PSGAX Mutual Fund

NAV$15.33
Showing 10 of 28 holdings(as of Mar 31, 2026)Top 10 Weight: 53.57%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1SFBSServisfirst Bancshares, Inc.6.52%738,667$53.80M••••••••••••••••••••••
2TFINTriumph Bancorp Inc6.23%861,659$51.41M••••••••••••••••••••••
3TTCThe Toro Co.5.98%528,398$49.37M••••••••••••••••••••••
4EPACEnerpac Tool Group Corp5.65%1,280,132$46.69M••••••••••••••••••••••
5USPHUs Physical Therapy Inc5.11%563,088$42.21M••••••••••••••••••••••
6ALHAlliance Laundry Holdings Inc.5.01%1,992,842$41.33M••••••••••••••••••••••
7KNSLKinsale Capital Group4.92%118,807$40.59M••••••••••••••••••••••
8RYANRyan Specialty Group Holdings Inc4.75%1,161,142$39.18M••••••••••••••••••••••
9AAONAaon Inc Common Stock USD4.72%471,037$38.98M••••••••••••••••••••••
10GSHDGoosehead Insurance Inc4.68%906,071$38.65M••••••••••••••••••••••
Want to see all 28 holdings?View All HoldingsPRO

Top Holdings Themes

Global BankingDigital BankingInvestment TechnologyInfrastructureConstruction TechManufacturingUrbanizationEnvironmental SolutionsAgricultural TechnologyRobotics & AutomationHealth & WellnessAging PopulationHealth InsuranceManaged CareInsurTech

PSGAX Mutual Fund Top Holdings

PSGAX holdings top 10 positions. The top 10 holdings account for 53.6% of the fund, led by Servisfirst Bancshares, Inc. at 6.5%, Triumph Bancorp Inc at 6.2%, The Toro Co. at 6.0%.

PSGAX portfolio concentration is relatively high, with the top 10 representing 53.6% of total assets. The largest sector exposure is Financials at 27.1%.

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