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Holdings (Monthly) Guide ↗

Dana Epiphany Small Cap Equity Fund

· Valued Advisers Trust
Monthly Holdings $31M AUM 62 positions Period Jan 2026 Filed Apr 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Axsome Therapeutics Inc. 05464T104 Apr 2024 4,050 $746K 2.42% EC
2 Modine Manufacturing Co. 607828100 Apr 2024 3,962 $732K 2.37% EC
3 Enpro Inc 29355X107 Jan 2026 2,656 $634K 2.06% EC
4 Weatherford International Plc G48833118 Apr 2024 6,720 $632K 2.05% EC
5 LivaNova PLC G5509L101 Jan 2026 9,525 $626K 2.03% EC
6 SPX Technologies, Inc. 78473E103 Apr 2025 2,890 $602K 1.95% EC
7 Applied Industrial Technologies Inc. 03820C105 Apr 2024 2,295 $598K 1.94% EC
8 TransMedics Group Inc. 89377M109 Apr 2024 4,438 $595K 1.93% EC
9 MYR Grp Inc 55405W104 Jan 2026 2,367 $592K 1.92% EC
10 Ensign Group Inc 29358P101 Apr 2024 3,435 $590K 1.91% EC
11 ExlService Holdings Inc. 302081104 Apr 2025 15,024 $588K 1.91% EC
12 Powell Industries Inc. 739128106 Apr 2025 1,314 $583K 1.89% EC
13 Clean Harbors, Inc. 184496107 Apr 2024 2,172 $565K 1.83% EC
14 Skywest Inc 830879102 Jan 2026 5,839 $564K 1.83% EC
15 Evercore Inc 29977A105 Apr 2024 1,565 $553K 1.79% EC
16 Atlantic Union Bankshares Corp 04911A107 Apr 2024 14,218 $552K 1.79% EC
17 Southstate Bank Corp. 84472E102 Jan 2026 5,396 $552K 1.79% EC
18 Agree Realty Corp 008492100 Apr 2024 7,600 $549K 1.78% EC
19 Chord Energy Corp. 674215207 Jan 2026 5,457 $547K 1.77% EC
20 E L F Beauty Inc 26856L103 Apr 2024 6,414 $545K 1.77% EC
21 FB Financial Corp. 30257X104 Jan 2026 9,407 $541K 1.75% EC
22 Tanger Inc. 875465106 Apr 2024 16,354 $535K 1.73% EC
23 Wintrust Financial Corporation 97650W108 Apr 2024 3,587 $529K 1.71% EC
24 Pinnacle Financial Partners Inc. 72348N109 Jan 2026 5,515 $524K 1.70% EC
25 STAG Industrial, Inc. 85254J102 Apr 2024 13,962 $524K 1.70% EC
26 Adtalem Global Education Inc 00737L103 Jan 2026 5,013 $519K 1.68% EC
27 Clearway Energy Inc 18539C204 Apr 2024 14,339 $518K 1.68% EC
28 Advanced Energy Industries, Inc. 007973100 Jan 2026 2,028 $518K 1.68% EC
29 Primerica, Inc. 74164M108 Apr 2024 1,964 $517K 1.67% EC
30 Stifel Financial Corporation 860630102 Apr 2024 4,129 $509K 1.65% EC
31 PDF Solutions Inc 693282105 Apr 2024 15,909 $507K 1.64% EC
32 PJT Partners Inc. 69343T107 Apr 2025 2,920 $505K 1.64% EC
33 Avient Corporation 05368V106 Apr 2024 13,912 $503K 1.63% EC
34 DigitalOcean Holdings Inc 25402D102 Jan 2026 9,092 $502K 1.63% EC
35 Lumentum Holdings Inc. 55024U109 Jan 2026 1,259 $493K 1.60% EC
36 Element Solutions Inc 28618M106 Apr 2024 16,896 $492K 1.59% EC
37 Agilysys Inc 00847J105 Apr 2025 5,642 $489K 1.59% EC
38 Chesapeake Utilities Corporation 165303108 Apr 2024 3,780 $486K 1.58% EC
39 Ultra Clean Holdings Inc 90385V107 Apr 2025 11,068 $483K 1.57% EC
40 AXIS Capital Holdings Limited G0692U109 Apr 2024 4,653 $480K 1.56% EC
41 JFrog Ltd M6191J100 Jan 2026 8,692 $476K 1.54% EC
42 AAR Corp. 000361105 Jan 2026 4,494 $476K 1.54% EC
43 SPS Commerce Inc 78463M107 Apr 2024 5,195 $464K 1.50% EC
44 SM Energy Co. 78454L100 Apr 2025 23,393 $455K 1.48% EC
45 Acushnet Holdings Corp 005098108 Apr 2025 4,688 $454K 1.47% EC
46 Boot Barn Holdings Inc 099406100 Apr 2024 2,475 $442K 1.43% EC
47 Alkermes PLC G01767105 Apr 2024 12,621 $428K 1.39% EC
48 Life Time Group Holdings Inc 53190C102 Jan 2026 14,455 $422K 1.37% EC
49 TG Therapeutics Inc 88322Q108 Apr 2024 13,762 $405K 1.31% EC
50 DoubleVerify Holdings Inc 25862V105 Jan 2026 37,044 $401K 1.30% EC
51 Ionis Pharmaceuticals, Inc. 462222100 Jan 2026 4,839 $400K 1.30% EC
52 Madrigal Pharmaceuticals Inc 558868105 Apr 2024 816 $399K 1.29% EC
53 Denali Therapeutics Inc 24823R105 Apr 2024 18,058 $393K 1.27% EC
54 Magnite Inc 55955D100 Apr 2025 26,823 $388K 1.26% EC
55 Group 1 Automotive, Inc. 398905109 Apr 2024 1,094 $388K 1.26% EC
56 Braze Inc 10576N102 Jan 2026 18,164 $378K 1.23% EC
57 Eagle Materials Inc. 26969P108 Apr 2024 1,842 $375K 1.22% EC
58 Fidelity Colchester Street Trust 31607A703 Apr 2024 358,141 $358K 1.16% STIV
59 Kontoor Brands Inc 50050N103 Apr 2025 5,884 $351K 1.14% EC
60 Zymeworks Inc 98985Y108 Jan 2026 15,069 $340K 1.10% EC
61 Cytokinetics Inc 23282W605 Apr 2024 4,856 $307K 0.99% EC
62 Viking Therapeutics Inc. 92686J106 Jan 2026 8,209 $238K 0.77% EC