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Holdings (Monthly) Guide ↗

North Square Small Cap Value Fund

· Valued Advisers Trust
Monthly Holdings $209M AUM 53 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 5 New 53 Added 20 Reduced 5 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 FIRST AMERICAN FUNDS INC 31846V336 Apr 2025 9,459,100 +1,011,057 $9.5M +12.0% 4.52% STIV
2 HANCOCK WHITNEY CORP 410120109 Apr 2025 83,274 +9,546 $5.7M +16.9% 2.71% EC
3 CATHAY GENERAL BANCORP 149150104 Apr 2025 91,257 +10,460 $5.3M +31.0% 2.51% EC
4 OFG BANCORP 67103X102 Apr 2025 112,978 +12,951 $5.1M +28.4% 2.46% EC
5 NETSCOUT SYSTEMS INC 64115T104 Feb 2026 122,112 +13,997 $5.1M +60.9% 2.43% EC
6 AMERIS BANCORP 03076K108 Apr 2025 53,542 +6,136 $4.5M +22.6% 2.16% EC
7 INTERNATIONAL BANCSHARES CORP 459044103 Apr 2025 60,543 +6,940 $4.4M +21.4% 2.09% EC
8 KNOWLES CORP 49926D109 Apr 2025 116,605 +13,366 $4.4M +55.5% 2.08% EC
9 PELAGOS INSURANCE CAPITAL LTD G3398L118 Apr 2025 187,469 +18,230 $4.0M +25.4% 1.93% EC
10 APPLE HOSPITALITY REIT INC 03784Y200 Apr 2025 260,957 +18,408 $3.8M +28.9% 1.83% EC
11 ADAPTHEALTH CORP 00653Q102 Apr 2025 374,808 +26,438 $3.8M +19.1% 1.81% EC
12 MINERALS TECHNOLOGIES INC 603158106 Apr 2025 47,339 +5,427 $3.6M +23.2% 1.74% EC
13 LIVANOVA PLC G5509L101 Apr 2025 47,476 +3,348 $3.5M +12.5% 1.67% EC
14 VALMONT INDUSTRIES INC 920253101 Apr 2025 6,716 +474 $3.5M +21.6% 1.67% EC
15 PEDIATRIX MEDICAL GROUP INC 58502B106 Apr 2025 158,559 +11,185 $3.4M +16.7% 1.63% EC
16 BELDEN INC 077454106 Apr 2025 31,286 +3,586 $3.3M -17.2% 1.57% EC
17 COPA HOLDINGS SA P31076105 Apr 2025 22,619 +1,596 $3.2M +10.9% 1.54% EC
18 TIMKEN COMPANY (THE) 887389104 Apr 2025 24,572 +1,732 $3.1M +27.0% 1.50% EC
19 ENOVA INTERNATIONAL INC 29357K103 Apr 2025 18,797 +2,154 $3.0M +31.2% 1.45% EC
20 GLOBAL SHIP LEASE INC Y27183600 Apr 2025 82,234 +5,801 $3.0M -4.6% 1.43% EC
21 LEAR CORP 521865204 Apr 2025 20,821 +1,468 $3.0M +17.3% 1.42% EC
22 SCIENCE APPLICATIONS INTERNATIONAL CORP 808625107 Feb 2026 26,299 +3,014 $2.7M +27.6% 1.31% EC
23 ADVANCE AUTO PARTS INC 00751Y106 Feb 2026 44,001 +3,102 $2.7M +21.9% 1.27% EC
24 HAWAIIAN ELECTRIC INDUSTRIES INC 419870100 Apr 2025 193,868 +13,675 $2.6M -7.6% 1.23% EC
25 UGI CORP 902681105 Apr 2025 72,187 +5,091 $2.5M +0.4% 1.20% EC
26 JACKSON FINANCIAL INC 46817M107 Apr 2025 24,444 +2,376 $2.5M +4.3% 1.20% EC
27 ORION SA L72967109 Apr 2025 328,718 +37,682 $2.5M +51.7% 1.20% EC
28 RALLIANT CORP 750940108 Feb 2026 40,406 +2,850 $2.5M +45.1% 1.19% EC
29 PATHWARD FINANCIAL INC 59100U108 Apr 2025 29,342 +3,363 $2.4M +2.3% 1.15% EC
30 AVISTA CORP 05379B107 Apr 2025 54,084 +3,815 $2.2M +9.8% 1.07% EC
31 GATES INDUSTRIAL CORP PLC G39108108 Apr 2025 86,359 +6,091 $2.2M +1.1% 1.07% EC
32 COUSINS PROPERTIES INC 222795502 Apr 2025 82,198 +5,798 $2.2M +24.5% 1.05% EC
33 UPBOUND GROUP INC 76009N100 Apr 2025 111,845 +7,890 $2.1M -3.6% 1.03% EC
34 INTERFACE INC 458665304 Apr 2025 72,081 +5,085 $2.1M +1.1% 1.02% EC
35 PAN AMERICAN SILVER CORP 697900108 Apr 2025 37,307 +4,276 $2.1M -6.3% 1.02% EC
36 NORTHWEST NATURAL HOLDING COMPANY 66765N105 Apr 2025 42,503 +2,998 $2.1M -1.6% 0.98% EC
37 TAYLOR MORRISON HOME CORP 87724P106 Feb 2026 34,340 +2,422 $2.0M -4.5% 0.96% EC
38 NATIONAL FUEL GAS COMPANY 636180101 Feb 2026 25,242 +1,780 $1.9M -8.7% 0.93% EC
39 TERADATA CORP 88076W103 Feb 2026 57,014 +6,536 $1.9M +22.1% 0.93% EC
40 NEXPOINT RESIDENTIAL TRUST INC 65341D102 Apr 2025 63,605 +4,486 $1.8M +10.9% 0.88% EC
41 SALLY BEAUTY HOLDINGS INC 79546E104 Feb 2026 135,487 +9,557 $1.8M -11.1% 0.86% EC
42 NEWMARK GROUP INC 65158N102 Feb 2026 128,332 +14,711 $1.8M +8.7% 0.86% EC
43 GOLD.COM INC 00181T107 Feb 2026 39,560 +2,791 $1.7M -20.8% 0.80% EC
44 ALAMO GROUP INC 011311107 Feb 2026 10,828 +764 $1.6M -24.1% 0.78% EC
45 ABM INDUSTRIES INC 000957100 Apr 2025 41,644 +2,937 $1.6M -5.6% 0.78% EC
46 GOODYEAR TIRE & RUBBER COMPANY 382550101 Apr 2025 227,239 +16,029 $1.4M -20.4% 0.66% EC
47 ATKORE INC 047649108 Feb 2026 15,856 +1,118 $1.3M +37.7% 0.63% EC
48 KEMPER CORP 488401100 Apr 2025 46,807 +5,365 $1.2M -13.8% 0.55% EC
49 INNOVATIVE INDUSTRIAL PROPERTIES INC 45781V101 Feb 2026 18,500 +2,121 $1.1M +23.7% 0.51% EC
50 APOGEE ENTERPRISES INC 037598109 Apr 2025 24,241 +1,710 $931K +3.8% 0.44% EC
51 RESIDEO TECHNOLOGIES INC 76118Y104 Apr 2025 29,597 +2,087 $925K -13.1% 0.44% EC
52 ANI PHARMACEUTICALS INC 00182C103 Feb 2026 11,736 +828 $921K +14.3% 0.44% EC
53 PEGASYSTEMS INC 705573103 Apr 2025 21,637 +2,481 $773K -7.7% 0.37% EC