Oberweis Asset Management Inc./

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Oberweis Asset Management Inc./ reported 185 stock positions worth $2.3 billion. Its top holding was Credo Technology Group Holdi (CRDO) at 3.1% of the portfolio, followed by Adma Biologics (ADMA, 2.5%) and Applied Optoelectronics (AAOI, 2.1%). Compared with Q1 2025, it opened 20 new positions, sold out of 27, added to 89 and reduced 32. The biggest buy was a new position in Lumentum (LITE) and the biggest sale an exit from Doximity Class A (DOCS).

Most Recent 13F
Q2 2026
Location
LISLE, IL
CIK
0000937886
Portfolio Value
$2.3B (Q2 2025)
SEC Filing
0001213900-25-076460 ↗ filed Aug 14, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.6B Q2 2024 Q3 2024: $2.0B Q3 2024 Q4 2024: $2.1B Q4 2024 Q1 2025: $2.0B Q1 2025 Q2 2025: $2.3B $2.3B Q2 2025 Q3 2025: $2.6B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $3.4B Q1 2026 Q2 2026: $4.8B Q2 2026

Holdings 185 stocks · $2.3B
CRDO Credo Technology Group Holdi 3.06% 758,568 $70.2M Reduce -39.8%
ADMA Adma Biologics Inc. 2.48% 3,135,890 $57.1M Reduce -8.5%
AAOI Applied Optoelectronics Inc. 2.11% 1,888,041 $48.5M Add +36.3%
SN Sharkninja Inc. 2.09% 484,560 $48.0M Reduce -3.1%
EHC Encompass Health Corp. 1.92% 359,025 $44.0M Reduce -3.1%
SRAD Sportradar Group AG-A 1.68% 1,377,400 $38.7M Add +20.3%
AMBA Ambarella Inc. 1.65% 573,360 $37.9M Add +0.8%
ITRI Itron Inc. 1.63% 284,500 $37.4M Add +4.4%
FTDR Frontdoor Inc. 1.57% 610,860 $36.0M Add +1.9%
SKYW Skywest Inc. 1.48% 331,000 $34.1M Add +3.7%
RMBS Rambus Inc. 1.41% 505,780 $32.4M Reduce -0.3%
NVMI Nova Ltd. 1.35% 113,100 $31.1M Add +1.9%
FRSH Freshworks Inc. Class A 1.33% 2,050,820 $30.6M Add +18.6%
WAY Waystar Holding Corp. 1.32% 744,980 $30.4M Add +4.5%
FLS Flowserve Corp. 1.19% 522,172 $27.3M Add +1.8%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 1.19% 292,010 $27.3M Add +20.2%
CLH Clean Harbors Inc. 1.18% 117,300 $27.1M Add +6.3%
LRN Stride Inc. 1.15% 181,800 $26.4M Reduce -12.3%
MTSI Macom Technology Solutions H 1.12% 179,520 $25.7M Reduce -22.8%
LITE Lumentum Holdings Inc. 1.11% 269,050 $25.6M New
FN Fabrinet 1.11% 86,200 $25.4M Add +1.9%
LTH Life Time Group Holdings Inc. 1.07% 812,300 $24.6M Add +1.9%
AMSC American Superconductor Corp. 1.07% 668,200 $24.5M No change
OSIS Osi Systems Inc. 1.07% 109,000 $24.5M Add +8.6%
COOP Mr Cooper Group Inc. 1.01% 155,800 $23.2M Add +5.9%
CRS Carpenter Technology 1.00% 82,911 $22.9M Add +1.8%
BOX Box Inc. Class A 0.97% 653,920 $22.3M Add +9.5%
CVLT Commvault Systems Inc. 0.95% 125,900 $21.9M Add +17.7%
MRCY Mercury Systems Inc. 0.93% 398,500 $21.5M Reduce -3.4%
PEGA Pegasystems Inc. 0.92% 389,800 $21.1M Add +99.5%
PSN Parsons Corp. 0.89% 284,150 $20.4M Reduce -2.5%
