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Portfolio (Quarterly) Guide ↗

OAK RIDGE INVESTMENTS LLC

· CIK 0001054554
13F Portfolio $1.8B AUM 170 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 68 Added 60 Reduced 46 Exited
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIR AAR CORP Industrials 19,810.0 $2.8M 0.16% +2K +11.5% $142.93 -5.8%
42 SAIA SAIA INC Industrials 6,694.0 $2.8M 0.16% +226.0 +3.5% $421.16 -17.0%
43 FCFS FIRSTCASH HOLDINGS INC Financial Services 13,022.0 $2.8M 0.16% +1K +11.8% $216.32 +9.3%
44 MWA MUELLER WTR PRODS INC Industrials 108,306.0 $2.8M 0.16% +26K +32.0% $25.83 -2.6%
45 CYTK CYTOKINETICS INC Healthcare 32,518.0 $2.8M 0.16% +17K +107.4% $85.19 -9.5%
46 LMAT LEMAITRE VASCULAR INC Healthcare 27,970.0 $2.7M 0.15% +11K +65.3% $95.96 -16.7%
47 MIRM MIRUM PHARMACEUTICALS INC Healthcare 22,408.0 $2.6M 0.15% +5K +29.6% $117.07 -17.4%
48 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 31,910.0 $2.6M 0.15% +1K +4.0% $81.51 +6.4%
49 UFPT UFP TECHNOLOGIES INC Healthcare 9,335.0 $2.5M 0.14% +3K +55.0% $265.13 +15.2%
50 TATT TAT TECHNOLOGIES LTD Industrials 48,295.0 $2.3M 0.13% +22K +85.9% $48.23 -22.6%
51 BOOT BOOT BARN HLDGS INC Consumer Cyclical 13,615.0 $2.2M 0.13% +507.0 +3.9% $164.27 -1.5%
52 RDNT RADNET INC Healthcare 35,308.0 $2.2M 0.12% +954.0 +2.8% $61.67 +21.1%
53 PR PERMIAN RESOURCES CORP Energy 116,125.0 $2.1M 0.12% +5K +4.4% $18.41 +28.7%
54 MTDR MATADOR RES CO Energy 40,744.0 $2.0M 0.12% +7K +20.4% $49.78 +15.5%
55 RELY REMITLY GLOBAL INC Technology 84,307.0 $1.9M 0.11% +32K +60.7% $22.41 +18.7%
56 DSGX DESCARTES SYS GROUP INC Technology 24,988.0 $1.7M 0.10% +869.0 +3.6% $69.24 +13.3%
57 INSM INSMED INC Healthcare 15,068.0 $1.6M 0.09% +1K +9.1% $106.62 +16.3%
58 GKOS GLAUKOS CORP Healthcare 10,586.0 $1.5M 0.08% +2K +16.9% $139.76 +32.8%
59 HURN HURON CONSULTING GROUP INC Industrials 16,017.0 $1.4M 0.08% +2K +13.8% $90.16 +80.3%
60 WING WINGSTOP INC Consumer Cyclical 6,786.0 $1.2M 0.07% +298.0 +4.6% $173.41 -32.6%
Page 3 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.5%
Healthcare 11.0%
Industrials 9.7%
Consumer Cyclical 7.7%
Communication Services 6.0%
Financial Services 4.7%
Consumer Defensive 2.1%
Utilities 1.5%
Energy 0.3%
Basic Materials 0.3%