Titelia

Portefeuille de GMO U.S. Small Cap Value Fund

GMO TRUST · 270 positions déclarées · au 28 févr. 2026

Document d'origine · Actif net 43,5 M $ · Dix premières lignes : 18.1 % de la poche actions

Répartition par secteur

  • Finance 0,3 %
  • Non attribué 99,7 %

Classification Titelia, société par société. La part non attribuée reste affichée.

Répartition par devise

  • USD 100,0 %

Devise de cotation de chaque ligne, telle que déclarée.

Répartition par pays

  • US 96,6 %
  • BM 1,0 %
  • GB 0,8 %
  • KY 0,6 %
  • PR 0,5 %
  • MH 0,5 %

Parts calculées sur la poche actions.

PaysLignesValeurPart
US26141,9 M $96,63 %
BM2447,9 k $1,03 %
GB2331,8 k $0,76 %
KY1248,8 k $0,57 %
PR2226,4 k $0,52 %
MH2208,1 k $0,48 %

Positions

SociétéTitresValeurPoids
BorgWarner Inc 17 6971 M $2,34 %
Lincoln National Corp 26 937923,9 k $2,12 %
Terex Corp 11 979824 k $1,89 %
Kennametal Inc 20 148811,6 k $1,86 %
Enova International Inc 5 616780,9 k $1,79 %
Axcelis Technologies Inc 8 696718,4 k $1,65 %
Cirrus Logic Inc 5 041711,4 k $1,63 %
Radian Group Inc 20 421704,9 k $1,62 %
UGI Corp 18 489691,7 k $1,59 %
Oshkosh Corp 4 043687,4 k $1,58 %
Valley National Bancorp 50 564637,6 k $1,47 %
Photronics Inc 16 821629,6 k $1,45 %
Lear Corp 4 688615,3 k $1,41 %
Macy's Inc 30 538604 k $1,39 %
Commercial Metals Co 8 202601,2 k $1,38 %
Jackson Financial Inc 5 356586,4 k $1,35 %
Perdoceo Education Corp 16 861562,3 k $1,29 %
Skyworks Solutions Inc 9 346556,8 k $1,28 %
MGIC Investment Corp 20 855553,3 k $1,27 %
Outfront Media Inc 18 425530,8 k $1,22 %
Bread Financial Holdings Inc 7 474529,6 k $1,22 %
ArcBest Corp 5 153529 k $1,22 %
EnerSys 3 173527,2 k $1,21 %
Cal-Maine Foods Inc 5 846509,2 k $1,17 %
Invesco Ltd 16 890443,5 k $1,02 %
Avnet Inc 6 597434,3 k $1,00 %
Tri Pointe Homes Inc 9 353433 k $1,00 %
Valaris Ltd 4 503431,6 k $0,99 %
Atkore Inc 6 522422 k $0,97 %
Associated Banc-Corp 15 540410,4 k $0,94 %
Seaboard Corp 78400,4 k $0,92 %
Garrett Motion Inc 18 846383,7 k $0,88 %
Carter's Inc 10 971368,1 k $0,85 %
Mueller Industries Inc 3 106366,4 k $0,84 %
Matson Inc 2 202365,8 k $0,84 %
Sally Beauty Holdings Inc 22 052354,4 k $0,81 %
Conagra Brands Inc 18 404354,3 k $0,81 %
Century Communities Inc 5 239352,2 k $0,81 %
Polaris Inc 5 699346,2 k $0,80 %
Harmony Biosciences Holdings Inc 11 971341,7 k $0,79 %
Newmark Group Inc 23 236337,4 k $0,78 %
Popular Inc 2 317313,6 k $0,72 %
Deluxe Corp 10 995305,1 k $0,70 %
EZCORP Inc 11 265298,9 k $0,69 %
G-III Apparel Group Ltd 9 754298,4 k $0,69 %
Gates Industrial Corp PLC 10 551290,9 k $0,67 %
Universal Corp/VA 5 353287,6 k $0,66 %
M/I Homes Inc 1 928274,1 k $0,63 %
LTC Properties Inc 6 836271,3 k $0,62 %
BankUnited Inc 5 734267,8 k $0,62 %
Meritage Homes Corp 3 547267,5 k $0,61 %
Yelp Inc 11 928265,9 k $0,61 %
Buckle Inc/The 4 843259,3 k $0,60 %
Eastman Chemical Co 3 391256,1 k $0,59 %
KB Home 3 975252,7 k $0,58 %
Fresh Del Monte Produce Inc 5 796248,8 k $0,57 %