ICUI Icu Medical Inc. 0.87% 150,890 $19.9M Reduce -3.1%
MMSI Merit Medical Systems Inc. 0.87% 212,810 $19.9M Add +2.0%
VCYT Veracyte Inc. 0.85% 726,490 $19.6M Reduce -5.6%
ACA Arcosa Inc. 0.84% 221,600 $19.2M Add +9.2%
SFM Sprouts Farmers Market Inc. 0.82% 114,600 $18.9M Add +5.6%
BTSG Brightspring Health Services 0.80% 775,800 $18.3M New
PRMB Primo Brands Corp. 0.79% 611,300 $18.1M Reduce -3.3%
CAMT Camtek Ltd. 0.79% 213,580 $18.1M Add +6.8%
DOCN Digitalocean Holdings Inc. 0.79% 631,920 $18.0M Add +7.7%
FSS Federal Signal Corp. 0.77% 166,500 $17.7M Reduce -27.6%
TPC Tutor Perini Corp. 0.77% 377,800 $17.7M Add +12.4%
ZETA Zeta Global Holdings Corp. Class A 0.77% 1,136,400 $17.6M Reduce -38.4%
CARG Cargurus Inc. 0.75% 518,400 $17.4M Add +3.7%
SIMO Silicon Motion Technol-ADR 0.75% 230,600 $17.3M Add +25.9%
GAP The Gap Inc. 0.75% 790,300 $17.2M Reduce -3.3%
LOPE Grand Canyon Education Inc. 0.74% 90,400 $17.1M Add +1.9%
QRVO Qorvo Inc. 0.74% 200,300 $17.0M New
AIZ Assurant Inc. 0.71% 83,000 $16.4M Add +2.5%
BROS Dutch Bros Inc. Class A 0.71% 238,000 $16.3M Add +8.7%
AIR Aar Corp. 0.71% 236,500 $16.3M Add +7.5%
IMAX Imax Corp. 0.70% 579,600 $16.2M No change
BLBD Blue Bird Corp. 0.70% 373,400 $16.1M Add +4.0%
RSI Rush Street Interactive Inc. 0.69% 1,069,700 $15.9M Add +7.8%
SITM Sitime Corp. 0.68% 73,496 $15.7M New
URBN Urban Outfitters Inc. 0.67% 212,100 $15.4M New
BRBR Bellring Brands Inc. 0.67% 264,200 $15.3M Reduce -3.3%
ACIW Aci Worldwide Inc. 0.66% 331,602 $15.2M Reduce -14.1%
AEIS Advanced Energy Industries 0.66% 114,700 $15.2M New
WGS Genedx Holdings Corp. 0.65% 162,900 $15.0M Add +31.9%
PRIM Primoris Services Corp. 0.65% 192,400 $15.0M Reduce -20.8%
FIVN FIVE9 Inc. 0.64% 555,900 $14.7M Add +51.6%
BMI Badger Meter Inc. 0.64% 59,910 $14.7M New
ECG Everus Construction Group 0.64% 230,100 $14.6M New
AGX Argan Inc. 0.63% 65,791 $14.5M Add +0.0%
UCTT Ultra Clean Holdings Inc. 0.60% 613,300 $13.8M No change
EYE National Vision Holdings Inc. 0.60% 594,900 $13.7M New
G Genpact Ltd. 0.59% 306,100 $13.5M Reduce -41.5%
FCFS Firstcash Holdings Inc. 0.57% 97,800 $13.2M Add +39.5%
SPXC SPX Technologies Inc. 0.56% 76,900 $12.9M Add +2.0%
IRTC Irhythm Holdings Inc. 0.54% 81,200 $12.5M New
OSCR Oscar Health Inc. Class A 0.54% 578,430 $12.4M Add +1.8%
MGNI Magnite Inc. 0.54% 514,000 $12.4M Add +149.9%
MTDR Matador Resources Co. 0.53% 253,900 $12.1M Add +44.8%
QLYS Qualys Inc. 0.52% 84,000 $12.0M Add +16.5%
HQY Healthequity Inc. 0.52% 113,820 $11.9M Add +7.5%
LMB Limbach Holdings Inc. 0.51% 83,700 $11.7M Reduce -24.5%
DIOD Diodes Inc. 0.50% 218,700 $11.6M New
RELY Remitly Global Inc. 0.49% 594,500 $11.2M New
CBSH Commerce Bancshares Inc. 0.48% 176,890 $11.0M Add +5.4%
OSPN Onespan Inc. 0.46% 635,150 $10.6M Add +16.3%
