLD $0.0M
Customers Bancorp, Inc. 23204G100 545 SOLD $0.0M
Kohl's Corp. 500255104 2,068 SOLD $0.0M
Metropolitan Bank Holding Corp 591774104 376 SOLD $0.0M
Allegiant Travel Company 01748X102 301 SOLD $0.0M
Blackbaud Inc 09227Q100 583 SOLD $0.0M
Appian Corporation 03782L101 602 SOLD $0.0M
Mannkind Corporation 56400P706 4,588 SOLD $0.0M
Peloton Interactive Inc 70614W100 2,219 SOLD $0.0M