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Holdings (Monthly) Guide ↗

Polen 5Perspectives Small Growth Fund

· FundVantage Trust
Monthly Holdings $62M AUM 49 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 49 New 27 Added 17 Reduced 34 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 TERAWULF INC WULF Jul 2026 84,138 NEW $1.5M — 2.38% EC
2 TWIST BIOSCIENCE CORP TWST Jul 2026 12,523 NEW $1.1M — 1.84% EC
3 MILLICOM INTERNATIONAL CELLULAR SA TIGO Jan 2026 10,593 NEW $1.0M — 1.62% EC
4 RINGCENTRAL INC RNG Jul 2026 16,007 NEW $890K — 1.43% EC
5 BILLIONTOONE INC BLLN Jul 2026 6,365 NEW $882K — 1.42% EC
6 ESTABLISHMENT LABS HOLDINGS INC ESTA Jan 2026 8,675 NEW $803K — 1.29% EC
7 ERMENEGILDO ZEGNA NV ZGN Jan 2026 52,513 NEW $772K — 1.24% EC
8 FIVE9 INC FIVN Jul 2026 28,060 NEW $772K — 1.24% EC
9 VEECO INSTRUMENTS INC VECO Jul 2026 15,152 NEW $758K — 1.22% EC
10 SEMTECH CORP SMTC Jul 2026 5,941 NEW $700K — 1.12% EC
11 GLAUKOS CORP GKOS Jul 2026 4,128 NEW $688K — 1.10% EC
12 KNOWLES CORP KN Jul 2026 18,525 NEW $678K — 1.09% EC
13 LITTELFUSE INC LFUS Jul 2026 1,498 NEW $662K — 1.06% EC
14 COPA HOLDINGS SA CPA Jan 2026 4,661 NEW $658K — 1.06% EC
15 MAREX GROUP LTD MRX Jan 2026 9,901 NEW $643K — 1.03% EC
16 LEGALZOOM.COM INC LZ Jul 2026 78,584 NEW $618K — 0.99% EC
17 TRAVERE THERAPEUTICS INC TVTX Jul 2026 10,876 NEW $608K — 0.98% EC
18 APPLIED OPTOELECTRONICS INC AAOI Jul 2026 6,073 NEW $573K — 0.92% EC
19 AEHR TEST SYSTEMS INC AEHR Jul 2026 6,990 NEW $559K — 0.90% EC
20 DIANTHUS THERAPEUTICS INC DNTH Jul 2026 5,113 NEW $547K — 0.88% EC
21 LINDBLAD EXPEDITIONS HOLDINGS INC LIND Jul 2026 18,361 NEW $543K — 0.87% EC
22 PTC THERAPEUTICS INC PTCT Jul 2026 7,862 NEW $535K — 0.86% EC
23 BRIGHTSPRING HEALTH SERVICES INC BTSG Jul 2026 8,616 NEW $514K — 0.83% EC
24 PENGUIN SOLUTIONS INC (US) PENG Jul 2026 8,945 NEW $471K — 0.76% EC
25 ADEIA INC ADEA Jul 2026 16,441 NEW $438K — 0.70% EC
26 AXT INC AXTI Jul 2026 6,902 NEW $417K — 0.67% EC
27 ETON PHARMACEUTICALS INC ETON Jul 2026 8,733 NEW $405K — 0.65% EC
28 CARDINAL INFRASTRUCTURE GROUP INC CDNL Jul 2026 6,541 NEW $405K — 0.65% EC
29 MILLERKNOLL INC MLKN Jul 2026 15,699 NEW $354K — 0.57% EC
30 AKTIS ONCOLOGY INC AKTS Jul 2026 14,852 NEW $328K — 0.53% EC
31 ASTEC INDUSTRIES INC ASTE Jul 2026 6,209 NEW $315K — 0.50% EC
32 AXSOME THERAPEUTICS INC AXSM Jul 2026 1,405 NEW $306K — 0.49% EC
33 PULSE BIOSCIENCES INC PLSE Jul 2026 8,670 NEW $305K — 0.49% EC
34 TG THERAPEUTICS INC TGTX Jul 2026 5,842 NEW $304K — 0.49% EC
35 SITIME CORP SITM Jul 2026 566 NEW $303K — 0.49% EC
36 RYMAN HOSPITALITY PROPERTIES INC RHP Jul 2026 2,255 NEW $301K — 0.48% EC
37 XENON PHARMACEUTICALS INC XENE Jul 2026 4,656 NEW $292K — 0.47% EC
38 CHINA YUCHAI INTERNATIONAL LTD CYD Jan 2026 6,024 NEW $284K — 0.46% EC
39 JOBY AVIATION INC JOBY Jan 2026 34,071 NEW $244K — 0.39% EC
40 HINGE HEALTH INC HNGE Jul 2026 2,898 NEW $217K — 0.35% EC
41 RXO INC RXO Jul 2026 10,676 NEW $216K — 0.35% EC
42 COGENT BIOSCIENCES INC COGT Jul 2026 4,142 NEW $161K — 0.26% EC
43 ANDERSEN GROUP INC ANDG Jul 2026 3,325 NEW $157K — 0.25% EC
44 MBX BIOSCIENCES INC MBX Jul 2026 2,333 NEW $154K — 0.25% EC
45 DROPBOX INC DBX Jul 2026 4,528 NEW $147K — 0.24% EC
46 SERVICETITAN INC TTAN Jul 2026 1,766 NEW $147K — 0.24% EC
47 RACKSPACE TECHNOLOGY INC RXT Jul 2026 30,932 NEW $128K — 0.21% EC
48 VISHAY PRECISION GROUP INC VPG Jul 2026 1,179 NEW $109K — 0.17% EC
49 SELLAS LIFE SCIENCES GROUP INC SLS Jul 2026 10,137 NEW $101K — 0.16% EC