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Portfolio (Quarterly) Guide ↗

Hodges Capital Management Inc.

· CIK 0001337263
13F Portfolio $1.5B AUM 224 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 61 Added 98 Reduced 19 Exited
Page 2 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MXL Maxlinear Inc Technology 133,645.0 $17.1M 1.13% -414K -75.6% $128.03 -48.0%
22 TWLO Twilio Inc Cl A Communication Services 81,920.0 $16.9M 1.12% +50K +157.6% $206.33 +9.2%
23 YOU Clear Secure Inc Cl A Technology 299,818.0 $16.7M 1.11% +13K +4.6% $55.73 -22.3%
24 AAPL Apple Inc Technology 57,614.0 $16.7M 1.10% +2K +3.4% $289.36 +6.9%
25 CMC Commercial Metals Co Basic Materials 256,407.0 $16.1M 1.06% -1K -0.5% $62.75 +5.7%
26 VPG Vishay Precision Group Inc Technology 105,521.0 $15.8M 1.05% NEW $149.91 -55.6%
27 ASO Academy Sports & Outdoors Inc Consumer Cyclical 330,506.0 $15.6M 1.03% +8K +2.6% $47.13 -2.8%
28 ONON On Holding Ag Namen Akt A Consumer Cyclical 436,735.0 $15.5M 1.02% +82K +23.1% $35.42 -15.2%
29 CLF Cleveland-Cliffs Inc Basic Materials 1,626,086.0 $15.3M 1.01% -511K -23.9% $9.39 +20.0%
30 TCBI Texas Cap Bancshares Inc Financial Services 137,319.0 $14.2M 0.94% -1K -1.0% $103.26 -4.8%
31 BA Boeing Co Industrials 62,670.0 $13.6M 0.90% +8K +13.9% $216.47 -1.0%
32 AVGO Broadcom Inc Technology 34,812.0 $13.2M 0.87% +5K +17.1% $377.75 -2.5%
33 LLY Eli Lilly & Co Healthcare 10,780.0 $12.9M 0.86% +2K +25.2% $1199.40 +4.6%
34 Expand Energy Corporation 137,670.0 $12.6M 0.83% +4K +2.7% $91.19
35 CAT Caterpillar Inc Industrials 11,697.0 $12.5M 0.82% -428.0 -3.5% $1064.88 -22.3%
36 TFIN Triumph Financial Inc Financial Services 162,265.0 $12.4M 0.82% +93K +135.3% $76.31 -1.8%
37 HD Home Depot Inc Consumer Cyclical 35,049.0 $12.4M 0.82% +2K +6.2% $352.68 -4.8%
38 WMT Wal-Mart Inc Consumer Defensive 104,303.0 $11.8M 0.78% +2K +1.7% $113.26 -8.4%
39 IPGP Ipg Photonics Corp Technology 99,508.0 $11.7M 0.77% +32K +48.1% $117.32 -37.6%
40 OZK Bank Ozk Little Rock Ark Financial Services 222,823.0 $11.6M 0.77% -29K -11.4% $52.09 -5.1%
Page 2 of 12  ·  223 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 26.1%
Industrials 18.4%
Consumer Cyclical 17.2%
Financial Services 13.3%
Energy 7.7%
Basic Materials 6.5%
Healthcare 4.1%
Communication Services 3.0%
Consumer Defensive 2.6%
Real Estate 0.6%