PROG Holdings Inc 6 962245,1 k $0,56 %
Dauch Corporation 35 812236,4 k $0,54 %
Fulton Financial Corp 11 554236,3 k $0,54 %
Phinia Inc 3 226234,3 k $0,54 %
Supernus Pharmaceuticals Inc 4 241232,1 k $0,53 %
Mattel Inc 13 639231,2 k $0,53 %
FNB Corp/PA 13 390227,5 k $0,52 %
Kohl's Corp 13 818226,2 k $0,52 %
ACM Research Inc 3 931218,9 k $0,50 %
Host Hotels & Resorts Inc 10 603207,7 k $0,48 %
Graham Holdings Co 196206,4 k $0,47 %
Brady Corp 2 161199,5 k $0,46 %
Customers Bancorp Inc 2 856192,6 k $0,44 %
Pediatrix Medical Group Inc 9 692192,4 k $0,44 %
Altimmune Inc 44 302190,9 k $0,44 %
Amkor Technology Inc 3 834183,3 k $0,42 %
Preformed Line Products Co 718182,1 k $0,42 %
United Natural Foods Inc 4 723180,5 k $0,41 %
Worthington Enterprises Inc 3 191178,7 k $0,41 %
Levi Strauss & Co 7 917175,4 k $0,40 %
Cimpress PLC 2 398175,2 k $0,40 %
Amalgamated Financial Corp 4 458171,6 k $0,39 %
Diodes Inc 2 514171,5 k $0,39 %
Hanmi Financial Corp 6 562171,3 k $0,39 %
Dana Inc 4 831165,4 k $0,38 %
Herbalife Ltd 8 391163,8 k $0,38 %
Oxford Industries Inc 4 047160,2 k $0,37 %
Steven Madden Ltd 4 336156,5 k $0,36 %
Gentex Corp 6 596154,3 k $0,35 %
Vishay Intertechnology Inc 8 183153,2 k $0,35 %
Interface Inc 4 847152,6 k $0,35 %
Apogee Enterprises Inc 3 735148,7 k $0,34 %
NMI Holdings Inc 3 700145,4 k $0,33 %
Vanda Pharmaceuticals Inc 16 322145,4 k $0,33 %
First Hawaiian Inc 5 763142,7 k $0,33 %
First Financial Corp 2 252142,7 k $0,33 %
East West Bancorp Inc 1 254137,3 k $0,32 %
Ethan Allen Interiors Inc 5 911134,7 k $0,31 %
Koppers Holdings Inc 3 519133 k $0,31 %
Seneca Foods Corp 953132,4 k $0,30 %
SunCoke Energy Inc 22 880130,4 k $0,30 %
Apple Hospitality REIT Inc 10 334126,7 k $0,29 %
SM Energy Co 5 389124,6 k $0,29 %
Community Trust Bancorp Inc 2 069124,2 k $0,29 %
La-Z-Boy Inc 3 446123,1 k $0,28 %
OFG Bancorp 3 069123 k $0,28 %
NewMarket Corp 189118,3 k $0,27 %
Innovative Industrial Properties Inc 2 193116,1 k $0,27 %
Central Pacific Financial Corp 3 623115,4 k $0,27 %
Genworth Financial Inc 13 360112,8 k $0,26 %
Tennant Co 1 820111,1 k $0,26 %
Ingles Markets Inc 1 294110,1 k $0,25 %
International Seaways Inc 1 456110 k $0,25 %
Veeco Instruments Inc 3 591109,7 k $0,25 %
Independent Bank Corp/MI 3 074106,8 k $0,25 %
Cushman & Wakefield Ltd 7 865105,5 k $0,24 %
Pitney Bowes Inc 9 647103,5 k $0,24 %
First BanCorp/Puerto Rico 4 891103,3 k $0,24 %
Alpha Metallurgical Resources Inc 628102,1 k $0,23 %
Oceaneering International Inc 2 820100,1 k $0,23 %
Portland General Electric Co 1 84899,7 k $0,23 %
Angi Inc 12 71198,9 k $0,23 %
Hope Bancorp Inc 8 74398,4 k $0,23 %
Dorian LPG Ltd 2 65498,2 k $0,23 %
Shutterstock Inc 5 83298 k $0,23 %
Amneal Pharmaceuticals Inc 7 07497,7 k $0,22 %
Edgewell Personal Care Co 4 25596,8 k $0,22 %
Universal Insurance Holdings Inc 2 72395,8 k $0,22 %
Ziff Davis Inc 3 41092,3 k $0,21 %
Upwork Inc 6 81791,5 k $0,21 %
GMO US Treasury Fund 18 24391,4 k $0,21 %
