Titelia

Holdings of Paradigm Value Fund

PARADIGM FUNDS · 42 declared positions · as of Mar 31, 2026

Original filing · Net assets 45.4M $ · Ten largest lines: 46.7 % of the equity sleeve

Sector breakdown

  • Unattributed 100.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 96.3 %
  • KY 3.7 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US4140.9M $96.31 %
KY11.6M $3.69 %

Positions

CompanySharesValue (USD)Weight
EMCOR Group Inc 4,5003.3M $7.31 %
Kulicke & Soffa Industries Inc 44,6002.9M $6.45 %
A10 Networks Inc 109,6002.5M $5.58 %
TD SYNNEX Corp 10,8321.8M $4.02 %
Addus HomeCare Corp 17,8001.7M $3.67 %
DENTSPLY SIRONA Inc 140,0001.6M $3.57 %
Fabrinet 3,0001.6M $3.44 %
RadNet Inc 27,7001.5M $3.41 %
Sensient Technologies Corp 17,5001.5M $3.33 %
Mid-America Apartment Communities, Inc. 10,4501.3M $2.81 %
First Merchants Corp 32,0001.2M $2.73 %
Ensign Group Inc/The 6,0001.2M $2.66 %
American Eagle Outfitters Inc 67,6001.1M $2.48 %
Revvity Inc 12,5001.1M $2.41 %
Insight Enterprises Inc 16,0001.1M $2.36 %
Jabil Inc 4,0001.1M $2.34 %
Kforce Inc 35,2001M $2.26 %
Veeco Instruments Inc 30,0001M $2.24 %
GATX Corp 5,800990.3K $2.18 %
Integra LifeSciences Holdings Corp 100,000942K $2.07 %
Kadant Inc 3,200935.5K $2.06 %
Orthofix Medical Inc 80,000917.6K $2.02 %
Qorvo Inc 11,700905.6K $1.99 %
Onto Innovation Inc 4,000820.3K $1.81 %
Renasant Corp 22,000794.9K $1.75 %
Tactile Systems Technology Inc 30,000783.9K $1.73 %
Primoris Services Corp 5,000715.2K $1.57 %
Masterbrand Inc 80,000664.8K $1.46 %
QuidelOrtho Corp 40,000657.2K $1.45 %
Pennant Group Inc/The 20,000609.6K $1.34 %
Extreme Networks Inc 40,000603.2K $1.33 %
Enviri Corp 30,000588.6K $1.30 %
Azenta Inc 26,800566.3K $1.25 %
Banner Corp 6,000364.1K $0.80 %
National Bank Holdings Corp 9,000352.4K $0.78 %
Ziff Davis Inc 7,200302.1K $0.66 %
Cerence Inc 40,000252.4K $0.56 %
ADTRAN Holdings Inc 20,000251.6K $0.55 %
J Jill Inc 20,000229.2K $0.50 %
Xerox Holdings Corp 160,000206.4K $0.45 %
Concentrix Corp 5,900161.4K $0.36 %
Consensus Cloud Solutions Inc 6,666158.3K $0.35 %