Titelia

Holdings of Dunham Small Cap Growth Fund

Dunham Funds · 108 declared positions · as of Apr 30, 2026

Original filing · Net assets 86.1M $ · Ten largest lines: 16.3 % of the equity sleeve

Sector breakdown

  • Industrials 3.7 %
  • Technology 3.5 %
  • Materials 1.6 %
  • Health care 0.4 %
  • Unattributed 90.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 89.5 %
  • IL 3.1 %
  • VG 1.2 %
  • IE 1.2 %
  • CA 1.2 %
  • JE 1.2 %
  • BS 1.2 %
  • BM 0.9 %
  • KY 0.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US9774.4M $89.47 %
IL42.6M $3.14 %
VG11M $1.22 %
IE11M $1.21 %
CA1996K $1.20 %
JE1970K $1.17 %
BS1960K $1.15 %
BM1714.6K $0.86 %
KY1491.4K $0.59 %

Positions

CompanySharesValueWeight
ESCO Technologies Inc 5,0171.6M $1.89 %
Mirion Technologies Inc 72,6471.4M $1.67 %
Saia Inc 3,1241.4M $1.63 %
Kodiak Gas Services Inc 20,6701.4M $1.63 %
Hexcel Corp 14,8591.4M $1.62 %
Applied Industrial Technologies Inc 4,4641.4M $1.59 %
Onto Innovation Inc 4,3021.3M $1.48 %
Powell Industries Inc 4,4561.2M $1.44 %
Fulton Financial Corp 56,2711.2M $1.41 %
CECO Environmental Corp 16,3801.2M $1.41 %
ArcBest Corp 9,0301.2M $1.34 %
Allegro MicroSystems Inc 23,4961.1M $1.32 %
SiTime Corp 1,9821.1M $1.29 %
Alignment Healthcare Inc 48,5601.1M $1.27 %
BWX Technologies Inc 4,9491.1M $1.24 %
Semtech Corp 10,1661.1M $1.24 %
AZZ Inc 7,4011.1M $1.23 %
Sensient Technologies Corp 9,2391M $1.22 %
Advanced Drainage Systems Inc 6,9511M $1.21 %
Cognex Corp 18,5241M $1.19 %
Establishment Labs Holdings Inc 14,7481M $1.18 %
nVent Electric PLC 7,0551M $1.17 %
Boot Barn Holdings Inc 5,8791M $1.17 %
IMAX Corp 26,196996K $1.16 %
Valmont Industries Inc 1,931981K $1.14 %
Camtek Ltd/Israel 5,097978.2K $1.14 %
nLight Inc 13,959975K $1.13 %
Houlihan Lokey Inc 6,282972.1K $1.13 %
Birkenstock Holding Plc 25,039970K $1.13 %
OneSpaWorld Holdings Ltd 38,929960K $1.12 %
MongoDB Inc 3,823958.9K $1.11 %
Teledyne Technologies Inc 1,471950K $1.10 %
Vita Coco Co Inc/The 14,371948.3K $1.10 %
AngioDynamics Inc 86,655948K $1.10 %
Perella Weinberg Partners 41,277938.6K $1.09 %
Glacier Bancorp Inc 19,030933.4K $1.08 %
Herc Holdings Inc 7,302926.8K $1.08 %
Commvault Systems Inc 9,366926.1K $1.08 %
Tradeweb Markets Inc 7,910895.8K $1.04 %
Universal Technical Institute Inc 23,803893.3K $1.04 %
Centrus Energy Corp 4,174880.5K $1.02 %
HA Sustainable Infrastructure Capital Inc 20,932878.1K $1.02 %
QXO Inc 42,948862K $1.00 %
Viavi Solutions Inc 16,244851.2K $0.99 %
Shoals Technologies Group Inc 106,789847.9K $0.99 %