FMC Corp 6 01488,6 k $0,20 %
EPR Properties 1 48788,3 k $0,20 %
Broadstone Net Lease Inc 4 53788 k $0,20 %
First Commonwealth Financial Corp 4 92686,4 k $0,20 %
ManpowerGroup Inc 3 05685,5 k $0,20 %
DiamondRock Hospitality Co 8 40984,4 k $0,19 %
Sylvamo Corp 1 81884,2 k $0,19 %
Hamilton Insurance Group Ltd 2 62382,9 k $0,19 %
Sealed Air Corp 1 95982 k $0,19 %
Industrial Logistics Properties Trust 13 71680,4 k $0,18 %
PBF Energy Inc 2 24880 k $0,18 %
Varex Imaging Corp 6 07180 k $0,18 %
American Assets Trust Inc 4 09479,9 k $0,18 %
Nu Skin Enterprises Inc 9 41079,8 k $0,18 %
Columbia Sportswear Co 1 28479,5 k $0,18 %
Xenia Hotels & Resorts Inc 4 82873,8 k $0,17 %
Provident Financial Services Inc 3 47973,2 k $0,17 %
Matrix Service Co 6 65073,1 k $0,17 %
Bank OZK 1 55972,6 k $0,17 %
Horizon Bancorp Inc/IN 4 29472,3 k $0,17 %
Ingredion Inc 60871,4 k $0,16 %
Healthcare Services Group Inc 3 25970,9 k $0,16 %
Enanta Pharmaceuticals Inc 4 93770,6 k $0,16 %
Larimar Therapeutics Inc 13 06569,4 k $0,16 %
Cactus Inc 1 24667,3 k $0,15 %
Pacira BioSciences Inc 3 01166 k $0,15 %
Eventbrite Inc 14 78565,3 k $0,15 %
Ardent Health Inc 6 95165,3 k $0,15 %
Perma-Pipe International Holdings Inc 2 00865 k $0,15 %
Stride Inc 76464,5 k $0,15 %
Par Pacific Holdings Inc 1 50764,3 k $0,15 %
Sunstone Hotel Investors Inc 6 79663,1 k $0,14 %
Empire State Realty Trust Inc 10 20460 k $0,14 %
Fulgent Genetics Inc 3 86359,2 k $0,14 %
Methode Electronics Inc 6 72056,9 k $0,13 %
Navient Corp 6 44156,6 k $0,13 %
First Community Bankshares Inc 1 44156,4 k $0,13 %
Miller Industries Inc/TN 1 34056,3 k $0,13 %
Warrior Met Coal Inc 67155,9 k $0,13 %
AdvanSix Inc 3 13255,8 k $0,13 %
IBEX Holdings Ltd 1 91455,3 k $0,13 %
Kulicke & Soffa Industries Inc 79255,2 k $0,13 %
Campbell's Company/The 2 01154,2 k $0,12 %
Postal Realty Trust Inc 2 58453,6 k $0,12 %
Kimball Electronics Inc 2 13953,5 k $0,12 %
OneMain Holdings Inc 96353 k $0,12 %
AVALO THERAPEUTICS INC 3 00252,5 k $0,12 %
Amphastar Pharmaceuticals Inc 2 56551,9 k $0,12 %
Beazer Homes USA Inc 1 98250,7 k $0,12 %
Hudson Technologies Inc 7 08050,3 k $0,12 %
Movado Group Inc 1 97749,3 k $0,11 %
Regional Management Corp 1 49947,7 k $0,11 %
Urban Outfitters Inc 72047,7 k $0,11 %
Ryerson Holding Corp 1 80847,3 k $0,11 %
Helix Energy Solutions Group Inc 5 02346,2 k $0,11 %
Spok Holdings Inc 3 78746 k $0,11 %
Cars.com Inc 5 34645,7 k $0,10 %
Arrow Financial Corp 1 36645,5 k $0,10 %
Whitestone REIT 2 99545,5 k $0,10 %
Chord Energy Corp 41845,3 k $0,10 %
Concentrix Corp 1 36644,8 k $0,10 %
Village Super Market Inc 1 14044,6 k $0,10 %
Worthington Steel Inc 1 06544,3 k $0,10 %
Upbound Group Inc 2 06144,2 k $0,10 %
Northwest Natural Holding Co 81943,4 k $0,10 %
NetScout Systems Inc 1 46342,7 k $0,10 %
Hyster-Yale Inc 1 15942,7 k $0,10 %
Innovex International Inc 1 58641,8 k $0,10 %
Dream Finders Homes Inc 2 27241,1 k $0,09 %
Noble Corp PLC 90140,9 k $0,09 %
Trustmark Corp 95540,7 k $0,09 %