SEI Solaris Energy Infrastructur 0.45% 366,900 $10.4M Add +1.9%
CPRX Catalyst Pharmaceuticals Inc. 0.44% 468,200 $10.2M Add +0.1%
ABCB Ameris Bancorp 0.44% 156,400 $10.1M Add +8.5%
BFAM Bright Horizons Family Solut 0.43% 79,604 $9.8M Reduce -38.7%
LMAT Lemaitre Vascular Inc. 0.41% 114,666 $9.5M Add +12.3%
EZPW Ezcorp Inc. Class A 0.41% 685,500 $9.5M No change
OSW Onespaworld Holdings Ltd. 0.41% 465,400 $9.5M No change
HALO Halozyme Therapeutics Inc. 0.41% 182,200 $9.5M New
BPMC Blueprint Medicines Corp. 0.40% 72,500 $9.3M Reduce -3.3%
NOV Nov Inc. 0.39% 730,200 $9.1M Add +1.9%
ANIP Ani Pharmaceuticals Inc. 0.39% 138,900 $9.1M Add +111.7%
ADUS Addus Homecare Corp. 0.39% 78,200 $9.0M Add +30.6%
VRNS Varonis Systems Inc. 0.39% 176,600 $9.0M Add +1.9%
TILE Interface Inc. 0.39% 425,300 $8.9M No change
EXLS Exlservice Holdings Inc. 0.37% 194,400 $8.5M Add +1.9%
MGY Magnolia Oil & Gas Corp. Class A 0.37% 376,300 $8.5M Add +1.9%
KNSA Kiniksa Pharmaceuticals Inte 0.37% 305,200 $8.4M Add +28.7%
COCO The Vita Coco Co. Inc. 0.36% 230,000 $8.3M No change
FARO Faro Technologies Inc. 0.36% 187,200 $8.2M Add +14.8%
REVG Rev Group Inc. 0.36% 172,600 $8.2M No change
WEAV Weave Communications Inc. 0.35% 975,400 $8.1M Add +25.2%
RDWR Radware Ltd. 0.35% 274,700 $8.1M No change
DCO Ducommun Inc. 0.34% 95,700 $7.9M No change
MD Pediatrix Medical Group Inc. 0.34% 545,600 $7.8M No change
POWL Powell Industries Inc. 0.34% 37,200 $7.8M Add +121.4%
VSEC Vse Corp. 0.33% 58,600 $7.7M No change
KEX Kirby Corp. 0.33% 67,550 $7.7M Add +18.6%
TPB Turning Point Brands Inc. 0.33% 101,000 $7.7M New
IDCC Interdigital Inc. 0.33% 34,100 $7.6M Add +3.3%
SKWD Skyward Specialty Insurance 0.33% 131,600 $7.6M No change
FRME First Merchants Corp. 0.33% 196,000 $7.5M Add +9.9%
GDYN Grid Dynamics Holdings Inc. 0.33% 648,400 $7.5M Add +28.9%
MBUU Malibu Boats Inc. Class A 0.32% 238,200 $7.5M Add +24.8%
NIC Nicolet Bankshares Inc. 0.32% 60,200 $7.4M Add +9.1%
WLDN Willdan Group Inc. 0.30% 110,100 $6.9M No change
IBEX Ibex Ltd. 0.30% 236,000 $6.9M Add +58.7%
ADPT Adaptive Biotechnologies 0.30% 589,400 $6.9M New
AORT Artivion Inc. 0.29% 211,800 $6.6M Add +11.2%
DAVE Dave Inc. 0.28% 24,322 $6.5M New
MHO M/I Homes Inc. 0.28% 58,200 $6.5M No change
HWKN Hawkins Inc. 0.28% 45,700 $6.5M No change
BOOT Boot Barn Holdings Inc. 0.28% 42,100 $6.4M Reduce -42.1%
ACMR Acm Research Inc. Class A 0.28% 246,960 $6.4M Reduce -16.8%
VRNT Verint Systems Inc. 0.28% 325,000 $6.4M Add +18.6%
NGVC Natural Grocers BY Vitamin C 0.28% 162,304 $6.4M Add +22.3%
CLBT Cellebrite Di Ltd. 0.28% 395,970 $6.3M Reduce -42.9%
STRL Sterling Infrastructure Inc. 0.27% 27,300 $6.3M No change
AOSL Alpha & Omega Semiconductor 0.27% 244,300 $6.3M Add +37.5%
