Titelia

Holdings of Small Cap Value Fund

Northern Funds ·410 declared positions · as of Mar 31, 2026

Original filing · Net assets 616.5M $ · Ten largest lines: 12.5 % of the equity sleeve

Sector breakdown

  • Financials 1.3 %
  • Materials 0.8 %
  • Unattributed 98.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.3 %
  • BM 2.9 %
  • PR 1.5 %
  • MH 1.1 %
  • KY 1.0 %
  • GB 0.6 %
  • MC 0.6 %
  • CA 0.3 %
  • IL 0.2 %
  • FR 0.2 %
  • DE 0.1 %
  • LU 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US384542.5M $91.34 %
2BM717.3M $2.92 %
3PR28.8M $1.49 %
4MH36.7M $1.12 %
5KY25.9M $1.00 %
6GB23.8M $0.65 %
7MC23.4M $0.57 %
8CA21.5M $0.25 %
9IL31.4M $0.23 %
10FR1962.5K $0.16 %
11DE1851.6K $0.14 %
12LU1708.1K $0.12 %

Positions

RankCompanySharesValueWeight
101Select Medical Holdings Corp 106,4941.7M $0.28 %
102Banner Corp 28,3691.7M $0.28 %
103Northwest Natural Holding Co 32,2801.7M $0.28 %
104Puma Biotechnology Inc 267,9451.7M $0.28 %
105REX American Resources Corp 37,3331.7M $0.28 %
106Shoals Technologies Group Inc 253,3271.7M $0.27 %
107Broadstone Net Lease Inc 89,8891.6M $0.27 %
108Newmark Group Inc 108,9541.6M $0.26 %
109Victoria's Secret & Co 35,1761.6M $0.26 %
110Signet Jewelers Ltd 19,2011.6M $0.26 %
111AdaptHealth Corp 135,0451.6M $0.26 %
112Westamerica BanCorp 30,4591.6M $0.26 %
113Tidewater Inc 18,8671.6M $0.26 %
114ICU Medical Inc 11,8381.5M $0.25 %
115Terex Corp 25,6911.5M $0.25 %
116Allient Inc 25,6031.5M $0.25 %
117Preferred Bank/Los Angeles CA 16,3751.5M $0.24 %
118Merchants Bancorp/IN 34,5391.5M $0.24 %
119One Liberty Properties Inc 67,0591.4M $0.23 %
120Getty Realty Corp 44,9921.4M $0.23 %
121Preformed Line Products Co 5,2171.4M $0.23 %
122Rocky Brands Inc 36,1921.4M $0.23 %
123Northern Oil & Gas Inc 47,7701.4M $0.23 %
124Pathward Financial Inc 15,4581.4M $0.22 %
125Primoris Services Corp 9,4671.4M $0.22 %
126SkyWest Inc 14,6451.3M $0.22 %
127Southwest Gas Holdings Inc 15,4051.3M $0.22 %
128American Assets Trust Inc 72,3351.3M $0.22 %
129PVH Corp 19,0751.3M $0.22 %
130American Public Education Inc 23,2881.3M $0.21 %
131World Acceptance Corp 9,7751.3M $0.21 %
132QCR Holdings Inc 15,3001.3M $0.21 %
133Riley Exploration Permian Inc 35,3291.3M $0.21 %
134Dynex Capital Inc 100,8481.3M $0.21 %
135Ziff Davis Inc 30,6631.3M $0.21 %
136Liberty Energy Inc 44,4651.3M $0.21 %
137First Bancorp/Southern Pines NC 22,6101.3M $0.21 %
138Brightstar Lottery PLC 99,6511.3M $0.21 %
139American Eagle Outfitters Inc 74,9981.3M $0.20 %
140Amneal Pharmaceuticals Inc 100,5421.2M $0.20 %
141Trustmark Corp 29,6171.2M $0.20 %
142Tanger Inc 36,5951.2M $0.20 %
143TETRA Technologies Inc 145,8431.2M $0.20 %
144Helios Technologies Inc 18,8761.2M $0.20 %
145Apple Hospitality REIT Inc 105,6141.2M $0.20 %
146Emergent BioSolutions Inc 146,0941.2M $0.20 %
147Enpro Inc 4,7201.2M $0.19 %
148Green Brick Partners Inc 18,2221.2M $0.19 %
149First Merchants Corp 29,9751.2M $0.19 %
150Enterprise Financial Services Corp 21,3711.2M $0.19 %
151Shoe Carnival Inc 73,9151.2M $0.19 %
152HB Fuller Co 18,5951.1M $0.19 %
153LXP Industrial Trust 24,5701.1M $0.18 %
154Par Pacific Holdings Inc 17,8221.1M $0.18 %
155Central Pacific Financial Corp 34,5191.1M $0.18 %
156Ellington Financial Inc 91,6341.1M $0.18 %
157Univest Financial Corp 31,2081.1M $0.17 %
158Village Farms Inte 375,2641.1M $0.17 %
159Stewart Information Services Corp 17,2171.1M $0.17 %
160Great Lakes Dredge & Dock Corp 61,0331M $0.17 %
161Myers Industries Inc 48,9291M $0.17 %
162Ladder Capital Corp 106,0391M $0.17 %
163USA TODAY Co Inc 145,3411M $0.17 %
164Thermon Group Holdings Inc 20,1401M $0.16 %
165First Financial Corp 15,9771M $0.16 %
166Willdan Group Inc 12,954991.8K $0.16 %
167Red Rock Resorts Inc 18,285975.7K $0.16 %
168Angi Inc 142,099973.4K $0.16 %
169Pacira BioSciences Inc 42,768966.6K $0.16 %
170Constellium SE 39,156962.5K $0.16 %
171Kennametal Inc 26,377953K $0.15 %
172Deluxe Corp 34,435948.3K $0.15 %
173Novavax Inc 115,704941.8K $0.15 %
174Gray Media Inc 215,323934.5K $0.15 %
175Hercules Capital Inc 62,437922.2K $0.15 %
176Boise Cascade Co 11,989909.4K $0.15 %
177Flotek Industries Inc 53,396906.1K $0.15 %
178Hovnanian Enterprises Inc 8,145903.4K $0.15 %
179Phinia Inc 13,179902K $0.15 %
180Mitek Systems Inc 66,800901.8K $0.15 %
181Nabors Industries Ltd 10,456899.8K $0.15 %
182Vishay Precision Group Inc 20,642896.3K $0.15 %
183National HealthCare Corp 5,606895.3K $0.15 %
184Amalgamated Financial Corp 22,913890.6K $0.14 %
185Seneca Foods Corp 5,886889.5K $0.14 %
186LivaNova PLC 13,956887K $0.14 %
187Borr Drilling Ltd. 153,731887K $0.14 %
188Magnolia Oil & Gas Corp 27,915881.3K $0.14 %
189Heritage Insurance Holdings Inc 33,486879K $0.14 %
190Centrus Energy Corp 5,063878.9K $0.14 %
191Bread Financial Holdings Inc 11,671874K $0.14 %
192ASGN Inc 22,387866.6K $0.14 %
193Metropolitan Bank Holding Corp 10,329860.3K $0.14 %
194BioNTech SE 9,581851.6K $0.14 %
195I3 Verticals Inc 37,499838.5K $0.14 %
196Mercury General Corp 9,504837.8K $0.14 %
197Cars.com Inc 101,055820.6K $0.13 %
198Heritage Financial Corp/WA 31,348815K $0.13 %
199SandRidge Energy Inc 49,485807.1K $0.13 %
200NeoGenomics Inc 108,194802.8K $0.13 %