BOGIX Holdings — Bogle Investment Management Small Cap Growth Fund

All 215 reported holdings of Bogle Investment Management Small Cap Growth Fund (BOGIX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Mount Vernon Liquid Assets Portfolio, LLC10.27%$13.63M
ACM Research Inc1.42%$1.88M
Kulicke & Soffa Industries Inc1.10%$1.46M
A10 Networks Inc1.09%$1.45M
EMCOR Group Inc1.09%$1.45M
SM Energy Co1.08%$1.43M
Credo Technology Group Holding1.07%$1.43M
Sterling Infrastructure Inc1.04%$1.39M
Catalyst Pharmaceuticals Inc1.03%$1.37M
Popular Inc1.03%$1.36M
U.S. Bank Money Market Deposit Account1.02%$1.36M
Kaiser Aluminum Corp1.02%$1.35M
Rogers Corp1.02%$1.35M
Andersons Inc/The1.00%$1.33M
OFG Bancorp1.00%$1.32M
Benchmark Electronics Inc0.99%$1.32M
Matson Inc0.99%$1.32M
Harmonic Inc0.99%$1.31M
Mueller Industries Inc0.98%$1.30M
Jackson Financial Inc0.98%$1.30M
Acadian Asset Management Inc0.95%$1.26M
Diodes Inc0.94%$1.24M
Griffon Corp0.93%$1.23M
Astec Industries Inc0.91%$1.21M
Innospec Inc0.90%$1.20M
Constellium SE0.89%$1.18M
Radian Group Inc0.88%$1.17M
Four Corners Property Trust In0.88%$1.17M
Mueller Water Products Inc0.88%$1.17M
Mercury General Corp0.87%$1.16M
Interface Inc0.87%$1.16M
BankUnited Inc0.87%$1.16M
Bristow Group Inc0.87%$1.15M
M/I Homes Inc0.87%$1.15M
Customers Bancorp Inc0.87%$1.15M
Everus Construction Group Inc0.86%$1.14M
SiTime Corp0.85%$1.13M
Korn Ferry0.85%$1.13M
Millrose Properties Inc0.84%$1.11M
Axcelis Technologies Inc0.83%$1.10M
Glaukos Corp0.82%$1.08M
Frontdoor Inc0.81%$1.08M
Cargurus Inc0.81%$1.08M
Buckle Inc/The0.81%$1.08M
StoneX Group Inc0.80%$1.06M
Hanmi Financial Corp0.78%$1.04M
Innovative Industrial Properti0.78%$1.04M
PROG Holdings Inc0.78%$1.03M
Ambarella Inc0.77%$1.03M
Worthington Enterprises Inc0.77%$1.02M
NMI Holdings Inc0.77%$1.02M
Assured Guaranty Ltd0.76%$1.01M
Essent Group Ltd0.75%$998.43K
Sonos Inc0.75%$991.17K
Axis Capital Holdings Ltd0.74%$986.13K
Virtu Financial Inc0.73%$972.56K
Dorian LPG Ltd0.73%$968.74K
Proto Labs Inc0.73%$963.67K
Urban Edge Properties0.73%$963.62K
SkyWest Inc0.70%$924.85K
Primoris Services Corp0.69%$914.04K
American Assets Trust Inc0.69%$913.34K
Essential Properties Realty Tr0.68%$907.46K
Xenia Hotels & Resorts Inc0.67%$895.08K
Perdoceo Education Corp0.67%$891.71K
Avista Corp0.66%$879.87K
Cal-Maine Foods Inc0.66%$870.04K
Century Communities Inc0.65%$857.59K
Harmony Biosciences Holdings I0.64%$854.00K
Bladex0.64%$847.43K
Franklin Electric Co Inc0.64%$845.97K
Provident Financial Services I0.63%$837.14K
Meritage Homes Corp0.63%$835.27K
Cushman & Wakefield Ltd0.60%$797.40K
MaxLinear Inc0.60%$796.50K
National HealthCare Corp0.60%$792.64K
Coeur Mining Inc0.59%$784.64K
National Fuel Gas Co0.59%$783.08K
Iridium Communications Inc0.59%$778.46K
FormFactor Inc0.57%$755.39K
Genworth Financial Inc0.56%$748.55K
QuinStreet Inc0.56%$742.00K
TTM Technologies Inc0.55%$728.41K
Hecla Mining Co0.53%$706.23K
Upbound Group Inc0.53%$705.01K
iRadimed Corp0.52%$694.55K
Grand Canyon Education Inc0.52%$694.26K
Ultra Clean Holdings Inc0.52%$692.00K
Privia Health Group Inc0.51%$683.22K
Enova International Inc0.51%$674.30K
Vanguard Health Care ETF0.51%$674.14K
iShares Core S&P Small-Cap ETF0.51%$670.98K
Banc of California Inc0.50%$662.63K
Teekay Tankers Ltd0.50%$659.67K
SPS Commerce Inc0.50%$658.58K
ScanSource Inc0.49%$655.97K
Clearway Energy Inc0.49%$650.74K
Calix Inc0.49%$649.04K
Kontoor Brands Inc0.47%$628.27K
Sanmina Corp0.47%$618.42K
Strategic Education Inc0.47%$617.76K
iShares U.S. Pharmaceuticals E0.47%$617.18K
Dana Inc0.46%$614.12K
LiveRamp Holdings Inc0.45%$593.49K
Axos Financial Inc0.44%$589.08K
iShares Biotechnology ETF0.44%$584.38K
Atmus Filtration Technologies0.42%$555.70K