EOLS Evolus Inc. 0.27% 677,600 $6.2M No change
CRMD Cormedix Inc. 0.26% 485,000 $6.0M No change
EVLV Evolv Technologies Holdings 0.26% 948,400 $5.9M New
ARIS WATER SOLUTIONS INC-A 0.25% 247,495 $5.9M Add +12.9%
CDNA Caredx Inc. 0.25% 292,871 $5.7M Reduce -30.8%
AVPT Avepoint Inc. 0.25% 296,300 $5.7M No change
DCTH Delcath Systems Inc. 0.25% 419,400 $5.7M Add +15.8%
FBK FB Financial Corp. filed as FB FINL CORP 0.24% 123,500 $5.6M No change
HURN Huron Consulting Group Inc. 0.24% 40,500 $5.6M No change
SRCE 1ST Source Corp. 0.22% 82,700 $5.1M Add +12.5%
IIIN Insteel Industries Inc. 0.21% 132,732 $4.9M New
RDVT Red Violet Inc. 0.21% 100,300 $4.9M Add +17.6%
SPOT Spotify Technology SA 0.21% 6,200 $4.8M Add +24.0%
AIOT Powerfleet Inc. 0.20% 1,068,800 $4.6M No change
PDS Precision Drilling Corp. 0.20% 97,100 $4.6M Add +42.0%
EIG Employers Holdings Inc. 0.20% 96,100 $4.5M No change
LINC Lincoln Educational Services 0.19% 189,600 $4.4M No change
QNST Quinstreet Inc. 0.18% 262,800 $4.2M No change
NPKI NPK International Inc. 0.18% 496,500 $4.2M New
LQDA Liquidia Corp. 0.17% 321,200 $4.0M Add +28.0%
BVS Bioventus Inc. Class A 0.17% 601,714 $4.0M No change
VTLE Vital Energy Inc. 0.16% 232,700 $3.7M Add +37.9%
MNKD Mannkind Corp. 0.16% 968,400 $3.6M No change
CRAI Cra International Inc. 0.15% 19,000 $3.6M Reduce -36.7%
AXGN Axogen Inc. 0.15% 328,100 $3.6M Add +9.2%
LIND Lindblad Expeditions Holding 0.15% 299,400 $3.5M Add +12.6%
CLMB Climb Global Solutions Inc. 0.15% 32,500 $3.5M Add +35.4%
GRC Gorman-Rupp Co. 0.15% 90,900 $3.3M No change
HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I 0.14% 501,700 $3.1M No change
MTRX Matrix Service Co. 0.13% 221,075 $3.0M No change
BLZE Backblaze Inc. Class A 0.13% 538,700 $3.0M No change
LYTS Lsi Industries Inc. 0.13% 169,200 $2.9M No change
CDNS Cadence Design SYS Inc. 0.10% 7,400 $2.3M Add +1.4%
SE Sea Ltd.-ADR 0.10% 13,800 $2.2M Add +20.0%
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 0.06% 11,400 $1.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 2,168 $1.3M Add +0.2%
MSFT Microsoft Corp. 0.06% 2,685 $1.3M No change
JPM JPMorgan Chase & Co. 0.04% 3,450 $1.0M Reduce -1.9%
AAPL Apple Inc. 0.04% 3,991 $819K Reduce -0.5%
PDD PDD Holdings Inc. 0.03% 7,000 $733K Reduce -22.2%
MMYT Makemytrip Ltd. 0.03% 6,350 $622K No change
HSAI Hesai Group 0.03% 28,000 $615K No change
YMM Full Truck Alliance -SPN ADR 0.02% 45,000 $531K No change
TRV The Travelers Cos Inc. 0.02% 1,917 $513K Add +0.1%
MA Mastercard Inc. Class A 0.02% 711 $400K No change
RMD Resmed Inc. 0.02% 1,450 $374K No change
GOOGL Alphabet Inc. Class A 0.01% 1,900 $335K No change
JNJ Johnson & Johnson 0.01% 2,099 $321K Reduce -0.9%
AMGN Amgen Inc. 0.01% 1,034 $289K Add +0.1%
