Titelia

Holdings of Longboard Fund

NORTHERN LIGHTS FUND TRUST II ·960 declared positions · as of Feb 28, 2026

Original filing · Net assets 107M $ · Ten largest lines: 2.7 % of the equity sleeve

Sector breakdown

  • Industrials 6.3 %
  • Utilities 5.1 %
  • Financials 4.9 %
  • Consumer discretionary 2.8 %
  • Health care 2.3 %
  • Technology 2.3 %
  • Materials 1.9 %
  • Consumer staples 1.2 %
  • Energy 1.1 %
  • Real estate 1.1 %
  • Communication 0.4 %
  • Unattributed 70.9 %

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 95.5 %
  • BM 1.2 %
  • CA 0.7 %
  • KY 0.5 %
  • GB 0.5 %
  • MH 0.4 %
  • IE 0.4 %
  • PR 0.2 %
  • LU 0.1 %
  • PA 0.1 %
  • FR 0.1 %
  • SG 0.1 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US91391.7M $95.48 %
2BM91.1M $1.16 %
3CA8652.2K $0.68 %
4KY8513.2K $0.53 %
5GB4459.6K $0.48 %
6MH4413.6K $0.43 %
7IE4379.6K $0.40 %
8PR2170.2K $0.18 %
9LU1136.7K $0.14 %
10PA1136.1K $0.14 %
11FR192.5K $0.10 %
12SG284.6K $0.09 %

