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Holdings (Monthly) Guide ↗

North Square Small Cap Value Fund

· Valued Advisers Trust
Monthly Holdings $209M AUM 20 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 AVNET INC 053807103 Apr 2025 56,191 -1,139 $4.9M +29.4% 2.33% EC
2 WHITECAP RESOURCES INC 96467A200 Feb 2026 401,013 -59,269 $4.6M +0.2% 2.20% EC
3 TEREX CORP 880779103 Apr 2025 74,821 -13,874 $4.4M -28.7% 2.08% EC
4 ENERSYS 29275Y102 Apr 2025 18,395 -3,299 $4.2M +16.3% 2.00% EC
5 CENTURY ALUMINUM COMPANY 156431108 Apr 2025 59,654 -25,278 $3.9M -10.1% 1.88% EC
6 MURPHY OIL CORP 626717102 Apr 2025 99,829 -14,754 $3.6M -4.9% 1.73% EC
7 SM ENERGY COMPANY 78454L100 Apr 2025 105,105 -15,533 $3.2M +15.7% 1.54% EC
8 STONEX GROUP INC 861896108 Apr 2025 26,849 -2,044 $3.0M -17.4% 1.45% EC
9 HEALTHCARE SERVICES GROUP INC 421906108 Apr 2025 135,053 -6,071 $2.8M -9.4% 1.33% EC
10 PENGUIN SOLUTIONS INC (US) 706915105 Feb 2026 48,215 -41,314 $2.7M +44.7% 1.29% EC
11 TEEKAY TANKERS LTD G8726X106 Apr 2025 34,170 -5,050 $2.4M -21.7% 1.15% EC
12 GULFPORT ENERGY CORP 402635502 Feb 2026 13,329 -1,969 $2.2M -29.6% 1.07% EC
13 WORTHINGTON STEEL INC 982104101 Apr 2025 51,276 -38,049 $2.2M -41.7% 1.03% EC
14 DNOW INC 67011P100 Apr 2025 159,071 -136,450 $2.0M -41.6% 0.97% EC
15 DAKTRONICS INC 234264109 Apr 2025 77,844 -55,250 $1.6M -53.1% 0.77% EC
16 ARDMORE SHIPPING CORP Y0207T100 Apr 2025 93,315 -13,792 $1.5M -14.5% 0.72% EC
17 CHORD ENERGY CORP 674215207 Feb 2026 8,526 -1,260 $1.1M +6.0% 0.54% EC
18 TALOS ENERGY INC 87484T108 Feb 2026 73,592 -10,878 $1.1M +4.3% 0.52% EC
19 INNOVEX INTERNATIONAL INC 457651107 Feb 2026 32,591 -4,818 $871K -11.7% 0.42% EC
20 CLEAR SECURE INC 18467V109 Apr 2025 15,345 -19,763 $851K -50.2% 0.41% EC