GOOG Alphabet Inc. Class C 0.01% 1,620 $287K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.01% 2,897 $264K Reduce -1.7%
WMT Walmart Inc. 0.01% 2,609 $255K Add +0.1%
MCD McDonald's Corp. 0.01% 851 $249K Add +0.2%
AFL Aflac Inc. 0.01% 2,000 $211K No change
NEM Newmont Corp. 0.01% 3,571 $208K New
XCHO Xenacare Holdings Inc. 0.00% 140,000 $0 No change

Portfolio Sells Q1 2025 → Q2 2025
DOCS Doximity Inc. Class A Sold out 0.00% −1.69
DORM Dorman Products Inc. Sold out 0.00% −1.25
DECK Deckers Outdoor Corp. Sold out 0.00% −0.95
ADMA Adma Biologics Inc. Reduce -8.5% 2.48% −0.90
CCS Century Communities Inc. Sold out 0.00% −0.83
YOU Clear Secure Inc. Class A Sold out 0.00% −0.79
ONTO Onto Innovation Inc. Sold out 0.00% −0.78
G Genpact Ltd. Reduce -41.5% 0.59% −0.73
DLB Dolby Laboratories Inc. Class A Sold out 0.00% −0.72
CBT Cabot Corp. Sold out 0.00% −0.63
OMCL Omnicell Inc. Sold out 0.00% −0.58
UAA Under Armour Inc. Class A Sold out 0.00% −0.50
ZETA Zeta Global Holdings Corp. Class A Reduce -38.4% 0.77% −0.48
DUOL Duolingo Sold out 0.00% −0.48
PLYA Playa Hotels & Resorts NV Sold out 0.00% −0.47
KRYS Krystal Biotech Inc. Sold out 0.00% −0.42
CLBT Cellebrite Di Ltd. Reduce -42.9% 0.28% −0.40
BFAM Bright Horizons Family Solut Reduce -38.7% 0.43% −0.39
ACIW Aci Worldwide Inc. Reduce -14.1% 0.66% −0.39
ICHR Ichor Holdings Ltd. Sold out 0.00% −0.38
DESP Despegar.com Corp. Sold out 0.00% −0.36
SPSC SPS Commerce Inc. Sold out 0.00% −0.36
BRBR Bellring Brands Inc. Reduce -3.3% 0.67% −0.35
PRMB Primo Brands Corp. Reduce -3.3% 0.79% −0.33
FIVE Five Below Sold out 0.00% −0.32
SG Sweetgreen Inc. Class A Sold out 0.00% −0.31
VCYT Veracyte Inc. Reduce -5.6% 0.85% −0.28
ATRC Atricure Inc. Sold out 0.00% −0.24
CLW Clearwater Paper Corp. Sold out 0.00% −0.22
ICUI Icu Medical Inc. Reduce -3.1% 0.87% −0.21
ARDX Ardelyx Inc. Sold out 0.00% −0.21
RES RPC Inc. Sold out 0.00% −0.17
LRN Stride Inc. Reduce -12.3% 1.15% −0.16
CDNA Caredx Inc. Reduce -30.8% 0.25% −0.13
BOOT Boot Barn Holdings Inc. Reduce -42.1% 0.28% −0.11
CRAI Cra International Inc. Reduce -36.7% 0.15% −0.10
GAP The Gap Inc. Reduce -3.3% 0.75% −0.09
FSS Federal Signal Corp. Reduce -27.6% 0.77% −0.07
ACMR Acm Research Inc. Class A Reduce -16.8% 0.28% −0.07
MTSI Macom Technology Solutions H Reduce -22.8% 1.12% −0.04
PRIM Primoris Services Corp. Reduce -20.8% 0.65% −0.04
GDS GDS Holdings Ltd. - ADR Sold out 0.00% −0.03
TAL Tal Education Group- ADR Sold out 0.00% −0.03
PDD PDD Holdings Inc. Reduce -22.2% 0.03% −0.02
LIVN Livanova PLC Sold out 0.00% −0.02
AAPL Apple Inc. Reduce -0.5% 0.04% −0.01
TUYA Tuya Inc. Sold out 0.00% −0.01
VNET Vnet Group Inc.-ADR Sold out 0.00% −0.00
JNJ Johnson & Johnson Reduce -0.9% 0.01% −0.00
BNY Bank of New York Mellon Corp. Reduce -1.7% 0.01% −0.00

Portfolio Buys Q1 2025 → Q2 2025
