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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 4 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RBC RBC BEARINGS INC Industrials 7,471.0 $4.8M 0.27% -936.0 -11.1% $644.06 -23.0%
62 PSMT PRICESMART INC Consumer Defensive 24,481.0 $4.8M 0.27% +925.0 +3.9% $195.34 -10.5%
63 COCO VITA COCO CO INC Consumer Defensive 70,109.0 $4.6M 0.26% -25K -26.6% $66.14 -4.2%
64 FSS FEDERAL SIGNAL CORP Industrials 35,428.0 $4.6M 0.26% +1K +3.0% $128.49 -6.8%
65 ENSG ENSIGN GROUP INC Healthcare 28,206.0 $4.5M 0.26% -987.0 -3.4% $160.30 +11.9%
66 VICR VICOR CORP Technology 11,887.0 $4.5M 0.26% NEW $379.78 -50.0%
67 MOD MODINE MFG CO Consumer Cyclical 16,816.0 $4.5M 0.25% NEW $267.02 -29.5%
68 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 36,907.0 $4.4M 0.25% +1K +2.9% $118.53 -24.3%
69 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 34,277.0 $4.2M 0.24% +1K +4.4% $123.29 +11.5%
70 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 147,203.0 $4.2M 0.23% +53K +56.1% $28.24 -6.1%
71 KTB KONTOOR BRANDS INC Consumer Cyclical 48,812.0 $4.1M 0.23% NEW $83.34 -0.1%
72 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 136,055.0 $4.0M 0.23% NEW $29.75 +17.6%
73 ABCB AMERIS BANCORP Financial Services 44,757.0 $4.0M 0.23% +13K +41.4% $90.26 -4.8%
74 GBCI GLACIER BANCORP INC NEW Financial Services 76,347.0 $3.9M 0.22% +41K +115.2% $51.58 -9.3%
75 OSIS OSI SYSTEMS INC Technology 17,600.0 $3.8M 0.22% +8K +80.3% $218.70 -6.7%
76 IDCC INTERDIGITAL INC Technology 13,326.0 $3.8M 0.21% +5K +63.9% $283.13 +20.5%
77 CRWV COREWEAVE INC Technology 36,623.0 $3.6M 0.21% +3K +7.5% $99.54 -13.4%
78 CWST CASELLA WASTE SYS INC Industrials 37,277.0 $3.6M 0.20% +1K +3.4% $96.97 -2.3%
79 AXSM AXSOME THERAPEUTICS INC. Healthcare 14,619.0 $3.6M 0.20% +3K +24.5% $244.77 -16.1%
80 HOOD ROBINHOOD MKTS INC Financial Services 34,346.0 $3.4M 0.20% +2K +5.2% $100.28 +3.3%
Page 4 of 9  ·  170 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%