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SBH SMALL CAP GROWTH FUND | WTSGX

Mutual Fund
SBH SMALL CAP GROWTH FUND
Last update 2025-06-24 81 Stocks (4 new)
Value $225.00 Mil Turnover 10 %
Countries:
Top Holdings: VSEC(2.39%)CWST(2.11%)AZEK(2.00%)FTI(1.98%)RDNT(1.94%)
Summary Stock Picks Current Portfolio
SBH SMALL CAP GROWTH FUND Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VSEC
VSE Corp
44,776
5,372.7
+51.08%
2.390
+0.81%
0.220
+16.90%
+39.89%
2,742.7
Aerospace & Defense
CWST
Casella Waste Systems Inc
42,601
4,750.4
-3.01%
2.110
-0.06%
0.070
-5.60%
+2.96%
6,913.7
Waste Management
AZEK
The AZEK Co Inc
91,785
4,487.4
-3.01%
2.000
-0.05%
0.060
+11.17%
+14.49%
7,818.5
Construction
FTI
TechnipFMC PLC
140,482
4,451.9
-3.01%
1.980
-0.05%
0.030
+36.22%
+29.67%
15,679.2
Oil & Gas
RDNT
RadNet Inc
87,951
4,372.9
+28.27%
1.940
+0.43%
0.120
+12.91%
-18.43%
4,380.0
Medical Diagnostics & Research
INSM
Insmed Inc
56,728
4,327.8
+22.76%
1.920
+0.36%
0.030
+49.38%
+49.20%
19,566.9
Biotechnology
HLNE
Hamilton Lane Inc
28,808
4,282.9
-3.01%
1.900
-0.05%
0.070
+6.39%
+6.74%
6,489.4
Asset Management
CBZ
CBIZ Inc
55,620
4,219.3
+12.26%
1.880
+0.21%
0.100
+13.70%
-7.71%
4,108.0
Business Services
SFM
Sprouts Farmers Market Inc
27,300
4,167.1
-3.01%
1.850
-0.04%
0.030
-1.49%
+29.21%
16,067.3
Retail - Defensive
DSGX
The Descartes Systems Group Inc
41,089
4,143.0
-3.01%
1.840
-0.06%
0.050
-0.27%
-7.21%
9,033.7
Software

SBH SMALL CAP GROWTH FUND's Historical Top Holdings Breakdowns

SBH SMALL CAP GROWTH FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
STRL
Sterling Infrastructure Inc
2025-03-31
Reduce
Reduce
-1.07%
●
108.65 ($140.77) 200.56
$249.93
77.54%
Reduce -48.76%
16,823
-16,007
ITRI
Itron Inc
2025-03-31
New Buy
New Buy
+1.06%
●
92.6 ($104.72) 110.29
$134.79
28.71%
New holding
22,848
22,848
MGRC
McGrath RentCorp
2025-03-31
New Buy
New Buy
+0.98%
●
109.58 ($118.2) 128.96
$115.75
-2.07%
New holding
19,772
19,772
AAON
AAON Inc
2025-03-31
Sold Out
Sold Out
-0.98%
●
73.52 ($103.13) 136.95
$77.66
-24.70%
Sold Out
0
-21,082
TMDX
TransMedics Group Inc
2025-03-31
Sold Out
Sold Out
-0.91%
●
56.73 ($68.78) 79.42
$108.88
58.30%
Sold Out
0
-36,808
SIGI
Selective Insurance Group Inc
2025-03-31
Sold Out
Sold Out
-0.90%
●
78.49 ($87.63) 95.48
$73.23
-16.43%
Sold Out
0
-24,184
FRSH
Freshworks Inc
2025-03-31
Sold Out
Sold Out
-0.84%
●
14.11 ($16.75) 19.75
$14.13
-15.67%
Sold Out
0
-130,341
VSEC
VSE Corp
2025-03-31
Add
Add
+0.81%
●
90.47 ($107.23) 125.62
$132.69
23.74%
Add 51.08%
44,776
15,139
RVLV
Revolve Group Inc
2025-03-31
New Buy
New Buy
+0.76%
●
21.26 ($27.77) 33.75
$21.57
-22.33%
New holding
79,944
79,944
STEP
StepStone Group Inc
2025-03-31
Add
Add
+0.69%
●
47.81 ($58.83) 64.82
$61.65
4.79%
Add 74.37%
69,309
29,561

SBH SMALL CAP GROWTH FUND Total Holding History ($B)

To

SBH SMALL CAP GROWTH FUND's Asset Allocation

To

SBH SMALL CAP GROWTH FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SBH SMALL CAP GROWTH FUND's Hypothetical Growth since 2025-03-31

SBH SMALL CAP GROWTH FUND's Yearly Returns

Year Portfolio % % Excess Gain %

SBH SMALL CAP GROWTH FUND's Holdings Heat Map

Size field:

SBH SMALL CAP GROWTH FUND's Holdings Bubble Chart

SBH SMALL CAP GROWTH FUND News

  • 1

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