HS

Hodges Small-Mid Cap Fund | HDSMX

Mutual Fund
PROFESSIONALLY MANAGED PORTFOLIOS
Last update 2021-09-24 27 Stocks (0 new)
Value $6.00 Mil Turnover 0 %
Countries:
Top Holdings: TNDM(6.68%)LITE(6.37%)GNRC(5.64%)CMC(5.46%)EXP(5.46%)
Summary Stock Picks Current Portfolio
Hodges Small-Mid Cap Fund Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TNDM
Tandem Diabetes Care Inc
6,000
386.1
0%
6.680
0%
0.010
-8.75%
-56.27%
1,049.1
Medical Devices & Instruments
LITE
Lumentum Holdings Inc
5,000
368.5
0%
6.370
0%
0.010
+90.83%
+18.68%
6,914.3
Hardware
GNRC
Generac Holdings Inc
3,500
326.1
0%
5.640
0%
0.010
+32.60%
-5.37%
8,668.5
Industrial Products
CMC
Commercial Metals Co
20,000
315.8
0%
5.460
0%
0.020
+23.32%
+4.45%
5,735.3
Steel
EXP
Eagle Materials Inc
5,400
315.5
0%
5.460
0%
0.010
-2.00%
-13.93%
6,913.5
Building Materials
OC
Owens-Corning Inc
7,000
271.7
0%
4.700
0%
0.010
+2.90%
-16.73%
11,957.5
Construction
KEX
Kirby Corp
6,000
260.8
0%
4.510
0%
0.010
+20.57%
+7.35%
6,371.8
Transportation
TFIN
Triumph Bancorp Inc
10,000
260.0
0%
4.500
0%
0.040
+27.29%
-30.04%
1,505.4
Banks
KSU
Kansas City Southern
2,000
254.4
0%
4.400
0%
0.000
+4.85%
+44.62%
26,710.9
Transportation
LGIH
LGI Homes Inc
5,500
248.3
0%
4.290
0%
0.020
-4.88%
-42.38%
1,205.6
Homebuilding & Construction

Hodges Small-Mid Cap Fund's Historical Top Holdings Breakdowns

Hodges Small-Mid Cap Fund Total Holding History ($B)

To

Hodges Small-Mid Cap Fund's Asset Allocation

To

Hodges 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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Hodges Small-Mid Cap Fund's Hypothetical Growth since 2020-03-31

Hodges Small-Mid Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Hodges Small-Mid Cap Fund's Holdings Heat Map

Size field:

Hodges Small-Mid Cap Fund's Holdings Bubble Chart

Hodges Small-Mid Cap Fund News

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