Positions

RankCompanySharesValueWeight
701Urban Outfitters Inc 1,09772.6K $0.07 %
702Preformed Line Products Co 28672.5K $0.07 %
703Carlyle Group Inc/The 1,39572.5K $0.07 %
704Cognex Corp 1,33272.5K $0.07 %
705BJ's Wholesale Club Holdings Inc 73372.4K $0.07 %
706Community Financial System Inc 1,19372.2K $0.07 %
707Delta Air Lines Inc 1,09972.2K $0.07 %
708First Business Financial Services Inc 1,31772K $0.07 %
709First Bank/Hamilton NJ 4,50671.7K $0.07 %
710KLA Corp 4771.7K $0.07 %
711Western Alliance Bancorp 88771.2K $0.07 %
712Perpetua Resources Corp 1,93271.2K $0.07 %
713Centuri Holdings Inc 2,29671.2K $0.07 %
714Curtiss-Wright Corp 10170.7K $0.07 %
715Ovintiv Inc 1,39870.7K $0.07 %
716Dianthus Therapeutics Inc 1,28170.7K $0.07 %
717Newmark Group Inc 4,86870.7K $0.07 %
718Pediatrix Medical Group Inc 3,55970.6K $0.07 %
719DXP Enterprises Inc/TX 51070.6K $0.07 %
720BioLife Solutions Inc 2,91770.6K $0.07 %
721Williams-Sonoma Inc 34370.5K $0.07 %
722TALEN ENERGY CORP 19070.5K $0.07 %
723Super Group SGHC Ltd 6,57370.3K $0.07 %
724Associated Banc-Corp 2,65270K $0.07 %
725Costamare Bulkers Holdings Ltd 3,65769.8K $0.07 %
726Civista Bancshares Inc 2,91769.5K $0.06 %
727Coherent Corp 26869.4K $0.06 %
728UniFirst Corp/MA 29469K $0.06 %
729Generac Holdings Inc 30669K $0.06 %
730Build-A-Bear Workshop Inc 1,41368.8K $0.06 %
731Home Bancorp Inc 1,16368.7K $0.06 %
732Cirrus Logic Inc 48668.6K $0.06 %
733Kimball Electronics Inc 2,74268.5K $0.06 %
734OneSpaWorld Holdings Ltd 3,18268.5K $0.06 %
735ACM Research Inc 1,22868.4K $0.06 %
736Stock Yards Bancorp Inc 1,06668.4K $0.06 %
737Cooper-Standard Holdings Inc 1,77468.2K $0.06 %
738Photronics Inc 1,82168.2K $0.06 %
739Mission Produce Inc 4,77867.8K $0.06 %
740Patria Investments Ltd 5,14867.5K $0.06 %
741NRG Energy Inc 37767.5K $0.06 %
742Amkor Technology Inc 1,40767.3K $0.06 %
743SharkNinja Inc 54767.2K $0.06 %
744Hecla Mining Co 2,69667.2K $0.06 %
745Rush Street Interactive Inc 3,39467K $0.06 %
746Vishay Precision Group Inc 1,44766.7K $0.06 %
747Amphenol Corp 45566.5K $0.06 %
748Alkermes PLC 2,20566.4K $0.06 %
749IPG Photonics Corp 50466.3K $0.06 %
750Casella Waste Systems Inc 71066.1K $0.06 %
751Worthington Steel Inc 1,58766K $0.06 %
752German American Bancorp Inc 1,59065.7K $0.06 %
753National Bank Holdings Corp 1,63965.5K $0.06 %
754TopBuild Corp 14665.5K $0.06 %
755Amer Sports Inc 1,72265.4K $0.06 %
756United Airlines Holdings Inc 61465.3K $0.06 %
757Dillard's Inc 10865.1K $0.06 %
758Gap Inc/The 2,31965K $0.06 %
759PTC Therapeutics Inc 94964.7K $0.06 %
760Terex Corp 94064.7K $0.06 %
761GE Vernova Inc 7464.6K $0.06 %
762Banner Corp 1,09864.6K $0.06 %
763Wynn Resorts Ltd 59664.5K $0.06 %
764Willdan Group Inc 72264.4K $0.06 %
765Tutor Perini Corp 85264.2K $0.06 %
766VSE Corp 28264K $0.06 %
767Park National Corp 38763.7K $0.06 %
768Corning Inc 42363.6K $0.06 %
769First Community Bankshares Inc 1,62563.6K $0.06 %
770ANI Pharmaceuticals Inc 85963.5K $0.06 %
771Bowman Consulting Group Ltd 1,89263.5K $0.06 %
772DigitalOcean Holdings Inc 1,12863.2K $0.06 %
773Ciena Corp 18163.1K $0.06 %
774Peabody Energy Corp 1,99963K $0.06 %
775Zumiez Inc 2,40363K $0.06 %
776Castle Biosciences Inc 2,12262.7K $0.06 %
777Regional Management Corp 1,97162.7K $0.06 %
778CECO Environmental Corp 1,03762.7K $0.06 %
779Pitney Bowes Inc 5,84062.7K $0.06 %
780Tarsus Pharmaceuticals Inc 82962.6K $0.06 %
781Bancorp Inc/The 1,18862.4K $0.06 %
782Roku Inc 63162.1K $0.06 %
783Construction Partners Inc 46262.1K $0.06 %
784Stoke Therapeutics Inc 1,69061.5K $0.06 %
785Kratos Defense & Security Solutions, Inc. 70460.7K $0.06 %
786AnaptysBio Inc 1,10060.6K $0.06 %
787Adeia Inc 2,92460.5K $0.06 %
788Enova International Inc 43460.3K $0.06 %
789Semtech Corp 66660.1K $0.06 %
790IES Holdings Inc 12159.9K $0.06 %
791Western Midstream Partners LP 1,44159.9K $0.06 %
792Aurinia Pharmaceuticals Inc 4,22359.8K $0.06 %
793OSI Systems Inc 20959.6K $0.06 %
794Ollie's Bargain Outlet Holdings Inc 55559.4K $0.06 %
795First Bancorp Inc/The 2,13158.9K $0.06 %
796Definium Therapeutics Inc 3,33358.2K $0.05 %
797Erasca Inc 4,24558K $0.05 %
798InterDigital Inc 15857.9K $0.05 %
799Hingham Institution For Savings The 20657.5K $0.05 %
800Cogent Biosciences Inc 1,47157.1K $0.05 %