Titelia

Holdings of Acclivity Small Cap Value Fund

NORTHERN LIGHTS FUND TRUST II · Original filing · Compare with another fund · Report an error

Net assets
30.1M $ including 29.3M $ in equities, 97.5 %
Positions
489 in 8 countries
Top ten
7.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301BrightView Holdings Inc 2,86933.8K $0.11 %
302Supernus Pharmaceuticals Inc 65233.7K $0.11 %
303Korn Ferry 53533.7K $0.11 %
304Banner Corp 55133.4K $0.11 %
305Omnicell Inc 1,00033.4K $0.11 %
306Sensata Technologies Holding PLC 94733.4K $0.11 %
307Westamerica BanCorp 63933.3K $0.11 %
308Conagra Brands Inc 2,11733.3K $0.11 %
309AdvanSix Inc 1,36233.2K $0.11 %
310Fulton Financial Corp 1,62233K $0.11 %
311Sonic Automotive Inc 47932.8K $0.11 %
312Helix Energy Solutions Group Inc 3,31832.8K $0.11 %
313JetBlue Airways Corp 7,40432.7K $0.11 %
314Alaska Air Group Inc 88232.4K $0.11 %
315Miller Industries Inc/TN 71232.4K $0.11 %
316Heritage Commerce Corp 2,59532.4K $0.11 %
317Celanese Corp 49232.4K $0.11 %
318C&F Financial Corp 44332.3K $0.11 %
319Intrepid Potash Inc 75032.1K $0.11 %
320Bandwidth Inc 1,79932.1K $0.11 %
321Option Care Health Inc 1,18431.9K $0.11 %
322OPENLANE Inc 1,09231.8K $0.11 %
323Howard Hughes Holdings Inc 50131.7K $0.11 %
324HomeTrust Bancshares Inc 73931.5K $0.10 %
325Henry Schein Inc 42631.4K $0.10 %
326LCI Industries 25531.4K $0.10 %
327Kulicke & Soffa Industries Inc 47731.3K $0.10 %
328Rogers Corp 29231.3K $0.10 %
329CACI International Inc 5731K $0.10 %
330SandRidge Energy Inc 1,88630.8K $0.10 %
331Affiliated Managers Group Inc 11130.7K $0.10 %
332Standard Motor Products Inc 87630.4K $0.10 %
333Maximus Inc 47030.1K $0.10 %
334Advance Auto Parts Inc 56930K $0.10 %
335Digi International Inc 62230K $0.10 %
336Axos Financial Inc 35129.9K $0.10 %
337Rush Enterprises Inc 45029.7K $0.10 %
338O-I Glass Inc 2,81829.6K $0.10 %
339Golden Entertainment Inc 1,10629.5K $0.10 %
340Belden Inc 25729.5K $0.10 %
341FB Financial Corp 56829.5K $0.10 %
342Greif Inc 43629.2K $0.10 %
343TD SYNNEX Corp 17229K $0.10 %
344PC Connection Inc 49128.7K $0.10 %
345Gates Industrial Corp PLC 1,25928.5K $0.09 %
346First Mid Bancshares Inc 69128.5K $0.09 %
347Hanmi Financial Corp 1,07828.4K $0.09 %
348Safety Insurance Group Inc 39128.4K $0.09 %
349Hovnanian Enterprises Inc 25628.4K $0.09 %
350Harmony Biosciences Holdings Inc 1,00928.3K $0.09 %
351Lincoln National Corp 79328.2K $0.09 %
352Covenant Logistics Group Inc 1,03428.1K $0.09 %
353Monro Inc 1,74728K $0.09 %
354Hilton Grand Vacations Inc 71427.9K $0.09 %
355El Pollo Loco Holdings Inc 1,99427.6K $0.09 %
356Strategic Education Inc 33327.6K $0.09 %
357Integra LifeSciences Holdings Corp 2,93227.6K $0.09 %
358Community Trust Bancorp Inc 45327.5K $0.09 %
359AngioDynamics Inc 2,41027.4K $0.09 %
360Security National Financial Corp 2,84927K $0.09 %
361Dauch Corporation 4,54927K $0.09 %
362ABM Industries Inc 69826.9K $0.09 %
363Virtu Financial Inc 61026.8K $0.09 %
364OceanFirst Financial Corp 1,48726.8K $0.09 %
365Varex Imaging Corp 2,51826.7K $0.09 %
3661st Source Corp 38626.7K $0.09 %
367Gentex Corp 1,21326.5K $0.09 %
368Avient Corp 72726.4K $0.09 %
369Unity Bancorp Inc 50726.3K $0.09 %
370Dolby Laboratories Inc 43426.1K $0.09 %
371Movado Group Inc 1,06626K $0.09 %
372Amphastar Pharmaceuticals Inc 1,32626K $0.09 %
373Manitowoc Co Inc/The 2,22725.9K $0.09 %
374Harley-Davidson Inc 1,26625.6K $0.09 %
375Winnebago Industries Inc 82425.5K $0.08 %
376Urban Outfitters Inc 39925.3K $0.08 %
377Gulfport Energy Corp 11925.2K $0.08 %
378Weyco Group Inc 78425.1K $0.08 %
379RPC Inc 3,54925.1K $0.08 %
380Holley Inc 8,12324.9K $0.08 %
381Independent Bank Corp/MI 73924.6K $0.08 %
382AGCO Corp 21124.4K $0.08 %
383Cable One Inc 26824.4K $0.08 %
384Krispy Kreme Inc 7,20824.4K $0.08 %
385Mistras Group Inc 1,64824.4K $0.08 %
386Prestige Consumer Healthcare Inc 40824.2K $0.08 %
387Knowles Corp 93924.1K $0.08 %
388ACCO Brands Corp 7,99224K $0.08 %
389Driven Brands Holdings Inc 1,89723.9K $0.08 %
390Legacy Housing Corp 1,16723.8K $0.08 %
391CTS Corp 49923.8K $0.08 %
392Paramount Skydance Corp. 2,61723.6K $0.08 %
393Visteon Corp 25623.3K $0.08 %
394US Physical Therapy Inc 30823.1K $0.08 %
395Neogen Corp 2,45522.8K $0.08 %
396NBT Bancorp Inc 52722.4K $0.07 %
397Medallion Financial Corp. 2,60022.3K $0.07 %
398SunCoke Energy Inc 3,40622.2K $0.07 %
399Natural Grocers by Vitamin Cottage Inc 85622.1K $0.07 %
400Ligand Pharmaceuticals Inc 11022K $0.07 %

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Sector breakdown

  • Energy 1.7 %
  • Financials 0.4 %
  • Industrials 0.4 %
  • Technology 0.4 %
  • Health care 0.2 %
  • Unattributed 97.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 96.4 %
  • Bermuda 1.4 %
  • Ireland 0.8 %
  • Panama 0.5 %
  • Jersey 0.4 %
  • United Kingdom 0.2 %
  • Guernsey 0.2 %
  • France 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States47728.3M $96.41 %
2Bermuda4403.8K $1.38 %
3Ireland2236K $0.81 %
4Panama1144.5K $0.49 %
5Jersey1112.3K $0.38 %
6United Kingdom268.2K $0.23 %
7Guernsey144K $0.15 %
8France143.7K $0.15 %
Cite this page

Titelia. "Holdings of Acclivity Small Cap Value Fund". https://titelia.com/en/funds/S000063456