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Holdings (Monthly) Guide ↗

Saratoga Mid Capitalization Portfolio

· Saratoga Advantage Trust
Monthly Holdings $12M AUM 60 positions Period Feb 2026 Filed Apr 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Hubbell Incorporated 443510607 Feb 2026 885 $453K 3.99% EC
2 Evergy Inc 30034W106 Feb 2026 4,740 $397K 3.49% EC
3 CMS Energy Corporation 125896100 Feb 2026 5,015 $392K 3.45% EC
4 WEC Energy Group Inc. 92939U106 Feb 2026 3,325 $389K 3.42% EC
5 Alliant Energy Corporation 018802108 Feb 2026 5,355 $387K 3.41% EC
6 Dreyfus Instl Resv 26200X100 Feb 2026 380,444 $380K 3.35% STIV
7 Monolithic Power Systems Inc. 609839105 Feb 2026 318 $363K 3.20% EC
8 Burlington Stores Inc. 122017106 Feb 2026 1,095 $336K 2.96% EC
9 TechnipFMC PLC G87110105 Feb 2026 4,820 $320K 2.81% EC
10 Curtiss-Wright Corp. 231561101 Feb 2026 450 $315K 2.78% EC
11 HudBay Minerals Inc 443628102 Feb 2026 11,060 $313K 2.76% EC
12 Vulcan Materials Company 929160109 Feb 2026 945 $293K 2.58% EC
13 Flowserve Corporation 34354P105 Feb 2026 3,155 $279K 2.46% EC
14 Helios Technologies Inc 42328H109 Feb 2026 3,670 $262K 2.30% EC
15 Lincoln Electric Holdings Inc. 533900106 Feb 2026 905 $260K 2.29% EC
16 Construction Partners Inc. 21044C107 Feb 2026 1,915 $257K 2.27% EC
17 Crane Co. 224408104 Feb 2026 1,180 $237K 2.08% EC
18 SLB Ltd. 806857108 Feb 2026 4,535 $233K 2.05% EC
19 Howmet Aerospace Inc 443201108 Feb 2026 885 $232K 2.05% EC
20 Sharkninja Inc. G8068L108 Feb 2026 1,835 $225K 1.99% EC
21 Arcosa Inc 039653100 Feb 2026 2,070 $222K 1.96% EC
22 Masco Corporation 574599106 Feb 2026 3,015 $216K 1.90% EC
23 Microchip Technology Incorporated 595017104 Feb 2026 2,885 $215K 1.90% EC
24 Nucor Corporation 670346105 Feb 2026 1,205 $213K 1.88% EC
25 Sandisk Corporation 80004C200 Feb 2026 330 $210K 1.85% EC
26 Parker-Hannifin Corp. 701094104 Feb 2026 203 $205K 1.80% EC
27 Toll Brothers, Inc. 889478103 Feb 2026 1,270 $200K 1.76% EC
28 Marvell Technology Inc 573874104 Feb 2026 2,240 $183K 1.61% EC
29 The Gap Inc. 364760108 Feb 2026 6,485 $182K 1.60% EC
30 Coherent Corp 19247G107 Feb 2026 675 $175K 1.54% EC
31 Rocket Companies Inc 77311W101 Feb 2026 9,380 $171K 1.50% EC
32 XPO Inc 983793100 Feb 2026 780 $164K 1.45% EC
33 Hexcel Corporation 428291108 Feb 2026 1,695 $157K 1.38% EC
34 Ametek, Inc. 031100100 Feb 2026 655 $157K 1.38% EC
35 Huntington Bancshares Incorporated 446150104 Feb 2026 8,319 $140K 1.23% EC
36 Rockwell Automation, Inc. 773903109 Feb 2026 340 $139K 1.22% EC
37 Herc Holdings Inc 42704L104 Feb 2026 975 $136K 1.20% EC
38 Valmont Industries, Inc. 920253101 Feb 2026 275 $126K 1.11% EC
39 D.R. Horton, Inc. 23331A109 Feb 2026 780 $125K 1.10% EC
40 Agilent Technologies Inc. 00846U101 Feb 2026 985 $120K 1.05% EC
41 Sanmina Corp 801056102 Feb 2026 735 $114K 1.00% EC
42 Argan Inc 04010E109 Feb 2026 250 $113K 0.99% EC
43 GE Vernova Inc. 36828A101 Feb 2026 125 $109K 0.96% EC
44 Fabrinet G3323L100 Feb 2026 195 $106K 0.94% EC
45 Allegion PLC G0176J109 Feb 2026 600 $97K 0.85% EC
46 Ciena Corporation 171779309 Feb 2026 265 $92K 0.81% EC
47 Floor And Decor Holding Inc. 339750101 Feb 2026 1,320 $91K 0.80% EC
48 Zions Bancorporation Natl Assn Global Bank 989701107 Feb 2026 1,485 $85K 0.75% EC
49 Talen Energy Corporation 87422Q109 Feb 2026 225 $83K 0.74% EC
50 Mirion Technologies Inc 60471A101 Feb 2026 3,790 $82K 0.72% EC
51 Western Alliance Bancorp 957638109 Feb 2026 960 $77K 0.68% EC
52 Vertiv Holdings Co 92537N108 Feb 2026 295 $75K 0.66% EC
53 Carnival Corporation 143658300 Feb 2026 2,185 $69K 0.61% EC
54 Wesco International, Inc. 95082P105 Feb 2026 235 $68K 0.60% EC
55 Axon Enterprise Inc 05464C101 Feb 2026 125 $68K 0.60% EC
56 Royal Caribbean Group V7780T103 Feb 2026 200 $62K 0.55% EC
57 Cushman And Wakefield Ltd. G2717C106 Feb 2026 4,490 $60K 0.53% EC
58 Eos Energy Enterprises Inc. 29415C101 Feb 2026 9,465 $54K 0.47% EC
59 Robinhood Markets Inc 770700102 Feb 2026 620 $47K 0.41% EC
60 Fifth Third Bancorp 316773100 Feb 2026 186 $9K 0.08% EC