PKSFX Mutual Fund

NAV$52.71
Showing 10 of 27 holdings(as of Mar 31, 2026)Top 10 Weight: 52.51%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1SSDSimpson Manufacturing Co Inc6.41%672,399$115.40M••••••••••••••••••••••
2TTCThe Toro Co.6.16%1,187,589$110.97M••••••••••••••••••••••
3WTSWatts Water Technologies, Cl. A5.94%368,500$106.97M••••••••••••••••••••••
4PRIPrimerica Inc (pri)5.93%426,287$106.78M••••••••••••••••••••••
5GOLFAcushnet Holdings Corp5.52%1,063,401$99.41M••••••••••••••••••••••
6FCNFti Consulting, Inc.5.24%534,294$94.45M••••••••••••••••••••••
7ROLLRbc Bearings Inc5.18%171,803$93.31M••••••••••••••••••••••
8LSTRLandstar System Inc4.21%472,732$75.78M••••••••••••••••••••••
9IBPInstalled Building Products4.12%280,010$74.24M••••••••••••••••••••••
10JKHYJack Henry & Associates Inc3.80%433,455$68.50M••••••••••••••••••••••
Want to see all 27 holdings?View All HoldingsPRO

Top Holdings Themes

ManufacturingConstruction TechInfrastructureConnectors & InterconnectsUrbanizationAgricultural TechnologyRobotics & AutomationEnvironmental SolutionsClimate SolutionsInsurTechAsset ManagementDigital BankingLending & CreditGlobal BankingConsumer Spending

PKSFX Mutual Fund Top Holdings

PKSFX holdings top 10 positions. The top 10 holdings account for 52.5% of the fund, led by Simpson Manufacturing Co Inc at 6.4%, The Toro Co. at 6.2%, Watts Water Technologies, Cl. A at 5.9%.

PKSFX portfolio concentration is relatively high, with the top 10 representing 52.5% of total assets. The largest sector exposure is Industrials at 52.8%.

PKSFX sector allocation provides a detailed breakdown. PKSFX overlap tool shows how holdings compare to other funds in your portfolio.