Titelia

Holdings of Embark Small Cap Equity Fund

Harbor Funds II ·306 declared positions · as of Apr 30, 2026

Original filing · Net assets 572M $ · Ten largest lines: 12.5 % of the equity sleeve

Sector breakdown

  • Financials 1.1 %
  • Consumer discretionary 0.8 %
  • Industrials 0.7 %
  • Materials 0.6 %
  • Energy 0.5 %
  • Health care 0.5 %
  • Technology 0.2 %
  • Unattributed 95.5 %

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

Currency breakdown

  • USD 99.8 %
  • CAD 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.2 %
  • KY 3.0 %
  • BM 2.1 %
  • CA 2.1 %
  • BS 0.4 %
  • IE 0.4 %
  • GG 0.3 %
  • IL 0.3 %
  • JE 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US286517M $91.15 %
2KY217M $3.00 %
3BM512M $2.12 %
4CA711.9M $2.10 %
5BS12.5M $0.45 %
6IE22.5M $0.44 %
7GG11.7M $0.29 %
8IL11.5M $0.27 %
9JE11M $0.18 %

Positions

RankCompanySharesValueWeight
1Silicon Motion Technology Corp 62,95313.8M $2.41 %
2StoneX Group Inc 87,3919.3M $1.62 %
3Modine Manufacturing Co 29,1497.4M $1.30 %
4First Interstate BancSystem Inc 198,3007M $1.23 %
5RadNet Inc 114,1636.5M $1.13 %
6Arcosa Inc 45,4425.7M $1.00 %
7U-Haul Holding Co 119,6975.7M $1.00 %
8Axcelis Technologies Inc 37,9425.3M $0.92 %
9F5 Inc 16,0335.2M $0.91 %
10indie Semiconductor Inc 1,088,7974.9M $0.86 %
11Porch Group Inc 493,7284.8M $0.83 %
12First Hawaiian Inc 174,1404.8M $0.83 %
13A10 Networks Inc 174,5564.7M $0.81 %
14Hillman Solutions Corp 569,2834.6M $0.81 %
15Stagwell Inc 734,0364.6M $0.80 %
16Laureate Education Inc 150,3064.5M $0.79 %
17Euronet Worldwide Inc 61,2314.4M $0.77 %
18SiriusPoint Ltd 188,5274.4M $0.77 %
19Olin Corp 152,5404.3M $0.76 %
20PriceSmart Inc 27,2924.3M $0.75 %
21Avnet Inc 51,6474.3M $0.75 %
22Littelfuse Inc 10,2644.1M $0.73 %
23Madison Square Garden Sports Corp 11,9374.1M $0.71 %
24SLM Corp 173,7294M $0.70 %
25Landstar System Inc 21,5544M $0.69 %
26First Citizens BancShares Inc/NC 1,9573.9M $0.68 %
27Digital Turbine Inc 1,099,6863.9M $0.68 %
28Global Ship Lease Inc 94,0733.8M $0.66 %
29Douglas Dynamics Inc 82,2203.8M $0.66 %
30Verra Mobility Corp 252,2443.7M $0.65 %
31Magnite Inc 287,3963.7M $0.64 %
32Power Integrations Inc 50,4373.7M $0.64 %
33Paycom Software Inc 28,8443.7M $0.64 %
34TriMas Corp 96,7983.6M $0.63 %
35Tidewater Inc 40,0123.6M $0.62 %
36Workiva Inc 66,7143.6M $0.62 %
37AdaptHealth Corp 269,7473.5M $0.62 %
38Dave Inc 12,9543.5M $0.62 %
39Murphy Oil Corp 84,1733.5M $0.61 %
40Enova International Inc 20,2893.4M $0.60 %
41ATS Corp 105,1643.4M $0.60 %
42Skyward Specialty Insurance Group Inc 74,9003.4M $0.60 %
43AAON Inc 36,3673.4M $0.59 %
44Select Water Solutions Inc 202,2863.4M $0.59 %
45Lantheus Holdings Inc 39,4363.3M $0.58 %
46Secure Waste Infrastructure Corp 193,9963.3M $0.57 %
47Green Brick Partners Inc 48,4813.3M $0.57 %
48InterDigital Inc 11,0233.3M $0.57 %
49SharkNinja Inc 28,2053.3M $0.57 %
50Fluor Corp 60,7603.2M $0.57 %
51AZZ Inc 22,6383.2M $0.57 %
52Cavco Industries Inc 6,3833.2M $0.57 %
53Arhaus Inc 427,4603.2M $0.55 %
54Universal Technical Institute Inc 84,1223.2M $0.55 %
55SI-BONE Inc 253,7443.1M $0.55 %
56YETI Holdings Inc 79,2873.1M $0.55 %
57Exponent Inc 46,2213.1M $0.54 %
58FormFactor Inc 22,6843.1M $0.54 %
59Nextpower Inc 25,6693.1M $0.53 %
60Paylocity Holding Corp 28,7213M $0.53 %
61Par Pacific Holdings Inc 45,9663M $0.53 %
62LendingTree Inc 59,1942.9M $0.51 %
63Glaukos Corp 20,3502.9M $0.51 %
64First American Financial Corp 41,4842.9M $0.51 %
65Frontdoor Inc 42,1702.9M $0.51 %
66Grand Canyon Education Inc 16,9202.9M $0.50 %
67Carpenter Technology Corp 6,6762.9M $0.50 %
68Assured Guaranty Ltd 34,7002.8M $0.50 %
69Matador Resources Co 44,7292.8M $0.50 %
70Ryman Hospitality Properties Inc 26,8612.8M $0.49 %
71Novanta Inc 21,4132.8M $0.48 %
72Liquidity Services Inc 77,2822.8M $0.48 %
73ACI Worldwide Inc 61,5702.7M $0.47 %
74Insperity Inc 74,4822.6M $0.46 %
75NPK International Inc 158,9222.6M $0.45 %
76V2X Inc 38,1212.6M $0.45 %
77Arlo Technologies Inc 183,6852.6M $0.45 %
78OneSpaWorld Holdings Ltd 103,2332.5M $0.45 %
79Vericel Corp 72,8522.5M $0.44 %
80JFrog Ltd 54,2792.5M $0.44 %
81I3 Verticals Inc 111,6302.5M $0.44 %
82OGE Energy Corp 51,4542.5M $0.44 %
83Sila Realty Trust Inc 80,9152.5M $0.43 %
84Dorman Products Inc 21,5972.4M $0.42 %
85Addus HomeCare Corp 25,0002.4M $0.42 %
86Sprouts Farmers Market Inc 29,4082.4M $0.42 %
87Hayward Holdings Inc 159,4122.4M $0.42 %
88APA Corp 57,9622.4M $0.41 %
89Jefferson Capital Inc 113,7572.4M $0.41 %
90Halozyme Therapeutics Inc 36,9772.4M $0.41 %
91Freshpet Inc 34,5072.3M $0.41 %
92Floor & Decor Holdings Inc 48,0152.3M $0.41 %
93Maximus Inc 35,3412.3M $0.41 %
94Vitesse Energy Inc 122,5742.3M $0.40 %
95Rush Enterprises Inc 30,5522.3M $0.40 %
96CCC Intelligent Solutions Holdings Inc 431,0782.3M $0.39 %
97NeoGenomics Inc 242,4142.2M $0.39 %
98Chime Financial Inc 101,6352.2M $0.39 %
99Callaway Golf Co 145,0342.2M $0.39 %
100California Resources Corp 32,3312.2M $0.39 %