Titelia

Portefeuille de Dunham Small Cap Value Fund

Dunham Funds ·201 positions déclarées · au 30 avr. 2026

Document d'origine · Actif net 94,4 M $ · Dix premières lignes : 10.2 % de la poche actions

Répartition par secteur

  • Non attribué 100,0 %

Classification Titelia, société par société. La part non attribuée reste affichée.

Répartition par devise

  • USD 98,6 %
  • EUR 0,7 %
  • CAD 0,6 %

Devise de cotation de chaque ligne, telle que déclarée.

Répartition par pays

  • US 88,3 %
  • KY 2,0 %
  • IE 1,5 %
  • CA 1,3 %
  • MH 1,1 %
  • IL 0,9 %
  • PR 0,9 %
  • MC 0,7 %
  • DE 0,7 %
  • VG 0,7 %
  • GB 0,6 %
  • BM 0,5 %
  • Autres pays 0,7 %

Parts calculées sur la poche actions.

RangPaysLignesValeurPart
1US17981,6 M $88,32 %
2KY21,8 M $1,98 %
3IE21,4 M $1,49 %
4CA31,2 M $1,29 %
5MH21 M $1,09 %
6IL3874,2 k $0,95 %
7PR2817,2 k $0,88 %
8MC1692,4 k $0,75 %
9DE1675,5 k $0,73 %
10VG1669,7 k $0,73 %
11GB1531,8 k $0,58 %
12BM1483,9 k $0,52 %

