SC
| |
Small Cap Opportunities Trust | JADMXMutual Fund | |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | |
| Last update 2025-06-26 | 1159 Stocks (44 new) |
| Value $153.00 Mil | Turnover 6 % |
Small Cap Opportunities Trust Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PR | Permian Resources Corp | 96,240 | 1,332.9 | +3.00% | 0.870 | +0.03% | 0.010 | +14.90% | -4.18% | 9,454.0 | Oil & Gas | |
LOPE | Grand Canyon Education Inc | 7,686 | 1,329.8 | -2.14% | 0.870 | -0.02% | 0.030 | -2.19% | +3.52% | 4,811.5 | Education | |
LAD | Lithia Motors Inc | 3,751 | 1,101.1 | +2.54% | 0.720 | +0.02% | 0.010 | +6.63% | -11.71% | 8,185.6 | Vehicles & Parts | |
SPXC | SPX Technologies Inc | 8,324 | 1,072.0 | -1.51% | 0.700 | -0.01% | 0.020 | +37.27% | +19.45% | 8,119.0 | Construction | |
INTA | Intapp Inc | 18,319 | 1,069.5 | -29.01% | 0.700 | -0.28% | 0.020 | -15.37% | -34.12% | 3,417.9 | Software | |
GTES | Gates Industrial Corp PLC | 55,444 | 1,020.7 | -4.28% | 0.670 | -0.03% | 0.020 | +44.57% | +19.06% | 6,312.8 | Industrial Products | |
PJT | PJT Partners Inc | 6,803 | 938.0 | -2.23% | 0.610 | -0.01% | 0.030 | +40.79% | +17.21% | 4,504.0 | Capital Markets | |
MTDR | Matador Resources Co | 18,290 | 934.4 | -0.97% | 0.610 | -0.01% | 0.010 | +25.05% | -8.28% | 6,375.3 | Oil & Gas | |
HLI | Houlihan Lokey Inc | 5,745 | 927.8 | -2.35% | 0.610 | -0.01% | 0.010 | +26.43% | +13.20% | 13,628.6 | Capital Markets | |
STRL | Sterling Infrastructure Inc | 8,175 | 925.5 | +43.14% | 0.610 | +0.18% | 0.030 | +80.71% | +43.67% | 7,360.1 | Construction |
Small Cap Opportunities Trust's Historical Top Holdings Breakdowns
Small Cap Opportunities Trust's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CYBR | CyberArk Software Ltd | 2025-03-31 | Reduce Reduce | -0.55% | 312.8 ($359.47) 414.31 | $381.56 | 6.15% | Reduce -55.34% | 2,252 | -2,791 | |
ROCK | Gibraltar Industries Inc | 2025-03-31 | Reduce Reduce | -0.36% | 56.2 ($62.21) 67.05 | $64.39 | 3.50% | Reduce -81.07% | 2,435 | -10,429 | |
HLMN | Hillman Solutions Corp | 2025-03-31 | Add Add | +0.31% | 8.69 ($9.71) 10.5 | $8.10 | -16.58% | Add 1245.6% | 57,834 | 53,536 | |
ALKT | Alkami Technology Inc | 2025-03-31 | New Buy New Buy | +0.31% | 23.76 ($31.49) 37.53 | $28.10 | -10.77% | New holding | 17,800 | 17,800 | |
PAR | PAR Technology Corp | 2025-03-31 | New Buy New Buy | +0.29% | 58.73 ($67.08) 76 | $70.51 | 5.11% | New holding | 7,117 | 7,117 | |
INTA | Intapp Inc | 2025-03-31 | Reduce Reduce | -0.28% | 57.21 ($65.92) 74.1 | $42.22 | -35.95% | Reduce -29.01% | 18,319 | -7,487 | |
FLEX | Flex Ltd | 2025-03-31 | Reduce Reduce | -0.28% | 32.92 ($39.18) 44.46 | $52.45 | 33.87% | Reduce -95.03% | 624 | -11,926 | |
| ITCI Unlock Delisted | Intra-Cellular Therapies Inc | 2025-03-31 | Reduce Reduce | -0.27% | 81.78 ($124.62) 131.92 | $131.87 | 5.82% | Reduce -60.33% | 3,574 | -5,436 | |
CMCO | Columbus McKinnon Corp | 2025-03-31 | Reduce Reduce | -0.26% | 15.95 ($25.98) 37.61 | $15.60 | -39.95% | Reduce -84.43% | 2,178 | -11,810 | |
APTV | Aptiv PLC | 2025-03-31 | Sold Out Sold Out | -0.26% | 59.35 ($63.38) 67.62 | $69.97 | 10.40% | Sold Out | 0 | -7,387 |
Small Cap Opportunities Trust Total Holding History ($B)
Small Cap Opportunities Trust's Asset Allocation
Small Cap Opportunities Trust Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Small Cap Opportunities Trust's Hypothetical Growth since 2025-03-31
Small Cap Opportunities Trust's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Small Cap Opportunities Trust's Holdings Heat Map
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Small Cap Opportunities Trust's Holdings Bubble Chart
Small Cap Opportunities Trust News
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