Q2 2025 |
107 |
$356M |
+$19.5M |
-$19.9M |
-$310K |
STRL, ENSG, MTZ, ATEN, OSIS
|
13F-HR |
8/13/2025, 03:07 PM |
Q1 2025 |
105 |
$333M |
+$21M |
-$24.6M |
-$3.63M |
ENSG, GMED, OSIS, RBC, STRL
|
13F-HR |
4/14/2025, 04:38 PM |
Q4 2024 |
108 |
$375M |
+$25.5M |
-$14.1M |
+$11.4M |
STRL, ENSG, GMED, ATEN, LMAT
|
13F-HR |
2/11/2025, 02:12 PM |
Q3 2024 |
112 |
$364M |
+$81.1M |
-$40.7M |
+$40.4M |
ENSG, STRL, LMAT, GMED, ATEN
|
13F-HR |
11/14/2024, 01:02 PM |
Q2 2024 |
110 |
$298M |
+$38.8M |
-$9.48M |
+$29.3M |
ENSG, FIX, TTEK, COHR, LMAT
|
13F-HR |
8/12/2024, 06:40 PM |
Q1 2024 |
108 |
$272M |
+$14.9M |
-$10.1M |
+$4.8M |
FIX, MEDP, ENSG, TTEK, STRL
|
13F-HR |
4/12/2024, 07:32 AM |
Q4 2023 |
111 |
$258M |
+$47.1M |
-$6.45M |
+$40.6M |
ENSG, FIX, MEDP, TTEK, STRL
|
13F-HR |
2/13/2024, 01:20 PM |
Q3 2023 |
102 |
$198M |
+$13.7M |
-$14.5M |
-$813K |
FIX, ENSG, MEDP, TTEK, CASY
|
13F-HR |
11/15/2023, 07:52 AM |
Q2 2023 |
95 |
$211M |
+$8.65M |
-$6.27M |
+$2.39M |
FIX, EME, ENSG, MEDP, TTEK
|
13F-HR |
8/16/2023, 05:02 PM |
Q1 2023 |
92 |
$199M |
+$5.21M |
-$3.23M |
+$1.98M |
ENSG, FIX, EME, MEI, TTEK
|
13F-HR |
5/15/2023, 02:04 PM |
Q4 2022 |
93 |
$195M |
+$6.09M |
-$4.42M |
+$1.68M |
ENSG, EME, MEI, FIX, MEDP
|
13F-HR |
1/25/2023, 12:34 PM |
Q3 2022 |
93 |
$182M |
+$12.8M |
-$1.98M |
+$10.8M |
ENSG, EME, MEI, AMRC, MEDP
|
13F-HR |
11/8/2022, 01:31 PM |
Q2 2022 |
92 |
$189M |
+$13.9M |
-$1.99M |
+$11.9M |
ENSG, MEI, EME, ROG, TTEK
|
13F-HR |
8/15/2022, 03:53 PM |
Q1 2022 |
95 |
$214M |
+$6.44M |
-$7.52M |
-$1.07M |
ENSG, MEI, IIVI, EME, ONTO
|
13F-HR |
5/18/2022, 11:58 AM |
Q4 2021 |
94 |
$243M |
+$13.7M |
-$4.48M |
+$9.23M |
ONTO, ENSG, MEI, SMTC, EME
|
13F-HR |
1/20/2022, 03:36 PM |
Q3 2021 |
93 |
$220M |
+$4.77M |
-$63.3M |
-$58.5M |
ONTO, ENSG, MEI, EME, SMTC
|
13F-HR |
11/10/2021, 02:36 PM |
Q2 2021 |
92 |
$293M |
+$7.69M |
-$24.3M |
-$16.6M |
ENSG, ONTO, MEI, EME, IIVI
|
13F-HR |
8/11/2021, 01:12 PM |
Q1 2021 |
95 |
$302M |
+$15.2M |
-$14.4M |
+$812K |
ENSG, ONTO, LAD, MEI, EME
|
13F-HR |
4/27/2021, 06:41 PM |
Q4 2020 |
92 |
$263M |
+$7.23M |
-$7.14M |
+$95K |
ENSG, IIVI, HAE, MEI, ONTO
|
13F-HR |
2/12/2021, 04:00 PM |
Q3 2020 |
91 |
$209M |
+$8.38M |
-$27.3M |
-$18.9M |
ENSG, TTEK, HAE, EME, MEI
|
13F-HR |
11/16/2020, 02:21 PM |
Q2 2020 |
90 |
$218M |
+$3.86M |
-$36.3M |
-$32.5M |
LHCG, MEI, ENSG, LAD, EME
|
13F-HR |
7/15/2020, 03:31 PM |
Q1 2020 |
89 |
$207M |
+$37.7M |
-$32.1K |
+$37.7M |
LHCG, ENSG, WDFC, MEI, EME
|
13F-HR |
5/11/2020, 04:48 PM |
Q4 2019 |
90 |
$243M |
+$26M |
-$3.27M |
+$22.7M |
SNBR, MEI, WWD, EME, ENSG
|
13F-HR |
1/28/2020, 11:33 AM |
Q3 2019 |
89 |
$232M |
+$51.8M |
-$533K |
+$51.2M |
USPH, EME, MASI, WWD, ENSG
|
13F-HR |
10/22/2019, 01:38 PM |
Q2 2019 |
91 |
$182M |
+$12.7M |
-$698K |
+$12M |
ENSG, EME, WWD, MASI, USPH
|
13F-HR |
7/25/2019, 01:39 PM |
Q1 2019 |
91 |
$172M |
+$4.87M |
-$3.05M |
+$1.82M |
ENSG, SNBR, MASI, EME, WWD
|
13F-HR |
4/30/2019, 12:57 PM |
Q4 2018 |
90 |
$154M |
+$24.8M |
-$617K |
+$24.2M |
ENSG, USPH, SNBR, HCSG, HAE
|
13F-HR |
1/30/2019, 02:27 PM |
Q3 2018 |
93 |
$161M |
+$5.83M |
-$7.39M |
-$1.56M |
ENSG, USPH, SNBR, EME, MASI
|
13F-HR |
10/25/2018, 03:17 PM |
Q2 2018 |
93 |
$158M |
+$9.2M |
-$7.78M |
+$1.42M |
ENSG, EME, USPH, WWW, SUPN
|
13F-HR |
7/23/2018, 04:07 PM |
Q1 2018 |
92 |
$149M |
+$16.8M |
-$1.05M |
+$15.8M |
EME, ENSG, SYNT, SNBR, USPH
|
13F-HR |
4/26/2018, 02:54 PM |
Q4 2017 |
90 |
$138M |
+$13.7M |
-$1.57M |
+$12.1M |
EME, ENSG, SNBR, MLKN, WWW
|
13F-HR |
3/20/2018, 01:01 PM |
Q3 2017 |
91 |
$134M |
+$14.6M |
-$1.13M |
+$13.5M |
EME, ENSG, DIOD, HXL, PRXL
|
13F-HR |
10/30/2017, 03:05 PM |
Q2 2017 |
91 |
$120M |
|
|
|
EME, SCSS, ENSG, PRXL, HXL
|
13F-HR |
8/7/2017, 04:28 PM |