Positions

RangSociétéTitresValeurPoids
1Silicon Motion Technology Corp 5 1951,1 M $1,20 %
2Ultra Clean Holdings Inc 12 9361 M $1,07 %
3CareDx Inc 47 382986 k $1,04 %
4BKV Corp 30 210952,5 k $1,01 %
5Peapack-Gladstone Financial Corp 22 389934,7 k $0,99 %
6BGC Group Inc 81 075910,5 k $0,96 %
7Teradata Corp 34 326904,5 k $0,96 %
8Northeast Bank 7 209896,4 k $0,95 %
9PTC Therapeutics Inc 13 120853,6 k $0,90 %
10Enterprise Financial Services Corp 14 723851,3 k $0,90 %
11WesBanco Inc 24 679848,5 k $0,90 %
12Metallus Inc 44 055847,6 k $0,90 %
13Bowman Consulting Group Ltd 26 650841,1 k $0,89 %
14Celanese Corp 12 252830,2 k $0,88 %
15Ardmore Shipping Corp 46 287820,2 k $0,87 %
16Regal Rexnord Corp 3 726801,2 k $0,85 %
17Innoviva Inc 33 950780,5 k $0,83 %
18Radiant Logistics Inc 92 055774,2 k $0,82 %
19MYR Group Inc 1 892765,9 k $0,81 %
20NPK International Inc 46 408758,8 k $0,80 %
21Covenant Logistics Group Inc 21 405746,2 k $0,79 %
22Northpointe Bancshares Inc 41 741744,2 k $0,79 %
23Perella Weinberg Partners 32 719744 k $0,79 %
24National Bank Holdings Corp 17 062728,5 k $0,77 %
25Littelfuse Inc 1 783720,6 k $0,76 %
26Onto Innovation Inc 2 429716,7 k $0,76 %
27American Integrity Insurance Group Inc 36 005705,7 k $0,75 %
28Huntsman Corp 48 824701,6 k $0,74 %
29Reservoir Media Inc 68 909693,2 k $0,73 %
30VTEX 184 213692,6 k $0,73 %
31Capital Bancorp Inc 21 994692,6 k $0,73 %
32Scorpio Tankers Inc 8 513692,4 k $0,73 %
33GXO Logistics Inc 12 041687,9 k $0,73 %
34RXO Inc 34 393686,8 k $0,73 %
35thyssenkrupp AG 57 062675,5 k $0,72 %
36National Energy Services Reunited Corp 26 851669,7 k $0,71 %
37Warrior Met Coal Inc 7 339659,4 k $0,70 %
38Broadstone Net Lease Inc 33 035654,1 k $0,69 %
39CNO Financial Group Inc 14 699653,4 k $0,69 %
40Mesa Laboratories Inc 6 514651,4 k $0,69 %
41Brixmor Property Group Inc 21 637651,1 k $0,69 %
42Marten Transport Ltd 42 541641,5 k $0,68 %
43Star Bulk Carriers Corp 25 324636,4 k $0,67 %
44Dime Community Bancshares Inc 17 132614,9 k $0,65 %
45AMN Healthcare Services Inc 29 943612,9 k $0,65 %
46National Vision Holdings Inc 26 357612 k $0,65 %
47Liberty Energy Inc 18 040609,6 k $0,65 %
48V2X Inc 8 979608,9 k $0,64 %
49TrueBlue Inc 110 395606,1 k $0,64 %
50Cross Country Healthcare Inc 59 445601,6 k $0,64 %
51IAC Inc 13 481600,7 k $0,64 %
52NETSTREIT Corp 29 169600 k $0,64 %
53Matrix Service Co 44 366599,8 k $0,64 %
54Capstone Copper Corp 71 702597,5 k $0,63 %
55TETRA Technologies Inc 62 572595,7 k $0,63 %
56Option Care Health Inc 28 747584,4 k $0,62 %
57BrightView Holdings Inc 49 026583,4 k $0,62 %
58Consensus Cloud Solutions Inc 22 444580,9 k $0,62 %
59Thermon Group Holdings Inc 9 588580 k $0,61 %
60Frontier Group Holdings Inc 159 742579,9 k $0,61 %
61Bowhead Specialty Holdings Inc 24 041571,7 k $0,61 %
62Proficient Auto Logistics Inc 76 069559,1 k $0,59 %
63Black Hills Corp 7 400557,1 k $0,59 %
64ICON PLC 4 700556,2 k $0,59 %
65Capital City Bank Group Inc 12 023555,1 k $0,59 %
66ADT Inc 73 592554,1 k $0,59 %
67Holley Inc 167 889554 k $0,59 %
68First BanCorp/Puerto Rico 22 813553,9 k $0,59 %
69ABM Industries Inc 13 518551,5 k $0,58 %
70Crane NXT Co 12 214545,7 k $0,58 %
71Cytek Biosciences Inc 118 817541,8 k $0,57 %
72Spire Inc 5 880536,1 k $0,57 %
73Prosperity Bancshares Inc 7 674534,5 k $0,57 %
74Titan Machinery Inc 25 453532,2 k $0,56 %
75Ferroglobe PLC 114 603531,8 k $0,56 %
76Kronos Worldwide Inc 70 635525,5 k $0,56 %
77Slide Insurance Holdings Inc 27 616515 k $0,55 %
78Commercial Metals Co 7 412511,1 k $0,54 %
79Infinity Natural Resources Inc 31 131507,1 k $0,54 %
80Aveanna Healthcare Holdings Inc 76 879502,8 k $0,53 %
81First Watch Restaurant Group Inc 38 106500 k $0,53 %
82Knight-Swift Transportation Holdings Inc 7 683498,6 k $0,53 %
83Portland General Electric Co 9 570497 k $0,53 %
84Federal Agricultural Mortgage Corp 2 852495,7 k $0,52 %
85Custom Truck One Source Inc 50 275495,2 k $0,52 %
86Centerspace 7 207492 k $0,52 %
87Horizon Bancorp Inc/IN 27 141491,3 k $0,52 %
88Maximus Inc 7 448488,7 k $0,52 %
89Public Policy Holding Co Inc 34 698486,5 k $0,52 %
90Arcosa Inc 3 845486,3 k $0,51 %
91Central Pacific Financial Corp 14 593485,7 k $0,51 %
92CTO Realty Growth Inc 23 947484,9 k $0,51 %
93Teekay Tankers Ltd 6 161483,9 k $0,51 %
94Esquire Financial Holdings Inc 4 532476,4 k $0,50 %
95Popular Inc 3 082463,3 k $0,49 %
96UMH Properties Inc 29 787463,2 k $0,49 %
97Koppers Holdings Inc 11 262459,8 k $0,49 %
98Legacy Housing Corp 21 062458,1 k $0,49 %
99Tutor Perini Corp 4 871452,6 k $0,48 %
100Ashland Inc 8 458450,5 k $0,48 %