LITE Lumentum Holdings Inc. New 1.11% +1.11
AAOI Applied Optoelectronics Inc. Add +36.3% 2.11% +1.05
BTSG Brightspring Health Services New 0.80% +0.80
QRVO Qorvo Inc. New 0.74% +0.74
SITM Sitime Corp. New 0.68% +0.68
URBN Urban Outfitters Inc. New 0.67% +0.67
AEIS Advanced Energy Industries New 0.66% +0.66
BMI Badger Meter Inc. New 0.64% +0.64
ECG Everus Construction Group New 0.64% +0.64
EYE National Vision Holdings Inc. New 0.60% +0.60
IRTC Irhythm Holdings Inc. New 0.54% +0.54
DIOD Diodes Inc. New 0.50% +0.50
RELY Remitly Global Inc. New 0.49% +0.49
SRAD Sportradar Group AG-A Add +20.3% 1.68% +0.45
MGNI Magnite Inc. Add +149.9% 0.54% +0.42
FTDR Frontdoor Inc. Add +1.9% 1.57% +0.42
HALO Halozyme Therapeutics Inc. New 0.41% +0.41
TPC Tutor Perini Corp. Add +12.4% 0.77% +0.38
NVMI Nova Ltd. Add +1.9% 1.35% +0.33
TPB Turning Point Brands Inc. New 0.33% +0.33
ADPT Adaptive Biotechnologies New 0.30% +0.30
SIMO Silicon Motion Technol-ADR Add +25.9% 0.75% +0.29
DAVE Dave Inc. New 0.28% +0.28
FN Fabrinet Add +1.9% 1.11% +0.27
CRS Carpenter Technology Add +1.8% 1.00% +0.26
EVLV Evolv Technologies Holdings New 0.26% +0.26
PEGA Pegasystems Inc. Add +99.5% 0.92% +0.24
AMBA Ambarella Inc. Add +0.8% 1.65% +0.22
QTWO Q2 Holdings Inc. Add +20.2% 1.19% +0.22
IIIN Insteel Industries Inc. New 0.21% +0.21
ITRI Itron Inc. Add +4.4% 1.63% +0.21
CAMT Camtek Ltd. Add +6.8% 0.79% +0.20
AGX Argan Inc. Add +0.0% 0.63% +0.20
POWL Powell Industries Inc. Add +121.4% 0.34% +0.20
NPKI NPK International Inc. New 0.18% +0.18
ANIP Ani Pharmaceuticals Inc. Add +111.7% 0.39% +0.18
OSCR Oscar Health Inc. Class A Add +1.8% 0.54% +0.17
RSI Rush Street Interactive Inc. Add +7.8% 0.69% +0.16
FCFS Firstcash Holdings Inc. Add +39.5% 0.57% +0.15
FIVN FIVE9 Inc. Add +51.6% 0.64% +0.14
FARO Faro Technologies Inc. Add +14.8% 0.36% +0.14
COOP Mr Cooper Group Inc. Add +5.9% 1.01% +0.13
BLBD Blue Bird Corp. Add +4.0% 0.70% +0.12
IBEX Ibex Ltd. Add +58.7% 0.30% +0.12
FRSH Freshworks Inc. Class A Add +18.6% 1.33% +0.11
CVLT Commvault Systems Inc. Add +17.7% 0.95% +0.11
WGS Genedx Holdings Corp. Add +31.9% 0.65% +0.11
KNSA Kiniksa Pharmaceuticals Inte Add +28.7% 0.37% +0.10
ADUS Addus Homecare Corp. Add +30.6% 0.39% +0.10
CLH Clean Harbors Inc. Add +6.3% 1.18% +0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 175$4.8BCRDO, AAOI, DOCN, SIMO, UCTT
Q1 2026 179$3.4BAAOI, LITE, CRDO, DOCN, SN
Q4 2025 178$2.7BLITE, CRDO, AAOI, SN, AMBA
Q3 2025 183$2.6BCRDO, LITE, RMBS, AMBA, SN
Q2 2025 185$2.3BCRDO, ADMA, AAOI, SN, EHC
Q1 2025 192$2.0BADMA, CRDO, SN, EHC, DOCS
Q4 2024 196$2.1BCRDO, ADMA, SN, ZETA, SKYW
Q3 2024 206$2.0BADMA, SN, ZETA, EHC, WFRD
Q2 2024 197$1.6BWFRD, CSTM, SN, ONTO, TMDX
Q1 2024 196$1.4BCSTM, WFRD, ACLS, ONTO, ATEC