Modine Manufacturing Co 3,317844.6K $0.98 %
Seacoast Banking Corp of Florida 26,372829.9K $0.96 %
Dynatrace Inc 22,682821.3K $0.95 %
Huntington Ingalls Industries, Inc. 2,172791.2K $0.92 %
Cavco Industries Inc 1,557789.4K $0.92 %
National Vision Holdings Inc 33,818785.3K $0.91 %
Advanced Energy Industries Inc 2,045785.1K $0.91 %
SI-BONE Inc 62,995780.5K $0.91 %
Evercore Inc 2,419777.2K $0.90 %
Belden Inc 6,860771.6K $0.90 %
Moelis & Co 11,839771K $0.90 %
ATI Inc 4,953770K $0.89 %
Mercury Systems Inc 9,621759.2K $0.88 %
Cogent Biosciences Inc 20,916748.6K $0.87 %
Champion Homes Inc 9,725741.3K $0.86 %
Lindblad Expeditions Holdings Inc 39,768736.9K $0.86 %
Century Communities Inc 12,910723.2K $0.84 %
Roivant Sciences Ltd 25,049714.6K $0.83 %
Tower Semiconductor Ltd 3,227713.3K $0.83 %
Lattice Semiconductor Corp 5,699696.9K $0.81 %
Global-e Online Ltd 22,055691.9K $0.80 %
MSA Safety Inc 4,125686.4K $0.80 %
Glaukos Corp 4,567656.1K $0.76 %
RadNet Inc 11,330640.7K $0.74 %
Omnicell Inc 15,418638.6K $0.74 %
Sterling Infrastructure Inc 1,234636.3K $0.74 %
Repligen Corp 5,307627.9K $0.73 %
Aehr Test Systems 6,803616.1K $0.72 %
Cohu Inc 12,377586.1K $0.68 %
Fluence Energy Inc 47,628580.1K $0.67 %
Flowserve Corp 7,577558K $0.65 %
FormFactor Inc 4,095556.6K $0.65 %
Addus HomeCare Corp 5,738556K $0.65 %
Everpure Inc 7,703550.4K $0.64 %
IPG Photonics Corp 4,599546.9K $0.64 %
Gitlab Inc 23,896529.1K $0.61 %
MP Materials Corp 7,976526.7K $0.61 %
JFrog Ltd 10,748499.1K $0.58 %
Ollie's Bargain Outlet Holdings Inc 5,719494.8K $0.57 %
Cytokinetics Inc 7,702492.7K $0.57 %
Fabrinet 719491.4K $0.57 %
Pegasystems Inc 13,112479.2K $0.56 %
Surgery Partners Inc 32,434455K $0.53 %
Comfort Systems USA Inc 243447.2K $0.52 %
Planet Labs PBC 11,779435.5K $0.51 %
Procore Technologies Inc 7,633431.9K $0.50 %
Privia Health Group Inc 17,130425.7K $0.49 %
Vertex Inc 33,693416.8K $0.48 %
Capricor Therapeutics Inc 12,295412.9K $0.48 %
Varonis Systems Inc 15,509407.9K $0.47 %
Shake Shack Inc 3,778387.1K $0.45 %
Kura Sushi USA Inc 6,954383K $0.45 %
Installed Building Products Inc 1,318380.3K $0.44 %
INFLEQTION INC 30,594363.8K $0.42 %
Olema Pharmaceuticals Inc 24,201348.7K $0.41 %
Dexcom Inc 5,770343.6K $0.40 %
elf Beauty Inc 5,121327.6K $0.38 %
Guardant Health Inc 3,682320.6K $0.37 %
Alphatec Holdings Inc 24,570239.8K $0.28 %
ALPHA TAU MEDICAL LTD 27,111226.1K $0.26 %
Generac Holdings Inc 779201.9K $0.23 %
Tandem Diabetes Care Inc 10,094197.1K $0.23 %
Quanterix Corp 56,324176.3K $0.20 %