BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Pembroke Management, LTD

· CIK 0001063497
13F Portfolio $774M AUM 100 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 15 New 22 Added 33 Reduced
Page 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 20,566.0 $15.4M 1.99% -2K -6.9% $748.89 +0.9%
22 AX AXOS FINANCIAL INC Financial Services 143,152.0 $13.9M 1.80% -5K -3.7% $97.39 -5.0%
23 HCSG HEALTHCARE SVCS GROUP INC Healthcare 523,225.0 $12.9M 1.66% +224K +74.9% $24.56 -10.9%
24 LGND LIGAND PHARMACEUTICALS INC Healthcare 40,277.0 $12.7M 1.65% NEW $316.09 -12.9%
25 DORM DORMAN PRODS INC Consumer Cyclical 83,539.0 $11.4M 1.47% -4K -4.1% $136.45 -8.4%
26 TKR TIMKEN CO Industrials 74,257.0 $10.8M 1.40% NEW $145.32 -19.7%
27 BOYD GROUP SERVICES INC 111,721.0 $10.6M 1.37% -2K -2.1% $94.62
28 RDVT RED VIOLET INC Technology 132,781.0 $8.5M 1.09% $63.72 +21.7%
29 BROS DUTCH BROS INC Consumer Cyclical 114,750.0 $8.2M 1.06% +61K +112.6% $71.81 -42.4%
30 OBE OBSIDIAN ENERGY LTD Energy 990,264.0 $8.1M 1.04% +351K +54.9% $8.13 +49.3%
31 CLBT CELLEBRITE DI LTD Technology 506,737.0 $7.4M 0.96% -131K -20.6% $14.60 -21.7%
32 DSGX DESCARTES SYS GROUP INC Technology 103,981.0 $7.2M 0.93% +658.0 +0.6% $69.24 +14.2%
33 VCTR VICTORY CAP HLDGS INC DEL Financial Services 80,712.0 $6.8M 0.88% -2K -2.4% $84.06 +23.4%
34 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 123,397.0 $6.4M 0.82% -761.0 -0.6% $51.60 -10.2%
35 PRCH PORCH GROUP INC Technology 411,859.0 $6.2M 0.80% +141K +51.9% $15.04 +5.7%
36 CRAI CRA INTL INC Industrials 42,787.0 $6.1M 0.79% +691.0 +1.6% $142.30 +15.5%
37 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 137,993.0 $5.9M 0.76% -25K -15.3% $42.77 -51.2%
38 PNTG PENNANT GROUP INC Healthcare 139,423.0 $5.2M 0.67% -5K -3.2% $36.95 +15.0%
39 IEFA ISHARES TR 51,225.0 $4.9M 0.64% -2K -4.2% $96.58 +1.4%
40 OUSTER INC 78,740.0 $4.9M 0.64% NEW $62.52
Page 2 of 5  ·  100 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
Industrials 39.0%
Technology 15.5%
Consumer Cyclical 12.9%
Financial Services 11.3%
Healthcare 5.9%
Consumer Defensive 4.1%
Communication Services 3.9%
Energy 3.9%
Basic Materials 3.3%
Real Estate 0.2%