AC

Advisors Capital Small/Mid Cap Fund | ACSMX

Mutual Fund
NEIMAN FUNDS
Last update 2025-06-18 33 Stocks (1 new)
Value $80.00 Mil Turnover 14 %
Countries:
Advisors Capital Small/Mid Cap... 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
CCB
Coastal Financial Corp
62,000
5,605.4
-12.06%
6.990
-0.96%
0.410
+23.21%
+22.53%
1,563.3
Banks
PJT
PJT Partners Inc
35,500
4,894.7
+3.50%
6.100
+0.21%
0.150
+29.67%
+11.99%
4,303.5
Capital Markets
RBC
RBC Bearings Inc
15,100
4,858.7
+12.69%
6.060
+0.68%
0.050
+13.93%
+26.97%
11,955.1
Industrial Products
GWRE
Guidewire Software Inc
22,800
4,271.8
+7.04%
5.330
+0.35%
0.030
+22.46%
+37.18%
19,470.1
Software
CASY
Casey's General Stores Inc
8,900
3,863.0
+8.54%
4.820
+0.38%
0.020
+18.91%
+32.12%
19,420.4
Retail - Cyclical
WSO
Watsco Inc
7,000
3,558.1
+2.94%
4.440
+0.13%
0.020
-4.69%
+0.95%
18,962.5
Industrial Distribution
OC
Owens-Corning Inc
24,300
3,470.5
+17.96%
4.330
+0.66%
0.030
+4.22%
-12.76%
12,527.4
Construction
VIRT
Virtu Financial Inc
80,600
3,072.5
+21.02%
3.830
+0.67%
0.090
+20.75%
+22.09%
3,695.1
Capital Markets
JLL
Jones Lang LaSalle Inc
12,000
2,974.9
+11.11%
3.710
+0.37%
0.030
+14.23%
+0.85%
12,120.1
Real Estate
POOL
Pool Corp
9,100
2,897.0
+5.81%
3.610
+0.20%
0.020
-1.23%
-8.84%
11,596.6
Industrial Distribution

Advisors Capital Small/Mid Cap Fund's Historical Top Holdings Breakdowns

Advisors Capital Small/Mid Cap 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
BSY
Bentley Systems Inc
2025-03-31
Sold Out
Sold Out
-2.43%
39.34 ($44.65) 47.7
$56.02
25.46%
Sold Out
0
-38,900
CAVA
Cava Group Inc
2025-03-31
New Buy
New Buy
+1.36%
74.07 ($108.42) 142.9
$89.54
-17.41%
New holding
12,600
12,600
QXO
QXO Inc
2025-03-31
Add
Add
+1.05%
12.01 ($13.6) 16.1
$22.03
61.99%
Add 112.73%
117,000
62,000
ATRC
AtriCure Inc
2025-03-31
Add
Add
+1.02%
30.4 ($37.12) 42.4
$31.92
-14.01%
Add 46.45%
80,400
25,500
CCB
Coastal Financial Corp
2025-03-31
Reduce
Reduce
-0.96%
79.67 ($87.39) 100.71
$104.04
19.05%
Reduce -12.06%
62,000
-8,500
UTZ
Utz Brands Inc
2025-03-31
Add
Add
+0.84%
13.18 ($13.76) 15.15
$13.12
-4.65%
Add 62.18%
125,200
48,000
APPF
AppFolio Inc
2025-03-31
Add
Add
+0.82%
206.66 ($229.4) 260.64
$246.39
7.41%
Add 43.48%
9,900
3,000
FOXF
Fox Factory Holding Corp
2025-03-31
Add
Add
+0.81%
23.34 ($26.77) 30.17
$28.29
5.68%
Add 117.15%
51,900
28,000
SOLV
Solventum Corp
2025-03-31
Add
Add
+0.74%
65.93 ($74.47) 84.04
$74.19
-0.38%
Add 45.88%
24,800
7,800
EVR
Evercore Inc
2025-03-31
Add
Add
+0.72%
190.28 ($249.15) 291.27
$293.39
17.76%
Add 30.53%
12,400
2,900

Advisors Capital Small/Mid Cap Fund Total Holding History ($B)

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Advisors Capital Small/Mid Cap Fund's Asset Allocation

To

Advisors Capital Small/Mid Cap Fund Past Portfolios

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

Top Ranked Articles

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Advisors Capital Small/Mid Cap Fund's Hypothetical Growth since 2025-03-31

Advisors Capital Small/Mid Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Advisors Capital Small/Mid Cap Fund's Holdings Heat Map

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Advisors Capital Small/Mid Cap Fund's Holdings Bubble Chart

Advisors Capital Small/Mid Cap Fund News

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