JOPPX Holdings — Johnson Opportunity Fund

All 82 reported holdings of Johnson Opportunity Fund (JOPPX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Charles River Laboratories International, Inc.2.29%$3.78M
Rush Enterprises Inc.2.10%$3.45M
Nordson Corp1.99%$3.27M
Reliance Inc1.79%$2.95M
Element Solutions Inc1.76%$2.90M
Jazz Pharmaceuticals PLC1.76%$2.89M
Unitil Corp1.74%$2.87M
Avery Dennison Corporation1.72%$2.83M
Littelfuse Inc.1.71%$2.82M
Gorman-Rupp Co1.64%$2.70M
H B Fuller Company1.64%$2.70M
UFP Industries Inc1.63%$2.69M
UMB Financial Corp.1.63%$2.68M
ITT Inc1.61%$2.65M
Quest Diagnostics Incorporated1.59%$2.63M
Donaldson Co Inc1.59%$2.62M
ON Semiconductor Corp.1.58%$2.59M
Applied Industrial Technologies Inc.1.56%$2.57M
Core & Main Inc1.55%$2.56M
SEI Investments Co1.54%$2.54M
Antero Midstream Corporation1.52%$2.51M
Dynatrace Inc1.52%$2.50M
Genuine Parts Co1.50%$2.46M
AXIS Capital Holdings Limited1.48%$2.44M
Smith(Ao)Corp1.47%$2.43M
Bentley Systems Incorporated1.46%$2.41M
Jones Lang LaSalle Incorporated1.46%$2.40M
ESAB Corp.1.44%$2.37M
US Physical Therapy Inc1.39%$2.29M
TD Synnex Corp1.38%$2.28M
Coca-Cola Consolidated Inc1.37%$2.26M
Henry Jack & Associates Inc.1.35%$2.23M
NVent Electric PLC1.33%$2.19M
CCC Intelligent Solutions Holdings Inc1.32%$2.17M
Lemaitre Vascular Inc.1.30%$2.14M
DT Midstream Inc1.29%$2.13M
Halozyme Therapeutics Inc1.28%$2.11M
American Financial Group, Inc.1.22%$2.01M
PJT Partners Inc.1.20%$1.98M
Universal Health Services, Inc.1.18%$1.95M
Qiagen NV1.18%$1.94M
Allison Transmission Holdings Inc1.17%$1.92M
HBT Financial Inc.1.16%$1.91M
Chemed Corporation1.15%$1.89M
East West Bancorp Inc1.13%$1.87M
Wintrust Financial Corporation1.13%$1.86M
ICF International Inc1.13%$1.86M
Watts Water Technologies Inc.1.13%$1.86M
Group 1 Automotive, Inc.1.12%$1.85M
Arrow Financial Corp.1.12%$1.84M
World Kinect Corporation1.12%$1.84M
StandardAero Inc.1.10%$1.81M
Genpact Ltd.1.09%$1.80M
Option Care Health Inc1.07%$1.76M
BJ Wholesale Club Holdings Inc1.07%$1.76M
UFP Technologies Inc.1.06%$1.74M
CACI International Inc.1.06%$1.74M
Zebra Technologies Corporation1.05%$1.74M
Floor And Decor Holding Inc.1.05%$1.73M
Iradimed Corp.1.03%$1.69M
Fabrinet1.01%$1.67M
Ralph Lauren Corp.0.98%$1.62M
NNN REIT Inc0.91%$1.50M
LSI Industries Inc.0.88%$1.45M
Murphy USA Inc.0.87%$1.43M
Atmos Energy Corp.0.85%$1.40M
AppFolio Inc.0.84%$1.39M
STAG Industrial, Inc.0.82%$1.35M
Topbuild Corporation0.81%$1.33M
Maximus Inc0.75%$1.23M
RPM International Inc.0.74%$1.22M
Texas Roadhouse Inc0.74%$1.22M
Portland General Electric Company0.73%$1.20M
Hawkins Inc0.72%$1.18M
Dutch Bros Inc0.71%$1.17M
Repligen Corporation0.71%$1.17M
The New York Times Company0.64%$1.05M
Paylocity Holding Corporation0.45%$745.48K
Tyler Technologies Inc.0.45%$736.12K
SPS Commerce Inc0.44%$718.14K
Globant S.A0.34%$553.32K
First American Funds Inc.0.01%$10.40K

JOPPX overview: performance, fees, allocation and SEC filings