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Saratoga Small Capitalization Portfolio | SSCYX

Mutual Fund
Saratoga Small Capitalization Portfolio
Last update 2025-06-17 101 Stocks (31 new)
Value $6.00 Mil Turnover 35 %
Countries:
Saratoga Small Capitalization ... Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LRN
Stride Inc
895
122.4
-32.66%
2.070
-0.61%
0.000
-6.71%
+25.78%
5,689.4
Education
ALX
Alexander's Inc
549
117.7
+1.48%
1.990
+0.03%
0.010
+27.54%
+33.62%
1,307.1
REITs
PRA
ProAssurance Corp
7,485
117.1
-18.56%
1.980
-0.38%
0.010
+3.48%
+49.59%
1,215.5
Insurance
MUSA
Murphy USA Inc
244
114.5
-9.63%
1.930
-0.19%
0.000
-14.62%
-14.83%
8,426.0
Retail - Cyclical
COFS
ChoiceOne Financial Services Inc
3,580
113.8
-13.63%
1.920
-0.28%
0.020
+9.09%
-15.18%
444.3
Banks
TWO
Two Harbors Investment Corp
7,668
108.7
+38.94%
1.840
+0.52%
0.010
-5.08%
-1.69%
1,083.9
REITs
EME
EMCOR Group Inc
264
108.0
-9.90%
1.820
-0.20%
0.000
+49.41%
+26.59%
25,675.9
Construction
BMI
Badger Meter Inc
509
107.1
-1.74%
1.810
-0.03%
0.000
-8.63%
-9.21%
5,655.3
Hardware
BCAL
California BanCorp
6,448
103.1
New Holding
1.740
+1.74%
0.020
+27.11%
+0.36%
538.1
Banks
CENTA
Central Garden & Pet Co
3,214
101.2
New Holding
1.710
+1.71%
0.010
+19.80%
+12.77%
2,406.7
Consumer Packaged Goods

Saratoga Small Capitalization Portfolio's Historical Top Holdings Breakdowns

Saratoga Small Capitalization Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MCY
Mercury General Corp
2025-02-28
Sold Out
Sold Out
-2.05%
47.18 ($59.78) 78.96
$70.31
17.61%
Sold Out
0
-1,960
BRBR
BellRing Brands Inc
2025-02-28
Sold Out
Sold Out
-2.01%
70.45 ($75.77) 79.39
$54.81
-27.66%
Sold Out
0
-1,937
KW
Kennedy-Wilson Holdings Inc
2025-02-28
Sold Out
Sold Out
-1.93%
8.69 ($9.72) 11.59
$7.66
-21.19%
Sold Out
0
-12,593
APAM
Artisan Partners Asset Management Inc
Artisan Partners Asset Management Inc
2025-02-28
Sold Out
Sold Out
-1.84%
40.62 ($44.38) 49.1
$46.90
5.68%
Sold Out
0
-2,838
DX
Dynex Capital Inc
2025-02-28
Sold Out
Sold Out
-1.83%
12.18 ($12.94) 14.07
$12.75
-1.47%
Sold Out
0
-10,993
FULT
Fulton Financial Corp
2025-02-28
Sold Out
Sold Out
-1.80%
19.06 ($20.29) 21.58
$19.26
-5.08%
Sold Out
0
-6,285
PLXS
Plexus Corp
2025-02-28
Sold Out
Sold Out
-1.77%
131.84 ($153.63) 170.49
$133.83
-12.89%
Sold Out
0
-811
BCAL
California BanCorp
2025-02-28
New Buy
New Buy
+1.74%
14.86 ($16.33) 17.92
$16.60
1.65%
New holding
6,448
6,448
CENTA
Central Garden & Pet Co
2025-02-28
New Buy
New Buy
+1.71%
29.86 ($32.62) 36.73
$37.27
14.26%
New holding
3,214
3,214
USPH
US Physical Therapy Inc
2025-02-28
New Buy
New Buy
+1.70%
81.02 ($90.16) 99.91
$75.53
-16.23%
New holding
1,241
1,241

Saratoga Small Capitalization Portfolio Total Holding History ($B)

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Saratoga Small Capitalization Portfolio's Asset Allocation

To

Saratoga Small Capitalization Portfolio Past Portfolios

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

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Saratoga Small Capitalization Portfolio's Hypothetical Growth since 2025-02-28

Saratoga Small Capitalization Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Saratoga Small Capitalization Portfolio's Holdings Heat Map

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Saratoga Small Capitalization Portfolio's Holdings Bubble Chart

Saratoga Small Capitalization Portfolio News

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