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Holdings (Monthly) Guide ↗

Saratoga Small Capitalization Portfolio

· Saratoga Advantage Trust
Monthly Holdings $8M AUM 27 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 MAXLINEAR INC 57776J100 May 2026 993 NEW $92K 1.27% EC
2 CALIFORNIA RESOURCES CORP 13057Q305 May 2026 1,490 NEW $88K 1.22% EC
3 PEBBLEBROOK HOTEL TRUST 70509V100 May 2026 4,967 NEW $76K 1.04% EC
4 UMB FINANCIAL CORP 902788108 May 2026 565 NEW $74K 1.02% EC
5 OCTAVE SPECIALTY GROUP INC 023139884 May 2026 12,725 NEW $70K 0.96% EC
6 CARTER'S INC 146229109 May 2026 1,764 NEW $68K 0.94% EC
7 ASANA INC 04342Y104 May 2026 8,580 NEW $66K 0.91% EC
8 AMBARELLA INC G037AX101 May 2026 908 NEW $66K 0.90% EC
9 MERCURY GENERAL CORP 589400100 May 2026 634 NEW $62K 0.86% EC
10 SITIME CORP 82982T106 May 2026 86 NEW $61K 0.84% EC
11 LEMONADE INC 52567D107 May 2026 976 NEW $57K 0.78% EC
12 STAAR SURGICAL COMPANY 852312305 May 2026 1,867 NEW $56K 0.77% EC
13 DXP ENTERPRISES INC 233377407 May 2026 377 NEW $55K 0.75% EC
14 VSE CORP 918284100 May 2026 291 NEW $54K 0.74% EC
15 FARMLAND PARTNERS INC 31154R109 May 2026 5,206 NEW $53K 0.74% EC
16 LUMEN TECHNOLOGIES INC 550241103 May 2026 4,264 NEW $47K 0.65% EC
17 VAREX IMAGING CORP 92214X106 May 2026 4,419 NEW $45K 0.62% EC
18 KNOWLES CORP 49926D109 May 2026 1,062 NEW $40K 0.55% EC
19 CHEFS' WAREHOUSE INC (THE) 163086101 May 2026 514 NEW $39K 0.54% EC
20 HEALTHCARE SERVICES GROUP INC 421906108 May 2026 1,901 NEW $39K 0.54% EC
21 CTS CORP 126501105 May 2026 599 NEW $38K 0.53% EC
22 SEMTECH CORP 816850101 May 2026 223 NEW $34K 0.47% EC
23 TRINET GROUP INC 896288107 May 2026 719 NEW $33K 0.45% EC
24 VITA COCO COMPANY INC (THE) 92846Q107 May 2026 428 NEW $32K 0.44% EC
25 PACS GROUP INC 69380Q107 May 2026 702 NEW $26K 0.35% EC
26 EMPLOYERS HOLDINGS INC 292218104 May 2026 582 NEW $25K 0.35% EC
27 DONNELLEY FINANCIAL SOLUTIONS INC 25787G100 May 2026 137 NEW $5K 0.07% EC