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Holdings (Monthly) Guide ↗

Polen 5Perspectives Small Growth Fund

· FundVantage Trust
Monthly Holdings $49M AUM 86 positions Period Jan 2026 Filed Mar 25, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Bloom Energy Corp BE Jan 2026 12,773 $1.9M 3.99% EC
2 VSE Corp VSEC Jan 2026 7,593 $1.7M 3.42% EC
3 Powell Industries Inc POWL Jan 2026 3,615 $1.6M 3.31% EC
4 BWX Technologies Inc BWXT Jan 2026 7,595 $1.6M 3.22% EC
5 Brookdale Senior Living Inc BKD Jan 2026 102,499 $1.5M 3.17% EC
6 CECO Environmental Corp CECO Jan 2026 19,118 $1.3M 2.66% EC
7 Figure Technology Solutions In FIGR Jan 2026 21,774 $1.2M 2.55% EC
8 Modine Manufacturing Co MOD Jan 2026 6,583 $1.2M 2.51% EC
9 Solaris Energy Infrastructure SEI Jan 2026 21,331 $1.2M 2.43% EC
10 Sphere Entertainment Co SPHR Jan 2026 11,451 $1.1M 2.25% EC
11 Argan Inc AGX Jan 2026 3,049 $1.1M 2.18% EC
12 GeneDx Holdings Corp WGS Jan 2026 10,642 $1.0M 2.11% EC
13 Dreyfus Government Cash Management DGCXX Jan 2026 1,022,376 $1.0M 2.11% STIV
14 Carpenter Technology Corp CRS Jan 2026 3,095 $984K 2.03% EC
15 Mirion Technologies Inc MIR Jan 2026 38,843 $965K 1.99% EC
16 IES Holdings Inc IESC Jan 2026 2,527 $961K 1.98% EC
17 Huron Consulting Group Inc HURN Jan 2026 5,620 $950K 1.96% EC
18 Guardant Health Inc GH Jan 2026 7,952 $907K 1.87% EC
19 Planet Labs PBC PL Jan 2026 35,616 $889K 1.83% EC
20 Adaptive Biotechnologies Corp ADPT Jan 2026 44,305 $820K 1.69% EC
21 TransMedics Group Inc TMDX Jan 2026 5,981 $801K 1.65% EC
22 Corp America Airports SA CAAP Jan 2026 26,547 $787K 1.62% EC
23 ERO Copper Corp ERO Jan 2026 23,307 $781K 1.61% EC
24 Kratos Defense & Security Solu KTOS Jan 2026 6,578 $678K 1.40% EC
25 Xometry Inc XMTR Jan 2026 11,368 $649K 1.34% EC
26 Bridgebio Pharma Inc BBIO Jan 2026 8,353 $645K 1.33% EC
27 Joby Aviation Inc JOBY Jan 2026 60,087 $635K 1.31% EC
28 RealReal Inc/The REAL Jan 2026 43,218 $634K 1.31% EC
29 Clear Secure Inc YOU Jan 2026 19,405 $633K 1.30% EC
30 Liquidia Corp LQDA Jan 2026 14,620 $620K 1.28% EC
31 Establishment Labs Holdings In ESTA Jan 2026 8,953 $610K 1.26% EC
32 Construction Partners Inc ROAD Jan 2026 5,420 $596K 1.23% EC
33 OPENLANE Inc OPLN Jan 2026 19,605 $589K 1.21% EC
34 Howard Hughes Holdings Inc HHH Jan 2026 7,107 $580K 1.20% EC
35 Protagonist Therapeutics Inc PTGX Jan 2026 7,071 $578K 1.19% EC
36 Axos Financial Inc AX Jan 2026 5,619 $556K 1.15% EC
37 Millicom International Cellula TIGO Jan 2026 9,035 $551K 1.14% EC
38 Wayfair Inc W Jan 2026 5,144 $532K 1.10% EC
39 Mirum Pharmaceuticals Inc MIRM Jan 2026 5,143 $531K 1.09% EC
40 Praxis Precision Medicines Inc PRAX Jan 2026 1,602 $503K 1.04% EC