Crescent Energy Co0.41%$543.64K
DoubleVerify Holdings Inc0.41%$537.67K
Standard Motor Products Inc0.40%$534.98K
Safehold Inc0.40%$526.08K
Cohu Inc0.38%$509.78K
Easterly Government Properties0.38%$507.56K
New Jersey Resources Corp0.38%$506.37K
Etsy Inc0.37%$488.75K
Teekay Corp Ltd0.36%$475.06K
ADMA Biologics Inc0.35%$464.95K
Insteel Industries Inc0.34%$452.60K
Ligand Pharmaceuticals Inc0.34%$449.31K
Archrock Inc0.33%$439.12K
Northrim BanCorp Inc0.32%$426.54K
Mohawk Industries Inc0.31%$417.11K
Central Pacific Financial Corp0.31%$411.56K
Piper Sandler Cos0.31%$406.95K
Commvault Systems Inc0.30%$402.68K
Moog Inc0.30%$395.97K
Warrior Met Coal Inc0.29%$378.44K
American Eagle Outfitters Inc0.28%$378.01K
California Resources Corp0.28%$369.38K
LeMaitre Vascular Inc0.27%$359.95K
Gibraltar Industries Inc0.27%$359.75K
Materion Corp0.27%$359.77K
Phibro Animal Health Corp0.27%$356.76K
Ichor Holdings Ltd0.27%$356.24K
Viemed Healthcare Inc0.27%$355.31K
Steven Madden Ltd0.26%$348.95K
Vir Biotechnology Inc0.26%$347.24K
Abercrombie & Fitch Co0.26%$345.10K
HealthStream Inc0.26%$341.44K
CoreCivic Inc0.26%$340.21K
Victoria's Secret & Co0.25%$325.49K
Omnicell Inc0.24%$322.84K
Caledonia Mining Corp PLC0.24%$321.09K
Tanger Inc0.24%$320.45K
Kennametal Inc0.23%$308.81K
Covista Inc0.23%$307.69K
Sunrun Inc0.23%$303.27K
Trinity Industries Inc0.22%$290.31K
Urban Outfitters Inc0.22%$289.22K
Castle Biosciences Inc0.22%$289.18K
Itron Inc0.22%$287.69K
Central Garden & Pet Co0.21%$281.40K
Brinker International Inc0.21%$277.36K
Alarm.com Holdings Inc0.20%$262.18K
Albany International Corp0.20%$259.54K
Century Aluminum Co0.20%$259.26K
G-III Apparel Group Ltd0.19%$257.70K
Alkermes PLC0.19%$253.18K
Innoviva Inc0.19%$252.69K
McGrath RentCorp0.19%$252.20K
Hawkins Inc0.19%$247.17K
Par Pacific Holdings Inc0.19%$246.82K
Concentra Group Holdings Paren0.18%$239.80K
Innovex International Inc0.18%$239.24K
PTC Therapeutics Inc0.18%$234.33K
Phinia Inc0.17%$227.99K
Intrepid Potash Inc0.17%$223.21K
Veracyte Inc0.17%$221.92K
DNOW Inc0.16%$216.98K
Atlantic Union Bankshares Corp0.16%$214.06K
CSW Industrials Inc0.15%$205.51K
Supernus Pharmaceuticals Inc0.15%$204.85K
HCI Group Inc0.15%$202.60K
Alpha & Omega Semiconductor Lt0.15%$202.35K
Bancorp Inc/The0.15%$200.95K
Boise Cascade Co0.15%$200.38K
Enerpac Tool Group Corp0.15%$197.16K
J & J Snack Foods Corp0.15%$196.39K
Weatherford International PLC0.15%$195.98K
Northern Oil & Gas Inc0.14%$188.79K
SmartFinancial Inc0.14%$188.03K
FB Financial Corp0.14%$182.68K
Tandem Diabetes Care Inc0.14%$181.67K
United Natural Foods Inc0.14%$179.98K
Progyny Inc0.13%$173.99K
Northwest Natural Holding Co0.13%$171.32K
Utah Medical Products Inc0.12%$164.86K
Worthington Steel Inc0.12%$160.53K
Marcus & Millichap Inc0.11%$152.21K
Rush Enterprises Inc0.11%$145.77K
Sarepta Therapeutics Inc0.10%$139.08K
Northeast Community Bancorp In0.10%$135.94K
Carter's Inc0.10%$131.59K
Greenbrier Cos Inc/The0.10%$127.67K
John B Sanfilippo & Son Inc0.09%$124.65K
LSI Industries Inc0.09%$122.00K
ACADIA Pharmaceuticals Inc0.09%$118.81K
Dauch Corporation0.09%$118.71K
Sylvamo Corp0.09%$116.16K
Wolverine World Wide Inc0.08%$105.74K
Yelp Inc0.08%$105.63K
TransMedics Group Inc0.08%$104.36K
Allegiant Travel Co0.07%$95.09K
Stepan Co0.07%$88.21K
BioLife Solutions Inc0.06%$83.33K
Photronics Inc0.06%$82.82K
PC Connection Inc0.05%$71.75K
Universal Health Realty Income0.05%$69.84K
Xencor Inc0.05%$66.88K
South Plains Financial Inc0.05%$62.55K
Navient Corp0.04%$59.77K
Fox Factory Holding Corp0.04%$57.73K
MGE Energy Inc0.04%$55.49K
CPI Card Group Inc0.04%$49.82K
DXC Technology Co0.03%$42.25K

BOGIX overview: performance, fees, allocation and SEC filings