NeuroPace Inc 2 76540,3 k $0,09 %
Resources Connection Inc 10 69040,2 k $0,09 %
Liberty Energy Inc 1 41539,7 k $0,09 %
Preferred Bank/Los Angeles CA 45239,6 k $0,09 %
First Horizon Corp 1 66639,6 k $0,09 %
FutureFuel Corp 9 09739,3 k $0,09 %
OraSure Technologies Inc 12 33138,8 k $0,09 %
Phibro Animal Health Corp 70038,2 k $0,09 %
Wendy's Co/The 4 97938,1 k $0,09 %
Toro Co/The 38237,8 k $0,09 %
Dakota Gold Corp 5 33437,1 k $0,09 %
Shoe Carnival Inc 1 83137 k $0,08 %
OceanFirst Financial Corp 2 03236,7 k $0,08 %
Waterstone Financial Inc 2 03936,3 k $0,08 %
Kaiser Aluminum Corp 27936,3 k $0,08 %
Genco Shipping & Trading Ltd 1 50636,2 k $0,08 %
Simmons First National Corp 1 71534,1 k $0,08 %
Park Hotels & Resorts Inc 3 01634,1 k $0,08 %
Turtle Beach Corp 2 69533,8 k $0,08 %
Orion SA 5 93333,8 k $0,08 %
BlueLinx Holdings Inc 51133,7 k $0,08 %
Sun Country Airlines Holdings Inc 1 69133,3 k $0,08 %
Oportun Financial Corp 6 41533,2 k $0,08 %
Getty Realty Corp 1 00633 k $0,08 %
Kelly Services Inc 3 39332,9 k $0,08 %
DNOW Inc 2 70531,9 k $0,07 %
Gray Media Inc 6 12131,8 k $0,07 %
Everspin Technologies Inc 2 85930,9 k $0,07 %
Johnson Outdoors Inc 63430,7 k $0,07 %
Eagle Bancorp Inc 1 20530,7 k $0,07 %
Exelixis Inc 69330,5 k $0,07 %
Natural Gas Services Group Inc 79130,3 k $0,07 %
Northwest Bancshares Inc 2 40730 k $0,07 %
EXPRO GROUP HOLDINGS NV 1 67129,8 k $0,07 %
Park-Ohio Holdings Corp 1 15229,7 k $0,07 %
Albany International Corp 51429,6 k $0,07 %
Douglas Elliman Inc 12 74329,1 k $0,07 %
Heritage Commerce Corp 2 33329 k $0,07 %
Stellar Bancorp Inc 75828,5 k $0,07 %
Genesco Inc 1 02728 k $0,06 %
Flowco Holdings Inc 1 22227,6 k $0,06 %
Core Laboratories Inc 1 55827,4 k $0,06 %
Nathan's Famous Inc 26126,3 k $0,06 %
Spectrum Brands Holdings Inc 33226 k $0,06 %
Capital City Bank Group Inc 60025,7 k $0,06 %
El Pollo Loco Holdings Inc 2 30925,5 k $0,06 %
Aclaris Therapeutics Inc 8 75125,1 k $0,06 %
Strattec Security Corp 27924,6 k $0,06 %
Viant Technology Inc 2 36023,9 k $0,05 %
Wabash National Corp 2 21922,5 k $0,05 %
Holley Inc 5 47622,3 k $0,05 %
ChoiceOne Financial Services Inc 77822,3 k $0,05 %
TrueBlue Inc 5 00521,2 k $0,05 %
Northrim BanCorp Inc 88420,8 k $0,05 %
Exagen Inc 5 67820,6 k $0,05 %
Republic Bancorp Inc/KY 29020 k $0,05 %
Hooker Furnishings Corp 1 36819,6 k $0,05 %
Rush Enterprises Inc 30019,4 k $0,04 %
Piedmont Realty Trust Inc 2 47818,8 k $0,04 %
Motorcar Parts of America Inc 1 74918,1 k $0,04 %
SIGA Technologies Inc 2 54116,4 k $0,04 %
Helen of Troy Ltd 92616,3 k $0,04 %
Resideo Technologies Inc 40115,5 k $0,04 %
Weyco Group Inc 49415,4 k $0,04 %
Masterbrand Inc 1 20412,2 k $0,03 %
Sonos Inc 70510,9 k $0,02 %
CSG Systems International Inc 1108,8 k $0,02 %
Heritage Insurance Holdings Inc 3108,6 k $0,02 %
Cato Corp/The 2 1906,6 k $0,02 %
Universal Electronics Inc 1 6816,3 k $0,01 %
Westwood Holdings Group Inc 2944,9 k $0,01 %
Ironwood Pharmaceuticals Inc 3721,3 k $0,00 %