41 Scholar Rock Holding Corp SRRK Jan 2026 10,559 $468K 0.97% EC
42 Amprius Technologies Inc AMPX Jan 2026 37,190 $463K 0.95% EC
43 Green Brick Partners Inc GRBK Jan 2026 6,630 $460K 0.95% EC
44 Upwork Inc UPWK Jan 2026 22,094 $443K 0.91% EC
45 Cheesecake Factory Inc/The CAKE Jan 2026 7,271 $421K 0.87% EC
46 Victory Capital Holdings Inc VCTR Jan 2026 5,704 $402K 0.83% EC
47 Artivion Inc AORT Jan 2026 9,719 $396K 0.82% EC
48 nLight Inc LASR Jan 2026 8,631 $394K 0.81% EC
49 Credo Technology Group Holding CRDO Jan 2026 3,133 $393K 0.81% EC
50 Alphatec Holdings Inc ATEC Jan 2026 25,607 $380K 0.78% EC
51 AZZ Inc AZZ Jan 2026 2,974 $370K 0.76% EC
52 HCI Group Inc HCI Jan 2026 2,317 $368K 0.76% EC
53 Taysha Gene Therapies Inc TSHA Jan 2026 80,296 $362K 0.75% EC
54 Firefly Aerospace Inc FLY Jan 2026 12,653 $319K 0.66% EC
55 Life Time Group Holdings Inc LTH Jan 2026 10,761 $314K 0.65% EC
56 Bel Fuse Inc BELFB Jan 2026 1,528 $307K 0.63% EC
57 Nuvalent Inc NUVL Jan 2026 2,975 $306K 0.63% EC
58 Shake Shack Inc SHAK Jan 2026 3,375 $299K 0.62% EC
59 Karman Holdings Inc KRMN Jan 2026 2,769 $287K 0.59% EC
60 JFrog Ltd FROG Jan 2026 5,059 $277K 0.57% EC
61 NexGen Energy Ltd NXE Jan 2026 21,732 $273K 0.56% EC
62 Figs Inc FIGS Jan 2026 24,986 $270K 0.56% EC
63 Proto Labs Inc PRLB Jan 2026 4,983 $262K 0.54% EC
64 Celcuity Inc CELC Jan 2026 2,372 $260K 0.54% EC
65 Vicor Corp VICR Jan 2026 1,570 $248K 0.51% EC
66 AeroVironment Inc AVAV Jan 2026 882 $246K 0.51% EC
67 ANI Pharmaceuticals Inc ANIP Jan 2026 2,856 $234K 0.48% EC
68 Sterling Infrastructure Inc STRL Jan 2026 643 $230K 0.47% EC
69 DigitalOcean Holdings Inc DOCN Jan 2026 4,094 $226K 0.47% EC
70 NuScale Power Corp SMR Jan 2026 12,934 $226K 0.47% EC
71 AAR Corp AIR Jan 2026 2,127 $225K 0.46% EC
72 Precigen Inc PGEN Jan 2026 47,998 $216K 0.44% EC
73 Mesoblast Ltd MESO Jan 2026 11,765 $203K 0.42% EC
74 Newamsterdam Pharma Co NV NAMS Jan 2026 5,861 $182K 0.38% EC
75 Pagaya Technologies Ltd PGY Jan 2026 8,352 $162K 0.33% EC
76 Ermenegildo Zegna NV ZGN Jan 2026 15,996 $139K 0.29% EC
77 Denali Therapeutics Inc DNLI Jan 2026 5,823 $127K 0.26% EC
78 Novanta Inc NOVT Jan 2026 922 $124K 0.26% EC
79 Outfront Media Inc OUT Jan 2026 4,625 $112K 0.23% EC
80 Piper Sandler Cos PIPR Jan 2026 323 $112K 0.23% EC
81 Peloton Interactive Inc PTON Jan 2026 18,756 $105K 0.22% EC
82 Oscar Health Inc OSCR Jan 2026 7,151 $103K 0.21% EC
83 Fluor Corp FLR Jan 2026 2,213 $102K 0.21% EC
84 WisdomTree Inc WT Jan 2026 6,305 $102K 0.21% EC
85 PureCycle Technologies Inc PCT Jan 2026 10,523 $101K 0.21% EC
86 Callaway Golf Co CALY Jan 2026 6,953 $100K 0.21% EC