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Holdings (Monthly) Guide ↗

Saratoga Small Capitalization Portfolio

· Saratoga Advantage Trust
Monthly Holdings $8M AUM 61 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 DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS 26200X100 Feb 2026 142,535 -112,771 $143K -44.2% 1.96% STIV
5 ALLIENT INC 019330109 Feb 2026 1,781 -174 $141K +9.5% 1.94% EC
6 KULICKE AND SOFFA INDUSTRIES INC 501242101 Feb 2026 1,319 -618 $134K -0.5% 1.85% EC
7 BLOOM ENERGY CORP 093712107 Feb 2026 462 -102 $132K +50.0% 1.81% EC
8 EMCOR GROUP INC 29084Q100 Feb 2026 154 -15 $127K +4.0% 1.75% EC
9 COMFORT SYSTEMS USA INC 199908104 Feb 2026 69 -25 $126K -6.1% 1.74% EC
10 FABRINET G3323L100 Feb 2026 188 -38 $123K -0.3% 1.69% EC
11 WATTS WATER TECHNOLOGIES INC 942749102 Feb 2026 377 -37 $116K -14.4% 1.60% EC
12 INDEPENDENT BANK CORP (MASSACHUSETTS) 453836108 Feb 2026 1,473 -50 $116K -2.0% 1.60% EC
13 POSTAL REALTY TRUST INC 73757R102 Feb 2026 4,949 -485 $114K +1.2% 1.57% EC
14 TEXAS CAPITAL BANCSHARES INC 88224Q107 Feb 2026 1,130 -17 $112K +2.8% 1.55% EC
15 NWPX INFRASTRUCTURE INC 667746101 Feb 2026 925 -90 $109K +38.5% 1.50% EC
16 CARPENTER TECHNOLOGY CORP 144285103 Feb 2026 223 -40 $105K -0.1% 1.44% EC
17 ADVANCED ENERGY INDUSTRIES INC 007973100 Feb 2026 343 -71 $104K -25.4% 1.43% EC
18 REMITLY GLOBAL INC 75960P104 Feb 2026 4,710 -461 $94K +9.2% 1.30% EC
19 HILLTOP HOLDINGS INC 432748101 Feb 2026 2,466 -242 $93K -8.2% 1.28% EC
20 BYLINE BANCORP INC 124411109 Feb 2026 2,774 -272 $92K -3.4% 1.26% EC
21 UNITED NATURAL FOODS INC 911163103 Feb 2026 1,747 -171 $90K +22.4% 1.24% EC
22 SOUTHERN FIRST BANCSHARES INC 842873101 Feb 2026 1,541 -20 $89K +2.1% 1.23% EC
23 SIMMONS FIRST NATIONAL CORP 828730200 Feb 2026 4,127 -404 $89K -1.9% 1.22% EC
24 CENTRAL GARDEN & PET COMPANY 153527205 Feb 2026 2,552 -532 $87K -18.2% 1.20% EC
25 UNITED FIRE GROUP INC 910340108 Feb 2026 1,952 -191 $87K +3.9% 1.19% EC
26 ACADIAN ASSET MANAGEMENT INC 10948W103 Feb 2026 1,130 -111 $82K +22.2% 1.13% EC
27 CITY HOLDING COMPANY 177835105 Feb 2026 651 -7 $81K +2.5% 1.11% EC
28 ASTRONICS CORP 046433108 Feb 2026 891 -87 $78K -1.7% 1.07% EC
29 PARK NATIONAL CORP 700658107 Feb 2026 445 -44 $76K -5.1% 1.05% EC
30 HECLA MINING COMPANY 422704106 Feb 2026 4,213 -412 $75K -35.0% 1.03% EC
31 BREAD FINANCIAL HOLDINGS INC 018581108 Feb 2026 805 -79 $72K +14.5% 0.99% EC
32 SMARTFINANCIAL INC 83190L208 Feb 2026 1,678 -165 $70K -3.2% 0.96% EC
33 CONSTELLIUM SE F21107101 Feb 2026 1,850 -425 $63K +11.9% 0.87% EC
34 VERACYTE INC 92337F107 Feb 2026 1,353 -132 $63K +15.4% 0.86% EC
35 TTM TECHNOLOGIES INC 87305R109 Feb 2026 360 -35 $63K +51.9% 0.86% EC
36 MAXIMUS INC 577933104 Feb 2026 993 -98 $61K -25.5% 0.85% EC
37 REDWOOD TRUST INC 758075402 Feb 2026 10,858 -1,063 $59K -18.4% 0.81% EC
38 PHIBRO ANIMAL HEALTH CORP 71742Q106 Feb 2026 1,850 -181 $57K -48.6% 0.78% EC
39 NEWMARK GROUP INC 65158N102 Feb 2026 4,042 -395 $56K -12.4% 0.78% EC
40 SPX TECHNOLOGIES INC 78473E103 Feb 2026 257 -25 $56K -13.0% 0.77% EC
41 ECHOSTAR CORP 278768106 Feb 2026 428 -42 $55K +1.8% 0.76% EC
42 BRINKER INTERNATIONAL INC 109641100 Feb 2026 377 -37 $54K -12.5% 0.74% EC
43 SUNRUN INC 86771W105 Feb 2026 3,117 -305 $52K +14.9% 0.72% EC
44 SONOS INC 83570H108 Feb 2026 3,100 -303 $49K -6.7% 0.67% EC
45 ROGERS CORP 775133101 Feb 2026 343 -33 $49K +19.7% 0.67% EC
46 PEDIATRIX MEDICAL GROUP INC 58502B106 Feb 2026 2,244 -219 $48K -1.1% 0.67% EC
47 ALARM.COM HOLDINGS INC 011642105 Feb 2026 993 -98 $45K -14.2% 0.62% EC
48 RESIDEO TECHNOLOGIES INC 76118Y104 Feb 2026 1,387 -380 $43K -36.6% 0.60% EC
49 HOME BANCORP INC 43689E107 Feb 2026 651 -63 $42K -0.7% 0.58% EC
50 FORMFACTOR INC 346375108 Feb 2026 308 -30 $38K +14.8% 0.53% EC
51 QUALYS INC 74758T303 Feb 2026 343 -33 $37K +7.8% 0.52% EC
52 SEACOAST BANKING CORP OF FLORIDA 811707801 Feb 2026 1,233 -121 $37K -11.3% 0.51% EC
53 QUAD/GRAPHICS INC 747301109 Feb 2026 4,795 -470 $36K -1.8% 0.49% EC
54 FIGS INC 30260D103 Feb 2026 2,843 -278 $33K -30.7% 0.46% EC
55 SKILLSOFT CORP 83066P309 Feb 2026 4,470 -437 $33K +58.5% 0.45% EC
56 PAGERDUTY INC 69553P100 Feb 2026 3,254 -318 $32K +28.4% 0.45% EC
57 LENDINGTREE INC 52603B107 Feb 2026 788 -77 $30K -6.9% 0.41% EC
58 EVERQUOTE INC 30041R108 Feb 2026 1,404 -138 $27K +10.9% 0.37% EC
59 COLLEGIUM PHARMACEUTICAL INC 19459J104 Feb 2026 719 -71 $24K -26.6% 0.33% EC
60 Q2 HOLDINGS INC 74736L109 Feb 2026 462 -46 $22K -10.5% 0.30% EC
61 COURSERA INC 22266M104 Feb 2026 2,449 -240 $13K -23.4% 0.18% EC